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Macro Economics Podcasts

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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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New Mind

Sam Daghash

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New Mind is where personal development meets trading psychology. Hosted by Sam Daghash, an Alignment & Breakthrough Specialist and certified Master Coach, the podcast dives deep into the art of mastering the mind. With thought-provoking conversations featuring some of the brightest minds in trading and personal growth, each episode unpacks strategies for breaking mental barriers, achieving peak performance, and unlocking true potential. Whether you're a trader or simply someone passionate ab ...
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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Macro N Cheese

Steven D Grumbine

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A podcast that critically examines the working-class struggle through the lens of MMT or Modern Monetary Theory. Host Steve Grumbine, founder of Real Progressives, provides incisive political commentary and showcases grassroots activism. Join us for a robust, unfiltered exploration of economic issues that impact the working class, as we challenge the status quo and prioritize collective well-being over profit. This is comfort food for the mind, fueling our fight for justice and equity!
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Macro Matters

Bretton Woods Committee

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Macro Matters is a podcast where global experts share candid insights on pressing issues in international economics. Each episode, host and BWC Executive Director Emily Slater sits down with guests from BWC’s own global membership to offer clear-eyed analysis on global economic policy. In a noisy media landscape, these conversations are designed to offer clarity. Guests will go beyond the headlines to explore not just what’s happening in the global economy—but why it’s happening, what it mea ...
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The Breakdown

Blockworks

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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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Let’s Talk Macro

Let’s Talk Macro

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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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Raoul Pal: The Journey Man

Real Vision Podcast Network

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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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At The Margin

Niall Farrell

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Discussions about GDP, housing and other issues seem to assume that we know quite a bit about the topic already. Most of us don't. This podcast will fill in those gaps. During each episode, an expert will guide us through a given topic, with the goal of providing enough information so we can piece together our own informed views. Many of the speakers are working at the cutting edge of their respective fields, guiding us through both the accumulated evidence and showing us where things are li ...
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Real Vision: Finance & Investing

Real Vision Podcast Network

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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
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Investor TV

Global One Media

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In the fast-paced world of finance, investors need to cut through the noise and get to the real deal. Listen to bite-sized market news and actionable insights anywhere and anytime with investorTV’s financial podcast. From emerging stocks to watch to the latest market trends and economic shifts, tune in as investorTV makes investing easy. Get expert takes from John Feneck and Don Durrett as they break down what’s moving the gold and silver markets and what investors should watch next. Discove ...
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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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Hidden Forces

Demetri Kofinas

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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
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FinanceFrontierAI: Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset

Top 1% Finance + AI + Wealth Strategies | U.S hosts: Max, Sophia and Charlie

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FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max, Sophia, and Charlie from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. The show spans four elite series covering macro forces, AI-driven innovation, asymmetric investing strategies, and the mental edge required to scale. Every episode is crafted to sharpen clarity, strengthen conviction, and help you t ...
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Quarter-Life Capital

George Pu, Matthew Black, Soham Mehta

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In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Matthew Black, and Soham Mehta, this weekly show explores the intersection of crypto, AI, geopolitics, financial markets, and tech careers—from the perspective of young builders living through the chaos. It’s not another personal finance podcast. It’s war rooms, crisis playbooks, signal over noise. We go deep on: - Bitcoin ...
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New Home Insights Podcast

John Burns Research and Consulting

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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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Walker Crips' Market Commentary

Walker Crips Investment Management Limited

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This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines. This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The ...
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SA For FAs

Seeking Alpha

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the ...
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In this special episode of The Weekly Briefing podcast, Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown outline Capital Economics' expectations for 2026. They tackle the key drivers and risks in the year ahead, examining how the AI narrative will unfold, why the US will be a notable outperformer, how much further Chi…
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Steve and his guest, Scottish political economist William Thomson, use the fight over Scotland’s independence to dissect how class power hides inside “neutral” economic rules. Will, founder of SCOTONOMICS, talks about his journey from neoclassical training to a heterodox, political-economy perspective grounded in MMT, ecological economics, and clas…
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India’s economic momentum is reshaping the global landscape. From rapid growth and expanding trade ties to digital innovation and a multi-alignment foreign policy, India is emerging as a central player in the world economy. In this episode, Udaibir S. Das joins host Emily Slater to unpack what’s fueling India’s rise, how its strategic choices are l…
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Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts in the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today I'm going to talk about…
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down a mixed global market session driven by fresh economic data and central bank signals. U.S. jobless claims unexpectedly jumped while…
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Today's Post - https://bahnsen.co/4aK1R6X Honoring a Legacy: Greg Bahnsen's Influence on Investment Philosophy In this special edition of Dividend Cafe, host David Bahnsen reflects on the legacy of his father, Greg Bahnsen, commemorating the 30th anniversary of his passing. David explores the significant influence his father had on his work at The …
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Today’s episode breaks down one of the most contentious FOMC meetings in nearly a decade. A deeply divided Fed delivered a rate cut that may also mark the end of the cutting cycle, with multiple dissents on both the dovish and hawkish sides and an unusually fractured dot plot. The conversation explores what the dissents reveal about competing infla…
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David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- This podcast assesses the longer-term cyclical factors that indicate global financial markets could reach a major turning point in 2026 or later in this decade. Ron discusses the outlook for inflation and the various elements that could create an echo of the high-…
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Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significan…
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Market Overview and Insights on Private Credit – December 11, 2025 In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets from the Newport Beach office of The Bahnsen Group. The DOW closed up by 646 points, while the S&P had modest gains and NASDAQ saw a slight decline. Szytel discusses the rotation from growth t…
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Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro …
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights mixed global equity performance following the Fed’s quarter-point rate cut and a sharp rise in U.S. jobless claims that has unsettle…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp ✅Sign up for a FREE 14-da…
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Today’s episode breaks down the rough NYSE debut of 21 Capital, whose immediate drop suggests markets are no longer willing to award premiums to companies whose only model is selling shares to buy more Bitcoin. The discussion examines why treasury firms are being valued at 1x, what 21’s attempt to build real Bitcoin-based businesses signals about t…
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This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Qui…
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⚪ In this special episode, Raoul Pal has decided to unlock the most recent Exponentialist Fireside Chat for you to enjoy. Each month, Raoul and David Mattin talk through the latest developments in Exponential Age technology before taking questions from the live audience. You can join the Exponentialist here: realvision.com/thefuture.⚪ X: @DMattin📣 …
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There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there is less than three weeks less in the year! Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very …
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Post-FOMC Meeting Market Reaction and Economic Outlook - December 10, 2023 In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group in Newport Beach discusses the market's reactions to the Federal Reserve's recent actions. On December 10th, 2023, the Federal Reserve concluded its FOMC meeting, cutting rates by 25 basis points and addin…
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Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DGA-Albright Stonebridge Group, discuss with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode was recorded on November 10, …
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Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path to market stability in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Laura Wang: Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategi…
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Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X📣 Start investing today - https://gemini.com/realvision👉 Don’t invest unless you’re prepared to lose all the…
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Palvatar highlights a cautious tone across global equity markets as investors await the Federal Reserve’s policy decision, with a rate cut widely expecte…
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Today’s episode examines Washington’s increasingly public admission that the market-structure bill is stuck, with key senators signaling that negotiations have become frustrating and unlikely to resolve this year. From there the focus turns to MicroStrategy’s return to large-scale Bitcoin purchases, the funding mechanics behind it, and the growing …
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Sidney Resources (OTCID: SDRC) is building long-term potential through its growing gold, silver, and rare earth work in Idaho. John Feneck, CEO of Feneck Consulting Group, interviews Sidney Resources CEO Sean-Rae Zalewski and COO Dan Hally about the company’s recent 12,000-acre expansion in Idaho. They discuss the region’s strong gold and silver po…
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In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy! __ Follow Keith: https://x.com/IceCapGlob…
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Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research…
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Market Recap and Insights on Upcoming Fed Decisions In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group discusses the market activity on December 9th, highlighting slight declines in both the stock and bond markets. He reviews the latest economic indicators, including the NFIB Small Business Optimism Index and the JOLTS job openin…
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Palvatar highlights a cautious tone across global equities as markets await the Federal Reserve’s interest rate decision, with expectations leaning towar…
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A crypto regulatory update looking at why the long-promised market structure bill is likely slipping into next year as negotiators get bogged down in stablecoin yield, conflict-of-interest language, and the thorny problem of DeFi. The episode also covers the SEC’s increasingly sharp divide with TradFi over tokenization rules and a surprising bit of…
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The past week saw increased regulatory focus and a cooling labour market. The Bank of England (“BoE”) launched a "system-wide exploratory exercise" to stress-test private equity and credit markets, which hold 15% of UK corporate debt. The exercise will be run over two rounds, allowing officials to examine the impact of a crisis on the private capit…
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Today's Post - https://bahnsen.co/44NZ88R Market Volatility, Small Cap Performance, and Corporate Takeovers: A Comprehensive Market Update In this episode, we cover the Fed's anticipated rate cut, the current state of credit spreads, and the mixed performance of sectors with a focus on semiconductors. We analyze the significant increase in negative…
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Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the most significant themes for retail investors. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Ma…
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🔥 Cyber Monday chance here: https://rvtv.io/4ps8gYFAndreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dissect rate-cut expectations for the Federal Reserve this week, how the recent economic data impacts this decision and howe this will help or h…
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Palvatar highlights a pivotal week ahead as markets brace for a widely expected Fed rate cut, though economists anticipate an unusually contentious meeti…
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Laurence Bristow is a former staffer at the Reserve Bank of Australia and currently is a Vice President and Research Associate at the Bank Policy Institute. In Laurence's first appearance on the show, he discusses the differences between the Reserve Bank of Australia and the Fed, The RBA's change in operating systems, what a demand driven system ac…
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In Episode 452 of Hidden Forces, Demetri Kofinas speaks with Iain McGilchrist, a neuroscientist and author of The Master and His Emissary and The Matter with Things. His work on the divided brain has helped millions of people find wisdom, meaning, and guidance for living in the modern world. Iain and Demetri begin their conversation exploring McGil…
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Send us a text The premiere episode for season FOUR of "Money, Markets & New Age Investing” is a MUST LISTEN! Greg notes FIVE KEY "tipping points" that have ALL pushed past their "stabilization angle". The tipping points are now TIPPED! The Age of Polarization is continuing to intensify, and 2025 is just a PREVIEW of what's to come in 2026. Today, …
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In this episode, we’re joined by Danny Kirsch, Head of Options Strategy and the Trading Team at Piper Sandler. We recap the year’s market activity, discuss notable trading strategies, and look ahead to year-end and early-2025 positioning. Topics include key market catalysts, a standout options trade involving retail and the financial sector as opti…
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Episode 78:Stepping Out of the System: The Real Hero’s Journey with Mamoun Alamouri In this powerful episode of the New Mind Podcast, Sam sits down with Mamoun Alamouri, one of the leading voices in AI-powered sales and marketing in the MENA region, to explore what it truly takes to step outside the system and follow the deeper calling within you. …
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In this episode, Jeffrey Sachs joins me to break down some of the most pressing geopolitical issues facing America today. Alongside that, we get into the failures of regime-change strategy, the myth of China’s “10-year collapse,” and what long-term planning actually looks like in a functional economy.Join us LIVE at the Vancouver Resource Investmen…
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🎧 The Empire Wars: Interfaces, Intelligence, and the Battle for Control Welcome to AI Frontier AI, part of the Finance Frontier AI podcast network—where we decode how artificial intelligence is reshaping power, infrastructure, markets, and the architecture of global control. In this cinematic deep dive, Max, Sophia, and Charlie map the hidden war u…
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