))
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
…
continue reading
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 ...
…
continue reading
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
…
continue reading
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 ...
…
continue reading
AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
…
continue reading
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
…
continue reading
…
continue reading
Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
…
continue reading
Sensible Market Commentary
…
continue reading
We talk economics and markets with leading policymakers and investors.
…
continue reading
Hosted by David Beckworth of the Mercatus Center, Macro Musings pulls back the curtain on the important macroeconomic issues of the past, present, and future.
…
continue reading
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!
…
continue reading
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/
…
continue reading
A podcast where economic and political issues and theories are discussed through a socialist lens, hosted by Tahlia Murdoch.
…
continue reading
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
…
continue reading
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.
…
continue reading
Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
…
continue reading
…
continue reading
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 ...
…
continue reading
Swan Signal Live brings you interviews, news, analysis, and commentary on Bitcoin, macro, finance, and how Bitcoin is the foundation for a brighter future for us all.
…
continue reading
China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
…
continue reading
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 ...
…
continue reading
1
FinanceFrontierAI – Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Hosts Max (Grok 3) | Sophia (ChatGPT) | US-Based. Top 1%. Finance + Money + AI
2
120
FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max (Grok 3) and Sophia (ChatGPT) from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. Four elite series: Finance Frontier (macro, markets, geopolitics), AI Frontier AI (business innovation), Make Money (10X investing strategies, asymmetric upside), and Mindset Frontier AI (scaling success through focus, tool ...
…
continue reading
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 ...
…
continue reading
Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
…
continue reading
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
…
continue reading
TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
…
continue reading
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Morgan Brennan and Jon Fortt guide listeners through each trading session and bring to you some of the biggest names in business.
…
continue reading
Welcome to HSBC Business Editions- MENAT, a podcast series hosted by HSBC in MENAT. Join us as we bring you insights from regional business owners, HSBC leaders and market experts, covering a wide range of topics, from improving business performance to addressing market challenges and adopting new strategies to future-proof your company. Discover how HSBC can help your business by visiting your local HSBC Business country website. Subscribe now to stay updated with our latest episodes. Hoste ...
…
continue reading
"Longview Conversations With…” is our new series in which we interview interesting financial wizards, macro traders, investors and geopolitical experts.
…
continue reading
Unusual Whales covers financial topics and market news. We help navigate various topics in finance, from options, to equities, and get some of the experts in the field to help you follow the flow. 🐳
…
continue reading
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-cur ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
…
continue reading
Buy Hold Sell is an American financial talk television show that airs weekly on various streaming channels. It is hosted by Veronica Dudo with permanent panelists, Tobin Smith and Todd M. Schoenberger, who are often joined by a rotating list of guest panelists. BHS is a rapid-fire, high-energy, financial news talk show addressing the events of the week on Wall Street and forecasting what investors should expect in the immediate future.
…
continue reading
…
continue reading
1
Macro Micro Michael Marco & Startups at the Edge (M4Edge)
Marco Annunziata and Michael Leifman
164
Conversations with startup CEOs with technology that can change how the economy functions.Hosted by Marco Annunziata and Michael Leifman
…
continue reading
A weekly wrap-up, every Sunday, of all the developments in the markets.
…
continue reading
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
…
continue reading
Trivium China is an analysis firm that specializes in monitoring Chinese government policy. From our offices in Beijing, Shanghai, and DC, we break down Beijing's latest moves on the economy, technology, energy, climate, and agriculture.
…
continue reading
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.
…
continue reading
Welcome to The Flux - where we talk data, decisions, and stories of people asking the what-if questions to create an intentional impact on the future.
…
continue reading
Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
…
continue reading
1
Special episode AIB’s Irish Macro-Economic Outlook
12:41
12:41
Play later
Play later
Lists
Like
Liked
12:41
AIB’s Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest macro-economic outlook for the Irish economy, resilience in the consumer and labour market outlooks and geopolitical risks to growth. Read the full economic the outlook on the AIB FX centre here Visit our website and subscribe to receive AIB's Economic Analysis direc…
…
continue reading
1
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31
Donald Trump jolted markets on Friday with a threat to slap steep tariffs on the EU. Group Chief Economist Neil Shearing jumped back on the podcast to join David Wilder and unpack whether this is classic brinkmanship – or something more serious. In the original recording, Neil also discusses recent bond market moves following the House’s approval o…
…
continue reading
1
Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider
24:52
24:52
Play later
Play later
Lists
Like
Liked
24:52
In this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We discuss the significant topic of the budget reconciliation bill, detailing its current status, timeline for passage, and the key components it entails including tax cuts, spending cuts, and the conse…
…
continue reading
1
J.L. Collins, Achieving Financial Independence
45:59
45:59
Play later
Play later
Lists
Like
Liked
45:59
Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp caught up with Collins for a conversation about: - The challenges and appeal of being a super-saver. - How…
…
continue reading
1
Ep 331 - The Red Thread: A History of Socialist Tradition with C. Derick Varn - Part 1
1:04:39
1:04:39
Play later
Play later
Lists
Like
Liked
1:04:39
**This Tuesday evening, C. Derick Varn will join us for Macro ‘n Chill, our weekly community gathering. While listening to this episode, folks will have the opportunity to ask questions and engage in discussion. June 10th, 8 pm ET/5 pm PT Click HERE to register This episode is the first of a two-part discussion delving into historical splits within…
…
continue reading
1
Circle Soars, Trump and Musk Clash, and JPMorgan Embraces Bitcoin ETFs
22:11
22:11
Play later
Play later
Lists
Like
Liked
22:11
Scott Melker joins NLW for a packed Friday Five: Circle’s IPO skyrockets, Musk and Trump’s crypto-fueled feud jolts markets, and JPMorgan quietly normalizes Bitcoin as financial collateral. Plus, lawmakers bungle crypto bill briefings and Cynthia Lummis sparks debate over Bitcoin’s role in national security. Brought to you by: Grayscale offers more…
…
continue reading
1
Circle’s Blockbuster IPO Oversubscribed 25x
15:36
15:36
Play later
Play later
Lists
Like
Liked
15:36
Circle’s IPO blew past expectations, pricing high and oversubscribed 25x, signaling Wall Street’s growing appetite for stablecoin exposure. NLW breaks down the offering’s details, why fintech insiders think Circle is still undervalued, and what this means for future crypto IPOs. Plus, JPMorgan embraces crypto ETFs, Bitcoin treasuries surge, and Con…
…
continue reading
June 6, 2025 – What's ahead for stocks, bonds, and the dollar? Financial Sense Newshour speaks with Jim Welsh of Macro Tides about the outlook for markets, interest rates, and US government debt. Welsh explains why Treasury yields...By [email protected] (Financial Sense)
…
continue reading
June 6, 2025 – What's ahead for stocks, bonds, and the dollar? Financial Sense Newshour speaks with Jim Welsh of Macro Tides about the outlook for markets, interest rates, and US government debt. Welsh explains why Treasury yields...By [email protected] (Financial Sense)
…
continue reading
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…
…
continue reading
1
Jim Bianco: Trump's Agenda Could Be Finished, Bond Market Vigilantes Are Coming
47:50
47:50
Play later
Play later
Lists
Like
Liked
47:50
Jun 6, 2025 – Financial Sense Newshour's Jim Puplava interviews Jim Bianco of Bianco Research on the challenges posed by the soaring U.S. national debt, now nearing $37 trillion. The discussion explores the implications for interest rates...By [email protected] (Financial Sense)
…
continue reading
1
Jim Bianco: Trump's Agenda Could Be Finished, Bond Market Vigilantes Are Coming
47:50
47:50
Play later
Play later
Lists
Like
Liked
47:50
Jun 6, 2025 – Financial Sense Newshour's Jim Puplava interviews Jim Bianco of Bianco Research on the challenges posed by the soaring U.S. national debt, now nearing $37 trillion. The discussion explores the implications for interest rates...By [email protected] (Financial Sense)
…
continue reading
Trump–Elon “Breakup”: The show kicks off with the high-profile political and cultural split between Donald Trump and Elon Musk. The hosts speculate whether the split was coordinated to help Elon politically, and explore what it says about naive techno-optimism in politics versus the hard constraints of monetary and fiscal reality. “Nothing Stops Th…
…
continue reading
Morgan Stanley’s midyear outlook defied the conventional view in a number of ways. Our analysts Serena Tang and Vishy Tirupattur push back on the pushback to their conclusions, explaining the thought process behind their research. Read more insights from Morgan Stanley. ----- Transcript ----- Serena Tang: Welcome to Thoughts on the Market. I'm Sere…
…
continue reading
1
Closing Bell: The Road to Record Highs 6/6/25
43:10
43:10
Play later
Play later
Lists
Like
Liked
43:10
Strategas’ Chris Verrone, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts for stocks amid the trade uncertainty. Plus, Professor Jeremy Siegel tells us why he favors a “cautionary cut.” And, Robinhood hit fresh all-time highs. We tell you what’s driving that stock higher.…
…
continue reading
1
Ep 28 - Exiting the US-China trade death spiral
43:45
43:45
Play later
Play later
Lists
Like
Liked
43:45
In the latest episode of the Trivium China podcast, Trivium Co-founders Andrew Polk and Trey McArver discuss this week’s phone call between Xi Jinping and Donald Trump that appears to have gotten trade talks back on track, for now. The two discuss: The developments and misperceptions from both sides that almost derailed the Geneva truce over the pa…
…
continue reading
You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and Broadcom. - Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders. - Docusign’s turnaround story. (19:03) Stacey Vanek Smit…
…
continue reading
1
A Letter to Graduates (again) and All Young Adults
31:54
31:54
Play later
Play later
Lists
Like
Liked
31:54
Today's Post - https://bahnsen.co/4kXcW6M Timeless Financial Advice for Graduates and Beyond In this week's episode of Dividend Cafe, the host offers a special update on a previous popular episode focused on financial advice for high school graduates. Emphasizing the importance of this transitional stage from late teens to mid-twenties, the discuss…
…
continue reading
1
Are tariffs starting to bite? Plus, the economics of rising defence spending
26:10
26:10
Play later
Play later
Lists
Like
Liked
26:10
Group Chief Economist Neil Shearing unpacks the latest data to assess the impact of Donald Trump’s tariffs, including signs that the effects of tariff front-running are now unwinding. He also discusses how businesses are navigating the ongoing uncertainty and why the Bank of England is trailing the ECB in cutting interest rates. Also on the show, S…
…
continue reading
1
Circle Soars on IPO, Pump.fun to Launch Token | Rekt Vision
58:00
58:00
Play later
Play later
Lists
Like
Liked
58:00
Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the USDC stablecoin-issuer Circle going public, Pump.fun launching its own token, memecoin weakness, what the best trades are right now, and HYPE’s outperformance, an…
…
continue reading
1
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35
In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss anticipated macroeconomic themes. Key topics include the upcoming US employment report, the volatile financial markets sparked by the Trump-Musk confrontation, and ongoing trade negotiations involving the …
…
continue reading
1
US Jobs Data, German Output Drop, and ECB's Easing Nears End: PALvatar Market Recap, June 6 2025
5:17
5:17
Play later
Play later
Lists
Like
Liked
5:17
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ 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 U.S. jobs report, with 139K jobs added and unemployment holding …
…
continue reading
1
ECB Cuts Rates, Weak US Jobs Data, and Circle’s IPO: PALvatar Market Recap, June 05 2025
5:29
5:29
Play later
Play later
Lists
Like
Liked
5:29
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ 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 covers the ECB’s expected 25bps rate cut amid weak Eurozone data, Germany’s surprisi…
…
continue reading
1
The American Debt Trap: How the 2020s Broke the System, and What Comes Next
27:06
27:06
Play later
Play later
Lists
Like
Liked
27:06
🎧 The American Debt Trap – How the 2020s Broke the System 💡 Welcome to Finance Frontier, part of the Finance Frontier AI podcast series—where macro meets cinematic. Every episode turns chaos into clarity—decoding the most urgent financial signals shaping capital flows, global trust, and investor behavior. In this episode, Max, Sophia, and Charlie d…
…
continue reading
1
James Kostohryz: How Long Before the US Sees a Debt Crisis? (Preview)
5:47
5:47
Play later
Play later
Lists
Like
Liked
5:47
Jun 5, 2025 – Is the US debt crisis a ticking time bomb or an overblown fear? In this insightful interview, James Kostohryz of Investor Acumen breaks down the $37 trillion question, revealing why the truth lies between panic and complacency...By [email protected] (Financial Sense)
…
continue reading
1
James Kostohryz: How Long Before the US Sees a Debt Crisis? (Preview)
5:47
5:47
Play later
Play later
Lists
Like
Liked
5:47
Jun 5, 2025 – Is the US debt crisis a ticking time bomb or an overblown fear? In this insightful interview, James Kostohryz of Investor Acumen breaks down the $37 trillion question, revealing why the truth lies between panic and complacency...By [email protected] (Financial Sense)
…
continue reading
1
Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell
38:33
38:33
Play later
Play later
Lists
Like
Liked
38:33
In this insightful episode of Buy Hold Sell, Wall Street veterans Tobin Smith and Todd M. Schoenberger sit down with Jillian Murrish, Co-Founder and CEO of Pier Asset Management, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus o…
…
continue reading
1
Unlocking Alternative Credit: Jillian Murrish on Specialty Finance & Music Royalties | Buy Hold Sell
38:49
38:49
Play later
Play later
Lists
Like
Liked
38:49
In this insightful episode of Buy Hold Sell, Wall Street veterans Tobin Smith and Todd M. Schoenberger sit down with Jillian Murrish, Co-Founder and CEO of Pier Asset Management, a private credit investment firm focused on niche deals in specialty finance based in Manhattan Beach, California. Jillian delves into her firm's strategic focus on specia…
…
continue reading
Market Recap and Upcoming Economic Indicators - June 5th Edition In this episode of Dividend Cafe, host Brian Szytel from Newport Beach TBG HQ discusses the market's downturn on June 5, with the DOW closing down 108 points, the S&P down half a percent, and the Nasdaq down eight-tenths of a percent. Bond yields slightly rose, with the 10-year yield …
…
continue reading
1
Closing Bell Overtime: Musk vs. Trump; CEOs of MongoDB, Rubrik 6/5/25
47:38
47:38
Play later
Play later
Lists
Like
Liked
47:38
President Trump and Elon Musk’s bromance is over. The two sent scathing attacks from their respective social media sites against each other—and Tesla shares tanked. We have you covered with reporting from our Eamon Javers, plus analysis from shareholder Brenda Vingiello, WSJ’s Tesla reporter Tim Higgins and analyst Craig Irwin from Roth Capital. Ea…
…
continue reading
1
Closing Bell: Trump, Xi and Musk Front and Center 6/5/25
42:54
42:54
Play later
Play later
Lists
Like
Liked
42:54
A triangle of tremendous intrigue today surrounding the White House. We discuss all the latest – and what could be at stake for the market with Bryn Talkington, Alex Kantrowitz and Courtney Garcia. Plus, we get you set up for Broadcom results in Overtime with star analyst Stacy Rasgon. And, Brown Forman’s stock on the rocks today – we tell you why.…
…
continue reading
Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect between Nintendo’s sales and its share price. - Different strategies across the video game industry. - Five Below’s impressive quarter. Companies mentione…
…
continue reading
1
5 Reasons the Obesity Drug Market Remains Strong
3:38
3:38
Play later
Play later
Lists
Like
Liked
3:38
The global market for obesity drugs is expanding. Our U.S. Pharma and Biotech Analyst Terrence Flynn discusses what’s driving the next stage of global growth for GLP-1 medicines. Read more insights from Morgan Stanley. ----- Transcript ----- Terrence Flynn: Welcome to Thoughts on the Market. I'm Terrence Flynn, Morgan Stanley's U.S. Pharma and Biot…
…
continue reading
1
Democrats Slam SEC Over Crypto Bill Chaos
13:05
13:05
Play later
Play later
Lists
Like
Liked
13:05
Democrat frustration boils over after an SEC technical briefing on the crypto market structure bill goes disastrously wrong. NLW explores accusations of deliberate obstruction, political delay tactics, and how internal conflicts and rushed legislation risk undermining crypto’s bipartisan push. Meanwhile, the Trump family's sprawling crypto projects…
…
continue reading
1
Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way
48:11
48:11
Play later
Play later
Lists
Like
Liked
48:11
Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham Capital. During his tenure there, he created the Systemic Risk and Systematic Value Project (now Macrosynergy Research), a non-profit project dedicated to educating the broader financial comm…
…
continue reading
1
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
58:42
58:42
Play later
Play later
Lists
Like
Liked
58:42
MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx ✅Sign up for a FREE 14-day trial at Big Picture Trading…
…
continue reading
The latest AIB Market Talk is here, featuring an in depth look at the latest AIB Ireland PMI reports. In manufacturing, there’s been a strong upturn in production, while in the services sector, prices continue to increase at a strong pace and the tourism sector has seen a slowdown. We also discuss the continued increase in both inflation and employ…
…
continue reading
1
What Investors Are Overlooking in AI & Semis | Val Zlatev
1:16:51
1:16:51
Play later
Play later
Lists
Like
Liked
1:16:51
Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appreciate about the secular growth of AI and semiconductors. He also discusses why DeepSeek was so misunderstood, other aspects of the AI supply chain, th…
…
continue reading
1
Bruce Mehlman: Trump's Court Challenges, the ‘Abominable Bill,’ and the Rise of Palantir (Preview)
3:17
3:17
Play later
Play later
Lists
Like
Liked
3:17
Jun 4, 2025 – FS Insider interviews Bruce Mehlman of Mehlman Consulting, discussing the Trump administration’s aggressive policy agenda and the unprecedented judicial challenges it faces, with over 300 lawsuits and 170 temporary...By [email protected] (Financial Sense)
…
continue reading
1
Bruce Mehlman: Trump's Court Challenges, the ‘Abominable Bill,’ and the Rise of Palantir (Preview)
3:17
3:17
Play later
Play later
Lists
Like
Liked
3:17
Jun 4, 2025 – FS Insider interviews Bruce Mehlman of Mehlman Consulting, discussing the Trump administration’s aggressive policy agenda and the unprecedented judicial challenges it faces, with over 300 lawsuits and 170 temporary...By [email protected] (Financial Sense)
…
continue reading
🔥 *Get Raoul Pal's FREE Report to Unf*ck Your Future* https://rvtv.io/3YOZZUe It's time to talk Trade Ideas...Real Vision's Kris Bullock and Nico Brugge are back to break down their favorite trades from the Real Vision community before taking questions from the audience. Tune in every Wednesday at 1pm ET live on Real Vision, YouTube, and X. 🔥 Arch …
…
continue reading
1
Closing Bell Overtime: Is CoreWeave The New Meme Stock? & How To Trade U.S. Trade Stalemate 6/4/25
43:43
43:43
Play later
Play later
Lists
Like
Liked
43:43
Bond yields fall after softer ADP employment data, setting the stage for Friday’s jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Ma…
…
continue reading
Midweek Market Insights and Legislative Updates In this episode of Dividend Cafe on June 4th, Brian Szytel from The Bahnsen Group provides a market overview, discussing the uneventful day in equities, with minor movements in the Dow, S&P 500, and Nasdaq. He explains the rally in the bond market caused by private payroll numbers missing estimates si…
…
continue reading
1
Closing Bell: Outlook for Corporate Profits 6/4/25
43:08
43:08
Play later
Play later
Lists
Like
Liked
43:08
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…
…
continue reading
1
What Bonds, Dollar Stores Say About Economy
24:16
24:16
Play later
Play later
Lists
Like
Liked
24:16
More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year. - What Dollar Tree’s results reveal about the American economy. - Why stock investors should care about…
…
continue reading
1
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
7:11
7:11
Play later
Play later
Lists
Like
Liked
7:11
Our analysts Andrew Sheets and Vishwas Patkar take stock of the U.S. credit market, noting which segments are on firm footing going into a period of slower growth. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts On the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. V…
…
continue reading
