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 Investing Podcasts
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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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.
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Conversations with people who dare to be different
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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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A periodic summary of major macro events, market themes and selected UK company-specific news.
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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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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Financial markets illuminated insight out
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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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This is a AMA podcast series where Tascha answers reader questions on developments in the blockchain / crypto / web3 space. Follow Tascha @TaschaLabs on Twitter. Sign up for free newsletter to help you get smarter, richer and freer https://taschalabs.com/newsletter/
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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We talk economics and markets with leading policymakers and investors.
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Is bitcoin a macro asset? Over the course of 2019, there has been growing focus on the role of bitcoin in the larger global economy. Is it becoming a safe haven asset, akin to digital gold? Is it something even larger - a generational hedge against the rise of modern monetary theory? This pop-up podcast, produced in conjunction with CoinDesk's Invest: NYC conference, talks to some of the markets leading thinkers to explore bitcoin in the macro economic context. To hear more from these speake ...
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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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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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An occasional podcast that explores a range of alternative investing styles.
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Adam H Grimes, of Talon Advisors and MarketLifeTrading, is a best-selling trading author, blogger, musician, wandering chef, and all-around trouble-seeker. In this podcast, he shares his thoughts on trading and investing. Whether you trade stocks, currencies, or commodity futures, are a daytrader or long-term investor, focus on fundamental or technical analysis, are a quant or a discretionary trader--there's something here for you. Adam will draw from a wide range of experiences and perspect ...
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Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
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This is a podcast for the deeply online, where we chat about all things tech, crypto, and pop culture news. Brought to you by Boys Club, a NY-based media and creative studio, and hosted by Deana Burke and Natasha Hoskins. Have questions? So do we.
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Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas execut ...
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Uncover new ways to drive growth and create value with insights from our capital markets experts.
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Have you always wondered what it takes to make an Idea go from ok to amazing? To go from Idea to Exit? What are the trends shaping India today, and how can we take the lessons from Silicon Valley and apply them at scale? We created Halo Drop to build a community of amazing entrepreneurs, investors, family offices, hustlers, and change agents. We want you to be inspired to learn, build, and become successful! We spend countless hours researching the top trends in India and America to bubble u ...
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Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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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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Welcome to the Burn Fat and FEAST Podcast! This space was designed for women on a mission to live their best life. We will get into real, raw, refreshing and eye-opening conversations about wellness from the inside out; Covering topics like advanced nutritional strategies, mindset, organization, productivity, relationships, self-care, ideal workout routines, intermittent fasting, macronutrients, hormones, metabolism and so much more. I'm Sarah Thomas, Founder and CEO of Burn Fat and FEAST, a ...
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
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Commercial Property Executive's podcast channel explores issues within the commercial real estate industry, including trends, legislation impacting the sector and insights from leading industry figures.
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Market News with Rodney Lake is the leading university-run finance podcast, combining rigorous academic analysis with real-world investing. Hosted by Rodney Lake, a finance professor and director of the George Washington University Investment Institute (GWII). Professor Lake delivers weekly breakdowns of companies in the GWII’s student-managed funds. The podcast features guests from rising students and faculty to experienced professionals, offering insight into macro trends, stock analysis, ...
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Barry Ritholtz speaks with the people that shape markets, investing and business.
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Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constit ...
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.
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Enter The Mind of The World's Leading Investors, Economists, and Macro Thinkers... Time is finite, you don't invest in it mindlessly and neither do we; our interviews are long-form, and our featured guests show up for a reason. The tips and practices used by leading investors, economists, and macro thinkers are now at your disposal. Have you ever questioned the best approach to mitigate investment uncertainty and respond to market turbulence? ... you found the right place. Angelo Robles is t ...
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1
The Tariff Battle Heats Up | Andreas Steno Larsen and Mikkel Rosenvold | Macro Mondays: October 27, 2025
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Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.📣 This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has mor…
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Ep: 215: Lead Levels and AI Matchmaking: The Future of Health and Relationships w/ Special Guests: Tom Schmidt on "The Macro," Priyanka Desai on Seed Investing, Paris Martineau on Lead in Protein, and ...
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In this live episode of Boys Club, the hosts kick off the show from Williamsburg, Brooklyn, introducing new co-host Miranda and covering a broad spectrum of topics with their guests. Special Guests: Tom Schmidt, Priyanka Desai, Paris Martineau and Dini Mullaji They discuss the state of crypto with Tom Schmidt, covering market trends and the evolvin…
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1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
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We're excited to launch the first episode of our new Critical Thinking series: 1 Theme, 2 CIOs, 3 Questions. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's investment landscape. In this debut episode, Mercer's Andre Boucher sits down with Jim Mahoney, …
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Tycho Mini-Series | Global macro trends with Yuexin Zeng
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Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for stocks after the preliminary U.S.-China trade agreement and ahead of the Fed meeting and big tech earnings. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strat…
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US–China Trade Breakthrough, Rising German Business Confidence, and Fed Rate Cut Expectations: PALvatar Market Recap, October 27 2025
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🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 how easing U.S.–China trade tensions are fueling optimism…
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Today's Post - https://bahnsen.co/49mduQP Dividend Cafe: Market Recap and Economic Insights - Monday Edition In the Monday edition of Dividend Cafe, host David Bahnsen provides a thorough market recap from their Newport Beach studio. He highlights key market movements, with the DOW closing up 337 points, the S&P rising by 1.25%, and the NASDAQ up 1…
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EMD042 - Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 27, 2025 — Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum. As we kick off the week, energy markets present a landscape transformed, with crude oil experiencing a geopolitical jolt and natural gas demonstrating unwavering momentum.…
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Ice cold, zen-like investing with Alex King
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Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10). Show Notes: Will This Market…
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What To Expect When You're Not Expecting Economic Data
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In this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the reliability of alternative data sources like the Adobe Digital Price Index and various private surveys. We discuss the accuracy concerns surrounding Non-Farm Payroll (NFP) reports and how private data could…
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Peter Zeihan: In the Next 10 Years, China Will Collapse
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Today on the show, Jay sits down with geopolitical analyst Peter Zeihan for a sweeping conversation about the collapse of the global order. Zeihan explains why China is nearing its end, how demographics are set up to decimate economies around the world, and why the U.S. may soon abandon its role as world policeman and what that would mean for the w…
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189. Getting Honest About AI in Investment Banking PLUS What it Takes to Make Money in Growth Equity with Sixth Street's Paul Dodd
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Send us a text This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we’re digging into how firms like Sixth Street actually create value insi…
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Ep: 214: AI's Erotic Turn and Fertility Chat: The Future of Tech and Society w/ Special Guests Sam Cole on Erotic Era, Parker Jay-Pachirat on Gen Z Investing, Fhantom Bets on Polymarket Scams, and Blake ...
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This live episode, broadcasted from New York City, dives into diverse and fascinating topics, featuring various speakers Each segment is packed with valuable insights and thought-provoking discussions making for an engaging and informative live show. Timestamps: 00:00 Live from New York City: Kicking Off the Show 01:12 Today's Exciting Agenda 11:19…
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Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders
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Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy, including stocks, bonds, and overseas markets. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working wit…
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Will Crypto Catch Up to Stocks? | REKT Vision (October 24, 2025)
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🔥 *Join the waitlist: https://rvtv.io/4mIxWi8* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Stats, aka Punk9059, to discuss the biggest narratives and themes in crypto right now. From Bitcoin back near $112k, JP Morgan embraces crypto, to CPI lower than expected, and what that all means f…
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What Happens to Software Developers as AI Can Code?
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Our U.S. Software Analyst Sanjit Singh explains how AI is reshaping software development and why the future for the sector may be brighter – and busier – than ever. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sanjit Singh, the U.S. Software Analyst at Morgan Stanley. Today: how AI is transfo…
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Today's Post - https://bahnsen.co/47Ly2Ab Understanding Index Funds and Their Evolution: A Comprehensive Analysis In this episode of the Friday Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, delves into the topic of index funds and their evolution over the years. He discusses the impact of index funds on the investment…
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Ep: 213: AI Companions & Tech Tidbits w/ Special Guests Reggie James on Pecha Kucha, Avi Schiffmann on Friend, Rachel Mayer on Stablecoins, and Cheryl Douglass on Sora 2
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Ep 214: Crypto, AI Companions, and the Future of Tech Special Guests: Reggie James, Avi Schiffmann, Rachel Mayer Cheryl Douglass Join us as we explore the latest in crypto, technology, and AI companions. Timestamps: 00:00 Introduction and Setup 00:55 Upgraded Audio and Learnings 01:38 What is Boys Club? 03:01 Engaging with the Audience 03:19 Sponso…
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Ep: 212: Silicon Valley Chats: Claire Kart with Hot Takes, Jill Gunter on Zcash, Zara Stone on Chinese Peptides, Gloria Allorbi on Hot Sauce Selling in Erewhon, and Adi Thacker on Poshmark Insights
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Boys Club Live from Menlo Park: Peptides, Crypto Privacy, and Poshmark Insights | Special Guests Claire Kart, Jill Gunter, Gloria Allorbi, Zara Stone, and Adi Thacker Tune in for a packed show full of intriguing conversations, industry insights, and more! Timestamps: 00:00 Welcome to Boys Club Live 01:15 Shoutout to A16Z and Polygon 03:36 Bitcoin H…
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Central Banks, CPI, and the Big Macro Balancing Act
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In this week's episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss Europe's economic landscape, touching on the upcoming ECB meeting, German IFO, Q3 GDP, and CPI data. The global outlook includes central bank updates from Canada, Japan, Chile, and significant data releases from various cou…
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U.S. CPI Anticipation, U.S.–China Trade Talks, and Europe’s Resilient Data: PALvatar Market Recap, October 24 2025
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🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 how markets are positioning ahead of September’s U.S. CPI …
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Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio?
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When Indian Equity Markets Go Sideways: Are Alternative Assets Worth It? Indian equities have been flat for over a year. So where should you actually put your money? Shray sits down with Deepak Shenoy from Capital Mind to break it all down. Silver just hit $50 for the first time in 45 years. Deepak explains the Hunt Brothers saga, the Thailand impo…
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Week Ending 24/10/25 - Gold, should we buy the dip?
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This week, Gareth and Jeremy discuss the fragile peace in hot wars and trade wars. There is a sense of finality about Trump's latest attempts to get Putin and Zelensky to agree on ceasefire terms. Trump is losing patience with both parties. The choice of Budapest as the location for Trump and Putin's meeting was no coincidence. Meanwhile, Trump's o…
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In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok --…
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Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg
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In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing. Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of n…
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EMD041 - Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 24, 2025 — Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength. As we close out a high-impact week in energy markets, the narrative has been one of dramatic shifts and unwavering resilience. We began the week with crude oil facing an entren…
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‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
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What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the importance of flexibility in finding alpha on the latest edition of Goldman Sachs Exchanges: Great Investors. This episode was recorded on September 3…
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Europe's Crisis of Competence with Doomberg & The Brawl Street Journal
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Two of my favourite Substackers, Doomberg and The Brawl Street Journal, have recently written about the future of Europe and its predicament in a rapidly changing world. And from their differing perspectives, they both agreed that it is not good. So, earlier this week I brought them together to share their views, one from the perspective of an expe…
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Our Head of Corporate Credit Research Andrew Sheets wades into the debate around whether the boom in artificial intelligence investment is a warning sign for credit markets. 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 …
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Market Updates and Global Economic Impacts - October 23rd In this episode of Dividend Cafe, Brian Szytel provides an update on market movements, including modest gains in the DOW, S&P, and NASDAQ. The episode discusses the impact of US sanctions on Russian oil companies and the EU's ban on LNG imports from Russia, aimed at limiting funding for Russ…
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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
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Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, including pioneering work on the China trade shock. Hanson's current research addresses the causes and …
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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: htt…
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Earnings Misses, U.S.–China Tensions, and Oil Price Surge: PALvatar Market Recap, October 23 2025
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🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 mounting pressure on U.S. equities following weak earnings fr…
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Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season
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In Episode 65 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares market updates on the government shutdown, corporate earnings, and global trends. He highlights strong bank results from JPMorgan, Goldman Sachs, and Morgan Stanley, noting improved stability since 2008 and continued consolidation, inclu…
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EMD040 - EIA Inventory Reports: Crude Draws, Gas Storage
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 23, 2025 — EIA Inventory Reports: Crude Draws, Gas Storage. Today, we cut through the noise with the latest U.S. Energy Information Administration inventory reports, revealing critical shifts in the supply-demand landscape for crude oil and natural gas. The…
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Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond. Read more insights from Morgan Stanley. ----- Transcript ----- Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan…
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Market Recap and Economic Insights - October 22, 2025 In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, FL, on a downturn in the markets. The Dow closed down 0.7%, S&P down 0.6%, and Nasdaq down about 1%, largely driven by missed earnings in tech. Gold saw another decline following a significant drop the previous day. Key…
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Sustainability Street: Tackling CRE's Power Problem
34:09
34:09
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Welcome back to Sustainability Street, our podcast on the intersection of commercial real estate and the world we live in. For this episode, I'm going inside CRE's power predicament: The U.S. power grid is having a hard time keeping up with ever-increasing demands for power from industrial users and and rapidly expanding data center providers. My g…
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Trading the Markets: October 22, 2025 | Kris Bullock and Bijan Maleki
32:18
32:18
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Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X.📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to …
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At The Money: How Big Can Active ETFS Get?
18:53
18:53
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ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. He helped design…
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Government Shutdown, UK Inflation Surprise, and Oil’s Rebound: PALvatar Market Recap, October 22 2025
4:41
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🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 the market’s reaction to the prolonged U.S. government shutdow…
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U.S.-China Trade Hopes, UK Borrowing Surprise, and European Market Jitters: PALvatar Market Recap, October 21 2025
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4:34
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🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 market optimism as U.S.-China trade tensions ease, boosting the U…
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Making Sense of Weak Job Growth Alongside Solid GDP Growth
19:13
19:13
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Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded on October 20, 2025.The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily r…
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EMD039 - Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 22, 2025 — Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook. Today, we pull back the lens to analyze the broader macro forces shaping global energy markets, from persistent geopolitical flashpoints to the nuanced dance of cen…
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