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
Conversations with people who dare to be different
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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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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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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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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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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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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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We talk economics and markets with leading policymakers and investors.
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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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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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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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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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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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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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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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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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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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Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs. Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
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Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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An occasional podcast that explores a range of alternative investing styles.
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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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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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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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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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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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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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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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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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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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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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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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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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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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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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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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Welcome to High Stakes, the podcast for institutional investors, Web3 founders, SaaS leaders, and anyone serious about the future of technology. Hosted by Validation Cloud CSO Alex Nwaka, we go beyond the hype to explore the real-world adoption of blockchain and AI in enterprise environments. Each episode features unfiltered conversations with operators, investors, and technologists driving change at the frontier. Get direct insight into what’s working (and what’s not) in blockchain infrastr ...
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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. 🐳
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Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopo ...
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Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold
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🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Andreas 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 break down the latest news and forces driving global markets after another tough week fo…
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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
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David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar Inter…
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Episode 76: Why and Where (and How) to Invest in Asset-Backed Finance
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Asset-backed investments have typically traded at higher yields and wider spreads than comparably rated corporate securities. Karthik Narayanan, Head of Structured Credit, explains why this relative value opportunity exists and where he sees value across asset-backed securities, collateralized loan obligations, and residential and commercial mortga…
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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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Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025
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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6⬜ 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 rising market optimism as Fed rate-cut expectations jump …
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#185: 3 Rs of Fat Loss with Ashley Fillmore
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In this episode, Sarah sits down with special guest Ashley Fillmore, a leading expert in sustainable weight loss who helps women heal their metabolism, balance their hormones, and achieve body-composition changes that last a lifetime. Ashley is the founder of Metabolic Fix and brings years of experience helping women over 40 reach their fat-loss go…
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We’ve got a special episode to share today, full of yarns about all the biggest stories in mining. A recurring deal that’s near and dear to has returned once more… its BHP-Anglo version 2. The lithium market has provided no end of entertainment lately, and the astonishing run up in the stocks got us asking: Where do stocks go from here? Lastly, we’…
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Welcome to Energy Markets Daily. Tuesday, November 25, 2025 — Technicals. WTI bounced off $58 support. Natural gas is consolidating above $4.50. Let's break down the charts. **WTI Crude Oil - The Technical Picture** WTI crude closed Tuesday at $58.84 per barrel, up 1.3% on the day. The Levels That Matter: Support: $58.00 held. This is the critical …
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Today's Post - https://bahnsen.co/4oXqLUW Monday Dividend Cafe: Market Rally and Upcoming Thanksgiving Special In this episode of 'Monday Dividend Cafe,' we cover the market's uptick amid a holiday-shortened week, highlighting a strong performance in sectors like communication services driven by Google, and less favorable outcomes for consumer stap…
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Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy. 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 Strategis…
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Ep: 218 - Live from Devconnect Argentina, Sandeep Nailwal, founder of Polygon Foundation, William Duran (Minteo), Patrick Kearney (Relay Protocol), Grigore Rosu (Pi Squared)
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Live from Money Rails by Polygon at Devconnect 2025. 00:00 Introduction to Boys Club Live at Devconnect 00:41 Setting the Scene: Dev Connect and Money Rails 02:48 Draft Tweets: A Fun Warm-Up 05:50 Shoutouts and Event Highlights 10:23 Exploring Argentina 15:44 Trending Topics at Devconnect 25:17 Interview with Sandeep Nailwal of Polygon 38:03 Polygo…
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#261 - Beyond the Headlines: The Outlook for Private Credit with Kayne Anderson BDC President Frank Karl
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On today’s show we welcome special guest, Kayne Anderson BDC President Frank Karl. Kayne Anderson BDC invests primarily in first lien senior secured loans with a secondary focus on unitranche and split-lien loans to private middle market companies. On the show, we discuss: Recent volatility in BDC prices and what is driving NAV discounts Credit mar…
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Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times
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Robert Smith, Corporate Finance Editor at the FT, joins Jack to discuss the recent $12 billion bankruptcy of First Brands Group that has shocked the financial world. He explains the history of First Brands, its collapse, and the company’s ongoing bankruptcy proceedings. Robert also discusses the larger world of private credit and if First Brands is…
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Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 2025
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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6⬜ 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 global market rebound fueled by dovish signals from the…
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Week Ending 21/11/2025 - Markets are confused - Bitcoin is the canary in the coalmine
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This week Jeremy and Gareth start by talking about the market changing its mind twice, and quite materially. The positive reaction to the US government's reopening was shortlived, as was the delight at NVIDIA's blowout earnings on Wednesday. In both cases, prices were boosted by good news, only to drift - in NVIDIA's case by 8% top-to-bottom in the…
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EMD062 - Strategic Positioning: The $58 Floor Test
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 24, 2025 — Strategic Positioning. WTI crude is testing $58. Natural gas pulled back but held above $4.40. This is the week that sets up December. Let's position. **Crude Oil - The $58 Floor** WTI crude closed Monday at $58.07 per barrel, up just 0.02% on the …
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Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking & Markets, discusses the outlook with Allison Nathan. This episode wa…
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Steven Cress' 6 picks: 3 dividend income, 3 AI growth stocks
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Steve Cress, our head of Quant at Seeking Alpha, on the power of quant (0:45). Barbell approach in times of market volatility (6:25). 3 dividend income stocks (16:00). 3 AI stocks (27:40). Recorded on November 19. Show Notes: 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Top Income And AI Growth Stocks Alpha Picks Episode Transcripts For ful…
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In this episode, we recap our recent travels across Europe and the U.S., highlighting what we heard from clients and how market sentiment is shifting on both sides of the Atlantic. We break down the evolving investor outlook—especially growing concerns around interest rates, wage pressures, and unemployment trends. We also explore Bitcoin’s positio…
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The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market ...
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This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Dan Krausz of Blue Door Asset Management joins Monetary Matters to argue that the global economy is currently driven by two dominant macro factors: aggressive fiscal policy and Artificial Intelligence. …
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This Is Why Gold Is Rising While the Dollar Falls Apart
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In this explosive conversation, Jay sits down with Andy Schectman to break down the biggest monetary shift happening beneath the surface of global finance. Schectman explains why the newly passed Genius Act and the rise of Treasury-backed stablecoins may be quietly restructuring the U.S. dollar system. They dig into gold’s explosive institutional d…
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Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies
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This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm As investors’ outlook on AI capital expenditure sours, Jack and Max explore the rising debt issuance to fund artificial intelligence development, and the faltering share prices of companies with exposur…
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AI Capex Boom Puts Credit Markets to the Test
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As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt. 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. T…
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Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)
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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games & Spencer Ventures. They discuss the price action, BTC's potential support levels, positioning, and much more.🔥 *Download Raoul Pal's 5-year investing roadmap for f…
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Today's Post - https://bahnsen.co/4oSvRlk Broad Economic Overview: Key Insights on Jobs, Housing, and Consumer Spending In this edition of the Friday Dividend Cafe, David Bahnsen delves into a comprehensive analysis of macroeconomic factors, exploring the current state of the job market, housing sector, and consumer spending. David emphasizes the i…
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Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
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Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC to now overseeing option-based strategies across a $600 billion platform…
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Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025
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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6⬜ 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 sharp global market reversal, driven by a hotter-than-…
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Inflation, Weak Growth, and What Comes Next for the UK
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes expected in the upcoming week. Key topics include the recent UK CPI data and the anticipated fiscal policies in the UK's budget, as well as notable economic updates from Europe, Japan, Australia, and the U…
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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
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Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…
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10 Strategic Metals: Overrated or Underrated? (Jack Bedder)
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Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In this episode, we dive into 10 of the world’s hottest future-facing commodities – from antimony and tungsten to tin and beyond. Jack breaks down what’s really happening in each market, the forces shaping sup…
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EMD061 - Weekly Recap: The Breakdown Accelerates
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 21, 2025 — Weekly Recap. This week, crude oil broke down. Natural gas broke out. The decoupling thesis is playing out in real time. Let's recap the week. **Crude Oil - The $58 Breakdown** WTI crude oil closed Friday at $58.34 per barrel, down 1.12% on the day…
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Contrarian Investing in UK Equities with Alyx Wood of Kernow Asset Management
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A few weeks ago, friend of the pod, Mark Wharrier, and I were invited to the 6th-anniversary party for the fund manager, Kernow Asset Management. CEO Ed Hugo and CIO Alyx Wood have featured on previous episodes. But today, Mark and I chat with Alyx about his approach to the UK, why he finds it an attractive market with his active contrarian long-sh…
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2026 Global Outlook: Micro Themes Take the Spotlight
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Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year. Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fi…
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Market Reflections and Sector Analysis: November 20 Edition In today's episode of Dividend Cafe, Brian Sztyel from Newport Beach, California, provides insights from a down day in the markets despite an initially strong opening. He discusses anticipated earnings reports from major AI chip manufacturers and tech companies, highlighting the market rea…
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MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit…
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Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The …
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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
42:49
42:49
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Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where h…
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NFP Surprise, Nvidia’s Surge, and Crypto Adoption Gains: PALvatar Market Recap, November 20 2025
6:44
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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6⬜ 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 rare mix of delayed data and fresh market momentum. A…
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The Bull Case vs. the Bear Case ft. Chris Burniske
1:25:12
1:25:12
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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6⚪ Chris Burniske, partner at crypto venture capital firm Placeholder, joins Raoul Pal on the latest Journey Man to discuss his take on where we are in the cycle, widely seen on Crypto Twitter as bearish. Chris fleshes out the nuances in his approach, explains his expectatio…
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Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
23:28
23:28
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In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results wit…
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EMD060 - EIA Inventory Report: The Draw That Didn't Matter
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2:41
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 20, 2025 — EIA Inventory Reports. The data is in. Crude drew. Natural gas withdrew. But the market didn't care. Let's break down why. **Crude Oil - Surprise Draw** U.S. commercial crude oil inventories decreased by 3.4 million barrels for the week ending No…
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🔴 Markets Bloodbath: Drinks With Raoul Pal (Round 20) - URGENT Update
1:13:59
1:13:59
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🔥 Join us in Miami for the Crypto Gathering - January 22-25. Get your early bird tickets here: https://rvtv.io/49QZAGI.In the midst of panic and confusion, Drinks with Raoul returns with a much-needed voice of reason. Round 20 comes at a critical time: crypto is getting crushed, fear is everywhere, and the timeline is full of noise.Raoul Pal cuts t…
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Market Recap and Insights: AI Chip Earnings and Economic Data Delays In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a market update for November 19th. After four negative trading days, the markets saw slight gains with notable attention on the largest AI chip company's positive earnings report. Concerns are discussed…
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2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
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Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks. 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 Strategist. Today I’ll…
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Real Vision's Kris Bullock and Bijan Maleki 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📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from prec…
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AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble
1:31:28
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Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack In a change of pace, Lyn Alden of Lyn Alden Investment Strategy returns to Monetary Matters not to talk macro, but to discuss in-depth her views on AI capital expenditures that are driving a majority of the economic growth in the United States. Describing herse…
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Global Market Selloff, Japan’s Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 19 2025
5:35
5:35
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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 the market’s tense anticipati…
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