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
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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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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A periodic summary of major macro events, market themes and selected UK company-specific news.
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We talk economics and markets with leading policymakers and investors.
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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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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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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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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.
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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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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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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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Tapping Into Crypto is here to breakdown everything you need to know about Cryptocurrency right from the very beginning 🙌🏼. We interview leaders in this space along with real life investors providing you with the knowledge you need to start your Crypto journey 💻.
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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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FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author ...
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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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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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Financial markets illuminated insight out
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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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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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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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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In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Matthew Black, and Soham Mehta, this weekly show explores the intersection of crypto, AI, geopolitics, financial markets, and tech careers—from the perspective of young builders living through the chaos. It’s not another personal finance podcast. It’s war rooms, crisis playbooks, signal over noise. We go deep on: - Bitcoin ...
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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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ETF Trends and Moneylife team up to bring you the ETF of the Week.
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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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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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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 Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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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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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.
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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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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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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
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Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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An occasional podcast that explores a range of alternative investing styles.
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Iran Tensions Trigger Global Alarm | Macro Mondays (June 23, 2025)
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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving global markets. From the Israel-Iran war to the future path of interest rate, they unpack how central bank policy and geopolitical factors are fueling vo…
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Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing
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Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp’s Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we dis…
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Join Senior Vice President of Investment Research Andrew Korz and Investment Research Associate Alan Flanigan as they explore what the latest developments in tax reform, trade policy and fiscal policy mean for the U.S. fiscal outlook and economy. They dive into the latest edition of Mapping the markets and provide clarity on what it means for inves…
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Ceasefire Boosts Risk Appetite, Japan’s Policy Divide, and Powell Stays Cautious: PALvatar Market Recap, June 25 2025
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🔥 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 reports that the S&P 500 is nearing a record high as a ceasefire between Israel and …
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Bits + Bips: Bitcoin Brushes Off Another War & Will Powell Relent on Rates? - Ep. 857
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As tensions flare between Iran and Israel, investors are watching oil, gold, and, of course, crypto. In this episode of Bits + Bips, the panel digs into the market response to war risk, the chances the Fed will actually cut rates, and how Circle’s IPO is being treated more like a meme stock than a fintech play. Plus: Why Scaramucci says we’re all l…
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Danielle DiMartino Booth on jobs, oil, Powell, precious metals, USD
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Economic expert Danielle DiMartino Booth explains why perspective is key and how markets have been looking for an excuse to rally (0:50). Whatever you do, don't lose your job! (4:00) Unreliability of some economic data (6:00). Powell, inflation and a weak housing market (7:30). U.S. dollar counter-intuitiveness (14:30). Encouraging precious metals …
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A 'Managed' War? Christian Takushi Weighs In (Preview)
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Jun 24, 2025 – Why are market insiders celebrating after military strikes between Israel and Iran? FS Insider's Cris Sheridan speaks with renowned geopolitical strategist and Swiss macroeconomist Christian Takushi. Together, they unpack...By [email protected] (Financial Sense)
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Market Recap and Investment Wisdom from the Dividend Cafe In this episode of the Dividend Cafe, David Bahnsen fills in for Brian Szytel to provide a comprehensive market update. The major market indices, including the Dow, S&P, and NASDAQ, all saw significant gains, while the bond market experienced slight increases. The technology sector led the g…
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India Outperforms with High Growth and Low Volatility
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Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Jonathan Garner, Morgan Stanley’s Chief Asia Equity Strategist. Today I’ll discuss why we remain positive on India’s l…
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Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari
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In Episode 424 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari, Senior Director at the New Lines Institute for Strategy & Policy, who has served in the U.S. State Department and as a Senior Consultant with the World Bank. Bokhari first appeared on the podcast shortly after the October 7th attacks to discuss the violence ignited by Hama…
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Crypto and Fintech Are Colliding. Who Wins, and How? - Ep. 856
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Take the Unchained 2025 survey! unchainedcrypto.com/survey ------- Cross-border payments. Mobile money. Stablecoins. Crypto. Elizabeth Rossiello has lived through every cycle, not from a trading desk, but the front lines of African markets. Now, the founder of AZA Finance is selling her company to global fintech giant dLocal, a signal that the line…
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COMING SOON - Why Aren't There More Boutique Fund Managers? with Jamie Carter, Ed Hugo and Jackson Wray
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Back in April, I had the chance to talk with three people who are at the business end of UK-based boutique fund managers. The funds they help run and develop have all been featured in previous episodes. Jamie Carter of Variis is a veteran of the boutique landscape, having helped form Oldfield Partners. He is now CEO of a London partnership developi…
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Middle East Ceasefire, German Sentiment Recovery, and Powell’s Testimony: PALvatar Market Recap, June 24 2025
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🔥 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 market’s risk-on reaction to the Iran-Israel ceasefire and the resulting …
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Market sentiment is a powerful thing - Joe Albano, Tech Cache
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How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valuation is not enough to get an edge (21:10). Tariff costs and AI spending (24:30). Mega-caps and momentum (33:30). Get 20% off Tech Cache! Show Notes: M…
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Why Stocks Can Be Resilient Despite Geopolitical Risk
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Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East. 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 on the podcast I’ll be dis…
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Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in th…
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Today's Post - https://bahnsen.co/3FPqMt6 Market Reactions to U.S. Attack on Iranian Nuclear Sites and Geopolitical Implications In this Monday edition of the Dividend Cafe, the host discusses recent market reactions to the U.S. military strike on Iranian nuclear sites over the weekend. The discussion covers muted responses in equity markets, fluct…
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Roger Rasmussen on Finding Fenbendazole: My Unexpected Path Through Cancer
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Jun 23, 2024 – In today's Lifetime Planning health segment, host Jim Puplava, President of Financial Sense Wealth Managment, speaks with Roger Rasmussen, author of Finding Fenbendazole: My Unexpected Path Through Cancer, in a thought-provoking...By [email protected] (Financial Sense)
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Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Pi…
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Geopolitical Tensions, Bitcoin Breakout, and European PMI Surprises: PALvatar Market Recap, June 23 2025
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🔥 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 rising geopolitical risks following U.S. strikes on Iranian nuclear sites…
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Investors this week will be focused on the implications of the U.S. attack on Iranian nuclear facilities. While this is clearly a very significant event from a geopolitical perspective, it may be less important for financial markets. The key issue is how Iran responds. One often-mentioned scenario is that they could try to close the Strait of Hormu…
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The Party Comes First: Power & Politics in Xi's China | Joseph Torigian
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In Episode 423 of Hidden Forces, Demetri Kofinas speaks with Joseph Torigian, an expert on the politics of authoritarian regimes and the Chinese Communist Party, with a particular focus on elite power struggles, civil-military relations, and grand strategy. Torigian is also the author of a widely discussed new book titled “The Party’s Interests Com…
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The Week in Markets: A return to neo-conservatism
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US President Donald Trump’s “America First” foreign policy, which prioritised limiting military involvement overseas and avoiding “endless wars,” now appears to have given way to a revival of neo-conservatism, an ideology that holds the US should actively use its power to intervene abroad. Federal Reserve Governor Christopher Waller said the Fed co…
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The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
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Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perception’s Research Subscription by clicking the link above. In addition, for those who sign up to Variant Perception’s Research Subscription, a trial of Variant Perception’…
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Sunday, June 22nd. Policy: So much for data dependence.
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Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirem…
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Unraveling 2025: What Shaped the Market And Where Are We Headed?
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In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and …
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Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2! Show Notes: Coatue EMW 2025 Slides Available on Apple, Spotify, www.bg2pod.com Fo…
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Is the Big Beautiful Bill the Most Dangerous Bill in History?
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Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://2ly.link/26yH8 David Stockman, former budget chief to Ronald Reagan, joins Jay Martin to break down why Trump’s “Big Beautiful Bill” is a fiscal fantasy—and what it really signals about America's economic future. Stockman lays out a sobering …
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Craig Johnson: Stock Pause, Small-Cap Bets; Bond Market Trouble Ahead?
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Jun 20, 2025 – The S&P 500 is consolidating below resistance at 6100, setting up for a potential breakout toward 6600 by year-end, according to Craig Johnson. The “Mag 7” stocks are mixed, with Microsoft and Meta strong, but others like Google...By [email protected] (Financial Sense)
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Why JPMorgan and Shopify Are Rolling Out New Products on Ethereum Layer 2 Base - Ep. 855
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On Tuesday, JPMorgan announced that its blockchain unit is launching JPMD, a USD deposit token for institutional clients, on Base. That’s right: the world’s biggest bank by assets and the 12th largest company by market cap is putting real dollars onchain. JPMD isn’t quite a stablecoin, but it’s close. It represents actual dollar deposits at JPMorga…
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Midyear Credit Outlook: An Odd Disconnect in Asia
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Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag. 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. Kelvin Pang:…
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Special Episode: What's REALLY Happening in the Middle East Today?
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What is really happening in the Middle East today? What is the basis of the conflict between Israel and Iran? What are the implications for the balance of power between the U.S., China and Russia? How is this likely to play out? And is there indeed the potential for World War III? To answer these questions, this week we have a special guest, Dr. Pa…
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Macro Matters - rate cuts & Treasury demand
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Its mid-June so it is all about the FOMC. However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do! Have a listen and let us know what you think…
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Week Ending 20/06/25: More Middle East worries - but more UK green shoots
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This week, Jeremy and Gareth discuss the market reaction to Trump's potential intervention in the Israel-Iran conflict, as well as interest-rate "holds" from the US and UK in the face of ongoing inflationary pressure. Japan continues to confuse - and to present major risk - with high inflation and close-to-zero interest rates, while the US/Japan tr…
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Trump Delays on Iran, Japan Faces Rice Inflation, and Crypto Bill Momentum: PALvatar Market Recap, June 20 2025
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🔥 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 easing geopolitical tensions as President Trump delays a decision on Ira…
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Toxic Flow, Cancel Wars, and the Unstoppable Rise of Onchain Perps – The Chopping Block - Ep. 854
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we’re joined by Hyperliquid founder Jeff Yan, the quiet powerhouse behind DeFi’s fastest-growing exchange. With 75% of onchain perp volume, no VC money, and a $1B airdrop, Hyperliquid …
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Bitcoin Vegas Exposed the Truth: Young People Can't Win in This Economy
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Matt returns from the Bitcoin Conference in Las Vegas with a sobering reality check: the financial system is rigged against young people, and most don't even realize it. In this raw conversation, the co-hosts: Soham Mehta, Matthew Black, and George Pu break down why traditional wealth-building advice no longer works and what young people can actual…
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[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks
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Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think…
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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
1:12:36
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Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…
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Today's Post - https://bahnsen.co/3FKivXl What Happens If We Do Nothing About National Debt? In this week's episode of Dividend Cafe, the host revisits the topic of national debt and explores what might happen if no actions are taken to address it. The discussion moves from hypothetical solutions proposed in a previous episode to real-life economic…
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Real Vision x Sui: Is Real Vision’s Web3 Move a Game Changer? (Episode 5)
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🔥 *Get Raoul Pal's FREE Guide to Unf*ck Your Future:* https://rvtv.io/3YOZZUe. We conclude our explainer series on what the transition to Web3 means. Hosted by Roger Hirst, this fifth and final episode of the Real Vision Web3 explainer series is meant to help everyone, despite their knowledge of crypto, understand just what RV and Sui's partnership…
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From Baby Boom to Bust: Why 2030 Changes Everything (Preview)
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Jun 19, 2025 – A demographic storm is brewing, and its impact on the economy and society could be more profound than anyone expects. Demographic expert Bradley Schurman joins Cris Sheridan to discuss rapid demographic changes impacting...By [email protected] (Financial Sense)
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Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. E…
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Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
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Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief Operating Officer and President of global banking and markets at Bank of America. Tom was also a member of the company’s executive management team, overseeing all businesses serving corporation…
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Unusual Whales Pod Ep. 62: FOMC Holds Rates; Tariffs, Trade, Housing, and Conflict in the Middle East
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This episode of the Unusual Whales Pod was recorded Live on June 18th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the macroeconomic outlook in both the United States and abroad amidst softening GDP, sticky inflation, nervous bond market, housing fatigue, and the ever-reassuring backdrop of geopolitical tension. S…
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Sungarden Investors Club' Rob Isbitts shares why all investing starts with proper risk management (0:45). Navigating risk in different sectors and markets (5:00). Disney's dog collar (13:30). Managing risk in the current environment, including technical analysis (20:50). Strategy risks (30:00). Get 20% off Sungarden Investors Club! Show Notes: Disn…
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Middle East Tensions, Fed Pause, and Surprise Rate Cuts in Europe: PALvatar Market Recap, June 19 2025
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🔥 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 escalating tensions in the Middle East as Israel and Iran’s conflict enters i…
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🔥 *Get Raoul Pal's FREE Guide to Unf*ck Your Future:* https://rvtv.io/3YOZZUe. We continue our explainers on what the transition to Web3 means. Hosted by Roger Hirst, this fourth episode of the Real Vision Web3 explainer series is meant to help everyone, despite their knowledge of crypto, understand just what RV and Sui's partnership means on a tec…
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Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about…
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