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The Macro View Podcasts

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Guggenheim Macro Markets

Guggenheim Investments

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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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2020 transformed the world of ecommerce forever. For the modern DTC brand, the rewards have never been greater. But the waters have also never been choppier, and the way forward has never been more uncertain. So how do you navigate this dangerous new reality? No matter how you do it, you’d better not do it alone. That’s where the Ecommerce Playbook Podcast comes in — join Common Thread Collective’s Taylor Holiday & Richard Gaffin as they bring you guiding insights from across CTC’s portfolio ...
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Macro Mondays

Andreas Steno Larsen

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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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The Evenlode Podcast

Evenlode Investment

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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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Gamecraft

Mitch Lasky / Blake Robbins

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Gamecraft is a limited series about the modern history of the video game business. Beginning in the early 1990's, the video game business began a radical transformation from a console and PC packaged goods business into the highly complex, online, multi-platform business it is today. Game industry legend Mitch Lasky and game investor Blake Robbins go on a thematic tour of the last 30 years of gaming, exploring the origins of free-to-play, platform-based publishing, casual & mobile gaming, fo ...
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Compound Insights

CFA Society New York

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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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In a world full of small talk, come listen to some real talk! Join Shelley and her special guests in their deliciously fun and authentic conversations at the best restaurants in Washington DC during LUNCH. This show will remind you that human connection is nourishment for the soul and the essential spice of life!
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Uber Cube

Anthony, Stu, and May.

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A Magic the Gathering (MTG) Cube Podcast where we share our passion for design, drafting, playing and exploration of all aspects of MTG cubes. The Pod is hosted by myself, Anthony Adams (aka. Uber Bear), May aka Myagic and Stu where we share our rich history in MTG play and cube design. If you're ready for some fun yet informative banter on cube design, card selection, lines of play, draft strategies and so much more then download and enjoy! Join the discussions at Twitter @UberCubeMTGPod Ub ...
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Advertising Influencers: Conversations with Marketing Thought Leaders

Instapage: The Most Powerful Landing Page Platform | Ander Frischer

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Marketing thought leaders, CMOs, and VPs from the heart of Silicon Valley and beyond, share their stories of breaking through the noise to build respected brands and successful businesses. Each episode focuses on the innovative ways these masters of marketing deliver the right message to the right audience — all with an emphasis on lowering the cost of customer acquisition. Your host Ander Frischer, Marketing Educator at Instapage, asks the questions you want answered and to gets the core of ...
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In this podcast, Vinnie will talk about Materials Science and Engineering focused on Metallurgy, Materials micro/nano properties and features which lead to the macro-ones. He is a Materials Engineer Graduated from the Federal University of São Carlos (UFSCar) - Brazil (2020) and has a Master's Degree in Materials Science and Engineering (2023). He is currently a doctorate candidate at the Materials Engineering Department at UFSCar. Don't forget to follow the Podcast on Instagram:https://www. ...
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John is a visionary who is navigating uncharted waters providing truth and fresh ideas in this new paradigm shift and great awakening. He has made it his mission to expose the Deep State and the Shadow Government at every turn awakening, inspiring and motivating those he reaches to contribute to creating a better world Looking for a fresh perspective on the world we live in? Look no further than John Michael Chambers' dynamic new show, "40,000 Foot View I Engaging Conversations." With a macr ...
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The Green Blueprint

Latitude Media

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We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
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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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Stocks & Scotch

Kentaro Makino

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An investing podcast where we talk about our thoughts on the market and companies while mixing in some delicious whiskies. Find us on Facebook! https://www.facebook.com/StocksAndScotch
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The Online Teaching Lounge

American Public University

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Online teaching can be challenging, rewarding, engaging, and fun. American Public University brings you the Online Teaching Lounge, a podcast for educators, academics, and parents featuring online teaching tips, topics, and strategies. To learn more, visit StudyatAPU.com. Hosted on Acast. See acast.com/privacy for more information.
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Aug 1, 2025 – Financial Sense Newshour speaks with well-known market technician Tom McClellan about four bearish factors coming together for stocks this quarter: a liquidity crunch, an overly tight Fed, weakening breadth numbers, and bearish seasonality...By [email protected] (Financial Sense)
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After months of speculation, testing, and internal debate, CTC put Meta’s new Incremental Attribution Tool to the test—three times. In this episode, Richard Gaffin sits down with VP of Paid Media Tony Chopp to break down what really happened across those tests, including a final geo holdout study using actual Shopify revenue. The result? You’ll lea…
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Jul 30, 2025 – FS Insider interviews Adriano Bosoni, RANE's Director of Geopolitical Analysis, to discuss the major forces shaping today’s global landscape. The conversation explores recent shifts in US trade policy, rising tariffs, rare earth supply...By [email protected] (Financial Sense)
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Jul 29, 2025 – With markets at a crossroads and policymakers under unprecedented pressure, few voices cut through the noise like Peter Boockvar’s. In this in-depth interview, Peter Boockvar offers candid insights into Federal Reserve policy, the impact...By [email protected] (Financial Sense)
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In this episode of The Random Show, Taylor Holiday and Andrew Faris sit down for a moment of focus—because something big just happened.Common Thread Collective has a new growth partner. Taylor breaks down what the deal really means, why it isn’t a retirement plan, and how private equity views agencies differently than eComm brands.• Why service bus…
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In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance. --- Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 a…
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In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance. --- Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 a…
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Jul 28, 2025 – What if a simple, drug-free therapy could slash your risk of heart attack by 50%, stroke by 61%, and dementia by 66%? In this eye-opening discussion, Jim Puplava sits down with Vic Riffel of Sunlighten Saunas to explore the science...By [email protected] (Financial Sense)
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Join Team Uber Cube as we discuss and evaluate our cube additions from Magic’s latest set Edge of Eternities. Tune in as we break down our card selections and provide insight as to why each card was carefully selected. In addition, the team discusses our testing methodologies and what performance metrics decide whether a card is in or out. Thanks f…
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In this episode, Deepak and Shray unpack the SEBI allegations against global trading giant Jane Street and explore whether this is a case of shrewd arbitrage or market manipulation in India's underregulated options landscape. In doing so, they reveal deeper structural issues. An outsized derivatives market, regulatory blind spots, tax inequities, a…
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Jul 25, 2025 – In this timely roundtable, Financial Sense Newshour's Jim Puplava interviews Dave Morgan (The Morgan Report) and Bob Coleman (Idaho Armored Bulls) for a deep dive into silver’s extraordinary rally and future outlook in light of...By [email protected] (Financial Sense)
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At CTC’s recent Client Summit, Taylor Holiday and Richard Gaffin sat down to unpack what happens when you get out from behind Zoom and into a room with the people you work with. The result? Honest conversations, unexpected insights, and a clearer picture of what brands really need right now. From creative volume challenges to leadership struggles, …
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Jul 23, 2025 – Are stablecoins quietly reshaping the future of global finance? In this insightful conversation, Izabella Kaminska, founder of The Blind Spot and former FT Alphaville editor, joins FS Insider's Cris Sheridan to explore why stablecoins...By [email protected] (Financial Sense)
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Jul 22, 2025 – Fiscal stimulus is running hot, the Fed is still on the brake, and stocks refuse to quit—so what’s really going on under the hood of the U.S. economy? Discover where the markets and economy are likely heading in the second half...By [email protected] (Financial Sense)
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The Tale of Two Cities in E-Commerce: Winners and Losers in 2025At CTC’s Client Summit, Taylor Holiday shares an unfiltered perspective on where the economy, the world, and the e-commerce landscape are headed—and why the future will be defined by a sharp divide between winners and losers.From macroeconomic pressures to changing consumer behavior, T…
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Tom Hauser, Head of Corporate Credit, and Dan Montegari, Head of Research for Corporate Credit, join Macro Markets to discuss credit quality and market technicals at this point in the credit cycle, as well as what is driving the divergence between the high yield and bank loan sectors. Find out how tariffs and A.I. factor into our bottom-up credit a…
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In this month's investment view, following on from recent results, we provide more detail of the ongoing growth expectations for a number of the portfolio's holdings. --- Please note, these views represent the opinions of the Evenlode team as of 14th July 2025 and do not constitute investment advice. Past performance is not a reliable indicator of …
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Join Team Uber Cube and special guest and the host of the podcast Recross the Paths, Kade Goforth. Tune in as we discuss terms that we can apply to describe both the quantity and impact of changes within cube environments. Listen in as we navigate several examples where either a single card or an entire package can impact the performance of a cube …
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Can you turn 14 days into $1.28 million? We did—and we're breaking down exactly how we crushed our million-dollar challenge! In this episode, join Richard and Luke as they unpack the intense 14-day journey that led to massive revenue success. You'll learn: How we strategically turned a critical marketing moment into explosive growth. The day-by-day…
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Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order. Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level agai…
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Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order. Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level agai…
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Jul 16, 2025 –This podcast is a replay of one of our most fascinating book interviews, The Dark Cloud. In this conversation, award-winning investigative journalist Guillaume Pitron takes us behind the scenes of our digital world to uncover the immense...By [email protected] (Financial Sense)
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Discover the next chapter in Common Thread Collective’s story as Taylor Holiday takes you behind the scenes of our 12-year journey from a tiny IKEA furnished office and our first Facebook ad experiments with QALO, to the seismic shifts of COVID and our reinvention as a “profit agency.” In this special episode of the podcast, you’ll hear: How CTC ev…
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Jul 14, 2025 – With major tax changes now law under the One Big Beautiful Bill Act, Financial Sense Newshour’s Jim Puplava sits down with tax expert Dan Pilla to break down what every taxpayer and advisor needs to know—right now. From shifting tax...By [email protected] (Financial Sense)
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Join Team Uber Cube as we chat on card evaluations and cross pollination. Tune in as we discuss the process of swapping a card and what techniques you can use to evaluate these choices. Card intersections, archetype support and role players are all part of the discussion. Thanks for listening, subscribing, 5-star reviews and as always happy cubing!…
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Jul 11, 2025 – The commodity complex is experiencing significant gains this week, with strategic metals at the forefront of what we believe is a new secular bull market. The Pentagon’s recent investment in MP Materials—the only active rare earth mine...By [email protected] (Financial Sense)
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In this episode of the podcast, we dismantle the old school attribution windows holding your ad strategy hostage and reveal a simple framework for measuring true incremental ROAS. What you’ll discover: Why standard “7-day click” and “1-day view” settings both mislead you How to run a zero cost geo holdout test for real incremental data When to stic…
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Jul 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia’s record highs, but warns of a “money illusion” as the dollar weakens...By [email protected] (Financial Sense)
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Jul 8, 2025 – Few understand the mechanics of global liquidity like Dr. Michael Howell. In this exclusive interview, he reveals what’s really driving asset prices—and what investors must watch now. Today, we discuss Fed policy, China’s central bank, and...By [email protected] (Financial Sense)
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Is your brand feeling the squeeze? You’re not alone. In today’s episode, we break down three essential moves every DTC and ecommerce brand must make to survive—and thrive—amid rising bankruptcy rates and tightening capital markets. You’ll learn: Why capital constraints are killing growth—and how to turn your supplier into a lender How to generate o…
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We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements. The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly si…
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