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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The Macro View Podcasts
TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
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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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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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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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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 these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.
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Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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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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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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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 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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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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Just like the website and community, our podcast is about sharing the secrets behind reaching your weight goals.
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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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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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My view of the world
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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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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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The Open Outcry: September seasonality and other macro factors driving markets
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The early autumn has been accompanied in recent years by broad market weakness and heightened volatility, and this September appears to be no exception. Bipan looks at what’s driving the phenomenon, as well as other macro factors currently impacting financial markets. This episode was recorded live on September 2, 2025. Show link (Spotify): htt…
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Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios
18:30
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Meera Chandan, Francis Diamond, Patrick Locke and Octavia Popescu discuss the drivers of yield curve steepening across DM markets, FX implications of fiscal differentiation/ US payrolls and the latest developments in FX hedge ratios. Speakers Meera Chandan, Global FX Strategy Francis Diamond, Global Rates Patrick Locke, Global FX Strategy Octavia P…
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Global Commodities: Risk premium out, storage premium in
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Oil prices have been trading at a premium to fair value over the last two months with Brent’s outperformance driven not by geopolitical factors but rather by an lopsided build in global inventories, with China accounting for two-thirds of the increase. While OECD inventories remain the primary driver in our pricing model, only 25% of this year’s gl…
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EM Fixed Income: Wake me up when September starts
24:38
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Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the post-summer investment environment for EM and thoughts around tomorrow's payrolls scenarios. This podcast was recorded on 04 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/con…
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Your Marginal Frontier Will Determine Your Q4
28:44
28:44
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In this episode of The Ecommerce Playbook Podcast, Richard Gaffin and Taylor Holiday dig deeper into the Spending Power Model—breaking down why the next dollar you spend doesn’t always produce the same return. They explore concepts like the marginal frontier (the moment your next dollar becomes unprofitable), spending power, and how to balance shor…
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In this podcast Khagendra Gupta and Frida Infante discuss recent developments and our views in Sweden and Norway rates market. This podcast was recorded on 04 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5074338-0 for more…
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101
E280 – Decoding Q3 Canadian Bank Earnings
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Last quarter, our mantra was “the best offence is a good defence.” Does it still make sense in today’s environment? In this episode, special guest Sohrab Movahedi, ETF and Alternatives Strategist Bipan Rai, and your host, Skye Collyer, provide a third-quarter update on the Big Six, discussing recent earnings results, key themes to watch, and their …
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What's the best (and worst) e-Commerce niche right now?
36:43
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In place of this week's Tuesday ECPP episode, we're featuring CTC's newest podcast: The DTC Hotline.In this week’s episode of The DTC Hotline, Richard Gaffin is joined once again by Tony “The Chopper” Chopp (VP of Paid Media) and Luke “The Weatherman” Austin (VP of eCommerce Strategy) to field real questions from operators and listeners—offering ho…
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Join Team Uber Cube as we chat on a card’s purpose. Follow us down this rabbit hole of math meets card evaluation to determine if a card meets its promise as a cube evolves. While we focus on a singular card this logic path can be applied to your environments where changes can often impact a card’s performance. Thanks for listening, subscribing, 5-…
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Evenlode Global Dividend Investment View – Increasing Opportunities In a Rising Market
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In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations. --- Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitut…
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Evenlode Global Income Investment View – Increasing Opportunities In a Rising Market
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In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations. --- Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitut…
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Global Rates: Euro area and UK rate markets into the end of summer
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In this podcast, Francis Diamond and Khagendra Gupta discuss their latest views on Euro area and UK rate market as markets start to move out of summer holiday mode. This podcast was recorded on 29 August 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/rese…
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A Live Demo of How to Forecast Your Q4 Against Tariffs
27:54
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In this episode of the Ecommerce Playbook Podcast, Richard Gaffin and Taylor Holiday dive deep into the practical use cases of Spend & aMER forecasting models—powerful tools that help brands set budgets with clarity, not guesswork. Taylor walks through real examples, showing how these models adjust for changing costs (like tariffs) and how gross ma…
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Global Economics, FX and Rates: French political scenarios for macro markets
25:59
25:59
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Meera Chandan, Aditya Chordia and Raphael Brun-Aguerre discuss the various possible outcomes for the French political landscape and discuss implications for the economic/ fiscal, rates and FX markets. This podcast was recorded on 28 August 2025. This communication is provided for information purposes only. Institutional clients can view the related…
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John Hickenlooper’s optimism in the face of opposition
34:22
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Three years ago this month, the Inflation Reduction Act passed, marking the largest investment in climate policy in U.S. history. It included over $300 billion to address global warming and was expected to unlock nearly $3 trillion in private investment by 2032. But then came Donald Trump. Over the last eight months, the Trump administration has wo…
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Why Forecasts are Bottlenecked by Creative Diversity
40:20
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In this episode of the Ecommerce Playbook Podcast, Richard Gaffin and Taylor Holiday unpack the critical connection between forecasting models and creative production. Forecasting isn’t just about predicting numbers … it’s about building a marketing and creative plan that can actually deliver them.Taylor explains why most forecasts fail: brands tre…
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Crypto Volatility, China Rallies... Is the U.S. Next?
31:28
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Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be under…
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1
The Forecasting Framework Every Brand Needs Before Q4
25:43
25:43
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In this episode of The Ecommerce Playbook Podcast, Richard Gaffin and Taylor Holiday unpack why forecasting isn’t just about models—it’s about execution. They explore how the best brands combine data, marketing calendars, and disciplined ownership to create forecasts that actually hold up in the real world. Drawing from billions in client data, Tay…
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Chris Vella, CFA: What's on the mind of the CIO of BNY
17:46
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Chris Vella, CFA shares where he thinks OCIOs are headed and how investors are viewing alternatives and moreBy CFA Society New York
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Join Team Uber Cube as we provide cube advice for a new cube under construction. Tune in as both May and Stu provide design advice and direction on how to fine tune the primordial beginnings of a cube. Thanks for listening, sharing, 5-star reviews, and as always happy cubing! Spoopy Cube May's Fae Cube Join the Uber Cube Discord Support Uber Cube v…
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1
Evenlode Income Investment View – More Results Colour
36:24
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In this month’s investment view, we will run through some key themes from results and discuss a variety of holdings. It’s a relatively long read – there’s a lot to discuss! --- Please note, these views represent the opinions of the Evenlode team as of 13th August 2025 and do not constitute investment advice. Past performance is not a reliable indic…
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1
Global FX: The weak dollar view passes a flow test
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This week, our FX Strategists break down the growth/inflation mix in the US and how that’s impacting the dollar, before providing an update on the state of cross-border USD flows and FX hedging. They also provide a recap of recent tactical developments in G10, including the dovish RBNZ surprise and recent data out of the UK. Speakers Arindam Sandil…
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1
E279 – The Past, Present, and Future of ETFs
22:28
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Exchange-traded funds were once thought to be a passing fad in investing; now, 35 years later, the ETF industry is booming. In this special episode, Vice Chair of BMO ETFs Alain Desbiens, and your host, Erika Toth, take a look back at where it all began, the evolution of this Canadian invention—and what’s next. Erika Toth is a Director of Instituti…
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European Rates: Euro and UK inflation markets summer update
9:10
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In this podcast Francis Diamond and Frida Infante discuss the outlook for Euro area and UK inflation over the coming months and their thoughts on HICP and UK RPI inflation markets. This podcast was recorded on 20 August 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://w…
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1
Why right now is the best time to dial in your spend vs. aMER
27:35
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In this episode of The Ecommerce Playbook Podcast, Richard Gaffin and Taylor Holiday break down why so many e-commerce leaders rely on guesswork and ambition instead of reality—and how forecasting models like Spend & aMER can change that.Taylor compares these models to a DEXA scan: a clear, data-driven look at your business health. Together, they e…
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1
Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
20:09
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Related Reading: - https://www.omfif.org/2025/08/the-us-is-pursuing-an-unconventional-sovereign-wealth-fund/By CFA Society New York
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During this episode Team Uber Cube chats on how May applies what she has learned from various guests on the show to her cubes. While focusing on The Fae Cube update, the Team debates on the card selections and how these design philosophies can enrich cube environments. Thanks for listening, subscribing, and as always happy cubing! May's Fae Cube Jo…
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What if money wasn’t the goal… but the tool? Deepak Shenoy and Shray Chandra dive deep into how money can enable experiences, freedom, and meaning, instead of becoming an end in itself. 00:00 Intro 02:33 GDP, Good Life, and Getting Real About Returns 15:14 The Real Cost of Wealth (and the Price of a Good Life) 31:20 Planning for Joy, Not Just Retur…
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Global Rates, FX & Economics: Scandinavian macro, FX, and rates update
19:45
19:45
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In this podcast Khagendra Gupta, Morten Lund, and James Nelligan discuss recent developments and our views in Sweden and Norway macro, FX, and rates market. This podcast was recorded on 15 August 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/con…
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1
Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP
24:29
24:29
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Meera Chandan, Anezka Christovova and James Nelligan discuss the outlook for the dollar and the next catalysts following the recent consolidation, various scenarios for the Russia-Ukraine ceasefire and implications for DM and EM currencies in the region. A deep dive into GBP and Scandi central banks, as well as a discussion of our highest convictio…
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How Do I Pitch My Boss on Cost Caps? on DTC Hotline Ep. 2
35:38
35:38
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In this week’s episode of The DTC Hotline, Richard Gaffin is joined once again by Tony “The Chopper” Chopp (VP of Paid Media) and Luke “The Weatherman” Austin (VP of eCommerce Strategy) to take real questions from eComm operators and Admission members—no fluff, just clear, hard-earned answers. They tackle: • What to do when “nothing works” on Meta …
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Understanding Spend vs. aMER, and Spending Power
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In this episode of the E-Commerce Playbook Podcast, Richard Gaffin is joined by Luke Austin (VP of E-Commerce Strategy at CTC) and Steve Rekuc (Director of Data) to unpack one of CTC’s most powerful forecasting tools: the Spend & aMER Model. This model reveals whether your brand is overspending past the point of profitability—or underspending and l…
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