Podcast Episodes
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Lookin’ Under the Hood of this Raging Bull Market
Episode 14
In this week’s episode of The Macro Setup, Guy and Dan discuss bullish market sentiment around the SPX, NDX, Bitcoin amidst the VIX’s 1 yr lows, ”min…
4 years, 11 months ago
Everything’s Different This Time
Episode 13
In this week’s episode of The Macro Setup, Guy and Dan discuss US growth expectations causing both stocks and bonds to rise and what the drivers of t…
4 years, 11 months ago
Archegos Given No Quarter
Episode 12
In this week’s episode of The Macro Setup, Guy and Dan discuss the S&P500 approaching all-time highs while the Russell and Nasdaq are in correction m…
4 years, 11 months ago
The VIX Also Sets
Episode 11
In this week’s episode of The Macro Setup, Guy and Dan discuss vaccine rollout, rates, bank stocks, crude and metals. They also hit on just how far t…
4 years, 11 months ago
Market Breadth and Taxes
Episode 10
In this week’s episode of The Macro Setup, Guy and Dan discuss new highs in the S&P500, the US dollar firming, rates holding steady, Bitcoin banging …
5 years ago
Rate Rampage Over, Nasdaq Strikes Back, Bitcoin Boom
Episode 9
In this week’s episode of The Macro Setup, Guy and Dan discuss the incoming fiscal stimulus, the US’ role in driving global economic growth, the paus…
5 years ago
”One of these days, the ground will drop beneath your feet”
Episode 8
In this week’s episode of The Macro Setup, Guy and Dan discuss dueling economic tailwinds including new vaccines/better rollout, strong economic data…
5 years ago
Buy The Rumor, Sell The News
Episode 7
In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, the underperformance in growth tech, and a look at what is …
5 years ago
The VIX holds the line
Episode 6
Bitcoin’s Big Bang (h\t Brian Kelly) as BTC briefly crosses $50,000, ushering in our new digital immutable financial utopia! Guy and Dan discuss the …
5 years, 1 month ago
OK Doomer
Episode 5
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss stock markets at all time highs, two investment cults merge (TSLA and BTC…
5 years, 1 month ago