Podcast Episodes
Back to SearchNo Ace in the Hole with Liz Young of SoFi and Carter Worth of Worth Charting
Episode 27
Guy and Dan were joined by Liz Young, Head of Investment Strategy at SoFi, to discuss her new year-end market call. Carter Worth of Worth Charting is…
4 years, 6 months ago
Danger, Dan Nathan!
Episode 40
In this week’s episode of The Macro Setup, Guy and Dan discuss Bank of America’s warning that the Fed will not come to the stock market’s rescue, IMF…
4 years, 7 months ago
The Night They Drove Old DXY Down
Episode 36
In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, commodities gone wild, the dollar at key levels, and a pote…
4 years, 7 months ago
September Swoon, Rate Rampage, and Dollar Dominance
Episode 38
In this week’s episode of The Macro Setup, Guy and Dan discuss the September swoon for stocks, rates on the rise, and the dollar breakout. They are j…
4 years, 7 months ago
Evergrande Causes Problems for the Everlongs
Episode 37
In this week’s episode of The Macro Setup, Guy and Dan discuss the Evergrande shockwaves heard around the world, the taper timeline, and the crypto c…
4 years, 7 months ago
Shiny Objects Losing Luster
Episode 36
In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF,…
4 years, 7 months ago
Stagflation, Growth Concerns, Cloudy Travel Forecast
Episode 35
In this week’s episode of The Macro Setup, Guy and Dan discuss signs of stagflation, Goldman Sachs slashing its GDP outlook, and a cloudy forecast fo…
4 years, 8 months ago
Scary Stats and Charts
Episode 34
In this week’s episode of The Macro Setup, Guy and Dan discuss some scary stats about the S&P 500, the taper tamed, and growth back in favor. The two…
4 years, 8 months ago
Wax On Wax Off
Episode 33
In this week’s episode of The Macro Setup, Guy and Dan discuss risk-on for the markets, crude’s reversal, Jackson Hole, and the JPEG-a-palooza. They …
4 years, 8 months ago
Bad Breadth, Delta Lockdowns & Weak Data
Episode 28
In this week’s episode of The Macro Setup, Guy and Dan discuss market breadth (the number of stocks participating in the recent rally), new lockdowns…
4 years, 8 months ago