Podcast Episodes
Back to Search(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
Tim Humphreys of Ausbil Investment Management joins host Lauren Goodwin to describe how a global mega trend towards de-globalization, or RE-globaliza…
2 years, 9 months ago
Midyear Outlook: Your Guide to the Late Cycle Showdown (June 12, 2023)
Lauren Goodwin, Julia Hermann and Michael LoGalbo discuss their midyear economic and market outlook, including a step-by-step guide to the key debate…
2 years, 10 months ago
(Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)
Lauren Goodwin, Julia Hermann and Michael LoGalbo discuss their latest research covering the main themes affecting the next decade of global economic…
2 years, 10 months ago
Checking In On Black Swans (May 29, 2023)
Host Lauren Goodwin and “Macro Mike” LoGalbo re-visit their Black Swan Risks for 2023. Which events are still lurking?
2 years, 10 months ago
When Will the Fed Cut Rates? (May 22, 2023)
The Fed has been busy hiking rates, but slowing economic growth and rising risks have investors asking not only if the Fed is done, but when they wil…
2 years, 10 months ago
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)
Earnings growth is negative this quarter, but nobody’s talking about it. Lauren Goodwin and "Macro Mike" LoGalbo break down how even negative earning…
2 years, 11 months ago
Banks Update: Smoke vs. Fire (May 8, 2023)
Regional banks have come under another wave of stress following the failure of First Republic. Lauren Goodwin and Julia Hermann discuss the potential…
2 years, 11 months ago
The Next Round of the Debt Ceiling Debate (May 1, 2023)
Congress is teed up for the next round of debt ceiling discussions. In this episode, Lauren Goodwin and Julia Hermann provide an update on why this y…
2 years, 11 months ago
Debunking De-Dollarization, Part 2: Can China Build a Reserve Currency? (April 24, 2023)
Two currencies sit at the center of the de-dollarization narrative: the USD, and the Chinese Renminbi. Lauren Goodwin and Julia Hermann discuss what …
2 years, 11 months ago
Debunking De-Dollarization, Part 1: Keep Calm and Dollar On (April 17, 2023)
There’s been much noise about the end of the dollar, but we’re not convinced. Lauren Goodwin and Julia Hermann dive in to why the de-dollarization is…
2 years, 11 months ago