Podcast Episodes
Back to SearchThe Stock Market Melt Up Is About To Accelerate | George Robertson
In this episode, George Robertson joins the show to discuss why he thinks there is no monetary policy, the changing reaction function of the Fed, and…
1 year, 8 months ago
Positioning For The New Post-Election Market Regime | Weekly Roundup
This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting …
1 year, 8 months ago
Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy" monetary policy, and the elect…
1 year, 8 months ago
Unpacking The Election’s Impact On Markets | Cem Karsan
In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility sma…
1 year, 8 months ago
Why The Macro Is Still Bullish Liquidity | Weekly Roundup
This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve …
1 year, 8 months ago
Where Are We In The Bull Market? | Jurrien Timmer
In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push & pull between earnings and valuations, a…
1 year, 8 months ago
Is It Too Late To Buy Election Hedges? | Weekly Roundup
This week we discuss the short bond trade, volatility and excessive hedging, and the election probabilities. We also delve into MicroStrategy’s Bitco…
1 year, 8 months ago
Breaking Down The Current Business Cycle | Eric Basmajian
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the broader economy, and the housin…
1 year, 8 months ago
Debating The Election’s Impact On Markets | Weekly Roundup
This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in, and the ongoing bull market in g…
1 year, 8 months ago
The Bull Market Is Broadening | Tony Greer
In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he’s trading, and his outlook on commodities. We al…
1 year, 9 months ago