Podcast Episodes
Back to SearchStructured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collat…
1 year, 10 months ago
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also dis…
1 year, 10 months ago
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and g…
1 year, 10 months ago
There Will Be No Recession | Jonny Mathews
This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, an…
1 year, 10 months ago
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retreat for…
1 year, 10 months ago
India Is The Most Promising Emerging Market | Angus Shillington
This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’…
1 year, 10 months ago
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the…
1 year, 10 months ago
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-…
1 year, 10 months ago
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by developed market weakness, …
1 year, 10 months ago
The Strategies & Risks In Quant Trading | Mike Harris
This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the…
1 year, 10 months ago