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Anthony Scaramucci on Failure, Authenticity, and the Future of Crypto
Season 7
Anthony Scaramucci has worked in two of the most pressure-driven environments in America – investment banking at Goldman Sachs and the communications shop in the White House during the Trump administ…
Published on 3 years, 1 month ago
So When Comes the Powell Pivot?
Season 7
It appears that inflation finally eased last month, as the rate of underlying price increases excluding energy and food slowed from a 40-year high. And U.S. stocks are staging their biggest rally sin…
Published on 3 years, 1 month ago
The US Dollar: Where It All Begins
Season 7
“We live in a world where the price of every key asset in the world is in U.S. dollars,” notes Darius Dale at the top of a recent tweet-thread explaining specifically what’s happening with crippled c…
Published on 3 years, 1 month ago
Let’s Talk Election Day Price Action
Season 7
U.S. equity indexes surged early on Election Day but sagged heading into the last two hours of trading, rising perhaps in anticipation of a market-friendly divided government in Washington D.C. Gold …
Published on 3 years, 1 month ago
Around the World in 30 Minutes
Season 7
U.S. equity indexes held modest gains at midday Monday, as investors prepare for midterm elections with particularly global potential consequences. Andreas Sten Larsen goes around the world with Jaco…
Published on 3 years, 1 month ago
The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Season 1
Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. …
Published on 3 years, 1 month ago
My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors
Season 7
Chris Sullivan, a portfolio manager of Hyperion Decimus, transitioned from traditional finance to crypto – and he says it’s the best move of his career. A lot of that has to do with crypto’s freek-ma…
Published on 3 years, 1 month ago
The Labor Market Is Still Intact
Season 7
U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jer…
Published on 3 years, 1 month ago
Easy Money Has Hard Consequences
Season 7
Yesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England …
Published on 3 years, 1 month ago
What Kind of a Hike Was It?
Season 7
The Federal Open Market Committee added a couple of interesting phrases to its policy statement announcing a fourth consecutive 75-basis-point interest-rate increase, noting that it will take into ac…
Published on 3 years, 1 month ago