Podcast Episodes

Where Are We in the Cycle? With Warren Pies

Season 7

Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his…

Published on 2 years, 3 months ago

Is the Stock Market Severely Mispriced? With Jesse Felder

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, an…

Published on 2 years, 3 months ago

Is Bad News Good News? With Tony Greer

Season 7

Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at …

Published on 2 years, 3 months ago

Is China in Crisis?

Season 7

Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the p…

Published on 2 years, 3 months ago

Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA

Season 7

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this…

Published on 2 years, 3 months ago

AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin

Season 7

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial in…

Published on 2 years, 3 months ago

Are More Rate Hikes Coming? with Jared Dillian

Season 7

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen …

Published on 2 years, 3 months ago

Ask Me Anything with Raoul Pal

Season 7

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine.…

Published on 2 years, 3 months ago

Can NVDA Live Up To The Hype? With Brent Donnelly

Season 7

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's ec…

Published on 2 years, 3 months ago

What is Making the U.S. Economy so Resilient? with Darius Dale

Season 7

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader market…

Published on 2 years, 3 months ago