Podcast Episodes
Back to SearchIs Everyone Wrong About U.S. Rates? With Harry Melandri
Season 7
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes…
Published on 2 years, 4 months ago
Are Risk Assets at Risk? With Michael Kao
Season 7
Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” …
Published on 2 years, 4 months ago
Steno's Signals: The Recession That Never Was
Season 7
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a…
Published on 2 years, 4 months ago
Is the Business Cycle Rebounding? with Christophe Ollari
Season 7
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Chr…
Published on 2 years, 4 months ago
Are Investors Being Too Complacent? with Ben Miller
Season 7
Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's…
Published on 2 years, 4 months ago
The Risk of Being Bearish on Stocks with Cem Karsan
Season 7
Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern…
Published on 2 years, 4 months ago
Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Season 7
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, a…
Published on 2 years, 4 months ago
Can Tech Take Stocks Higher? with Tony Greer
Season 7
Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy sect…
Published on 2 years, 4 months ago
Where in the World to Put Your Dry Powder (with Sam Burns)
Season 7
Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out…
Published on 2 years, 4 months ago
Leaning Into Your Expertise w/ Ben Harburg
Season 7
Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the l…
Published on 2 years, 4 months ago