Podcast Episodes

Mitigating Risk in This High Valuation Environment w/ Tavi Costa

Season 7

With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Visio…

Published on 2 years, 5 months ago

Is the Soft Landing a Pipe Dream?

Season 7

Markets look to end this week on a positive note ahead of next week's Fed meeting.

Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw th…

Published on 2 years, 5 months ago

How to Trade a Hated Rally

Season 7

Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups.

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentimen…

Published on 2 years, 5 months ago

Drinks with Raoul Pal -- Ask Me Anything

Season 7

Join Raoul Pal for a Q&A session and some post-market drinks.

Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Pl…

Published on 2 years, 5 months ago

Time for the Market to Turn? w/ Thomas Thornton

Season 7

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is u…

Published on 2 years, 5 months ago

Will Earnings Cool This Rally? With Dale Pinkert

Season 7

Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to share his perspective on "the good, the bad, and the ugly" stocks that are driving this equity rally,. Plus, they'll …

Published on 2 years, 5 months ago

AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal

Season 7

Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the…

Published on 2 years, 5 months ago

Is it Time for European Banks to Shine? w/ Seamus Murphy

Season 7

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of M…

Published on 2 years, 5 months ago

Is It Time to Go Risk-On? with Darius Dale

Season 7

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that wi…

Published on 2 years, 5 months ago

Bulls on Parade? with Mark Ritchie II

Season 7

Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and w…

Published on 2 years, 5 months ago