Podcast Episodes

Is This Stock Rally Rolling Over? w/ Sam Rines

Season 7

Sam Rines, managing director at Corbu LLC, joins Maggie Lake to explore the driving forces behind this week’s equity market action and discuss whether we’ve reached a turning point. Plus, Sam will sh…

Published on 2 years, 5 months ago

Is the UK the Sick Man of Europe? With Jon Mawby

Season 7

Jon Mawby, co-head of absolute and total return credit at Pictet Asset Management, joins Maggie Lake to examine what made the Bank of England up the ante, the driving forces behind stubborn UK inflat…

Published on 2 years, 5 months ago

Is The Global Food Supply At Risk? With Shawn Hackett

Season 7

Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to explain how the rare weather pattern known as El Niño has the potential to spark food shortages, power blackouts, and dang…

Published on 2 years, 6 months ago

Did We Dodge a Recession? With Warren Pies

Season 7

Warren Pies, co-founder and strategist of 3Fourteen Research, joins Maggie Lake to explore why recent housing data might be pointing to a soft landing, what that means for the Fed's battle against in…

Published on 2 years, 6 months ago

Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail

Season 17

Welcome to the first episode of the Festival of Learning: AI Edition, with Peter Diamandis, founder and executive chairman of XPRIZE Foundation, and Salim Ismail, Exponential Organizations author. Fr…

Published on 2 years, 6 months ago

Steno's Signals: Could Falling Inflation Lead to Layoffs?

Season 7

The tightness in the labor market has, in part, been due to the inflation-adjusted price of labor in the last couple of years. With U.S. inflation decelerating, Andreas analyzes if there is now a ris…

Published on 2 years, 6 months ago

Something, Somewhere, Is Going to Break w/ Jeffrey Snider

Season 7

Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues i…

Published on 2 years, 6 months ago

The U.S. Consumer Won't Quit

Season 7

The U.S. economy continues to show its resilience as more economic data rolls in.

Darius Dale, founder of 42 Macro, joins Maggie Lake to examine this week's most important economic data, explore what…

Published on 2 years, 6 months ago

Did the Fed's Message Fall Short?

Season 7

Stocks rally and rates drop as investors wonder what the Fed can do from here.

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the implications of yesterday's…

Published on 2 years, 6 months ago

What's Driving Fed Policy? w/ Jim Bianco

Season 7

Jim Bianco, president of Bianco Research, joins Maggie Lake to break down the market's response to the Fed pausing rate hikes, decipher bearish sentiment in the bond market, and discuss the role of y…

Published on 2 years, 6 months ago