Podcast Episodes
Back to SearchAre 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 potenti…
2 years, 10 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…
2 years, 10 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…
2 years, 10 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 …
2 years, 10 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 wi…
2 years, 10 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 R…
2 years, 10 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 wha…
2 years, 10 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 t…
2 years, 10 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 M…
2 years, 10 months ago
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, port…
2 years, 10 months ago