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Ding Dong... Is QT Dead?
Season 7
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the M…
Published on 2 years, 9 months ago
Did the Banks Just Break?
Season 7
U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors secure their funds from SVB and Signature Bank, an…
Published on 2 years, 9 months ago
Profiting From Animal Humanization
Season 7
With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that wi…
Published on 2 years, 9 months ago
Why You Can't Fully Trust Recent U.S. Data
Season 7
Recent data has shown the consumer made a comeback in the first month of the year, but as Andreas Steno Larsen reveals, that may be only half true. Watch this edition of Steno’s Signals to find out w…
Published on 2 years, 9 months ago
What the Hell Just Happened?
Season 7
The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. I…
Published on 2 years, 9 months ago
Should We Still Ride The Inflation Winners?
Season 7
All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio manager at Horizon Kinetics, to discuss whether inv…
Published on 2 years, 9 months ago
Is There a Canary in the Coal Mine?
Season 7
Job openings declined in January, as Fed Chair Jerome Powell prepares the market for more rate hikes. But what are we missing? Maggie Lake is joined by Doomberg, editor of the self-titled Substack ne…
Published on 2 years, 9 months ago
Did Powell Let The Bond Bears Out?
Season 7
In his Senate testimony this morning, Fed Chair Powell came out swinging saying that “the ultimate level of interest rates is likely to be higher than previously predicted.” U.S. equities tumbled in …
Published on 2 years, 9 months ago
Is This the Calm Before the Storm?
Season 7
With more rate hikes looming, the market is trying to find its footing. But is it safest for investors to just hold cash? Maggie Lake is joined by Real Vision’s Mike Coolbaugh, founder and CIO at Str…
Published on 2 years, 9 months ago
Why It's a Good Time to Buy if You're Thinking Long-Term
Season 7
Ross Gerber has made headlines recently for calling out Elon Musk’s management of Tesla and for seeking a seat on the board. But in this episode of 3 Ideas, find out why he still thinks Musk is the v…
Published on 2 years, 9 months ago