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Markets Happy Hour Podcast February 5, 2026 - Moltbook and Melt-downs
In today's Markets Happy Hour Podcast we digest another busy week of market movements, economic data, momentum shifts and shifting expectations. We s…
7 months ago
Markets Happy Hour Podcast January 30, 2026 - YoYos and YOLO
In this week's Markets Happy Hour Podcast we cover the post-Davos week, which, as is now typical has been filled with newsflow, most recently chatter…
7 months, 1 week ago
Markets Happy Hour Podcast January 22, 2026 - Drama at Davos - With Special Guest Matt Rice
In today's Markets Happy Hour Podcast we conduct a "review" of the drama (and at times melodrama) that has played out at Davos this year, and digest …
7 months, 2 weeks ago
Markets Happy Hour Live from New York City - January 16, 2026 - Blocking and Tackling
We started the year with some chilly weather, some American football inspired blocking and tackling and a tech challenged yet warmly engaging live po…
7 months, 2 weeks ago
Markets Happy Hour Podcast January 8, 2026: Regime Change and Regime Adaptive Portfolios
In this week's Markets Happy Hour Podcast, we are joined by Alan Dunne, founder of Archive Capital, who has written a recent white paper on the regim…
7 months, 4 weeks ago
Markets Happy Hour Podcast - January 1, 2026 - New Year/New Nihilism
In this first Markets Happy Hour Podcast of the New Year, we reflect on the dark turn that many of the “Year in Review and Look Ahead” commentaries t…
8 months ago
Markets Happy Hour Podcast - December 26, 2025 Short Post Christmas Round Up
This week’s Markets Happy Hour Podcast comes to you the day after Christmas and is the last of 2025. We ask whether in what often seems to be a seaso…
8 months, 1 week ago
Markets Happy Hour Podcast December 18, 2025 - Festive Countdown
In today’s Markets Happy Hour Podcast - our last before the Christmas break, we ask ourselves how happy markets are feeling in this market are joy - …
8 months, 2 weeks ago
Special Episode: Live from St. Louis with Stephen Douglass
Today’s Markets Happy Hour Podcast is recorded live in St. Louis, just ahead of the holidays, and features a wide-ranging and candid conversation wit…
8 months, 3 weeks ago
Markets Happy Hour Podcast Live from Miami Beach - December 9, 2025 - Is the Water warm?
Today's Markets Happy Hour Podcast is live from Miami, and was kindly accommodated by the ALTSMIA conference in Miami. We start with a discussion of …
8 months, 4 weeks ago