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Episode 28: The Bull Case For US Stocks. With Ed Yardeni
Ed Yardeni, president of Yardeni Research, sees a bright future for the US economy and stock market - though with a few rain clouds along the way. In conversation with Maggie Lake, he explains why he…
Published on 1 year, 1 month ago
Episode 27: Recession Is Coming. With Jeff Snider
US non-farm payrolls came in much weaker than expected and that's not the only sign of trouble for the US economy. Maggie Lake sat down with Jeff Snider, host of The Eurodollar University, who believ…
Published on 1 year, 1 month ago
Episode 26: Bracing for Election Impact. With Jacob Shapiro
"Be prepared for a populist, protectionist, America first ideologue, no matter who wins the election." Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, sat down with Maggie Lake on…
Published on 1 year, 1 month ago
Episode 25: A crisis of confidence in the Fed? With Michael Kao
Are bond investors losing faith in the Fed? Maggie Lake sat down with Michael Kao, CEO of Akanthos Capital Management, who thinks the recent run up in bond yields is a sign investors are worried abou…
Published on 1 year, 1 month ago
Episode 24: Is There A Safe Haven For Your Money? With Noelle Acheson
With a tightly contested US presidential election just over a week away and geopolitical tensions high investors are understandably looking for ways to protect their money, but what asset class provi…
Published on 1 year, 1 month ago
Episode 23: Is A Bond Revolt Coming? With Thomas Thornton
US stocks have been selling off as investors nervously watch treasury yields march higher. What is the bond market afraid of? Maggie Lake sat down with Tommy Thornton, Founder of Hedge Fund Telemetry…
Published on 1 year, 1 month ago
Episode 22: Throwing in the towel on bonds? With David Rosenberg
David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversati…
Published on 1 year, 1 month ago
Episode 21: Time to hedge a blue sweep? With Kevin Muir
You don't want to trade the election, but you might want to take out a little insurance, especially if you are counting on a Trump win. Maggie Lake sat down with Kevin Muir, author of the Macro Touri…
Published on 1 year, 1 month ago
Episode 20: Will Natural Gas Fuel the AI Arms Race? With Doomberg
The massive amounts of energy needed to fuel the growth of artificial intelligence is about to fundamentally reshape global energy markets. Maggie Lake sits down with Doomberg, author of the widely f…
Published on 1 year, 1 month ago
Episode 19: Is The Trump Trade Gathering Steam? With Mish Schneider
US stocks notched up their sixth straight week of gains and some believe investors are starting to position for a Trump victory in the election. Maggie Lake sat down with Mish Schneider, Chief Strate…
Published on 1 year, 1 month ago