Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Macroeconomics has never been so ... delish! Macro and Cheese explores the progressive movement through the lens of Modern Monetary Theory, with hot and irreverent political takes, spotlights in activism, and the razor sharp musings of Real Progressives Founder and host Steve Grumbine. The cheese will flow as experts come in for a full, four course deep dive into the hot queso. Comfort Food for Thought!
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Hosted by David Beckworth of the Mercatus Center, Macro Musings pulls back the curtain on the important macroeconomic issues of the past, present, and future.
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The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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Macro Minutes - RBC Capital Markets macro and market strategy series – explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBC’s desk strategists and research analysts.
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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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What’s really driving US and world events? What are the real motives for Putin’s and Xi Jinping’s actions? How will the latest crisis affect your personal life and investments? Global Macro Update with Mauldin Economics Publisher Ed D’Agostino is a deep dive into current macroeconomic world affairs—from black-swan events to the chess moves of global leaders and market makers. Every week, Ed interviews top experts in geopolitics, economics, finance, and industry to deliver their inside scoops ...
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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The official podcast of dr. Joeri Schasfoort, host of YouTube channel Money and Macro. Follow Money and Macro Talks for interviews with leading (macro) economists and financial professionals about monetary and macroeconomics.
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We talk economics and markets with leading policymakers and investors.
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The Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians.
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Understanding the dynamics of Markets, Geopolitics, Commodities, and Macro-economics for strategic insights & unique perspectives.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Our job is not to predict the future; it’s to see the present clearly. Discover investing ideas and advance your thinking in truly novel ways.
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BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For lega ...
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Do you lie awake at night wondering how traders and investors do what they do? On Taylor Made Macro, we uncover how our guests navigate the complex contours of the markets and dig deep into their inspiration, processes, tools, and failures. If you are a curious, truth-seeking person, join us for the investing discussion, and stay for the humor and humility we approach these topics with. We’ll let others “stay on top of markets” while we “get to the bottom of markets”. Together we’ll learn ho ...
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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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A periodic summary of major macro events, market themes and selected UK company-specific news.
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Unexpected Points takes a look at the NFL through a uniquely analytical lens and challenges our assumptions about the game. Each week, data scientist Kevin Cole discusses the topical and macro issues affecting football. unexpectedpoints.substack.com
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A perfect blend of science and practical application in the fitness and nutrition world. Host Mike Millner discusses ways to improve your health, your relationship with yourself, and how to accomplish your fitness goals... focusing on the most important factor: mindset.
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This podcast fits your macros is a podcast with Ryan Milton and CaiLEAN of TeamFFLEX is designed to teach you how macro tracking and flexible dieting can change your life! This show is for every type of person with any fitness goal and will cover fundamentals as well as professional hacks to help you learn the art of flexible dieting! TeamFFLEX has helped thousands of clients with all variances of goals achieve success through the nutrition practices discussed on this show!
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MI Take is a podcast from Macros Inc that discusses current events in nutrition, the business side of the health and fitness industry, and a little of everything in between.
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Being a mom is tough, but it doesn't have to mean your fittest days are behind you. And even if you aren't a mom, you can join host Amber Brueseke, founder of Biceps After Babies, each week as she brings you fitness tips, nutrition strategies, mindset hacks, and real-life tangible takeaways that can help YOU take the guesswork out of healthy eating and exercise. This podcast includes episodes covering weight loss, wellness, workouts, exercise, weight lifting, fat loss, counting macros, healt ...
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Satoshi’s Plebs podcast explores the world of bitcoin empowerment and macro economics. Secessio Plebis - we do not need their systems. The world is changing and so must you. Come join us.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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"Exploring Health: Macro to Micro with Parker Condit," is the ultimate podcast for those seeking a deeper understanding of health and wellness. This show takes listeners on a journey from the macro aspects of health like healthcare infrastructure, climate change, and social determinants to the micro details that you can immediately start applying to your day to day life, all expertly curated by the knowledgeable host, Parker Condit. With each episode, "Exploring Health" delves into a wide ra ...
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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
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Hands-On Windows, featuring Paul Thurrott, will help you adapt to the changes made in Windows 11. From visual tweaks to performance boosts Hands-On Windows will show you how to get the most out of your Windows 11 PC. You can join Club TWiT for $7 a month and get ad-free audio and video feeds for all our shows plus everything else the club offers...or get just this podcast ad-free for $2.99 a month. New episodes every Thursday.
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Robeco’s biweekly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
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Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Economic and political analysis with ETM Macro Advisors founder Russell Lamberti
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I’m your host, Caitlen Schmidt, here to help empower you to find your most unwavering love, beauty, and kindness for yourself inside and out! I, along with guest experts that I will be bringing onto my podcast, will be teaching you nutrition and macro tracking secrets, motivating the HECK out of you so you will want to leap up and start conquering all of your goals right away, and bringing you the light at the end of the tunnel so you can discover that self-love and truly become the most con ...
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Minor, tiny instances expanded to see tiny details. Where I ramble about short blips in time that pull me into rabbit holes of larger thoughts.
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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Fasting For Life is for people who want to regain control of their health through Intermittent fasting, OMAD, alternate day fasting, and extended fasting to simplify their day-to-day life. With the ever-changing landscape of fad diets, keto diets, low carb, weight loss plans, and nutritional coaching, there is a vast amount of information available. Incidentally, the statistics show that our current healthcare model is failing and we are seeing more preventable diseases than ever before. Thr ...
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
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Inside Wall Street with Morris Sachs and Liam Allen. Recommended viewing: The Sting Trading Places Groundhog Day YouTube: Charlie DiFrancesca Full Length Speech 1989 Recommended Reading: 1.Modern Times - Paul Johnson 2. Atlas Shrugged- Ayn Rand 3. *redacted* 4. Reminiscences of a Stock Operator- Edwin Lefevre 5. Lessons of History - Will Durant Daily Reading : Grant’s, GaveKal, Macro Tourist, Daily Shot, Anthony Peters, David Zervos, NYPost, FT, WSJ, NYT, SCMP, Chicago Tribune, Real Deal, Ze ...
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Fitness and health can be so frustrating! Where do you start? How do you start? What do you eat? What do you do when you're feeling less than motivated? These questions and more will be answered in Macros, Mindset, and Muscles. Join Coaches, Brittany and James, as they share their wealth of information and client experiences to help you have a successful lifestyle change.
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(Links mentioned in the podcast are in the show notes below: check them out!) Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets are going to continue with this low-vol grind higher, how do you trade macro now? Also, China seems to be cooking something big this time. - Contact me …
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Coaches Compass: Answer These 4 Questions
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In this episode of the Coaches Compass, Mike explains the 4 questions that must be answered for your prospects at every step of the funnel to move them through the customer journey. If these questions aren't answered, it will lead to lack of clarity and lack of certainty. Which means your prospects will not take action. Tune in to find out what the…
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Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
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Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode cov…
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Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 20th, 2024, and respond to questions submitted by listeners and clients.By BMO Capital Markets
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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
1:10:39
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://b…
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Ep 125: Should You Reverse Diet, Even If You Haven't Dieted In Years?
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Today, I am going to be diving into if you should reverse diet, If you would like to lose weight but you haven't dieted in years! Connect with Caitlen: 🌮 The CSchmidt Macro Calculator: click me! 👩🏼🎓Coaching with Caitlen (Beautiful Peach Mastermind - BPM): click me! ⭐FREE Metabolism Report: click me! ⭐FREE Reverse Diet for Sustainable Weight Loss…
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Markets have been ultra-sensitive to data for some time now, going back to market pricing for hikes starting in late 2021. More recently, several strong US inflation prints have de-railed the potential for upcoming Fed cuts, while upside surprises have occurred in Canada, the UK and Australia in the recent weeks. Will these data points be determina…
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Coach Jessie's Show Recap. Plus, New Programs, New Coach, New Goals, New Content, Who Dis?
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Life kinda took over the last couple weeks and we missed a couple weeks. Join us to talk about the last couple weeks, Jessie's show, what's coming for her, us, and the business. Use the Supplements We Use, Enter code "PHOENIX" at checkout to save 20% off your first order and earn double reward points: https://legionathletics.rfrl.co/4rp46 For free …
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Speculative-grade default rate for emerging market companies improves with macro conditions
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The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes. Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings Host: Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Corporate…
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Unveiling Doctors' Struggles: Pioneering a New Era of Empathy and Reform in Medicine with Dr. Scott Ellner
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My guest today is Dr. Scott Ellner who has been a general surgeon for over 20 years, and can be reached at PEAK Health. He has transitioned into health care executive roles due to his passion for patient safety, quality, and value-based care delivery. His authentic leadership style inspires team members to navigate challenging situations, such as r…
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Mary Daly on Fed Policy, the Economic Impacts of AI, and the Future of the Fed’s Framework
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Mary Daly is the president and CEO of the Federal Reserve Bank of San Francisco, a voting member of the Federal Open Market Committee (FOMC), and is also a 28-year veteran of the Federal Reserve System. President Daly joins David for this special live episode of Macro Musings to talk about her non-linear career path to the world of monetary policy,…
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Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
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The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion! Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto cove…
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Aaron Good, a political scientist and historian, talks with Steve about the US political system and power dynamics. They explore the roles of the deep state and oligarchy in policy-making and the suppression of democracy. “This is a very low point in the history of democracy. Perhaps the lowest point ever, if you put it in a historical context. The…
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DiMartino Booth on Stagflation, AI, and “Condo-mageddon”
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QI Research founder Danielle DiMartino Booth unpacks recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation. You’ll also hear about AI’s impact on jobs, “condo-mageddon,” and what all this means for the markets.
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Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)
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Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcast to discuss the distinctive aspects of fixed-income management for insurance companies and provide an update on bond market relative value. Related Insights: 1Q24 Quarterly Macro Themes Research spotlight on what’s next. Read Quarterly Macro Themes 2024 Election…
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#4 - Practice 3: Find Inflections in Cyclical Businesses Undergoing Secular Change Like Kuppy
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“But I'm buying stuff where, revenue’s growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying, you know, growth momentum names. I’m buying them before anyone else realizes that they’re growth momentum names...they're still valued like uh, value stocks. If you look at this sort of stuff we're doing, we call it--, I c…
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Episode 34: How Strict Should You Be When Tracking Macros?
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Coach Caileen and Coach Ry discuss the importance of tracking your food accurately. They cover everything from tracking greens, and the difference between cooked and uncooked measurements, to the impact of processed foods on progress, and the challenges of eating out at restaurants. They emphasize the need to prioritize goals and make choices that …
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