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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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Macro Voices

Hedge Fund Manager Erik Townsend

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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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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Rising Minds

Sam Daghash & David Capablanca

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Welcome to "Rising Minds," the transformative podcast presented by the Conscious Trading Academy. I'm your host, Sam Daghash, joined by my esteemed partner and co-founder, David Capablanca. In this engaging podcast series, we embark on a journey of inspiration, education, and personal growth. "Rising Minds" is not just about trading strategies; it's a holistic exploration of the mind's incredible potential and its profound impact on shaping a life of purpose and fulfillment. Our mission is t ...
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Macro N Cheese

Steve D Grumbine MS, MBA, PMP, PSM1, ITIL

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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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Money & Macro Talks

Money & Macro Talks

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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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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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Welcome to HSBC Business Editions- MENAT, a podcast series hosted by HSBC in MENAT. Join us as we bring you insights from regional business owners, HSBC leaders and market experts, covering a wide range of topics, from improving business performance to addressing market challenges and adopting new strategies to future-proof your company. Discover how HSBC can help your business by visiting your local HSBC Business country website. Subscribe now to stay updated with our latest episodes. Hoste ...
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Let’s Talk Macro

Let’s Talk Macro

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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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Seatrade Maritime Podcast

Seatrade Maritime by Informa Markets

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On the go and on demand, Seatrade Maritime Podcast delivers news and updates on shipping's most pertinent topics and conversations. With a focus on the leading trends in the industry. Hosted by a team of highly experienced correspondents across Asia, the Middle East, Europe and America, Seatrade Maritime Podcast has a focus on operational, regulatory and technology related topics, including interviews with key executives – all free to listen to.
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Everyone is looking for help in sales, yet so few are willing to give it unselfishly. Richard Harris and Scott Leese have teamed up to bring their best advice from their own life experiences, real-world job experiences, and what they see sales reps and leaders do right and, equally, do wrong so you can be the best at your craft as well. And yeah, there will be the occasional surf story.
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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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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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At The Margin

Niall Farrell

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Discussions about GDP, housing and other issues seem to assume that we know quite a bit about the topic already. Most of us don't. This podcast will fill in those gaps. During each episode, an expert will guide us through a given topic, with the goal of providing enough information so we can piece together our own informed views. Many of the speakers are working at the cutting edge of their respective fields, guiding us through both the accumulated evidence and showing us where things are li ...
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Learn about the future of money and how Bitcoin proposes a solution to the problems in our monetary system. Why is wealth concentration growing? Will the U.S. dollar always be the world reserve currency? Is Bitcoin the "internet of money?" Journalist and educator Natalie Brunell shares one-on-one interviews with thought leaders. Whether you're eager to start learning about Bitcoin, or already follow the world of cryptocurrency and its pioneers, this show has something for you to HODL. Join u ...
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Welcome to the TroopHR Podcast, where we bring you the best of HR and business thought-leadership in a casual coffee chat format. Our mission at TroopHR is to empower HR professionals to advance their careers, personal development and build better organizations. We promise fresh, actionable content from master practitioners, industry leaders, translating their seasoned experience into practical advice. Join us for insights, strategies and tactical take-aways to drive the HR profession forwar ...
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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will ...
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The Rice Report is just a guy in a hoodie talking about macro economics, geopolitics, and current state of the country. He takes a deep dive into the latest market updates, covers commodities, the GDP, inflation, and much more.
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
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Jon Hartley and John Cochrane introduce the Capitalism and Freedom in the 21st Century podcast to the Hoover audience. They speak on a number of topics including the usefulness of existing macroeconomic models, the use of economic models at central banks, the state of macroeconomics, the fiscal theory of the price level, and how technology, institu…
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Accelerating economic growth, improved demand, and the impact of Red Sea diversions have combined to boost shipping markets across the board in the first half of 2024. In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2024 with experts Maritime Strategies Inte…
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In this episode of the TroopHR podcast, host Taylor Bradley takes listeners on a journey from broad labor market trends to granular compensation strategies. The episode features three distinguished guests, each offering unique insights into different aspects of the evolving workforce landscape. First, Ron Hetrick Vice President, Staffing Strategy a…
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Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year. Disclaimer: https://www.research.hsbc.com/R/101/kMSgjHm Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple…
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Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024. Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights…
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In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks…
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Our Chief Asia Economist explains how the region’s economies and markets would be affected by higher tariffs, and other possible scenarios in the US elections. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Along with my colleagues bringing you a variety of perspectives, today I’ll …
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On this episode of The Rice Report, I will explore 5th generation warfare—an arena where social engineering, misinformation, and AI technologies converge to shape perceptions and influence actions. I'll discuss how media manipulation serves as a potent weapon, urging critical thinking amidst these challenges. Let's uncover strategies to uphold valu…
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Market Analysis and Sector Performance on July 24th In this episode of Dividend Cafe, Brian Szytel analyzes the market performance for July 24th from West Palm Beach, Florida. The Dow closed 504 points lower, the S&P fell by 2.31%, and the NASDAQ dropped by 3.64%. Significant declines in Google and Tesla stocks driven by earnings misses led to the …
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NLW covers the first day of trading of the Ethereum Spot ETFs. Will they live up to expectations? Will they restart the bull market? Plus, Swan shifts plans. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.…
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Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Adam Jonas, Morgan Stanley’s Head of Global Autos & Shared Mobility. Today I’ll be talking about an unusual but hotly debated topic: humanoid robots. …
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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. New paper published by Hudson Bay Capital, written by Nouriel Roubini & Stephen Miran, “ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy”: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/…
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Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking closely at the comparative performance of the US, European and UK markets to advise clients on where to find opportunities – and where painful adjustments to the post-pandemic world are likely …
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On this episode of The Rice Report, I'm discussing El Salvador’s President Nayib Bukele’s controversial comments on the U.S. border crisis and China’s growing influence in El Salvador. I’ll break down Bukele’s remarks on criminal activity, the impact of China’s trade deals, and Donald Trump Jr. and Eric Trump’s role in Bukele’s inauguration. Join m…
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Market Updates and Economic Insights from Dividend Cafe - July 23rd In this episode of Dividend Cafe, host Brian Szytel checks in from the newly opened West Palm Beach, Florida office, starting with a thank you to Jolene and Mina for their hard work. Brian reviews the day's flat market activities with minor declines in the Dow, S&P, NASDAQ, and 10-…
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Jul 22, 2024 – On today's Lifetime Planning segment, Medicare expert Brian McArthur warns of a significant disruption to Medicare pricing as part of the Inflation Reduction Act set to take effect in 2025. He specifically points out that the most...By fswebmaster@financialsense.com (Financial Sense)
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The dry bulk shipping market has rebounded in the first half of 2024 driven by the Capesize sector and the iron ore trades – will this positive trend continue for the remainder of the year? In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2024 with experts Ma…
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President Biden announced via a letter shared to Twitter that he was officially leaving the presidential race. He also announced that he was endorsing his VP Kamala Harris to be the Democrat nominee. On this episode, NLW looks at the implications for crypto space, as well as providing a bit of a preview of the Bitcoin Conference coming up this week…
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Our CIO and Chief US Equity Strategist explains that in the event of a Republican sweep in this fall’s U.S. elections, investors should not expect a repeat of 2016 given the different business environment. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my co…
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The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest: David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host: Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moo…
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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Chris Whalen on Twitter https://x.com/rcwhalen Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.c…
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In this episode featuring Fundstrat's Tom Lee, we discuss: Tom's bullish outlook on Bitcoin and what allocation is optimal for a traditional portfolio Will Bitcoin overtake gold's $16 trillion market cap? Wealth concentration is fueling division and frustration - can Bitcoin help solve this? S&P 500 ATHs - could it hit 15,000 by 2030? Sector rotati…
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Shawn Rhodes of Bulletproof Selling joins us on the Surf and Sales podcast to discuss The soft side of the metrics that are overlooked. How to manage the fear in the moment. The best ways to get into conversations with the people you want and bypass the gatekeepers. What are you waiting for? Time to reserve your spot at www.surfandsales.com…
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Today's Post - https://bahnsen.co/3y4VVVt Impact of Biden's Withdrawal on Market Volatility and Political Projections In this episode of Dividend Cafe, David explores the significant impact of President Joe Biden's unexpected withdrawal from the 2024 re-election campaign on the market and political landscape. The discussion examines historical para…
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With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - h…
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James Bullard was the president and CEO of the Federal Reserve Bank of St. Louis from 2008 to 2023, and he is currently the dean of the Mitchell E. Daniels Jr. School of Business at Purdue University. James is also a previous guest of the show, and he rejoins David on Macro Musings to talk about his time at the Fed, FAIT, and the upcoming Fed frame…
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A reading and discussion inspired by https://vitalik.eth.limo/general/2024/07/17/procrypto.html Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz…
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In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half. The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it m…
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Suzanne Smith … Renters Rights Under Labour Landlord | Blogger | Podcaster | Former General Counsel Suzanne Smith is a lawyer turned self-managing landlord with a portfolio of houses in Maidstone, Kent. She came to property investing fairly late when she “retired” as a corporate lawyer at the age of 51, after working for 25 years in senior in-house…
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Today on The Jay Martin Show, Sir Stephen Wilkinson returns to discuss libertarian philosophy, the role of libertarians in today's society, and the potential for civil unrest as predicted by Ray Dalio. Wilkinson also explores the significance of understanding market cycles, the impact of technological advancements on nation-states, and the convergi…
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Steve’s guest this week is Dirk Ehnts, a lecturer and author who specializes in modern monetary theory (MMT). They discuss Dirk's new book, "A Simple Guide to the Monetary System," which aims to simplify the often complex concepts of MMT. They discuss the significance of the Copernican turn to MMT, which refers to the shift in perspective that occu…
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NLW and Scott Melker count down the five most important stories in crypto this week, with a special emphasis on the question that guided community discussion these week: how much should we trust these new political allies of ours. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/…
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Jul 19, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with popular energy analyst "Doomberg" about the difficult realities the US faces when it comes to resources and trade. Doomberg explains how the US can no longerBy fswebmaster@financialsense.com (Financial Sense)
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Our Head of Corporate Credit Research shares four reasons that he believes credit spreads are likely to stay near their current lows. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be talking…
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The Rebel Capitalist helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.✅Check out my private, online investment community (Rebel CapitalistPro) with Chris MacIntosh, Lyn Alden and many more for $1!! clickhere https://georgegammon.com/pro ✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com…
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The Rebel Capitalist helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.✅Check out my private, online investment community (Rebel CapitalistPro) with Chris MacIntosh, Lyn Alden and many more for $1!! clickhere https://georgegammon.com/pro ✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com…
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Today's Post - https://bahnsen.co/3Ws09Qk Analyzing Inflation: The Complex Factors Beyond Headlines In this episode of Dividend Cafe, recorded from East Hampton, David discusses the recent political and economic turmoil, including significant events like the assassination attempt and the Republican convention. Shifting focus to the topic of inflati…
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In the latest episode of The Weekly Briefing from Capital Economics, Chief Global Economist Jennifer McKeown speaks about the macroeconomic implications of the global IT outage before going on to explain what’s happening to the world inflation and monetary policy picture. Jenny talks about the challenges posed by sticky services inflation, discusse…
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Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelter inflation could bring CPI even lower. More pain to come for Real Estate developers. Political volatility is increasing. The death of ESG and DEI? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 202…
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