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 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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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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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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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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Hosted by Al Korelin, this radio and internet show was listened to by over 2 million people last year and provides an in-depth, unbiased look at asset-based investing. The show also explores current topics at the intersection of economics and politics, and features a fascinating array of economists, writers, and industry experts.
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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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MoneyWeek's editor-in-chief Merryn Somerset Webb and executive editor John Stepek discuss what's going on in the markets, and how it affects you and your wealth.
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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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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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We talk economics and markets with leading policymakers and investors.
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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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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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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
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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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A podcast where economic and political issues and theories are discussed through a socialist lens, hosted by Tahlia Murdoch.
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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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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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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Discussing the economy, public policy, and current events through an MMT (Modern Monetary Theory) lens.
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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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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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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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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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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
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TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
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Sensible Market Commentary
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Join our analysts for a markets-focused podcast. In it, we talk about macro economics, FX strategy, rates, central banks and other topics. Aimed at professional investors, but we do our best to keep it simple. 405718
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Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the ...
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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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"Longview Conversations With…” is our new series in which we interview interesting financial wizards, macro traders, investors and geopolitical experts.
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Podzept is a podcast which addresses the current issues driving the world of economics and finance.
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Welcome to the Property & Investor Podcast. The podcast where we speak to some of the most interesting, inspiring and resilient people in property, investing and beyond. With your host Paul Lanfear.
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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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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income millennial? The Rate Debate. Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye. Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.
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Keeping you ahead of the curve on Bitcoin price and fundamentals analysis, news and economics. - BitcoinAndMarkets.com | @BTCMRKTS
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We are Traders, Attorneys, Security and Software Engineers with over 100 years of collective experience. We have worked in Single Family Office, Pool and Private Proprietary Trade Desk structures; having designed multiple Grey Box systematic discretionary programs. Over time, we noticed the lack of cohesive knowledge among the greater public, when it comes to the world of Investing and Trading. We decided to build this website with the hope of allowing ones to “look over our shoulder” as to ...
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Host Lauren Goodwin brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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Conversations with startup CEOs with technology that can change how the economy functions.Hosted by Marco Annunziata and Michael Leifman
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A weekly wrap-up, every Sunday, of all the developments in the markets.
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1
Weekend Show – Peter Boockvar & Dan Steffens – Macro Economic Analysis, Where Are The Best Opportunities In Commodity Stocks
Welcome to another KE Report Weekend Show. This weekend we focus on the economic drivers for commodities. This all ties into economic trends, recent data and central banks policy now shifting slowly toward rate cuts. Segment 1 and 2 – Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack kicks …
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Lars Christensen on AI and its Impact on Monetary Policy and the Broader Field of Economics
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Lars Christensen is a founding member of the market monetarist tradition, an entrepreneur in the AI space, and is also a returning guest to Macro Musings. Lars rejoins the podcast to talk about AI and its implications for the economy and for monetary policy. David and Lars also discuss the basics and implications of dynamic pricing, AI’s growing us…
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Spotlight 2024: US outperformance and the future of global macro and markets leadership
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Will the US continue to dominate the global economy in the coming years? Will China or Europe ever catch up? Is the US where investors will continue to see stronger stock market returns? The question of US outperformance runs to the heart of the global economic outlook and is the subject of our Spotlight project for 2024. Spotlight is our annual st…
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Will the stock market rise another 50% by 2030? Dr. Ed Yardeni says it could, citing tech-fueled productivity gains. Join me, Dr. Ed, and his colleague Eric Wallerstein (formerly of the New York Fed and The Wall Street Journal) as we discuss interest rates, inflation, and the housing market, plus which market sectors investors should focus on now.…
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1
The Incredibly Weird Certik-Kraken Exploit
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Kraken was recently hacked to the tune of $3m. Turns out it was security audit firm Certik. Is the episode about an overzealous white hat or something more nefarious? Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://b…
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The Bitcoin Way: Setting Up Bitcoin Securely with 1-on-1 Help, and Finding Purpose Post-Crisis
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In this episode with Tony Yazbeck of The Bitcoin Way, we discuss: Tony's heartbreaking origin story of financial loss and crisis in Lebanon Building The Bitcoin Way: the ultimate 1-on-1 support for getting set up on Bitcoin The importance of peer-to-peer technology Setting up nodes, cold storage/self-custody wallets, multisig and more Why the syste…
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Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
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Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research …
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Protectionism, Populism, and the New Political Landscape: Unpacking the Seismic Shifts in Global Elections (Preview)
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Jun 20, 2024 – This year has witnessed an unusually high number of consequential elections across the globe, with more set to take place in the coming months. Today, we will discuss a common thread emerging from many...By fswebmaster@financialsense.com (Financial Sense)
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Volatility Doesn’t Necessarily Rock the Boat
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Our head of corporate credit research dives into the question of correlation and market volatility, and explains why stock indices can remain stable despite a certain level of turmoil, as we have seen recently in Europe. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley.…
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Market Update: Mixed Indices and Economic Indicators In this episode of Dividend Cafe, recorded on Thursday, June 20th, we discuss the mixed performance in the stock market where the Dow closed up nearly 300 points, while the S&P and NASDAQ saw slight declines. Key sector movements included a 2% rise in energy and a 1.4% drop in information technol…
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Carry On: Demystifying the Carry Trade with Rodrigo Gordillo & Adam Butler of ReSolve
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We’re back! Today’s podcast features The Derivative show stoppers Rodrigo Gordillo and Adam Butler of Resolve Asset Management discussing the carry trade and itsapplications in investment strategies. They begin by explaining what the carry trade is and discussing common misconceptions around it. They then dive into different types of carry that can…
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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresear…
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Send us a Text Message. Sam Daghash is an Alignment & Breakthrough Specialist and certified Master Coach & Practitioner with a relentless passion for guiding individuals on a journey of self-transformation. With a deep understanding of the inner workings of the human mind, he specializes in helping individuals overcome their mental barriers and lim…
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Puru Saxena on AlphaTarget, AI, and the Robotics Revolution (Preview)
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Jun 19, 2024 – FS Insider speaks with Puru Saxena, prior founder of two money management firms in Hong Kong, as well as the founder of the new investment research firm, AlphaTarget, to get his view on Nvidia, AI, robotics, and...By fswebmaster@financialsense.com (Financial Sense)
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News Block: Why is Bitcoin's Price Sideways? SEC Closes Investigation into ETH, Anti-Tether Campaign Hits Times Square, Fed's Treasury Holdings to Double by 2034
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In this week's episode of the Coin Stories News Block powered by Bitdeer (NASDAQ: BTDR), we cover these major headlines related to Bitcoin and global finance: Is Bitcoin's price being manipulated by a 'basis trade' used by hedge funds? Could it result in a gamma squeeze? SEC closes its investigation into Ethereum 2.0 Anti-Tether campaign hits Times…
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Paul Million … Life of a Fruit Cake
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Paul Million … Life of a Fruit Cake Paul Million has been developing property in Darlington for three decades. His diverse portfolio ranges from Industrial units and commercial to residential/supported tenancies, commercial conversions, single let accommodation, professional co-living house shares and serviced apartments. Paul owns a portfolio of 6…
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Another day, another Trump-crypto plotline. Some folks are reporting that former President Trump's son Barron is running an official Trump memecoin on Solana called $DJT. Is it real, fake, or even an elaborate ruse by the Feds? Plus, the SEC's chief crypto enforcer has left the agency. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.li…
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Pundits of Australia's economy expect the central bank will maintain its default rhetoric of “vigilance against inflation risks”. However, given the number of “ifs and buts” in its most recent statement, the RBA seems to be less certain of the next move. In episode 49 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager …
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America Going All-In on Nuclear Power (Preview)
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Jun 18, 2024 – China, Russia, and India are racing to build out nuclear power and now the US is joining in. Uranium and nuclear analyst Mart Wolbert joins FS Insider to provide an update on the amount of money being spent...By fswebmaster@financialsense.com (Financial Sense)
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Investors watching for market reactions would do well to stick to their existing plans in an environment where the economic impacts of any particular US election outcome remains unclear. Our Global Head of Fixed Income and Thematic Research explains. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Globa…
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Bitcoin to Raw Milk: Unpacking the Fight for Individual Freedoms and Economic Stability
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In this episode of The Rice Report, I discuss various socio-political and economic issues affecting the United States. I look at the rising food prices, high insurance costs, and controversial government policies. Notably, I highlight the water restrictions in Idaho, where the government prioritizes cobalt mining for electric vehicle batteries over…
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In this episode with David Bailey, CEO of BTC Inc., we discuss: Who got President Trump into Bitcoin and how? Is Trump serious about endorsing Bitcoin or is it a campaign promise? Does Trump own Bitcoin? What should a President do when it comes to Bitcoin? Is Bitcoin going to be politicized? Fighting for GBTC holders Bitcoin Conference 2024 ---- Bi…
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How Stablecoins Could Extend Dollar Dominance
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In today's episode, NLW looks at a recent op-ed by former House speaker Paul Ryan on why stablecoins on permissionless blockchains are aligned with US values and could extend dollar dominance another generation. We also cover an upcoming crypto roundtable that theoretically has White House buy-in. Enjoying this content? SUBSCRIBE to the Podcast: ht…
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Today's Post - Daily Market Recap and Economic Insights - June 18, 2023 In today's episode of Dividend Cafe, David provides a daily market recap, highlighting a 57-point increase in the Dow (0.15%), a 0.25% rise in the S&P, and a stable Nasdaq. The bond market rally continued with the 10-year yield at 4.21%. Financials led the sectors, while commun…
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Today's Post - https://bahnsen.co/3KSk5VG Dividend Insights: Market Trends, Fed Influence, and Economic Policies In this episode of the Dividend Cafe, David provides a comprehensive commentary on the current market dynamics, including summaries on housing markets, federal policies, corporate taxes, and bond yields. Key topics include the performanc…
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Podcast: Pitfalls and Mistakes When Caring for Aging Parents
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Jun 17, 2024 - In today's Lifetime Planning segment, Jim Puplava engages in an insightful conversation with Carolyn Rosenblatt from AgingParents.com. They explore a variety of critical topics related to caring for aging parents, including...By fswebmaster@financialsense.com (Financial Sense)
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Portfolio construction specialist Vivek Anand explores the latest market trends and the performance of DB's quant systematic strategies. He also discusses the DB research team's optimistic outlook for the latter half of the year and its implications for the strategies. Wrapping up, he highlights the key economic indicators and events to watch out f…
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The AI revolution has helped fuel the tech IPO sector’s resurgence following a two-year lull. Our Co-Heads of Technology Equity Capital Markets join our Global Head of Fixed Income and Thematic Research to discuss the sustainability of this trend. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Hea…
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A reading and discussion inspired by https://blockworks.co/news/crypto-needs-proof-of-reserves and https://blockworks.co/news/web3-flashy-functional-infrastructure Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://brea…
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Investments in AI infrastructure with Simon Martin (June 17, 2024)
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The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.By New York Life Investments
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The Return of Meme Stock Investing | Spencer Jakab & Andrew Left
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In Episode 367 of Hidden Forces, Demetri Kofinas speaks with Spencer Jakab and Andrew Left. Jakab is an award-winning financial journalist who edits the Wall Street Journal’s “Heard on the Street” column. He is also the author of “The Revolution That Wasn't,” a book about the meme stock craze that overtook the video game retailer GameStop in 2021 a…
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RegTalks: Global Regulatory and Tax Developments to Watch in 2024
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HSBC Markets and Securities Services have recently issued a paper sharing its view of some of the key global regulatory and tax developments to watch in 2024, and in this podcast we explore the main headline themes and do a deeper delve into some of these, including sustainability, digital and tax. Listen as Mhairi Sandeman, Senior Product Manager …
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Mickey Levy on How to Reboot Fed Policy Ahead of its Upcoming Framework Review
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Mickey Levy is Chief Economist for the Americas and Asia for Berenberg Capital Markets, a Wall Street veteran, and a longstanding member of the Shadow Open Market Committee. He and his co-author, Charles Plosser, also have a new paper out titled, *The Fed’s Strategic Approach to Monetary Policy Needs a Reboot.* Mickey joins David on Macro Musings t…
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French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more
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In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what’s happening in France and what that means for the bond market. He also assesses the Fed’s June meeting and previews what the Bank of England could decide on Thursday – as well as the discussing how the onset of elections could i…
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Dan Kovalik, author and human rights lawyer, joins Steve to talk about his new book, The Case for Palestine: Why it Matters and Why You Should Care. The conversation goes into the history of the Israeli-Palestinian conflict, the concept of settler colonialism, and the current situation in Gaza. They criticize the US government's support for Israel …
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Michaux and Bryce on China's 2050 Master Plan, Green Energy Breakdown
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Jun 14, 2024 – Financial Sense Newshour's Jim Puplava speaks with energy expert Robert Bryce and mining engineer Simon Michaux about the long-term outlook for resources and mining in light of green energy policies and China's 2050 plan...By fswebmaster@financialsense.com (Financial Sense)
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A live conversation with Scott Melker about Trump's Bitcoin miner meeting, the FOMC, CPI, and much much more. 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://discor…
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Our Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decade. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ridham Desai, Morgan Stanley’s Head of India Research and Chief India Equity Strategi…
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Today's Post - https://bahnsen.co/45pEwTs Exploring Market Volatility and the Concept of a Minsky Moment In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving into the concept of a 'Minsky moment,' where periods of stability can give rise to instability. They differentiate between shor…
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