Best Overstated Podcasts (2024)

1
WisdomTree's Schwartz: Inflation is overstated, productivity underestimated 1:00:51

2h ago1:00:51

1:00:51

Jeremy Schwartz, global chief investment officer at WisdomTree, says that despite current headlines, the economy will have a higher real growth rate, with productivity improved by technological advances and continued full employment, which should help the economy avoid recession. He notes that inflation rates may not be quite as high as they seem, …

1
Have pollsters been overstating Trump's lead? 16:38

25d ago16:38

16:38

Freddy speaks to pollster Cliff Young about Biden's recent gains. Is Florida becoming more of a swing state again? Does Robert F. Kennedy Jr. take more votes away from Biden or Trump? And how much pressure do pollsters feel to get things right?By The Spectator

201
Does America own Britain? 44:35

22h ago44:35

44:35

Freddy speaks to Angus Hanton, entrepreneur and author of Vassal State: How America Runs Britain, and William Clouston, leader of the Social Democratic Party. They discuss the ‘Special Relationship’ between the US and the UK, and ask whether it might be detrimental to British business.By The Spectator

1
Natixis' Janasiewicz: Stay the course, overweight equities during the earnings grind 1:00:49

2d ago1:00:49

1:00:49

Jack Janasiewicz, portfolio strategist for Natixis Investment Managers Solutions, says that inflation is moving in the right direction -- albeit more slowly -- and economic growth remains resilient, creating an environment where corporate earnings continue to grind higher. That has him locking into his plan and overweighting stocks. Janasiewicz say…

51
Baird's Fitterer: It feels like the Fed wants to ease, but can't do it now 59:12

2d ago59:12

59:12

Lyle Fitterer, portfolio manager for the Baird Strategic Municipal Bond fund, says that investors should take the Federal Reserve at its word, expecting interest rates to have peaked, anticipate a cut but don't expect it to happen until the numbers warrant it. That may not happen until late in the year or into 2025. Meanwhile, he notes investors ar…

1
Seven Canyons' Kutusov: Supply chain diversification will reshape global markets 1:01:16

4d ago1:01:16

1:01:16

Andrey Kutusov, portfolio manager on the global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in international markets over the next decade." Kutusov says that geopolitical pressure and rising labor costs have pushe…

1
Mike Tyson Quits Weed? | Police Office Jailed for Growing Cannabis | Manitoba May Lift Homegrown Ban! | Japan Cannabis Market Growing Rapidly | Cannabis News Episode 111 1:20:23

4d ago1:20:23

1:20:23

In this weeks news we cover the following stories: Macky: Police officer turned 'cannabis gardener' jailed | Japan’s cannabis market growing rapidly amid regulatory shift | Suspected slaves found locked in Cambridgeshire building in drugs raid | Manitoba NDP could lift home grow ban | Local Officials Ban Cannabis at Germany’s Oktoberfest & Outdoor …

1
Wells Fargo's Wren: 'There's very little chance of a rate cut any time soon' 59:04

6d ago59:04

59:04

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won't start until 2025. The amazing thing, Wren says, is that the stock market got to where it was flirting w…

1
What Trump’s ‘hush money’ trial tells us about the American legal system 21:22

6d ago21:22

21:22

Freddy Gray is joined Alan Dershowitz, American lawyer and author of Get Trump: the threat to civil liberties, due process, and our constitutional rule of law. They discuss Trump’s ‘hush money’ trial, what it means for the election and what it tells us about the flaws in the American legal system.By The Spectator

1
Clocktower's Papic: Global conflicts aren't such big market events 59:58

9d ago59:58

59:58

Marko Papic, chief strategist at Clocktower Group, says that two wars have had less impact on markets that many observers have expected because the market has recognized that geopolitical events require a direct tie to earnings before they can truly dampen gains. Because of that -- but also because of issues he sees with the domestic economy -- Pap…

1
Is the criticism of Biden's Middle East policy fair? 28:47

8d ago28:47

28:47

Freddy speaks to the diplomat and author Dennis B Ross, who worked under presidents George H W Bush and Bill Clinton. He was a special advisor on the Persian Gulf. They discuss the escalation of tensions in the Middle East and the flak that Joe Biden has come under for his response. Can the US still claim to be able to shape events in the Middle Ea…

1
Hennessy's Ellison: Bank stocks will pay a price when rates get cut 56:24

9d ago56:24

56:24

David Ellison, portfolio manager for the Hennessy Large Cap and Small Cap Financials funds, says that investors should not expect the classic thinking of lower rates equals higher margins and bank stocks go up, because the math may not work that way this time, which is why he is hoping rates stay where they are for longer. Ellison says that the Fed…

1
Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis 1:00:24

11d ago1:00:24

1:00:24

Ben Ashby, head of investments at Rayliant Global Advisors, says he's not particularly worried about what two current wars and other issues are doing to the economy ad stock market now, but that his real worry is federal policies in terms of fiscal expenditures. "To me, that doesn't look sustainable, and that looks more like an emerging market than…

1
ChartPattern's Zanger content to stay in cash and wait out trouble 55:39

11d ago55:39

55:39

Dan Zanger, founder and chief technical analyst at ChartPattern.com, says that he has followed the leaders out of the market, noting that the artificial-intelligence companies that had led the market's rally to new highs have now gone into consolidations and he's content to accept money-market returns until the market changes its tune and the chart…

1
When Will Taylor Swift and Travis Kelce Get Engaged? 46:52

11d ago46:52

46:52

Hemma Kilawan, a member of the SSG team, analyzes whether and when Taylor Swift and Travis Kelce will get engaged. Timestamps 0:40: Pratik explains why SSG is covering Taylor Swift markets and how they relate to political gambling 3:50: Pratik thanks a Patreon sponsor and why his contribution is important 8:15: Interview with Hemma begins 9:28: Hem…

1
"Zombie" drug found in THC vapes | Gang Arrested in $600m Scam | Why Cannabis Wont be Legalised in Aus | "Come Dine With Me" Winners in Cannabis Gang! | Cannabis News Podcast, Episode 110 1:34:55

11d ago1:34:55

1:34:55

In todays news, we discuss the following news stories: Come Dine With Me winners part of import plot gang | Police arrest international gang in $686 million medicinal scam | Can smoking cannabis cause kidney stones? | Five appear in court over £2.3m cannabis haul | 'Zombie' drug xylazine found in cannabis THC vapes in UK | Cannabis May Be Banned At…

1
Economist Yardeni expects no rate cuts and a market hitting 5400 this year 58:55

12d ago58:55

58:55

Edward Yardeni, president and chief investment strategist at Yardeni Research, says the economy is resilient enough to handle current levels of interest rates, and that better economic growth will allow earnings to drive the stock market higher even as anticipated rate cuts from the Federal Reserve are put off until 2025. Yardeni says he expects th…

1
Will abortion decide the 2024 election? 33:24

14d ago33:24

33:24

This week, the Arizona Supreme Court reinstated a law from 1864 that bans nearly all abortions in the state. But where do Trump and Biden stand on abortion, and will it be a deciding factor in the 2024 election? Freddy's joined by Inez Stepman, Fellow at the Claremont Institute, and Daniel McCarthy, Editor of Modern Age Journal. Produced by Megan M…

1
NFCU's Frick: The Fed has less power to fix things than markets want to believe 1:00:10

16d ago1:00:10

1:00:10

Robert Frick, corporate economist at Navy Federal Credit Union, says that the current issues keeping inflation high are about supply-side economics and are the kinds of problems that the Federal Reserve can't just fix by cutting interest rates. So while he sees the Fed as having pulled off the soft landing earlier this year, it can't "save us" this…

1
Two hot takes on the hotter-than-expected inflation numbers 59:50

16d ago59:50

59:50

With Wednesday's release of the latest Consumer Price Index numbers shaking the market's confidence that the Federal Reserve will cut rates soon, Chuck gets the latest take from Christian Chan, chief investment officer at AssetMark, and Gargi Chaudhuri, chief investment and portfolio strategist at BlackRock. Both see the Fed as acting, though Chan …

1
Strain Vs Cultivar, What is the Correct Terminology, and Why | With Sun Grown Mids 1:33:17

16d ago1:33:17

1:33:17

In this interview we have Sun Grown Mids return to the show to explain the difference between strain and cultivar, and when is it correct to use which term. Sun Grown mids had an interview with us a while ago that we recommend you check out too. He knows his stuff, and is very knowledgeable when it comes to cannabis! There is some really great info…

1
Why did Mike Johnson snub David Cameron? 24:04

16d ago24:04

24:04

Today Freddy is joined by Sarah Elliott, senior advisor for the US-UK special relationship unit at the Legatum Institute. They discuss Lord Cameron's visit to America this week and the news that speaker of the House of Representatives Mike Johnson snubbed a meeting with the foreign secretary. Is the special relationship still special?…

1
SSGA's Milling-Stanley: Gold should keep thriving in this environment 1:01:30

17d ago1:01:30

1:01:30

George Milling-Stanley, chief gold strategist at State Street Global Advisors, says that inflation staying stubbornly above the target of the Federal Reserve -- despite the central bank's moves that have raised interest rates to 20-year highs -- has created the kind of market conditions in which gold, historically, has thrived. He does not think go…

1
Hi Mount's Delwiche: 'It takes bulls to have a bull market' 1:00:00

18d ago1:00:00

1:00:00

Willie Delwiche, investment strategist at Hi Mount Research, says the bullish sentiment and investor optimism should lift the commodities market and help the market rally keep rolling, though he says investors should be worried that conditions are taking a turn for the worse when more stocks are making new lows rather than new highs or the Standard…

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