Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
…
continue reading
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 ...
…
continue reading
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
…
continue reading
When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
…
continue reading
Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
…
continue reading
…
continue reading
We talk economics and markets with leading policymakers and investors.
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
A podcast that critically examines the working-class struggle through the lens of MMT or Modern Monetary Theory. Host Steve Grumbine, founder of Real Progressives, provides incisive political commentary and showcases grassroots activism. Join us for a robust, unfiltered exploration of economic issues that impact the working class, as we challenge the status quo and prioritize collective well-being over profit. This is comfort food for the mind, fueling our fight for justice and equity!
…
continue reading
A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
…
continue reading
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
…
continue reading
Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
…
continue reading
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 decision to China's slowdown to moves in equities, bonds and FX, 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.
…
continue reading
A podcast where economic and political issues and theories are discussed through a socialist lens, hosted by Tahlia Murdoch.
…
continue reading
Sensible Market Commentary
…
continue reading
Through long-form interviews with economists, policymakers, and other guests, The New Bazaar explores how the economy is constantly reshaping the way we live — and how our choices in life are reflected back into the economy. Hosted by Cardiff Garcia, The New Bazaar is a production of the Economic Innovation Group. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
In the Moment with Lori Walsh is SDPB’s daily radio program.We bring you world-class radio storytelling featuring the highest journalistic integrity. We tell true stories of our state and true stories of people who are doing something or creating something for a reason. We tell these stories with intelligence, fairness, compassion and imagination. We bring our listeners into the conversations and keep them In the Moment.Monday through Friday, at 9 a.m., 12 p.m. and 7 p.m. CTFollow In The Mom ...
…
continue reading
China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
…
continue reading
In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Matthew Black, and Soham Mehta, this weekly show explores the intersection of crypto, AI, geopolitics, financial markets, and tech careers—from the perspective of young builders living through the chaos. It’s not another personal finance podcast. It’s war rooms, crisis playbooks, signal over noise. We go deep on: - Bitcoin ...
…
continue reading
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
…
continue reading
⚠️ IMPORTANT: THIS PODCAST HAS MOVED! ⚠️ This feed is no longer active. → Find all new episodes at our new home: https://quarterlifecap.transistor.fm → Please unsubscribe from this feed and subscribe to the new one -> You can search 'Quarter-Life Capital' in your podcast app and find us easily! About Quarter-Life Capital In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Ma ...
…
continue reading
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
…
continue reading
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.
…
continue reading
Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
…
continue reading
TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
…
continue reading
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-cur ...
…
continue reading
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 ...
…
continue reading
"Longview Conversations With…” is our new series in which we interview interesting financial wizards, macro traders, investors and geopolitical experts.
…
continue reading
…
continue reading
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 ...
…
continue reading
Conversations with startup CEOs with technology that can change how the economy functions.Hosted by Marco Annunziata and Michael Leifman
…
continue reading
A weekly wrap-up, every Sunday, of all the developments in the markets.
…
continue reading
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
…
continue reading
Interviews with Investors, Analysts, and Business Leaders about Investing in Latin America.
…
continue reading
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
…
continue reading
Welcome to The Flux - where we talk data, decisions, and stories of people asking the what-if questions to create an intentional impact on the future.
…
continue reading
SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
…
continue reading
…
continue reading
This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines. This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The ...
…
continue reading

1
Mish Schneider on Macro Themes, Silver Versus Gold, and the Economic Modern Family
34:08
34:08
Play later
Play later
Lists
Like
Liked
34:08In Episode 38 of the Market Misbehavior podcast, I had a great conversation with Mish Schneider, Director of Trading Education at MarketGauge. Mish brought her signature big-picture thinking as we explored the current macro environment—covering everything from tariffs and taxes to the role of tourism. She also made a compelling case for why silver …
…
continue reading

1
Monday Macro: Economic scale & employment law
48:50
48:50
Play later
Play later
Lists
Like
Liked
48:50Joe Santos, Ph.D., discusses why the scale of different economic measures matter, and a law partner breaks down what employers should know in a changing legal environment.By Lori Walsh, Ari Jungemann, Ellen Koester
…
continue reading

1
24: Ep 024 - Will Uncertainty Trump Liberation?
11:54
11:54
Play later
Play later
Lists
Like
Liked
11:54US tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses the latest shifts in US trade policy, the unusual dynamics in financial markets, and …
…
continue reading

1
Andy Levin on Holding the Fed Accountable
59:04
59:04
Play later
Play later
Lists
Like
Liked
59:04Andy Levin is a professor of economics at Dartmouth College and longtime advisor to many central banks. Andy returns to the show to discuss his policy brief on holding the Fed accountable for its spending practices. Check out the transcript for this week’s episode, now with links. Recorded on April 9th, 2025 Subscribe to David's Substack: Macroecon…
…
continue reading

1
Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein
44:08
44:08
Play later
Play later
Lists
Like
Liked
44:08In Episode 412 of Hidden Forces, Demetri Kofinas speaks with financial journalist and economic historian, Paul Blustein about the U.S. Dollar’s historical resiliency in the face of international shocks and crises, and whether Dollar hegemony can survive the breakdown of the international capital and trading system. In the first hour, Kofinas and Bl…
…
continue reading

1
The Financial Sector Prepares for Recession | Marc Rubinstein
1:20:26
1:20:26
Play later
Play later
Lists
Like
Liked
1:20:26Marc Rubinstein, former hedge fund manager and author of NetInterest joins Monetary Matters to discuss how the financial sector ispreparing itself for the risks of a recession and how they are managing tariffuncertainty during this earnings season. Rubinstein touches on the different subsectors of the financial sector, like banks, non-banks, asset …
…
continue reading

1
Under the Banyan Tree - Korea, Taiwan and the cracks in AI
16:19
16:19
Play later
Play later
Lists
Like
Liked
16:19Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia. Disclaimer: https://www.research.hsbc.com/R/101/gCFttrB. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-ed…
…
continue reading

1
Geopolitical Whiplash: Josh Rogin On The New Global Order
1:00:02
1:00:02
Play later
Play later
Lists
Like
Liked
1:00:02In this episode of What's Next for Markets, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and Josh Rogin, Lead Global Security Analyst at Washington Post Intelligence, delve into the ongoing market volatility driven by shifting policies and geopolitical dynamics. They discuss the breakdown of traditional silos between Wall Stree…
…
continue reading

1
A Better(?) Approach to Fixing the Broken Global Trading System
15:42
15:42
Play later
Play later
Lists
Like
Liked
15:42A reading and discussion inspired by https://www.foreignaffairs.com/world/global-trading-system-was-already-broken Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integra…
…
continue reading

1
The Five Most Important Stories in Crypto This Week
21:18
21:18
Play later
Play later
Lists
Like
Liked
21:18NLW joins Scott Melker to discuss the big topics in crypto and macro this week. Trade, tariffs, crypto banking and much more. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessl…
…
continue reading

1
Ep 325 - Tariffs, Tooth Fairies & Trade with Fadhel Kaboub
1:03:58
1:03:58
Play later
Play later
Lists
Like
Liked
1:03:58“When you are a dominant empire like the US, economically, militarily, geopolitically, and you make bets that are exclusively based on power rather than technology, innovation, research and development, education, a growing prosperous middle class, history tells us that you will eventually fail. And that's the ugly reality.” Like most media nowaday…
…
continue reading

1
Tariffs Could Drag on Growth in Asia as Well as U.S.
11:19
11:19
Play later
Play later
Lists
Like
Liked
11:19Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Chetan Ah…
…
continue reading

1
The US-China Trade War: Causes and Consequences
52:33
52:33
Play later
Play later
Lists
Like
Liked
52:33It's hard to think of a better guide to the ongoing US-China trade war than Evan Medeiros. A professor at Georgetown University's School of Foreign Service and a lifelong scholar of the US-China relationship, Evan is also the co-author (with James Polk) of a new study, China's New Economic Weapons. Ever since the trade wars of the first Trump term,…
…
continue reading

1
Poet Bert Malcom & the performances he can't recreate
44:00
44:00
Play later
Play later
Lists
Like
Liked
44:00Bert Malcom has spent much of his life with a guitar on his back. He brings it into the Rapid City studio to share his spoken word poetry, music and talent with SDPB.By Lori Walsh, Ari Jungemann, Ellen Koester
…
continue reading
Today's Post - https://bahnsen.co/4jTpxYb Understanding the Trump Market Put, Key Market Focus Areas, and End-of-the-World Fears In this week's episode of Dividend Cafe, recorded from Tucson, Arizona, David reflects on a busy week of travel and meetings across various cities. The episode dives into three major sections: 1) The 'psychology of the pr…
…
continue reading
In this episode of the Long and Short of the Week Ahead by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals from the UK, cooling tariff rhetoric globally, and significant upcoming US data and earnings reports. Ther…
…
continue reading

1
U.S.-China Tariff Updates, UK Retail Sales Surprise, and France Manufacturing Gains: PALvatar Market Recap, April 25 2025
2:37
2:37
Play later
Play later
Lists
Like
Liked
2:37🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar discusses the ongoing U.S.-China trade developments, including China's tariff exempt…
…
continue reading

1
Reports of King Dollar’s death – exaggerated or inevitable?
21:23
21:23
Play later
Play later
Lists
Like
Liked
21:23Another rollercoaster week in Trumpland wound down with markets buoyant on reports of more White House softening in its approach to tariffs and China taking steps to ease restrictions on some US imports. But are things really looking up? And, if so, why hasn't the dollar bounced with equities? Group Chief Economist Neil Shearing and Jonas Golterman…
…
continue reading

1
Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs
49:05
49:05
Play later
Play later
Lists
Like
Liked
49:05James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution of returns for years to come. In this podcast we discuss crossovers between emergency medicine and trading, importance of a beginner’s mindset, humility…
…
continue reading

1
Bessent Says US to Stick with Bretton Woods Institutions
15:12
15:12
Play later
Play later
Lists
Like
Liked
15:12NLW discusses market reactions to US tariff negotiations, potential tariff reductions with China, and Bretton Woods institutions facing criticism from the Trump administration for mission creep. He explores Bitcoin's reduced volatility, increased institutional adoption—including the controversial SoftBank-Tether Bitcoin venture—and ends on Trump's …
…
continue reading
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting the U.S. housing market. Read more insights from Morgan Stanley. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, co-head of Securitized Products Research at Morgan S…
…
continue reading
Dividend Cafe: Market Gains, Trade Negotiations, and Treasury Revenue Insights In this episode of Dividend Cafe, Brian Szytel from West Palm Beach discusses the impressive three-day market gains, highlighting positive earnings reports and improved market sentiment. He analyzes the impact of trade negotiations and tariff revenues on market trends an…
…
continue reading

1
Trading the Markets | Kris Bullock & Bijan Maleki
39:45
39:45
Play later
Play later
Lists
Like
Liked
39:45🔥 *Get Raoul Pal's FREE Report to Unf*ck Your Future* https://rvtv.io/3YOZZUe It's time to talk Trade Ideas... ⬜ Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trades from the RV Trade Ideas section before taking questions from the audience about the current state of markets. Tune in every Wednesday at 1pm ET on R…
…
continue reading

1
Sen. Rounds speaks to South Dakotans disrupted by Trump tariffs
43:34
43:34
Play later
Play later
Lists
Like
Liked
43:34Mike Rounds discusses the administration's first 100 days in office, including his hopes that Trump will modify tariffs and his concerns about Secretary Hegseth.By Lori Walsh, Ellen Koester, Ari Jungemann
…
continue reading

1
Former Gov. Kristi Noem's lasting impact on SD politics
48:53
48:53
Play later
Play later
Lists
Like
Liked
48:53Seth Tupper analyzes how Noem's leadership style translates to the national stage. Plus, the Secretary of the Department of Corrections discusses the new prison plans.By Lori Walsh, Ellen Koester, Ari Jungemann
…
continue reading

1
Frank Corva: What's in Store at BTC Vegas 2025, Inside Trump's White House Press Room and Bitcoin for Global Freedom
24:47
24:47
Play later
Play later
Lists
Like
Liked
24:47*COIN STORIES PODCAST* Natalie Brunell is joined by Frank Corva, journalist and political correspondent for Bitcoin Magazine, for a brief conversation on Bitcoin’s intersection with politics. Frank shares insights from his reporting and what to expect at the upcoming Bitcoin Conference 2025 in Las Vegas where the global Bitcoin community will once …
…
continue reading

1
Global Market Cooldown, U.S. PMI Slows, and Optimism in Germany: PALvatar Market's Recap, April 24 2025
2:41
2:41
Play later
Play later
Lists
Like
Liked
2:41🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar discusses a cautious market with global stocks, crypto, and the dollar cooling off a…
…
continue reading

1
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
1:08:03
1:08:03
Play later
Play later
Lists
Like
Liked
1:08:03MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …
…
continue reading

1
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
50:42
50:42
Play later
Play later
Lists
Like
Liked
50:42Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Treval…
…
continue reading

1
Bitcoin Rallies as Both Hedge and Risk-On
13:34
13:34
Play later
Play later
Lists
Like
Liked
13:34There are indicators that trade tensions are dissipating, seeing rallies in both stocks and crypto. Bitcoin is taking its unique place as an asset that can do double duty in a portfolio. Plus the latest on institutional adoption. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto…
…
continue reading

1
Is The US Economy Headed For STAGFLATION!? | Peter Boockvar
56:06
56:06
Play later
Play later
Lists
Like
Liked
56:06✅ Come to Rebel Capitalist Live here https://rebelcapitalistlive.com/
…
continue reading

1
Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration
55:18
55:18
Play later
Play later
Lists
Like
Liked
55:18Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tar…
…
continue reading
In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation. Watch or listen to their discussi…
…
continue reading
Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting pressure on the long-term outlook for alcoholic beverages. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sarah Simon, Head of the European Consum…
…
continue reading

1
The End of U.S. Dollar Empire? | Ash Bennington & Warren Pies
58:11
58:11
Play later
Play later
Lists
Like
Liked
58:11Ash Bennington sits down with 3Fourteen Research founder Warren Pies to unpack the unsettling post-Liberation Day market action. With gold rallying as the U.S. dollar, bonds, and equities selloff, Warren explains why a real money exodus from historically trusted assets is underway — and when he expects the trend to end. 🍌 Get your Banana Zone swag …
…
continue reading

1
Trump-Powell Truce, Crypto Surge, and Eurozone Weakness: PALvatar Market Recap, April 23 2025
3:57
3:57
Play later
Play later
Lists
Like
Liked
3:57🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down a green day across markets, driven by renewed harmony between Trump and …
…
continue reading
Market Trends and Economic Indicators - April 23rd In today's episode of Dividend Cafe, Brian Szytel provides a market update from the West Palm Beach office on April 23rd, highlighting two consecutive positive days in the markets. Key drivers include easing rhetoric on tariffs with China and the retraction of statements about ousting Fed Chair Jer…
…
continue reading
Stocks were down bad again on Monday on concern around the Powell-Trump tiff, but Bitcoin started soaring. How real is this pump? What does it mean for BTC going forward? NLW explores. Sponsored by: Crypto Tax Calculator Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endor…
…
continue reading

1
Mining Meaning: Laura Sheppard on Gender, Academia, and the Power of Public Data
39:40
39:40
Play later
Play later
Lists
Like
Liked
39:40In this episode of The Flux, we talk with Laura Sheppard, a research fellow at University College London’s Centre for Longitudinal Studies, about how data mining can uncover powerful insights from unexpected sources. Laura shares her work using the British Library’s Ethos dataset, a comprehensive record of UK doctoral theses - to explore gender ine…
…
continue reading
Our Chief Cross-Asset Strategist Serena Tang discusses the market’s shifting perception of risk and what’s behind some unusual patterns in fund flows among asset classes. Read more insights from Morgan Stanley. No investment recommendation is made with respect to any of the ETFs or mutual funds referenced herein. Investors should not rely on the in…
…
continue reading

1
Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap
1:11:27
1:11:27
Play later
Play later
Lists
Like
Liked
1:11:27To view the prospectus for the VanEck Merk Gold ETF (OUNZ), please visit: https://www.vaneck.com/OUNZProspectus Learn more: https://www.vaneck.com/OUNZJack/overview/ What happens to Private Credit in a slowdown? Are fears of tariffs overblown? Danny Moses of “The Big Short” renown joins Monetary Matters to share his views on these important issues …
…
continue reading

1
Strategist Sam Stovall Reveals Top Secrets for Surviving Recession
31:11
31:11
Play later
Play later
Lists
Like
Liked
31:11In Episode 41 of the Market Misbehavior podcast, I checked in with Sam Stovall, Chief Investment Strategist at CFRA Research. Sam brought his wealth of historical perspective to our conversation, focusing on how to navigate recessionary periods and why the heroes of a bull market often turn into the villains of the next bear phase. We also dug into…
…
continue reading