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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 Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
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Macro Minutes - RBC Capital Markets macro and market strategy series – explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBC’s desk strategists and research analysts.
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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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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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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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What’s really driving US and world events? What are the real motives for Putin’s and Xi Jinping’s actions? How will the latest crisis affect your personal life and investments? Global Macro Update with Mauldin Economics Publisher Ed D’Agostino is a deep dive into current macroeconomic world affairs—from black-swan events to the chess moves of global leaders and market makers. Every week, Ed interviews top experts in geopolitics, economics, finance, and industry to deliver their inside scoops ...
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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We talk economics and markets with leading policymakers and investors.
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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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Understanding the dynamics of Markets, Geopolitics, Commodities, and Macro-economics for strategic insights & unique perspectives.
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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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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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BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For lega ...
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A periodic summary of major macro events, market themes and selected UK company-specific news.
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Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Our job is not to predict the future; it’s to see the present clearly. Discover investing ideas and advance your thinking in truly novel ways.
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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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A perfect blend of science and practical application in the fitness and nutrition world. Host Mike Millner discusses ways to improve your health, your relationship with yourself, and how to accomplish your fitness goals... focusing on the most important factor: mindset.
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This podcast fits your macros is a podcast with Ryan Milton and CaiLEAN of TeamFFLEX is designed to teach you how macro tracking and flexible dieting can change your life! This show is for every type of person with any fitness goal and will cover fundamentals as well as professional hacks to help you learn the art of flexible dieting! TeamFFLEX has helped thousands of clients with all variances of goals achieve success through the nutrition practices discussed on this show!
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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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MI Take is a podcast from Macros Inc that discusses current events in nutrition, the business side of the health and fitness industry, and a little of everything in between.
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Do you lie awake at night wondering how traders and investors do what they do? On Taylor Made Macro, we uncover how our guests navigate the complex contours of the markets and dig deep into their inspiration, processes, tools, and failures. If you are a curious, truth-seeking person, join us for the investing discussion, and stay for the humor and humility we approach these topics with. We’ll let others “stay on top of markets” while we “get to the bottom of markets”. Together we’ll learn ho ...
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Being a mom is tough, but it doesn't have to mean your fittest days are behind you. And even if you aren't a mom, you can join host Amber Brueseke, founder of Biceps After Babies, each week as she brings you fitness tips, nutrition strategies, mindset hacks, and real-life tangible takeaways that can help YOU take the guesswork out of healthy eating and exercise. This podcast includes episodes covering weight loss, wellness, workouts, exercise, weight lifting, fat loss, counting macros, healt ...
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Unexpected Points takes a look at the NFL through a uniquely analytical lens and challenges our assumptions about the game. Each week, data scientist Kevin Cole discusses the topical and macro issues affecting football. unexpectedpoints.substack.com
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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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Satoshi’s Plebs podcast explores the world of bitcoin empowerment and macro economics. Secessio Plebis - we do not need their systems. The world is changing and so must you. Come join us.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Hands-On Windows, featuring Paul Thurrott, will help you adapt to the changes made in Windows 11. From visual tweaks to performance boosts Hands-On Windows will show you how to get the most out of your Windows 11 PC. You can join Club TWiT for $7 a month and get ad-free audio and video feeds for all our shows plus everything else the club offers...or get just this podcast ad-free for $2.99 a month. New episodes every Thursday.
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"Exploring Health: Macro to Micro with Parker Condit," is the ultimate podcast for those seeking a deeper understanding of health and wellness. This show takes listeners on a journey from the macro aspects of health like healthcare infrastructure, climate change, and social determinants to the micro details that you can immediately start applying to your day to day life, all expertly curated by the knowledgeable host, Parker Condit. With each episode, "Exploring Health" delves into a wide ra ...
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Robeco’s biweekly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
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Welcome to Macros Made Easy, the podcast that simplifies the world of macros. If you're overwhelmed by the concept of tracking your macros, or wondering how you might use the approach in your full, busy life, you're not alone. This show is designed to make it easy for you to understand and implement a macro balanced eating pattern and put you in the driver's seat of how you look, feel and perform. Your host, Emily Field is a Registered Dietitian with nearly a decade of experience using the m ...
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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
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Economic and political analysis with ETM Macro Advisors founder Russell Lamberti
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I’m your host, Caitlen Schmidt, here to help empower you to find your most unwavering love, beauty, and kindness for yourself inside and out! I, along with guest experts that I will be bringing onto my podcast, will be teaching you nutrition and macro tracking secrets, motivating the HECK out of you so you will want to leap up and start conquering all of your goals right away, and bringing you the light at the end of the tunnel so you can discover that self-love and truly become the most con ...
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Minor, tiny instances expanded to see tiny details. Where I ramble about short blips in time that pull me into rabbit holes of larger thoughts.
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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The Cognitive Dissidents podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Hosted by Jacob Shapiro (and occasionally Rob Larity). Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective c ...
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A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc CEO Tim Robinson, and AgencyBloc CTO Cory Schmidt.
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Inside Wall Street with Morris Sachs and Liam Allen. Recommended viewing: The Sting Trading Places Groundhog Day YouTube: Charlie DiFrancesca Full Length Speech 1989 Recommended Reading: 1.Modern Times - Paul Johnson 2. Atlas Shrugged- Ayn Rand 3. *redacted* 4. Reminiscences of a Stock Operator- Edwin Lefevre 5. Lessons of History - Will Durant Daily Reading : Grant’s, GaveKal, Macro Tourist, Daily Shot, Anthony Peters, David Zervos, NYPost, FT, WSJ, NYT, SCMP, Chicago Tribune, Real Deal, Ze ...
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Seeking Solidarity with Steve Hall
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**Each episode of Macro N Cheese has an “Extras” section filled with information and links to resources related to topics touched on in the interview. Go to https://realprogressives.org/macro-n-cheese-podcast/ where you will also find a full transcript of the episode. Steve Grumbine’s guest is Steve Hall, a Professor Emeritus of Criminology who has…
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Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 3rd, 2024, and respond to questions submitted by listeners and clients.De către BMO Capital Markets
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Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
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Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon’s current research addresses the causes and consequences of regional jo…
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Free Trial to Alf's Institutional Research? Ping Alfonso Peccatiello on Bloomberg for more info! In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show. Peter brings a wealth of experience running money and has specific skills in rates and vol markets. Alf and Peter discuss where the US business cycle actually is, how …
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Coaches Compass: The Best Content Strategy in 2024
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In this episode of the Coaches Compass, Mike outlines the entire content strategy that he would implement if he was starting his business from scratch today. A lot of the tactics he discusses are things he's already doing and having success with. And this entire episode is a complete, front to back breakdown of the best top of funnel, middle of fun…
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MacroVoices #430 Jim Bianco: Rate Hike On Deck
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big…
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Ep 127: How Dieting Destroyed Your Self-Trust
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Today, I am going to be diving into how dieting can affect our trust, building confidence in who we are, our ability to see progress, our ability to follow through with weight loss, and much more. Connect with Caitlen: 🌮 The CSchmidt Macro Calculator: click me! 👩🏼🎓Coaching with Caitlen (Beautiful Peach Mastermind - BPM): click me! ⭐FREE Metaboli…
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Ready, Set, Go - Policy Divergence
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Two developed market central banks have already cut - Riksbank and SNB - and the BoC, ECB and BoE should follow suit over the next couple of months. But the higher for longer theme is dominating the US rates market. The divergence in macro and policy is the major theme in rates markets. The other important theme is that despite Fed cuts being price…
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George Selgin on Fed Master Accounts, Central Bank Independence, and the Fed’s Balance Sheet
57:47
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George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute. George is also a frequent guest of the podcast, and he rejoins Macro Musings to talk about some of the recent developments in the monetary and fiscal policy space. Specifically, David and George discuss recent updates …
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Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
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This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas …
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Radicalizing the Youth: The Significance of Campus Protests with Bryce Greene
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Bryce Greene was recently arrested during campus protests in support of Palestine. Steve, who believes ignoring the slaughter in Gaza is akin to ignoring the holocaust, invited him to describe his experience and insights into the student encampments and the anti-Zionist movement in the US. Bryce is a writer and organizer currently working towards h…
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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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James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
1:53:59
1:53:59
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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. __ Views expressed by James Fishback in this interview are solely his own and do not necessarily reflect the views of Jack Farley, Forward Guidance, Blockworks, or any other associated parties. Although the title “head…
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14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?
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Join us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.…
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Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy
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It’s been 10 months since the Fed’s last rate hike, and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets. Related Insights: The Economic Cycle Isn’t Dead, Merely Delayed…And That’s Good for Bonds Navigating an economic cycle where old…
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What Should My Goal Be? Understanding Which Phase is Best for You
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Ready to optimize your nutrition and achieve sustainable results? Whether you're aiming for fat loss, muscle gain, or metabolic balance, understanding what your goal is and how to structure your nutrition to get there is critical. That’s why in this episode, I'm taking you on a deep dive into the world of macro phases. I’ll walk you through what ea…
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Episode 35: More Tips to Stay on Track When Eating Out
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In this episode, Coach Caileen and Coach Ry are diving even deeper into how to stay on track while eating at restaurants. They discuss different types of restaurants and how to make healthier choices when dining out. They cover topics such as fast food, buffets, coffee shops, and Indian food. They provide tips on navigating menus, choosing healthie…
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Speculative-grade default rate for emerging market companies improves with macro conditions
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The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes. Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings Host: Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Corporate…
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Unveiling Doctors' Struggles: Pioneering a New Era of Empathy and Reform in Medicine with Dr. Scott Ellner
1:14:23
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My guest today is Dr. Scott Ellner who has been a general surgeon for over 20 years, and can be reached at PEAK Health. He has transitioned into health care executive roles due to his passion for patient safety, quality, and value-based care delivery. His authentic leadership style inspires team members to navigate challenging situations, such as r…
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#4 - Practice 3: Find Inflections in Cyclical Businesses Undergoing Secular Change Like Kuppy
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“But I'm buying stuff where, revenue’s growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying, you know, growth momentum names. I’m buying them before anyone else realizes that they’re growth momentum names...they're still valued like uh, value stocks. If you look at this sort of stuff we're doing, we call it--, I c…
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