Macro Investing Podcast-uri

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1
Macro Voices

Hedge Fund Manager Erik Townsend

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5d ago5d ago

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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The Dividend Cafe

The Bahnsen Group

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18h ago18h ago

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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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The Market Call

Progressive Equity Research

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4d ago4d ago

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A periodic summary of major macro events, market themes and selected UK company-specific news.

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Thoughts on the Market

Morgan Stanley

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16h ago16h ago

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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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In the Company of Mavericks

Jeremy McKeown

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6d ago6d ago

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Conversations with entrepreneurs who dared to be different

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Financial Sense Newshour

Financial Sense

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16h ago16h ago

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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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Guggenheim Macro Markets

Guggenheim Investments

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13d ago1w ago

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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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The Evenlode Podcast

Evenlode Investment

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19d ago2w ago

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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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Financial Sense(R) Newshour

Jim Puplava

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16h ago16h ago

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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.

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Capitalmind Podcast

Capitalmind

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4d ago4d ago

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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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Notes on the Week Ahead

Dr. David Kelly

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1d ago1d ago

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.

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Money Tree Investing

Money Tree Investing Podcast

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4d ago4d ago

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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...

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Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain

Tascha Labs

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1y ago1y ago

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This is a AMA podcast series where Tascha answers reader questions on developments in the blockchain / crypto / web3 space. Follow Tascha @TaschaLabs on Twitter. Sign up for free newsletter to help you get smarter, richer and freer https://taschalabs.com/newsletter/

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Real Vision: Finance & Investing

Real Vision Podcast Network

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10h ago10h ago

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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 ...

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The Desert Island Investor

Mark Atkinson and Paul Kerin

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5d ago5d ago

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The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent and to retire at the comparatively early age of 53. The stocks that Mark reviews on this channel are from his real portfolio and not a 'virtual' portfolio, so these are genuine win-some, lose-some stories. We hope that you'll also enjoy our regular feature 'Question in a Bottl ...

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Macro Hive Conversations With Bilal Hafeez

Bilal Hafeez

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4d ago4d ago

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We talk economics and markets with leading policymakers and investors.

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Investing Experts

Seeking Alpha

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8d ago1w ago

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Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market. Transcripts: seekingalpha.com/author/investing-experts-podcast

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Resolve Riffs Investment Podcast

ReSolve Asset Management

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4d ago4d ago

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...

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Bitcoin Macro: A Pop-up Podcast from CoinDesk

CoinDesk

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5y ago5y ago

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Is bitcoin a macro asset? Over the course of 2019, there has been growing focus on the role of bitcoin in the larger global economy. Is it becoming a safe haven asset, akin to digital gold? Is it something even larger - a generational hedge against the rise of modern monetary theory? This pop-up podcast, produced in conjunction with CoinDesk's Invest: NYC conference, talks to some of the markets leading thinkers to explore bitcoin in the macro economic context. To hear more from these speake ...

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Raoul Pal: The Journey Man

Real Vision Podcast Network

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3d ago3d ago

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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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Always Be Building

Max Gagliardi

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15d ago2w ago

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The Always Be Building Podcast interviews guests across across different industries, disciplines and backgrounds. The host, Max Gagliardi, is an entrepreneur building businesses in Energy, Real Estate, Tech and Media. Prior to rebranding to Always Be Building, the podcast was called "Talk Energy" and had a 160 episode run interviewing guests in the energy space. Always Be Building releases new episodes weekly.

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Trader's Workshop

Adam H Grimes

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4+ y ago4+ y ago

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Adam H Grimes, of Talon Advisors and MarketLifeTrading, is a best-selling trading author, blogger, musician, wandering chef, and all-around trouble-seeker. In this podcast, he shares his thoughts on trading and investing. Whether you trade stocks, currencies, or commodity futures, are a daytrader or long-term investor, focus on fundamental or technical analysis, are a quant or a discretionary trader--there's something here for you. Adam will draw from a wide range of experiences and perspect ...

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Eurizon SLJ Capital

Eurizon SLJ Capital

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4d ago4d ago

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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

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Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management

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3d ago3d ago

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News, planning insight, and forward thought on the economy, markets, and wealth management.

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The HPScast

HPS Investment Partners, LLC

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6d ago6d ago

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Becoming a leading global investment firm doesn't happen in a vacuum. Join us for conversations with some of HPS’s closest partners and clients about how they got to where they are today, and how those experiences help them drive value creation on a day to day basis.

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Global Markets with John Blank

Zacks - John Blank

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1M ago4w ago

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John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.

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Absolute Return Podcast

Accelerate Financial Technologies Inc.

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7d ago0w ago

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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor

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Dr Dark After Dark

Chris Dark

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3y ago3y ago

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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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The Capitalism and Freedom in the Twenty-First Century Podcast

Jon Hartley

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4d ago4d ago

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This podcast is focused on economics, finance and public policy, with a common thread to exploring some of the ideas of the late economist Milton Friedman titled after his 1962 book ”Capitalism and Freedom”.

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SumZero Headlines

SumZero Headlines

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2M ago7w ago

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SumZero is the world’s largest online community of professional buyside investors. We gather expert insights on specific trades and macro trends affecting the public markets.

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Halo Drop

Halo Drop

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3+ y ago3+ y ago

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Have you always wondered what it takes to make an Idea go from ok to amazing? To go from Idea to Exit? What are the trends shaping India today, and how can we take the lessons from Silicon Valley and apply them at scale? We created Halo Drop to build a community of amazing entrepreneurs, investors, family offices, hustlers, and change agents. We want you to be inspired to learn, build, and become successful! We spend countless hours researching the top trends in India and America to bubble u ...

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CFA Society Chicago

CFA Society Chicago

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13d ago1w ago

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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.

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The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist

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1d ago1d ago

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The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.

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The Jay Martin Show

Jay Martin

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2d ago2d ago

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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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Rise Of The Professional with Matt Hudson

Matt Hudson

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21d ago2w ago

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Matt Hudson brings you rapid-fire conversation about the Colorado real estate market and the macro-economic and geopolitical forces influencing market trends.

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Inside Baseball with Old Chestnut

insidebaseballcast

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2d ago2d ago

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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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Value Hive Podcast

Brandon Beylo

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4d ago4d ago

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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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Billion Dollar Backstory

Stacy Havener

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6d ago6d ago

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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/

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Faith Driven Investor

John Coleman, Luke Roush

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1d ago1d ago

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Faith Driven Investor is a growing movement of business leaders, fund managers, investors, and pastors who are driven by their faith. We believe that God owns it all and that he cares deeply about how we steward our investments. Our vision is for a world where Christ's followers can pursue excellent investments that allow for financial returns and Gospel-centered transformation. Every investment has an impact. What's yours?

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Learn how to Trade Stocks with Robert Beck | a Podcast by MONEY MASTERS | trading stocks, momentum, swing trading, position trading, day trading, investing

Robert Beck | MONEY MASTERS

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This is a podcast by MONEY MASTERS. Your host is called Robert Beck. Robert give you an in-depth introduction to the topic of stock trading. He shows you what really works and helps you shorten your learning curve. The principles that you are learning here, could also be applied to crypto trading or other types of active momentum trading. May the momentum be with you!

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Wealth Architect Podcast

Mark Yegge

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13d ago1w ago

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The Wealth Architect Podcast is the show for people that who want a better life, more success, more money and more freedom through passive income. Don't just take your life to the next level; go 10 levels up! Mark Yegge, Wealth Architect, is a fund manager and lifestyle entrepreneur. He has invested and traded over $14-billion in the markets. He knows finance, success mindset principles, the world economy, and freedom. In this podcast, you will learn the key secrets of investing success, sto ...

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Bulls, Bears & BS

Graham Summers, MBA

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6d ago6d ago

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Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopo ...

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AppliedMMT Podcast

AppliedMMT

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7M ago28w ago

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Discussing the economy, public policy, and current events through an MMT (Modern Monetary Theory) lens.

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The Angelo Robles Podcast

Angelo Robles

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1+ y ago1+ y ago

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Enter The Mind of The World's Leading Investors, Economists, and Macro Thinkers... Time is finite, you don't invest in it mindlessly and neither do we; our interviews are long-form, and our featured guests show up for a reason. The tips and practices used by leading investors, economists, and macro thinkers are now at your disposal. Have you ever questioned the best approach to mitigate investment uncertainty and respond to market turbulence? ... you found the right place. Angelo Robles is t ...

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Alpha Exchange

Dean Curnutt

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4d ago4d ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

show series

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457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo) 42:17

1d ago42:17

42:17

Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover: Key Metrics in Pitch Deck Activity Macro Economic Metrics and Their Impact on Pitch Deck Activity Trends in Investor Deck Interactions and Time Spent Advice for…

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Pro Crypto: A Deep Dive on the State of DeFi (Special Episode Unlocked) 58:54

10h ago58:54

58:54

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. It may not be "DeFi Summer" just yet, but the reports of DeFi's death have been greatly exaggerated. In fact, decentralized finance hit the main stage in U.S. Congress a few weeks ago when the House Financial Services Committee's digital assets-focused subcommittee held a hearing on the subject. …

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Cut Your 2024 Tax Bill Before It's Too Late 20:57

16h ago20:57

20:57

Oct 28, 2024 – In today's Lifetime Planning episode, Financial Sense Wealth Management's Jim Puplava discusses important strategies to reduce your 2024 tax bill before year end. Key topics include understanding increased tax penalties...De către fswebmaster@financialsense.com (Financial Sense)

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Cut Your 2024 Tax Bill Before It's Too Late 20:57

16h ago20:57

20:57

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Markets Uncertain Ahead of U.S. Election 5:13

16h ago5:13

5:13

As the U.S. presidential race continues to be neck and neck according to opinion polls, our Chief Fixed Income Strategist considers the possible market implications if some policies proposed during this campaign are implemented. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Stra…

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The Dividend Cafe Monday - October 28, 2024 12:27

18h ago12:27

12:27

Today's Post - https://bahnsen.co/4hkQJOZ In this episode, David Bahnsen, Chief Investment Officer at The Bahnsen Group, provides a detailed market recap, highlighting the recent rise in the Dow, S&P, and NASDAQ, and increases in bond yields. He mentions NVIDIA's impressive market cap and sector performances, noting financials' gains amid declines …

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Decentralized Power with Powerledger (Breakpoint 2024) 7:34

1d ago7:34

7:34

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this product keynote, Dr. Jemma Green of Powerledger discusses what’s next for the onchain peer-to-peer power trading platform. Breakpoint is the annual gathering of the worldwide Solana community, ho…

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Finding Balance in a Broadening Expansion 7:59

14h ago7:59

7:59

The last few weeks have seen spectacular weather in New England, with warm temperatures and blue skies almost every day. By now, we would normally have stored the back-yard furniture inside to prevent it getting ruined over the winter. But instead, on weekend afternoons, Sari and I drowsily read our books in the sunshine with the still-loud chirpin…

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Episode 183 - Marks on the Markets: Frontier Investing with Pragma Advisors 49:52

1d ago49:52

49:52

Join Richard Cunningham and John Coleman as they examine frontier markets and the 2024 Pramga Investment Market Study alongside Patrick Lowndes, Andrew Winker, and Tamanno Hodjihanova The Genesis Story: How Patrick Lowndes' software exit led to pioneering research in frontier market Key Research Findings: Deep dive into Pragma's 2024 Investment Mar…

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Corrections, Election, Introspection. 1:10:32

1d ago1:10:32

1:10:32

De către insidebaseballcast

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Ukraine vs Russia: The Real Nuclear Threat is NOT what you think. 1:14:35

2d ago1:14:35

1:14:35

Welcome to the Jay Martin Show. In this week's episode, Serhii Plokhii, a professor of Ukrainian history at Harvard, explores the complex historical and geopolitical roots of the Russia-Ukraine conflict. He emphasizes that the struggle is deeply tied to the disintegration of the Soviet Union and Russia’s ambitions to reclaim influence over its form…

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Drinks with Raoul Pal: Wen Banana Zone? 1:23:23

2d ago1:23:23

1:23:23

👉 Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision 👉 Download Raoul's Charts Deck for FREE https://app.realvision.com/report/chart-deck-drinks-with-raoul-oct-24 🔥 Get FREE ACCESS to PRO MACRO until November 1 https://rvtv.io/3Y4t5Pw. Join me, Raoul Pal, on the most chaotic show in macro a…

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Saturday, October 26th. The Beige Flag. 33:54

3d ago33:54

33:54

The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…

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Bloomberg's Gina Martin Adams: How Not to Invest During Elections 26:58

4d ago26:58

26:58

Oct 25, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Bloomberg Chief Equity Strategist Gina Martin Adams on the rise in interest rates, stickier inflation, and what appears to be a pre-election speed bump...De către fswebmaster@financialsense.com (Financial Sense)

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Bloomberg's Gina Martin Adams: How Not to Invest During Elections 26:58

4d ago26:58

26:58

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The DOTS (Discounting of Trump Success) 21:14

4d ago21:14

21:14

Is Trump in the price? Wall Street is asking this question. In this podcast, I walk through how the market prices implied volatility around the US Election, focusing on the SPX, TLT and even DJT. As option premiums are much higher than justified by recent realized, there’s an enormous vol risk premium, the result of a withdrawal of vol supply. Ther…

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Smart Macro: Gold Up Against Every Major Currency – 'I've Only Seen This Once' 19:34

4d ago19:34

19:34

Oct 25, 2024 – Whether it's the US dollar, Chinese Renminbi, Japanese Yen, Euro, or British Pound, gold is seeing an astonishing level of strength relative to nearly every single currency in the world. We discuss what's happening with gold, what we're seeing with...De către fswebmaster@financialsense.com (Financial Sense)

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Smart Macro: Gold Up Against Every Major Currency – 'I've Only Seen This Once' 19:34

4d ago19:34

19:34

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The Weekly Wrap-Up: October 25, 2024 20:40

4d ago20:40

20:40

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw 🔥 Join us in Miami for the Crypto Gathering 2025 https://rvtv.io/4ephGzg. Join us to revisit an incredible week of market insights. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Real Vision's Nico Brugge and Bijan Maleki break down the standout moment…

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A $10 Trillion Opportunity in US Reshoring 3:16

4d ago3:16

3:16

After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what’s behind this trend. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chris Snyder, Morgan Stanley’s US Multi-Industry Analyst. Today I’ll discuss the far-reaching implicat…

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Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11

4d ago1:25:11

1:25:11

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nua…

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David Woo: 75% Odds for a Trump Win (Preview) 5:00

4d ago5:00

5:00

Oct 25, 2024 – FS Insider speaks with David Woo, CEO of David Woo Unbound, the former head of macro strategy at BofA and global forex at Barclays, to discuss why he is giving Trump much higher odds for a win in less than two weeks than what...De către fswebmaster@financialsense.com (Financial Sense)

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David Woo: 75% Odds for a Trump Win (Preview) 5:00

4d ago5:00

5:00

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The Early 2020s: Former World Bank President David Malpass on COVID, Inflation, China, and Climate 59:07

4d ago59:07

59:07

Jon Hartley and David Malpass discuss David’s career, and his service in government, including his time as president of the World Bank Group. They also discuss the changing role of China in international finance as well as the IMF and World Bank responses to the COVID-19 pandemic, the global distribution of COVID-19 vaccines, COVID-19 sovereign deb…

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A Special ELECTION Q&A Edition 30:45

4d ago30:45

30:45

Today's Post - https://bahnsen.co/3UiSoe3 Navigating Market Dynamics Amidst the 2024 Election: Insights and Strategies In this special edition of Dividend Cafe, David Bahnsen delves into the 2024 election's potential market impacts, answering viewer questions about various outcomes, such as a Trump or Harris win with a Republican Senate. The discus…

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Week ending 25/10/24 - Global bond market volatility 14:38

4d ago14:38

14:38

Jeremy and Gareth look back over the week and concluded that it mostly lived up to last week’s billing…little major economic news; but plenty of politics in the headlines. Bond yields globally are rising despite central bankers in general telling us that inflation is dead, although some more hawkish comments came from the Fed. Meanwhile, the IMF ha…

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Fiscal Policies and Election Economics: Insights from the UK, US, and Japan 9:29

4d ago9:29

9:29

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected next week. They delve into the UK's budget and its potential impact on the macroeconomic environment, predictions for the Japanese election, China PMI data, and European central bank rat…

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Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations 1:07:35

4d ago1:07:35

1:07:35

I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations. I loved this conversation and always enjoy Alberto's company. Make sure you follow him on Twitter/X @AAGresearch. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you …

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How Crypto Checkouts Drive Millions in Sales (Breakpoint 2024) 7:15

4d ago7:15

7:15

👉 For more information, go to https://solana.com/breakpoint. *SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from the event. In this presentation, Stijn Paumen of Helio explains how his company is enabling hundreds of companies to take advantage of more than $75M in sales …

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A Structured Approach to Cash Calls: Deepak Shenoy's Framework 1:13:07

4d ago1:13:07

1:13:07

In this episode, recorded in early October 2024, we’re diving into a topic that’s on everyone’s mind: Is holding cash a smart move in these unpredictable markets? We’re in what some are calling one of the most “unloved” bull markets—stocks keep rising, but investors (ourselves included) are uneasy, waiting for the other shoe to drop. To help us unp…

1
Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts 49:49

4d ago49:49

49:49

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the J…

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How the Profit First System Will Transform Your Taxes 56:37

4d ago56:37

56:37

Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing pr…

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Puru Saxena: Tesla May Become World's Largest Company (Preview) 2:11

5d ago2:11

2:11

Oct 24, 2024 – Today, we are going to discuss the uniqueness of this current cycle with LEIs in decline while global liquidity indicators surge, not to mention $6.75T dollars spent by the US government this year alone. We’re also going to delve into...De către fswebmaster@financialsense.com (Financial Sense)

1
Puru Saxena: Tesla May Become World's Largest Company (Preview) 2:11

5d ago2:11

2:11

1
Retirement in the Age of Higher Life Expectancy 8:43

5d ago8:43

8:43

Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials Analyst, about the implications of increasing life expectancy for the financial industry. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on th…

1
Is Crypto Set to Go 50x From Here? ft. Jamie Coutts 1:17:52

4d ago1:17:52

1:17:52

👉 Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision Raoul Pal welcomes Real Vision chief crypto analyst Jamie Coutts to break down his latest Deep Dives report, Navigating the Bull: Liquidity-Driven Crypto Cycle Projections. Raoul and Jamie discuss their respective approaches to research a…

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MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS 1:10:03

5d ago1:10:03

1:10:03

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.l…

1
A personal review of my holding in Alliance Pharma plc (APH) 36:04

5d ago36:04

36:04

Alliance Pharma PLC is a leading international healthcare business. The company was established in the UK over 20 years ago and today it markets products in over 100 countries worldwide. In this episode Mark reveals how the business is performing for shareholders and he also delves into the intriguing incident when Alliance were falsely accused by …

1
The Dividend Cafe Thursday - October 24, 2024 6:24

5d ago6:24

6:24

Today's Post - https://bahnsen.co/3UiSoe3 Market Overview and Economic Data Insights - October 24th In this episode of Dividend Cafe, Brian Szytel discusses the mixed performance in the markets on October 24th, with the S&P 500 up 0.21%, Nasdaq up 0.76%, and the Dow down 140 points. He highlights a decline in interest rates driven by economic data,…

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Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway) 7:59

3d ago7:59

7:59

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of th…

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Navigating Emerging Markets with Leila Kardouche of Variis Partners 50:20

6d ago50:20

50:20

Have you ever wondered what investing in Emerging Markets is all about? It’s complicated, right? And having witnessed a decade or more of US dollar dominance and outperforming developed markets, particularly US markets, why bother looking at the rest of the world? After all, isn’t that where all the bad stuff happens, like currency crises and debt …

1
Marc Chandler on Dollar Surge, Higher Odds for Trump Win (Preview) 2:52

6d ago2:52

2:52

Oct 23, 2024 – The best policy mix for a strong currency is a tight monetary policy and a loose fiscal policy. These two combined have led to a relatively strong dollar compared to other currencies over the past few years. Marc Chandler...De către fswebmaster@financialsense.com (Financial Sense)

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