Aug 20

MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpictur ... Show More

1h 22m

Aug 13

MacroVoices #545 Michael Howell: Warsh vs. The Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.c ... Show More

1h 6m

Aug 6

MacroVoices #544 Viktor Shvets: How Markets Survive Disruption

MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetradin ... Show More

1h 2m

Oct 2021

Big Macro, Earnings Season Previews

What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and ... Show More

39m 10s

Jan 2023

Is The Recession Already Over?

On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent bullish movements in nearly every risk asset is a sign that quantitative easing ( ... Show More

32m 38s

Feb 2024

UK in Recession: Toxic or Technicality?

New data shows the economy dipped into recession in the second half of 2023, but does it really matter? Ana Andrade from Bloomberg Economics walks us through the implications. Plus, Ed Arnold from defence think tank The Royal United Services Institute (RUSI) joins us to discuss t ... Show More

26m 43s

Apr 2023

The Hiking Cycle Is Over

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ... Show More

34m 13s

Apr 2024

Data Assets & Alpha Group: An equities dip to be bought?

In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ... Show More

17m 22s

Jan 2025

Guess Who's Back (Ep. 119)

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?In this episode, ... Show More

38m 21s

May 2022

Is this a bear market? (EP.255)

On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks ... Show More

46m 37s

May 2022

Time to Panic?

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More

34m 54s

Apr 2025

Are Investors Leaving U.S. Stocks?

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ... Show More

30m 20s

Jul 2023

MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?

Co-founder Piers Curran returns to the Friday show to discuss: <ul><li>US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!</li></ul> <ul><li> ... Show More

51m 44s

MacroVoices #325 Tian Yang: Is it over y...