Prof G Markets: Inflation, Interest Rates, Twitter, and AckSPAC| Listen on Anghami

Today

Trump’s World Order — Live from Davos, with Niall Ferguson

Live from Davos, Scott Galloway and historian Niall Ferguson examine why today’s geopolitical moment looks less like a “new world order” and more like a return to Cold War power politics. They discuss Trump’s foreign policy tactics, China as the central global rival, the limits o ... Show More

55m 46s

Yesterday

Raging Moderates: A Year of Trump 2.0; A Decade of the War on Truth (ft. Heather Cox Richardson)

It’s officially been one year of Trump 2.0—and it’s hard to overstate just how much has changed. Trump is back in the Oval Office with fewer guardrails, a more loyal team, and a far greater willingness to push presidential power than ever before. Jessica Tarlov sits down with his ... Show More

1h 3m

Jan 20

China Decode: Did the U.S. Push Its Allies Closer to China?

In this episode of China Decode, Alice Han and James Kynge break down Beijing’s drive to pull U.S. allies closer—from Canada’s EV tariff to Europe’s growing economic hedge. They unpack China’s lopsided economy, as exports boom while consumers pull back and the property slump deep ... Show More

43m 44s

Oct 2023

The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?

<p>Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.</p><p>Topics covered include:</p><ul><li>How the supply of savings and the demand to borrow ... Show More

24m 38s

Nov 2021

Inflation and the Stock Market: A complicated history

Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ... Show More

26m 54s

Oct 2022

TIPS and Inflation-Linked Securities: Macro Matters

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ... Show More

31m 24s

Jun 2021

Investors vs. Inflation

Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops. Casey’s General Stores drops. Monday.com makes its public debut. Stitch Fix sh ... Show More

39m 10s

Aug 2023

IBKR's Sosnick: Inflation is here until something breaks

Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More

1 h

Feb 2021

The Triggers for a Bond Bubble Pop Are Now in Motion

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ... Show More

34m 39s

Prof G Markets: Inflation, Interest Rate...