Feb 25

What Average Really Looks Like — and Can Managed Futures Help?

How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies to see how they work, how they have performed, and how to use them in your investment portfolio.Insiders Guide Email Ne ... Show More

27m 52s

Feb 11

Asset Location: Where You Invest, Where You Live, What You Can Access

In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.SponsorsGelt - Taxes Done RightMasterwork ... Show More

23m 33s

Jan 28

Why Catastrophe Bonds Yield 12%. Should You Invest?

A new ETF allows individuals to earn income by insuring against natural disasters through investing in catastrophe bonds. We break down the historical returns, risk, fees, and structure of this intriguing investment opportunity.Topics covered include:What types of natural disaste ... Show More

23m 59s

Oct 2022

Mike Wilson: The Problem with the U.S. Dollar

With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate. ----- Transcript ----- Welc ... Show More

4m 22s

Jun 2022

Why Inflation's Fallout Is Becoming Increasingly Global

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

24m 56s

Apr 2023

Why the Desire to Move Away From the Dollar Is Getting Real

There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the world could move away from using the dollar as the de facto global reserve currency. Some of this desire makes sense. Not only has the Federal Reserve been hiking rates at the faste ... Show More

38m 12s

Oct 2023

Adrian Day: Gold Will Soar Once Investors Realize Inflation is Beyond Feds Control

Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the current state of the economy and investor expectations. Day believes that the effects of the Fed’s aggressive rate hikes in January 2020 will soon be felt, but he does not predict a market crash. Howe ... Show More

1h 5m

Sep 2022

Global Macro: Intervention & Inflation

Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Resea ... Show More

10m 14s

Aug 2022

Analysts can't agree on where stocks are headed next!

Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More

11m 11s

Oct 2022

Breaking Down the Dollar's Rise

What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar an ... Show More

19m 33s

Nov 2023

THIS Will Show You Where Interest Rates Are Going Next

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matt ... Show More

18m 10s

Why Is the U.S. Dollar So Strong? Will I...