Mar 12

Talking Heads - High-yield credit – A source of diversification and returns

Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset ... Show More

7m 53s

Mar 5

Talking Heads - Tackling volatility with public debt money market funds

Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant ne ... Show More

7m 46s

Feb 26

Talking Heads - What’s the outlook for yields and demand in euro credit?

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credi ... Show More

11m 36s

Jan 2024

What’s Next for Money Market Funds?

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead. ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research a ... Show More

3m 8s

May 2024

Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves

Hosts: Matty A. and Ryan Breedwell Episode Overview: In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More

44m 12s

Nov 2023

How to Profit from Understanding Money Flow

In this week’s Talking Wealth Podcast, Dale explains the world of money flow, and how by understanding this concept, you can profit more from the markets. He shares how money flow allows us to clearly see the underlying drivers of the market and the signposts of where we are in a ... Show More

46m 42s

Dec 2023

Brokeback Market

Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later" Key Insights from the Pod: The brief market sell-off (2:00) Zero Days to Expiration (0DTE) Options (7:15) Overbought conditions ... Show More

34m 53s

Nov 2023

Down the liquidity hole

Market watchers cannot help but notice how the stock market and money supply often track one another. But does liquidity in the financial sector matter more to stock prices than the economy? In this show, we discuss the liquidity theory of markets and whether it holds water. A ... Show More

17m 38s

Jan 2024

Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves

This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More

46m 47s

May 2022

Bull Market Rhymes

Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundament ... Show More

44m 24s

Jun 2023

Mariner's Krumpelman: 'Just keep it right down the middle, folks'

Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, says the economy looks like it can avoid a hard landing, and that should be enough to keep the stock market performing above investors' expectations. turning any downturn into a buying opportunity in conditi ... Show More

1h 2m

Oct 2021

Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247]

My guest today is Sam Bankman-Fried, founder and CEO of leading cryptocurrency exchange, FTX. In a little over two years, FTX has registered 1.2 million users, grown to facilitate $10.9 billion of daily trading volume, and reached an $18 billion valuation. Prior to FTX, Sam worke ... Show More

1h 17m

Talking Heads – Money market funds: “It ...