A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently ge ... Show More
Apr 2022
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF s ... Show More
1h 17m
May 2022
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
In Episode 251 of Hidden Forces, Demetri Kofinas speaks with Tony Greer, the founder of TG Macro, an independent research firm that provides fundamental, technical, and behavioral analysis of global markets to institutional and non-institutional clients alike. This conversation f ... Show More
53m 42s
Nov 2023
Sam Altman's Return to OpenAI, Meta's Underage Users, and Guest Alan Patricof
Kara and Scott discuss Jeff Zucker's return to the news business, and the cost of advertiser backlash in Elon Musk's antisemitism controversy. Then, Sam Altman is back at OpenAI, but who are the winners and losers after all the chaos? Plus, a new complaint reveals what Meta knew ... Show More
1h 9m
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s