China has had a very rough 2023, in markets and in the real economy. But, last week was a particularly brutal week for China’s markets, as the Hang Seng Index closed the week in bear market territory, and the yuan edged ever closer to its treacherous 15-year lows - all of which had spilled over to broader global markets.
Weston Nakamura gives a comprehensive ... Show More
Aug 2023
Asia Pulls Down Global Equities, As The Dollar Weighs On Asia
As followers of Market Depth Podcast know- this year's NASDAQ upside rally was largely driven by Japan and the Nikkei225. Now, Weston Nakamura explains how the current market sell-off is being driven by China, and the plunging yuan. Weston also discusses his views on the Japanese ... Show More
38m 56s
Oct 2024
Breaking Down The Current Business Cycle | Eric Basmajian
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the broader economy, and the housing sector’s role in the business cycle. We also delve into the strong GDP numbers, how to measure the labor market and interpret rev ... Show More
1h 3m
Sep 2024
CIBC's Benjamin Tal: Rates, Recession Risk, Real Estate
Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ... Show More
17m 35s
Jan 2025
Yardeni Research's Eric Wallerstein: Stock Market at a Crossroads
The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher- ... Show More
17m 22s
Jul 2024
Inflation Disaster or Relief? Jared Dillian’s Dire Warning
Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy.
In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the press ... Show More
39m 44s
Aug 2019
Why Les Nanberg expects a recession before this year ends
Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More
59m 38s
Aug 2025
How Opendoor Can Become the 'Google of Housing' | Eric Jackson
Can Opendoor make the leap from meme stock to the 'Google of housing'? Eric Jackson, Founder at EMJ Capital, makes the bull case for Opendoor as the future of housing marketplaces. He breaks down what he sees as the big mistakes of the former CEO he helped push out, why managemen ... Show More
27m 3s
Mar 2025
March 2025 Housing Market Update: Are Price Declines Coming?
The housing market saw significant “softening” in February, with inventory rising, demand shrinking, and buyers regaining more control while sellers find themselves in a tough position. Why is this happening now, especially as mortgage rates continue to dip? With recession fears ... Show More
32m 32s
