Mar 11

War Doesn't Break Markets — It Exposes Where Money Moves

Most investors assume war is catastrophic for markets. Missiles launch. Headlines turn urgent. The instinct is to sell, hide in cash, and wait for the uncertainty to pass. But markets rarely work that way. War doesn't usually destroy markets. It redistributes capital inside them. ... Show More

51m 52s

Mar 4

Why Going All-In on Crypto Is the Real Risk

Most investors think the biggest mistake in crypto is missing the upside. It's not. The real mistake is concentration. In this episode, Andy Tanner sits down with Sir John Hargrave, author of The Intelligent Crypto Investor, to unpack what most people get wrong about Bitcoin and ... Show More

25m 46s

Feb 25

The Most Expensive Mistakes Traders Make Aren't Market Mistakes

Most investors think their biggest losses come from bad picks. They don't. They come from blind spots. In this episode, Andy Tanner, Corey Halliday, and Noah Davidson unpack the psychological traps that quietly sabotage traders and investors. Sunk cost fallacy. Anchoring to past ... Show More

50m 15s

Jan 2024

Why the Short Volatility Trade Is Back and Bigger Than Ever

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivatives to bet against volatility. Those derivatives include one- and zero-day opti ... Show More

45m 10s

May 2023

Ep.41 Know Nothing About The Economy? This Episode's For You.

Rupal Patel is a senior economist at the Bank of England and co-author of the best-selling pop-economics book Can’t We Just Print More Money, the Bank of England’s first book in its over 325 year history. Today, Rupal advises governors at the Bank of England on their policy de ... Show More

49m 49s

Jun 2022

Mike Wilson: The Increasing Risk of Recession

As price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a recession rises. -----Transcript----- Welcome to Thoughts on the Market. I'm Mike Wilson ... Show More

4m 2s

May 2023

MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ... Show More

50m 34s

Jun 2024

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More

17m 39s

Sep 2022

U.S. Economy: The Fed Continues to Fight Inflation

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ... Show More

7m 37s

Aug 2022

Mike Wilson: The Increasing Risks to Earnings

With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations. -----Transcript----- Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More

4m 18s

Jan 2022

333: How To Trade The Market Bubble In 2022 - Jim Rogers

How To Trade The Market Bubble In 2022 In episode 333 of the Desire To Trade Podcast, I discuss with Jim Rogers on how to trade the market bubble in 2022. The market has been in an overbought stage for a while and full-time investor Jim Rogers knows all about it. You'll want to w ... Show More

23m 34s

No Recession...Yet