Yesterday

The Market Is Mispricing A Correlation Shock | Dean Curnutt

Historically low volatility may be masking a meaningful shift in market risk and the AI trade. This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock correlations make tail hedging increasingly compelling. We explore volatility pr ... Show More

54m 2s

Sep 11

The Bond Market Is Trapping The Fed | Weekly Roundup

Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets. We explore the massive increase t ... Show More

45m 23s

Sep 2

Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction. ... Show More

44m 50s

Jun 2023

Can the global economy withstand higher interest rates?

Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

9m 51s

Jun 2019

The Investor's Guide to China: Opening up (#1)

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's ... Show More

34m 35s

Aug 2023

A Primer on China's Current Economic Turmoil

China has posted some troubling economic data of late, leading many macro commentators to call attention to the concerning developments. In today's episode, NLW provides a primer on the past few years of wobbles, issues in the real estate sector, and the CCP's lack of good option ... Show More

17m 46s

Oct 2024

Affected by China Unwillingly and Unknowingly

Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a> China's Market Shift and Economic Challenges In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More

16m 56s

Jul 2023

Unpacking World News & Economic Trends

In today's episode of the Mark Moss Show, Q is filling in for Mark and we dive into a spectrum of pivotal topics ranging from the escalating food crisis due to the ending of the Black Sea Grain Deal between Russia and Ukraine to potential changes in the US financial system with ... Show More

34m 47s

Mar 2025

US Stocks and Dollar Tank. What’s Next? - Ep 1015

Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More

1h 1m

Jul 2021

China's Didi Crackdown, Controlling Data (Podcast)

Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity ... Show More

25m 21s

Sep 2023

China’s Catastrophic Economic Crisis - Is The Bubble About To Burst?

In this episode, Patrick Bet-David explains how China is facing a massive economic crisis due to its over-leveraged real estate market and youth unemployment problem. As a special offer our PBD listeners receive free access to Fund&Grow's Business Funding Masterclass: ... Show More

14m 20s

A Deep Dive On China's Financial System ...