On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy.
We take a look under the hood into the shadow debt within China, the Governments crackdown on credit & Aidan's outlook for both Chinese equities & more broadly the economy. Finally, we shift over to the U.S and discuss the ... Show More
Today
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: ... Show More
59m 32s
Feb 11
How I Called 2026's Biggest Rally | Vincent Delaurd
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed’s likely policy path under Kevin Warsh, and w ... Show More
52m 51s
Feb 6
Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and wh ... Show More
1h 5m
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s
Apr 2025
Global stock markets plunge deeper as trade war escalates
<p>As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the d ... Show More
20m 12s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
May 2025
Dollar, Treasuries and Stocks extend slide on fiscal concerns
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Dollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, g ... Show More
3m 58s
Apr 2025
Taking Stock of the ‘Sell America’ Trade
Something strange happened in the US financial system earlier this week: the stock market, the bond market, and the value of the dollar all slumped. This volatility andrecent threats to fire Fed chief Jerome Powell are unnerving foreign investors, who are flocking to a new phenom ... Show More
20m 12s