logo
episode-header-image
Jan 2024
54m 8s

MM137: 2024 Market Predictions with Co-F...

AMPLIFYME
About this episode

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.


Also, the world's biggest hedge funds have revealed their 2023 performance.


In this conversion, we explain what the following terms mean:


  • Systematic and discretionary strategies
  • Macro and quantamental investing
  • Fixed income relative value trades


Don't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024.


Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
AI Breakthrough or Hype? Anthropic’s Claude Mythos, Tim Cook Steps Down & LIV Golf Collapse
What happens when an AI model is considered too powerful to release?In this episode of the Market Maker Podcast, we unpack one of the most bizarre and important stories in tech right now, as Anthropic’s Mythos model sparks debate about whether AI companies are building the future ... Show More
35m 13s
Apr 16
Communication Skills for Career Success | The 4 Stages to Becoming a Confident Speaker
Communication is one of the most valuable skills in finance and professional careers, yet it’s rarely taught.In this episode of the Market Maker Podcast, Anthony Cheung speaks with James Percy-Smith, founder of The Elocution Coach, about how students and professionals can develop ... Show More
53m 29s
Apr 13
The $64B Takeover of Universal Music: Listing Arbitrage, Deal Mechanics & M&A Strategy
In this week’s Market Maker Podcast, we break down Bill Ackman’s high-stakes bid for Universal Music Group, the entertainment giant behind global superstars like Taylor Swift, Sabrina Carpenter and Kendrick Lamar. With the takeover offer estimated at $64.3bn, we unpack the M&A st ... Show More
24m 16s
Recommended Episodes
Sep 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
<p>This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cros ... Show More
3m 18s
May 2021
Macro Trading (Episode 117)
SUMMARY: Discover how macro trading is influencing all markets. Colin Lancaster, one of Wall Street's most accomplished macro traders, joins Andy to discuss how sovereign policies around the globe are likely to cause turbulence for many investors.    SHOW NOTES: 7:12: How Is Macr ... Show More
31m 8s
Jan 2024
What’s In Store for 2024? Bitcoin, Home Buying, and Kiyosaki’s $1.2 billion in debt
#481: Predicting the stock market is a terrible idea. But we can look at economic indicators and upcoming events to get a big-picture, 30,000-foot view of where our economy might be heading in 2024. In today’s episode, we explore what’s in store for 2024. We talk about the recent ... Show More
34m 2s
Jan 2023
What’s ahead for economies and markets in 2023?
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More
31m 27s
Oct 2021
Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247]
My guest today is Sam Bankman-Fried, founder and CEO of leading cryptocurrency exchange, FTX. In a little over two years, FTX has registered 1.2 million users, grown to facilitate $10.9 billion of daily trading volume, and reached an $18 billion valuation. Prior to FTX, Sam worke ... Show More
1h 17m
Dec 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook
<p>Original Release on November 13th, 2023: As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist&nbsp;Vishy Tirupattur hosts a roundtable with Chief Economist Seth Carpenter and&nbsp ... Show More
9m 14s
Dec 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
<p>Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more.</p><p><br></p><p>----- Transcript -----</p><p><strong>Vishy T ... Show More
11m 6s
Jan 2023
Mike Wilson: Challenging the Consensus on 2023
tail spinning
4m 18s