Efforts to understand the “why” of the motion in asset prices consume our time and attention in markets. To be sure, traditional sources of risk – namely the economy, the path of corporate profits and changes in the interest rate cycle – do matter. But, as Matt King argues, especially since 2012, we increasingly need to monitor what’s happening in the financ ... Show More
Nov 21
Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
<p>Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC ... Show More
44m 18s
Nov 18
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
<p>On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential ... Show More
55m 48s
Feb 2023
DWS' Staples on Yield Curve: Macro Matters
Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In thi ... Show More
26m 37s
May 2023
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
<p>As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixe ... Show More
3m 9s
Dec 2023
The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.
Key In ... Show More
1h 2m
Sep 2022
What The Fed Wans, Morgan Stanley CEO & Used Car Stocks 9/29/22
The Dow finished down more than 400 points, with the S&P hitting a fresh closing low for 2022, and Jim Cramer is helping investors navigate the market as it falls deeper into bear territory. First, with the Fed driving the action in stocks, Cramer's sharing what the Fed is lookin ... Show More
44m 39s