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Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have two things in common: they both correctly predicted the renewed bull market in ... Show More
Yesterday
The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’ ... Show More
52m 48s
Jan 9
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in ... Show More
53m 28s
Jan 7
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine of growth, and what massive AI and onshoring investments mean for rates, risk, and the business ... Show More
1h 2m
Aug 2025
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s
Aug 2025
Stock Market Noise vs. Real Catalysts: What Actually Moves the Market?
<p><span>In this Market Mondays clip, hosts Troy Millings, Ian Dunlap, and Rashad Bilal break down what really drives the stock market and what’s just background noise. With stock futures drifting higher ahead of a high-profile meeting, the team explores whether political events ... Show More
7m 43s
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
Oct 13
What’s up with the US economy? With Austan Goolsbee
Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ... Show More
24m 57s
Aug 2025
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Sep 2025
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s