The big summer of sports, from the Olympics to Euro 2024 football, is a potential catalyst to end the post-pandemic performance hangover for our basket of the world’s largest sports stocks. Whilst UK interest rate cut expectations have been driving a long-awaited FTSE 100 catch up rally.
Jun 25
Retail investors back China over US in global AI race
In this episode, we explore the latest retail investor insights from the recent Retail Investor Beat, focusing on the AI race between China and the US, and retail sentiment towards AI. Join us as we analyse global trends, market implications, and the evolving landscape of retail ... Show More
19m 23s
Jun 4
Berkshire's Bet, Rotation and Rebalancing & The World Cup's Impact On Stocks
This episode covers current market trends, the impact of the upcoming World Cup on consumer behaviour, and recent significant investments by Berkshire Hathaway in tech giants like Alphabet. The hosts analyse market rotation, rebalancing strategies, and the influence of major spor ... Show More
28m 2s
May 28
Stocks Flying Higher, Ferrari's EV Play & Small Caps Keeping Pace
In this episode, hosts Sam and Bret analyse current market trends, sector performances, and the impact of social media on stock movements. They explore the rally in tech stocks, the potential rotation of funds into small caps, and discuss the latest on Ferrari's new EV and geopol ... Show More
21m 47s
Oct 2023
From Market Instability to Media Influence: A Comprehensive Analysis with Herb Greenberg
<p>Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing mark ... Show More
45m 44s
Jan 2024
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ... Show More
37m 36s
Oct 2023
Talk Your Book: Equities With Guardrails
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolio ... Show More
31m 18s
Aug 2023
US jobs hold steady, mixed earnings data, OPEC policy unchanged
Join OANDA Senior Market Analysts as they review the latest market news and moves.
MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide ... Show More
14m 42s
<p>Stock market update for April 12, 2024. </p>
<p><br></p>
<p>Check out the <a href="https://open.spotify.com/episode/4CDmokbig1gRYWFl9NEbIe?si=ipH-2djeS1SmxtYWbNc6Mg">Leading Indicator</a> podcast by Public.com.</p>
<p>Get started with Public: <a href="https://public.com/rund ... Show More
<p>Stock market update for April 15, 2024. </p>
<p><br></p>
<p>Check out the <a href="https://open.spotify.com/episode/4CDmokbig1gRYWFl9NEbIe?si=ipH-2djeS1SmxtYWbNc6Mg" target="_blank" rel="noopener noreferer">Leading Indicator</a> podcast by Public.com.</p>
<p><br></p>
<p>Get st ... Show More
