Join Sam North as he discuss Shopify’s chart after they suffered their worst trading day of all time following weaker forward guidance.
Apr 1
Markets Start Their Recovery, Nike Hits Decade Lows & What To Keep An Eye On As We Near Earnings Season
This episode provides a comprehensive overview of current market conditions, investor sentiment, and upcoming earnings reports. Hosts discuss recent market rallies, the impact of geopolitical events, and strategies for navigating volatility, offering valuable insights for investo ... Show More
25m 20s
Mar 30
eToro's Quarter 2 Investment Outlook: The Volatility Pivot
Join eToro’s latest Investment Outlook as our analysts break down the key themes shaping markets in the months ahead. From the path for interest rates and inflation, to opportunities beyond mega-cap tech, crypto, commodities and global equities, we explore where investors may wan ... Show More
50m 52s
Mar 25
AI and Magnificent 7 momentum moderates as gold gains ground, eToro’s Retail Investor Beat finds
In this episode, Sam and Bret analyze the latest retail investor survey, discussing market trends, AI stocks, commodities, and geopolitical concerns. They explore how retail investors are adjusting their strategies amid market volatility and geopolitical tensions, offering insigh ... Show More
23m 45s
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 21s
May 2023
07. What are index funds and ETFs?
<p>Ask a long-term investor about passive investing, and they’ll likely mention index funds and Exchange-Traded Funds (ETFs). However, even after sitting through a lengthy explanation, you’d be forgiven for not quite knowing how they <em>actually work</em>.<br/><br/>Don’t worry – ... Show More
21m 45s
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
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 3s
Jan 2024
Anastasia’s Crystal Ball with Anastasia Amoroso of iCapital
Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).
Topics On The Pod
AI Optimism Not Priced ... Show More
1h 5m
Jan 2023
What's the negative catalyst? (EP.291)
On today’s show we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.
F ... Show More
55m 27s