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Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates and data to watch moving forward. Plus, he explains how the options market increa ... Show More
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Nov 2024
Unpacking The Election’s Impact On Markets | Cem Karsan
In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility smash. We also delve into Trump’s impact on the Federal Reserve, the annual re-leveraging effect in markets, and much more. Enjoy!
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57m 40s
Sep 2016
Eurasia Group's Sankaran: Impact of Energy Markets on EM(Audio)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karthik Sankaran, Director of Global Strategy, Eurasia Group, on the outlook for global and emerging markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
11m 42s
Jun 2023
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. <a href='https://bit.ly/3Cy5V84'>https://bit.ly/3Cy5V84</a></p>
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1h 6m
Apr 2024
Navigating the next super cycle
<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. We talk with him about ... Show More
21m 14s
Oct 2021
The World According to Gary Vaynerchuk
The original influence marketer and e-commerce pioneer joins the show to talk about his passion for non-fungible tokens, the future of advertising, and why empathy is his guiding principle. Plus, investors brace themselves for earnings season and more choppiness in the capital ma ... Show More
32m 59s
Dec 2024
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
<p class="p1">MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will sha ... Show More
1h 11m
Mar 2023
E27: Yellen' Past Each Other
<p>Ryan and Sonu provide their insights on the current banking crisis updates, the significance of gold, and the role of the Federal Reserve and chairwoman Janet Yellen in today's episode.<br/><br/>Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategi ... Show More
28m 27s
Jan 2024
Checking in on Morgan Stanley and Goldman Sach's Earnings
Ken Leon, Global Director of Research at CFRA, breaks down big bank earnings and outlook. Hayley Berg, Economist at Hopper, shares her research on the travel outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg Intelligence Senior ETF Analyst Eric Balchunas ta ... Show More
37m 57s
<p>Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.</p><p><a href="https://www.cnbc.com/fast-money-disclaimer/">Fast Money Disclaimer</a></p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="htt ... Show More
