What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in which asymme ... 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
Oct 17
Why AI is driving the current emerging markets equity rally
For the first time in five years, emerging market equities are outperforming their developed market peers. But what’s driving this rally? Interestingly enough, this boom is driven by a rather small number of stocks, mainly located in North Asia.In this episode of the Beyond Marke ... Show More
26m 18s
Nov 2024
Is Trump No Longer a Felon? | 11.19.24 OVTLYR Trading Room
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In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wond ... Show More
34m 35s
Aug 19
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
Nov 2024
BMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)
Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. ... Show More
12m 33s
Aug 2024
MM #221: What’s Next for Investors: Recession Proof Stocks, Market Predictions, Gold, Crypto, & Nasdaq Bottom
<p>In this power-packed episode of Market Mondays, we explore some of the most critical and timely financial topics affecting today's markets. First, we dive into the complexities of the Yen carry trade—discussing whether it's truly over or if there are more potential fin ... Show More
1h 59m
Sep 15
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