Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Jan 2024
Biggest 2024 Real Estate Trends From A $3 Billion Real Estate Investor
Ken McElroy explores the key drivers and trends shaping the 2024 real estate market. He discusses various factors such as interest rates, construction costs, and demographic shifts, highlighting the top ten markets for potential investment and discussing the impact of current eco ... Show More
8m 58s
Dec 2024
Will Home Prices CRASH? Inside the Housing Market: Ken & Danille McElroy talk with Todd Sachs to Unpack the Trends
In this special episode of The Ken McElroy Show, Ken and Danielle join Todd Sachs to share their personal stories and unique perspectives on the real estate market. They discuss key market trends, personal growth, and their journey to building a thriving real estate empire.
Speci ... Show More
1h 17m
Nov 2019
Home Depot Earnings, Markets Ride Out ‘Amen Corner’, Warby Parker Getting i nto Contacts
Bloomberg News Projects and Investigations Reporter Zach Mider discusses the SEC Chairman citing fishy letters in support of policy change. Ken Leon, Global Director of Equity Research at CFRA, breaks down Home Depot earnings. Jeff Krumpelman, Chief Investment Strategist at Marin ... Show More
34m 41s
Sep 11
Uncovering the Hidden Economic Crisis Washington Won't Talk About
Ken and Danille McElroy sit down with Jim Rickards to pull back the curtain on the Fed, interest rates, unemployment data, housing, and the weaponization of the U.S. dollar. From hidden depressions to systemic bailouts and why gold may soar, Rickards explains the forces reshaping ... Show More
1h 1m
Nov 6
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s
On this episode, Jason and Ken meet in-studio to discuss investment considerations and opportunities across Artificial Intelligence, private markets, and real estate. They also spend time exchanging thoughts on the health of the US economy, the road ahead or monetary policy, and more. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS C ... Show More
