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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Aug 12
The Growth Strategy Trapping The Fed | Darius Dale
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets. Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook. We also discuss rising neutral rates, bond-market pre ... Show More
46m 9s
Jul 2024
Cem Karsan on The Economy's Path Forward (2024)
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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 a ... Show More
59m 19s
Sep 2024
US Markets Wrap: Election Impact On Markets & Jitters Around US Non Farm Payrolls
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll ... Show More
8m 38s
Nov 2024
Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow
In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning reco ... Show More
19m 16s
Aug 2024
The Fed Makes Its Biggest Mistake Yet - Ep 976
Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ... Show More
55m 3s
<p dir="ltr"><strong>Episode Title:</strong><br /> “Election Aftermath and Economic Outlook: Navigating the New Administration’s Impact on Markets”</p> <p dir="ltr"><strong>Episode Summary:</strong><br /> This week, Matty A and Ryan Breedwell dive into a pivotal post-election dis ... Show More
