The Long and Short of Trump 2.0

The active ETF industry is exploding and there may soon be a new kid in town. Listen as Scott Dennis, TCW’s head of ETFs, discusses how multi-share class ETFs can provide investors with more choices even as they may face some structural challenges. 

If you think that investors have missed the boat on artificial intelligence, think again. In our latest Investment Perspectives podcast, portfolio manager Bo Fifer explains why the AI journey is still in the early innings – and where investors should be looking. 

Asset-backed finance is growing rapidly and for good reason. Not only does it propel the real economy, but it provides flexible solutions for borrowers and portfolio diversification for investors. In this episode, Dylan Ross, the head of TCW’s ABF business, breaks down why ABF is ... Show More

Forward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.__Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have tw ... Show More

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.--This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the t ... Show More

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.  (00:40) Jason Moser and Bill Mann discuss:- The market’ ... Show More

Even knowing the headlines, could you predict which way stocks and treasuries would move?   (00:21) Bill Mann and Dylan Lewis discuss:- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.- Officials in ... Show More

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss:- The Fed’s path to lower rates and what kind of cuts investors can expect.- Cava’s blowout earnings report, and how its v ... Show More

The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher- ... Show More

In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward. Next, we explore the intriguing political landscape in t ... Show More

Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recen ... Show More

It’s Episode 129 and markets continue to chug along. The Dow having its best streak since 1987 as money continues to pile into this market. Economic data still coming in well, pretty good. Inflation numbers continue to come down. The Fed could be done with its interest rate polic ... Show More