At Talking Real Money, we consistently emphasize that investing requires diversification, low costs, planning, and acknowledgment that predicting the future is impossible—a lesson humorously highlighted by the saga of Argentina's 100-year bond. Originally mocked after Argentina defaulted in 2020, this bond, offering an initially enticing 7.9% yield, remarkab ... Show More
Dec 2024
Should Old Investments Be Forgot?
In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive ... Show More
28m 57s
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.
We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Dec 2024
DV265 - Nvidia's drop weighs on the Nasdaq, Google shock markets with new developments & The RBA keep rates on hold - December 10th
In today’s episode of The Daily Voice, Sam breaks down yesterday’s market action, highlighting how Nvidia’s struggles weighed on the Nasdaq. He also explores recent shifts in Chinese monetary policy, a notable update from Google, and the RBA's decision to hold interest rates stea ... Show More
5m 1s
Oct 2024
DV219 - Nvidia creeps closer to No.1 Spot, ASML continues fall, Bitcoin ready to breakout? & What will the ECB do? - October 17th
On today's Daily Voice, Sam discusses how Nvidia made up ground on Apple in the hunt for becoming the biggest company in the world by market cap. He also talks about ASML's continued decline and how Bitcoin might be getting primed for a move higher, as well as previewing the late ... Show More
5m 14s
<p>Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Serena Tang, Morg ... Show More
