Stocks ticking higher and closing out a strong week of gains, but with gold & crypto pulling back as yields catch a bounce, will the risk-off action continue through Q4? Plus… coming back down to earth. How ongoing China trade uncertainty is hitting the rare earth material stocks, and what the meeting between President Trump and China’s Xi Jinping will mean ... Show More
Feb 6
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market ... Show More
43m 23s
Feb 3
Tech, Software Sell Off… And The Impact On Private Credit 2/3/26
Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bit ... Show More
43m 25s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
Mar 2025
Mood improves as equities rebound but gold and dollar stay bid
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Tariff chaos pushes gold above $3,000, dollar advances too. But some easing in risk-off mood after US government shutdown averted. US futures turn higher, Chinese ... Show More
4m 11s
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s