The global economic and geopolitical order has long been balanced by the United States. Today, however, that traditional stabilizing role is in flux. The drivers of market uncertainty, typically resulting from changes in monetary policy and the economy, are increasingly linked to US politics. Fiscal strain, tariffs, and hyper-partisanship are sources of unpr ... Show More
Nov 21
Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
<p>Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC ... Show More
44m 18s
Nov 18
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
<p>On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential ... Show More
55m 48s
Aug 8
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
<p>Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices ... Show More
12m 25s
Sep 29
Equities rebound and gold reaches another all-time high
Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ... Show More
10m 17s
Oct 7
Gold vs. Bitcoin: Which is the real safe bet?
Gold (GC=F) fever is back, and it’s changing the rules of the 2025 market rally. In this episode of Stocks in Translation, On Course Consulting CEO Michaella Gallina joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest on Wall Street, specifically the gol ... Show More
23m 58s
Sep 3
Long term yields spike on fiscal concerns – stocks dive and gold rallies
Global long-term government bond yields spike amid renewed concerns over fiscal sustainability. This has put pressure on equities, which declined broadly – though certain sectors held up better, including luxury stocks. In the US, both major indices ended the session lower, thoug ... Show More
12m 41s
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
Gold, Bonds and All That Jazz with Lauren Goodwin
Guy Adami and Danny Moses are joined by Lauren Goodwin, Chief Market Strategist at New York Life Investments, for an in-depth discussion on current market dynamics and the broader economic landscape. The conversation covers a range of topics including Lauren's background in econo ... Show More
52m 21s