It is busy time, to say the least, for Libby Cantrill, Head of Public Policy at PIMCO. Today’s markets are grappling with vast uncertainties…in US fiscal policy, in Fed independence and leadership, in geopolitics, and in global trade. Libby is charged with helping both the clients and risk-takers of PIMCO better understand the implications of policy that is ... Show More
Yesterday
Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
It was a pleasure to welcome Louis Gave, the Founding Partner and CEO of Gavekal, back to the Alpha Exchange. Our discussion centers on what he describes as one of the most consequential and underappreciated macro developments today: the mispricing—and now the policy shift—of the ... Show More
51m 58s
Jan 27
GME 5 Years Later…Lessons and Threats
Five years ago, on January 27th, 2021, the frenzied buying and speculation in Gamestop hit its apex. In this short podcast, I look back on one of the more fascinating, and dare I say, dangerous, risk events in modern day markets. The stock was subject to an outright speculative a ... Show More
22m 39s
Jan 26
Alex Urdea, Founder and CIO, Deep Ocean Partners
It was a pleasure to welcome Alex Urdea, Founder and CIO of Deep Ocean Partners to the Alpha Exchange. Alex traces his career from credit derivatives trading at a large bank to a risk management function at a hedge fund focused on distressed investing to ultimately building an as ... Show More
50m 21s
Aug 2025
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 2025
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 2025
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
May 2025
Dollar, Treasuries and Stocks extend slide on fiscal concerns
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Dollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, g ... Show More
3m 58s
Sep 2025
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