About this episode
Apr 2
256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking th ... Show More
18m 12s
Mar 27
255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges, investors are beginning to rethink how broad the traditional investmen ... Show More
17m 50s
Mar 20
254: Alternative Investing: Finding Diversification in Volatile AI-driven Markets
Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are reassessing what diversification really means. In a world where ... Show More
20m 39s
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
26m 24s
Feb 2025
142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
Send us Fan MailIn this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance toda ... Show More
32m 52s
Aug 2025
Ep. 384: Real Economy VS Stock Market Economy | Nucleus Investment Insights
27m 31s
Aug 2024
#222: Macroeconomics and Investing with Mike Singleton
<p>Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.</p><p>Tune in to hear Singleton’s take on inflation, sky-high valuations, and ... Show More
50m 3s
Mar 2024
52. Intro to Crypto (Part I): What's going on in the Crypto Markets?
Send us Fan MailBitcoin is at an all-time high. New digital currency ETFs are coming to the market, broadening access to and increasing the legitimacy of an asset class that very few people truly understand. So we quickly caught up with our cryptocurrency expert Christopher Newho ... Show More
37m 54s
May 2024
70. The Skinny On NVDA's Stock Split, SALT iConnections Recap, and Gold Decoupling
Send us Fan MailWe're BACK from a whirlwind 48 hours in NYC, fully rested and ready to give you the skinny on the latest in global markets. First, a quick recap of our adventures at one of the world's largest cap intro conferences, where we got to chat with some of the industry's ... Show More
16m 18s
Jan 2025
The Pros and Cons of Passive Investing
Welcome to the world of index funds and ETFs. Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expe ... Show More
22m 35s
May 2025
Warren Buffett’s Real Estate vs. Stocks Strategy & Thoughts on Bitcoin
<p><span>In this enlightening clip, join Rashad Bilal, Troy Millings, and Ian Dunlap as they break down Warren Buffett’s investment preferences and debate the classic question: stocks or real estate? The trio dives into public records showing Buffett famously owns just one home a ... Show More
10m 11s
Feb 2025
Polar Capital’s Nøddekær on Economic Value Added
2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Ch ... Show More
47m 17s
Nov 2024
116. What is Private Credit? | Direct Lending Explained
Send us Fan MailIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the e ... Show More
1h 10m
The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500’s returns, raising questions about what lies beneath the surface.
In this e ... Show More
<p>Welcome back to <em>Founder's Story</em>! In this episode, Daniel Robbins sits down with Larry McDonald, founder of <a href="https://www.thebeartrapsreport.com/"><em>The Bear Traps Report</em> </a>and author of the newly released book, <em>How to Listen When Markets Speak</em> ... Show More
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen looks at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.View the presentation slides ... Show More
