MRKT Matrix - Thursday, June 4th
Dow jumps 900 points, Nasdaq lags as investors rotate out of chip stocks for banks, retail (CNBC)
America’s ‘other’ economy tells a different growth story (FT)
Americans lead AI data centre backlash, global poll finds (FT)
Phoenix Is a Data-Center Mecca—and Test Case for How to Pay for AI’s Power Needs (WSJ)
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Jun 2
S&P 500 Closes Above 7,600 For First Time Ever
MRKT Matrix - Tuesday, June 2nd Dow jumps more than 200 points, S&P 500 posts first close above 7,600 (CNBC) Goldman’s David Solomon sees ‘more greed than there is fear’ on Wall Street (FT) Why BlackRock’s Rick Rieder feels ‘a bit more relaxed’ about AI bull market than dotcom er ... Show More
7m 41s
Nov 2024
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. <a href='https://bit.ly/3CEID3X'>https://bit.ly/3CEID3X</a>
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1h 8m
Jul 2023
Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
Guy, Dan, and Danny discuss the BOJ (3:00), big tech earnings (8:00), energy/crude oil/gasoline on the rise (15:15), the Fed meeting (16:00), Carvana/AMC (20:00), PMI/deflationary risks (24:00), and important earnings reports to watch next week (30:00). The co-hosts interview Joe ... Show More
1h 9m
Apr 2025
Bezos-Backed $20K EV Truck Unveiled & Shein and Temu Raising Prices?
Episode 570: Neal and Kyle chat about the newest EV pickup truck from Slate that some are calling the “anti-Cybertruck” with a price tag starting at $20,000. Then, retail traders who’ve been betting on the stock market dip may have outsmarted seasoned trading firms. Also, incomin ... Show More
27m 32s
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. <a href='https://bit.ly/49SQx89'>https://bit.ly/49SQx89</a> </p>
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<p class="p1">🔻Downlo ... Show More
