Markets can look strongest just before their underlying assumptions begin to crack.
This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once.
We discuss the AI momentum unwind, yen intervention, NFP & labor market weakness, Fed policy, gold, Bitcoin, and what we ... Show More
Jun 29
How To Trade The New Warsh Fed | Bob Sheehan
Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing. We discuss the end of ... Show More
45 m
Jun 26
Is The Fed Panic Already Fading? | Weekly Roundup
The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is re ... Show More
59m 55s
Jun 19
A New Era Is Beginning In Markets | Weekly Roundup
A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guid ... Show More
1h 4m
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
Mar 2023
From Liquidity To A Credit Crisis
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was released this past week, which saw the balance sheet increasing by roughly $300 Bill ... Show More
44m 24s
Aug 2024
Sentiment leads the market; the Fed follows
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ... Show More
11m 58s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
32m 21s
Feb 2021
Stocks Follow Bonds Into the Slaughterhouse
DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market—from high-flying growth names like Tesla ... Show More
32m 22s
Aug 2024
Crypto Update | Navigating Crypto Volatility: Rate Cuts, Recession Fears, and More
The latest price moves and insights with Jennifer Sanasie and Banrion Capital Management co-founder and Chief Investment Strategist Victoria Bills.
To get the show every day, follow the podcast here.
Banrion Capital Management co-founder and Chief Investment Strategist Victoria B ... Show More
18m 48s