AI has been the market's biggest winner—but Barry Knapp believes the trade is entering a new phase.
In this conversation with Maggie Lake, Barry Knapp, Founder and Managing Partner of Ironsides Macroeconomics, explains why he's reduced his exposure to technology stocks, why the pace of AI capital spending is likely to slow, and where he's positioning instea ... Show More
Jul 28
Jim Bianco: The Fed Has Changed Forever
The Fed announces its latest interest rate decision Wednesday—but is Wall Street missing the real story? Jim Bianco, President of Bianco Research, joins Maggie Lake to explain why this could be one of the most consequential Fed meetings in years, why he believes rates should be h ... Show More
20m 43s
Jul 27
You're Underestimating AI's Next Trillion-Dollar Opportunity
Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead. In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, from agentic AI and autonomous software to ... Show More
11m 54s
Jul 24
Steven Feldman: The Investment Risk Nobody Wants to Talk About
For decades, investors have benefited from the belief that U.S. markets would continue to outperform the rest of the world. But as AI fuels an increasingly concentrated stock market, are investors taking on far more risk than they realize? In this conversation, Wealthion CEO Stev ... Show More
26m 24s
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch.
Learn more about your ad choices. Visit podc ... Show More
36m 9s
Jun 2022
Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22
<p>The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ... Show More
33m 14s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
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
Jul 2022
Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
This week on Prof G Markets, Scott evaluates the recent rise in U.S. equities, warns about external sources of downside risk, and discusses what the surging dollar tells us about currency markets, including who wins and who loses with euro parity. Then it’s the latest on the Elon ... Show More
26m 45s
May 2022
Is This The U.S Dollar End Game? | Brent Donnelly
Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets.
In the debut episode, Alfonso is joined by Brent Donnelly, president of S ... Show More
33m 27s
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