Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next.
This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppression.
We explore Fed-Treasury coordination, the AI capex bo ... Show More
Aug 12
The Growth Strategy Trapping The Fed | Darius Dale
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets. Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook. We also discuss rising neutral rates, bond-market pre ... Show More
46m 9s
Aug 5
The Portfolio Built To Survive Every Crash | Jared Dillian
Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention. This week, we're joined by Jared Dillian, editor of The Daily Dirtnap and author of The Awesome Portfolio, to discuss why markets may b ... Show More
32m 2s
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
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