The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data centers and increasing power demand, is its fortune set to be reversed? Returni ... Show More
Sep 8
Crisis, M&A and Trading: communicating commodities with Will Medvei
Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largely defined by anomalous events, gripping books and not its successes?And why is i ... Show More
1h 1m
Jan 2022
Close to a Buyable Bottom?
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ... Show More
47m 16s
Dec 2024
X Risk and Inflation Hedges: Investing in Volatile Times
<p>Join Andrew Wilkinson as he discusses volatile markets, inflation hedges, and "X Risk" with Steve Sosnick, Chief Market Strategist, and Jose Torres, Chief Economist. Together, they unpack the November jobs report, Fed policy shifts, and strategies for navigating uncertainty in ... Show More
19m 55s
Dec 2024
US Markets Wrap: A tale of two markets - Is disinflation fading in the US?
David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this ... Show More
9m 21s
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
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
Jan 2025
Examining FX Volatility, The AI Trade
On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.See omnystudio.com/listene ... Show More
16m 20s
Apr 2025
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
<p>Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ... Show More
51m 5s