logo
episode-header-image
Jan 2021
1h 19m

SI125: Will the FED always prevent prolo...

NIELS KAASTRUP-LARSEN
About this episode
tail spinning
Up next
Yesterday
IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth
Today we talk with the editor of the Financial Times’ Alphaville blog, Robin Wigglesworth. Robin is the author of A Fabulous Debt - the Epic Story of How Bonds Built the Modern World. He tells the story of the bond market’s beginnings in Venice and how the ability to issue and tr ... Show More
1h 3m
Sep 12
SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver
Niels Kaastrup-Larsen and Rob Carver discuss a market that feels unusually calm despite growing pressure beneath the surface. They look at rising concerns around government debt and bond yields, recent changes to a major managed futures ETF, and why style drift matters for system ... Show More
1h 8m
Sep 9
GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rath ... Show More
1h 2m
Recommended Episodes
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
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
May 2022
Is this a bear market? (EP.255)
On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks ... Show More
46m 37s
Oct 2023
From Market Instability to Media Influence: A Comprehensive Analysis with Herb Greenberg
<p>Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing mark ... Show More
45m 44s
Aug 2024
TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham
On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market ... Show More
59m 35s
Nov 2025
The Coming Market Reset: Inflation, AI Mania, and Why Patience Pays Off
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell dig into the latest shifts shaping markets—from inflation and interest rates to the AI stock frenzy and how investors can prepare for what’s ahead.They break down why consumer debt is at record highs, what the Fed ... Show More
56m 2s
Sep 2022
E143 – Markets Take a Tumble
Following a red-hot inflation print earlier this week, many investors opted for an immediate sell-off, creating turbulence in the markets. In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, anticipate the Federal Reserve’s response. They ... Show More
34m 20s
Nov 2021
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors cr ... Show More
36m 59s