The Russia Rollback

The Russia Rollback

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Warsh tips off bond rethink 6/22/26

New Fed Chair Warsh said a lot by not saying much in his first meeting. But that has sparked a range of new conversations around fixed income ETFs. Have a listen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona ...  Show more

Could return of risk refocus crypto investors? 6/15/26

A real deal with Iran would remove a huge obstacle from investors’ wall of worry. Would that then allow them to reassess risk and return to allocating funds towards cryptocurrencies? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collectio ...  Show more

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When ETFs Stop Working
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If ETFs were living creatures, they might be cockroaches—they can survive almost anything. And yet Russia's invasion of Ukraine has presented a rare test. The VanEck Russia ETF, or $RSX, has seen its trading halted; the product holds shares of Russian companies, many of them in t ...  Show more

MM056: Oil will never trade below $90 again, here's why!
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After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.


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Big Merger, Big Banks, Lessons from the NYSE Floor
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Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Al ...  Show more

Retail Investing, Pt. 1: International Exposure
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With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lis ...

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