The Macro "Endgame": Growth, Gold, Deflation, and the Dollar ( w/ Eric Basmajian )

The Macro "Endgame": Growth, Gold, Deflation,...

Up next

New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashboards, and creating one's own technical indicators, Kris gets into it all with a ...  Show more

Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, wheth ...  Show more

Recommended Episodes

Mike Wilson: Late Cycle Signals
Thoughts on the Market

This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.


-----Transcript-----


Welcome to Thoughts on the Market. I'm M ...

  Show more

TIPS and Inflation-Linked Securities: Macro Matters
FICC Focus

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ...  Show more

DWS' Staples on Yield Curve: Macro Matters
FICC Focus

Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.  In thi ...  Show more

Michael Zezas: The Macro Impacts of Oil Prices
Thoughts on the Market

With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors.


Important note regarding economic sanctions. This resea ...

  Show more