How Do You Solve a Problem Like Stagflation?

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out ...  Show more

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matters most, and which crypto sectors are showing the strongest momentum. Plus, they ...  Show more

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ...  Show more

Stagflation has returned—and it’s a nightmare! Rising unemployment, slow economic growth, and persistent inflation are hurting economies, especially the US. Why is this combination so dangerous, and why are experts worried now? Explore how the Fed’s dual mandate is failing, uncov ...  Show more

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut ...  Show more

Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ...  Show more