Russia, Ukraine, & Geopolitical Risk With Timothy Ash

Russia, Ukraine, & Geopolitical Risk With Tim...

Michael A. Gayed, CFAMichael A. Gayed, CFA

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Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phas ...  Afficher plus

 . 41min 43sec
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ...  Afficher plus

 . 44min 24sec

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Macro Signals Are All Flashing Warnings
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What the hell is going on with bond markets? Why are people buying less food? Is the Fed priced into more rate hikes? NLW explores all of this and more. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nath ...  Afficher plus

 . 13min 8sec
391. Trump vs. the World: Global Trade War
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What happens next? Is this the start of a global recession? How should allies hit back? Join Rory and Alastair as they answer all these questions and more, recorded in a special livestream on The Rest Is Politics YouTube channel: https://www.youtube.com/@restispolitics/streams ...  Afficher plus

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Why the Recession Conventional Wisdom is Wrong
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A reading of Alex Kruger's thread: https://twitter.com/krugermacro/status/1675989375765852160?s=46&t=5Nl1EhwpFOmRdaVNr7DApg Full report from Asgard Markets https://www.asgardmarkets.com/post/the-big-picture Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1 ...  Afficher plus

 . 11min 2sec
Are We Stuck Between Hyperinflation And A Recession?
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Enjoyed the podcast? Comment below! 💬 ⭑ Subscribe to Economics Explained Youtube Channel 👉 https://bit.ly/sub2ee ⭑ Enjoyed? Hit the like button! 👍 Q&A Streams on EEII (2nd channel) → https://www.youtube.com/channel/UCOTgNyfQG4vVP5sCXrJaS4g ✉️ Business Enquiries → EconomicsExpl ...  Afficher plus

 . 15min 46sec