Justin Huhn on Why We’re Going Nuclear

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder, and managing director of Carraighill joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and pri ...  Afficher plus

Harry Melandri of MI2 Partners welcomes Osman Ozsan, CEO and CIO of Deuterium Capital Management, to explore the assets and sectors he's targeting, such as energy commodities, the yuan, the Hong Kong dollar, and AI tech. Learn more about your ad choices. Visit podcastchoices.com/ ...  Afficher plus

The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the lowest print since October 2011 – even lower than April 2020, when the global economy was locked down. “To put it bluntly,” notes ...  Afficher plus

Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for ...  Afficher plus

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Afficher plus

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ...  Afficher plus