Breaking Down Warren Buffett's 2023 Sharehold...

Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets. We explore the massive increase t ...  Show more

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction. ...  Show more

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week, James Seyffart ETF Research Analyst at Bloomberg & Matt Hougan CIO at Bitwise join the s ...  Show more

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple:  https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify:  https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https:/ ...  Show more

More questions — more answers! We’ve partnered with the FT’s Unhedged podcast for a special two-part episode, fielding questions you have submitted about markets and finance. The host of Unhedged, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong ...

Featuring: Mark Konyn, Chief Investment Officer at AIA Group Gene Goldman, Chief Investment Officer at Cetera Financial Group Apple:  https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify:  https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: ht ...  Show more