Breaking Down Warren Buffett's 2023 Sharehold...

The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Eur ...  Show more

Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming proce ...  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 ...