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The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-ind ... Show more

. 1h 3min

Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why ... Show more

. 58min 49sec

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Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518

The Meb Faber Show - Better Investing

Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the ... Show more

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Now Bulls Can’t Leave with Ben Kallo of RW Baird

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On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show more

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Shorting The Nasdaq With Butterfly Spreads | Dean Curnutt

The Macro Trading Floor

Dean is looking at shorting the Nasdaq 100 ETF ($QQQ) by using a "butterfly" spread. He wants to fade a Fed pivot (he wants to bet against the consensus that the Fed will reverse course and loosen policy) by shorting duration-sensitive equities such as those in the Nasdaq. -- D ... Show more

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It’s Not Just Inflation, The Fed’s Lost Control | Round Up

Supply Shock

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show more

. 1h 3min