Mike Green & Bob Elliott: "Hard Landing" In S...

AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute. We discuss token efficiency ...  Show more

The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential ...  Show more

On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ...  Show more

CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ...  Show more

In this week’s episode of Money Moves, Matty A. and Ryan Breedwell dig into the latest shifts shaping markets—from inflation and interest rates to the AI stock frenzy and how investors can prepare for what’s ahead.They break down why consumer debt is at record highs, what the Fed ...  Show more

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ...  Show more