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

This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this env ...  عرض المزيد

This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. En ...  عرض المزيد

After a cautious start to Q2, equity markets regained their stride in Wednesday’s session climbing higher across regions. The Federal Reserve Chairman Jerome Powell said that the Fed is still in wait-and-see mode when it comes to rate cuts, but markets took more comfort from t ...

On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle. By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked ...  عرض المزيد

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ...  عرض المزيد

There have been a lot of market crash predictions over the past few years. Since the 2020 flash crash and subsequent asset price skyrocketing, investors have always had an inkling that this wouldn’t last. Once inflation hit decade-long highs, the Fed stepped in to quell constant ...  عرض المزيد