Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

Michael Kao on November Fed Meeting, Treasury...

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Markets Are Entering A Wartime Economy | Cem Karsan

In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ...  Show more

 . 48min 5sec
The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup

This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follo ...  Show more

 . 51min 45sec

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