The Massive Bond Short | “Recession Denier” J...

Up next

The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup

Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investors are prepared for. Felix and Quinn sit down with Joseph Wang live at DAS New York to unpack today's chaotic macro landscape, focus ... Show more

. 41min 4sec

AI Will Drive The Biggest Boom In History | Raoul Pal

AI is forcing a rethinking of everything from energy and geopolitics to markets and human purpose while raising a deeper question: are we entering an era of abundance or losing control of the systems we’re building? Raoul Pal joins us live from DAS to break down how the AI arms r ... Show more

. 41min 53sec

Recommended Episodes

Are Markets Really Priced For A Recession? | John Normand

The Macro Trading Floor

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated recession in history by looking at the current market pricing in FX, rates and c ... Show more

. 55min 40sec

I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managi ... Show more

. 1h 6min

Recession, Soft Landing or Higher For Longer? | Kevin Flanagan

The Macro Trading Floor

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ... Show more

. 57min 19sec

Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22

ETF Edge

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

. 28min 50sec