Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

Kathy Jones: The Bull Case For Bonds, And The...

Up next

The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’ ...  Show more

Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup

This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in ...  Show more

Recommended Episodes

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Investing Insights

In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.

Investing Insights is bringing you a mix of market news, insights from analysts, and ...

  Show more

MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider
The Intrinsic Value Podcast - The Investor’s Podcast Network

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ...  Show more

Animal Spirits Are Back For Markets
The Macro Trading Floor

On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles. Markets have rallied through January with the S&P 500 returning roughly 8% ...  Show more

Untapped Opportunities in Crypto With FTX's Amy Wu
Supply Shock

On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto. After an explosion in VC funding throughout 2021, how have current market conditions effected private markets thro ...  Show more