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...

Suivant

Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman

In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy! — Follow ...  Afficher plus

How To Position In A "Slowdown" Regime | Market Radar

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also co ...  Afficher plus

Épisodes Recommandés

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 ...

  Afficher plus

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 ...  Afficher plus

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% ...  Afficher plus

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 ...  Afficher plus