The Insight: Conversations – Volatility Ahead...

In his latest memo, Howard Marks, Co-Chair of Oaktree and Chair of Brookfield's Investment Solutions Group, revisits the topic of artificial intelligence, describing it as both deeply consequential and highly unpredictable. He addresses 11 questions that surround investing in AI, ...  عرض المزيد

In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the underlying factors pushing interest rates up, even if politically uncomfortable. Any other method simply rep ...  عرض المزيد

Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors cr ...  عرض المزيد

Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ...  عرض المزيد

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’ ...