The Global Margin Call | Volatility Veteran N...

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why ...  Show more

Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning ...  Show more

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of the bursting of a bubble in risky assets? Barry Ritholtz the original Blog-Father ...  Show more

A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, inc ...  Show more

Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ...  Show more

Send us Fan MailDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, gold and other safe havens gain. Oil pulls back as US and Iran prepare for new round of talks.Risk Warn ...  Show more