Slowing But Growing: Why The U.S. Isn’t Heade...

AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute. We discuss token efficiency ...  Show more

The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential ...  Show more

Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, t ...  Show more

Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. 

Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. 

The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ...

Today on the show, we’re taking the long view, the very long view. Our guest is

Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structural Changes and Super Cycles in Markets. We talk with him about ...