Guess Who's Back (Ep. 119)

Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to exa ...  Show more

After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterioration, or replaying last year’s fea ...  Show more

Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy. In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the press ...  Show more

Today's Post - https://bahnsen.co/4eJ46qf

Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends

In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on va ...

Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist ...  Show more

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ...  Show more