Trump's Impact on Europe & the Dollar | Macro...

Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer ...  عرض المزيد

This week on REKT Vision, Bijan Maleki welcomes back Rekt co-founder OSF to dissect the biggest narratives and themes currently driving cryptocurrencies, macro, and AI, including Bitcoin's collapse in price, ZCash's critical bug, Hyperliquid's sell-off, and much more. Let Monarch ...  عرض المزيد

In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dolla ...  عرض المزيد

This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ...  عرض المزيد

Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ...

On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing. Eric walks through the current market outlook as many investors battle with recessionary con ...  عرض المزيد