BCG’s Philipp Carlsson-Szlezak on Global Macr...

In the latest podcast episode, I discuss five Cambria funds that each apply the same shareholder yield discipline, emphasizing companies that return cash to shareholders through dividends and buybacks. I share my perspective on why focusing on dividends alone misses most of the s ...  عرض المزيد

In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America sits at record valuations. To close, Dave explains why underva ...  عرض المزيد

What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ...  عرض المزيد

Ian Bremmer, a political scientist and the president and founder of Eurasia Group, the world's leading political risk research and consulting firm, joins Scott to discuss the state of our global economy. We hear about his key takeaways from Davos, the war in Ukraine, and which ec ...  عرض المزيد

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. 

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about ...  عرض المزيد