Friday 4th of July Show - Best of Caller Questions

Friday 4th of July Show - Best of Caller Ques...

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Emerging Market Exodus: When Global Tensions Trigger Capital Flight

India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential ...  عرض المزيد

Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renew ...  عرض المزيد

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Kathy Stokes: Why Investment Fraud Is Growing by Leaps and Bounds
The Long View

Our guest on the podcast today is Kathy Stokes. Kathy is director of Fraud Prevention Programs with AARP, where she leads AARP’s efforts to educate older adults on the risks that fraud represents to their financial security. Kathy currently serves on the advisory council to th ...

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Strategies and Systems Want Your Money
Money For the Rest of Us

We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions.

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Why The Macro Is Still Bullish Liquidity | Weekly Roundup
Forward Guidance

This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.c ...  عرض المزيد

SI129: Correlation & Volatility…and is holding bonds “Stupid”? ft. Mark Rzepczynski
Top Traders Unplugged

We’re joined today by Mark Rzepczynski to discuss the return of the GameStop short-squeeze, Trend Following in a high interest-rate environment, the future of AI & machine learning in trading models, the case for including short positions in a portfolio, how to spot a commodity ‘ ...  عرض المزيد