Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup

Hawkish Fed, Credit Stress & A K-Shaped Ameri...

‏التالي

Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies

In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overheating. We also explore his outlook on bonds, equities, commodities, and the pol ...  عرض المزيد

Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman

In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy! — Follow ...  عرض المزيد

‏حلقات موصى بها

Market’s Musical Chairs & A Conversation with Jonathan Litt
RiskReversal Pod

Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ...  عرض المزيد

Financial markets cautiously optimistic after Trump-Zelenskyy meeting
Moving Markets: Daily News

President Zelenskyy’s second meeting at the White House delivered more smiles than his first but resulted in expectations rather than deals. President Trump has announced that he will now set up a face-to-face meeting for Ukraine and Russia’s leaders, and President Zelenskyy has ...  عرض المزيد

US Spending Drops on Cold Weather; Inflation Gauge Offers Relief
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey discuss US consumers unexpectedly reducing spending on goods like cars in January due to extre ...  عرض المزيد

The next big thing in investing is already here
Stocks in Translation

Exposure to new markets and technologies is a longstanding strategy to boost your portfolio's profitability.On today's Stocks In Translation, hosts Jared Blikre and Brooke DiPalma speak with CFA Institute president and CEO Margaret Franklin to explore the rapidly changing landsca ...  عرض المزيد