SI398: Navigating a VUCA World ft. Mark Rzepczynski

SI398: Navigating a VUCA World ft. Mark Rzepc...

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GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro questions shaping markets right now. David explains why central banks struggle to respond to supply shocks, why inflation expec ...  Show more

SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne

Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary pressure of geopolitical stress. From distorted economic data and shifting rate expectations to energy shocks, fiscal pressure, and ...  Show more

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