StoneX' Vincent Deluard: The S&P Is Hiding a ...

Up next

Citi's Dirk Willer on Why You Buy the Bubble | #654

My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the ... Show more

. 48min 55sec

Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653

My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He sh ... Show more

. 45min 52sec

Recommended Episodes

The Blue Flame Thinkers of The Prof G Pod

The Prof G Pod with Scott Galloway

Today, we’re recapping some of the best insights from the Prof G Pod’s Conversations in 2022. Episodes in order of appearance: Super Fast Delivery – with Ralf Wenzel (CEO of JOKR). The Making of Silicon Valley – with Margaret O’Mara (Professor at Washington University). The ... Show more

. 40min 29sec

Blast from the Past, Vol. 10

Rule Breaker Investing

David kicks off 2025 by revisiting five timeless lessons drawn from classic episodes spanning nearly a decade of weekly podcasts—now approaching 500 consecutive weeks of fresh content. Reaching back to 2016 and beyond, he rediscovers core investing principles: the surprising adva ... Show more

. 40min 42sec

F45 Training Goes Public (Podcast)

The Tape

Adam Gilchrist, Co-Founder and CEO of F45 Training, discusses the company's listing day and the future of fitness. Carl Riccadonna, Chief Industry Economist for Bloomberg Intelligence, discusses the Fed. Hugh Johnson, Chairman and Head of Investment Strategy at Hugh Johnson Advis ... Show more

. 27min 49sec