Bruce Darringer, Founder BSD Strategic Adviso...

On this episode of the Alpha Exchange, I’m joined by Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, for a discussion on the forces shaping the equity market and the framework she uses to assess where the S&P 500 should trade. A central theme of our conversat ...  Show more

Private equity has become an increasingly important part of institutional portfolios. Investors are attracted to its long-term return potential, the ability to influence portfolio companies and, perhaps less explicitly, the relatively smooth performance that comes from periodic r ...  Show more

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ...  Show more

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more

It may be a good year for the volatility market as pro-business government policies and elevated equity exposure that drive market overshoots could see high reactivity on the downside. In this edition of the All Options Considered podcast, BI’s Chief Global Derivatives Strategist ...  Show more