Leaning Into Your Expertise w/ Ben Harburg
Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the le...
23 Heinä 202347min
Mitigating Risk in This High Valuation Environment w/ Tavi Costa
With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision...
22 Heinä 202354min
Is the Soft Landing a Pipe Dream?
Markets look to end this week on a positive note ahead of next week's Fed meeting. Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the price action we saw th...
21 Heinä 202334min
How to Trade a Hated Rally
Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentimen...
20 Heinä 202333min
Drinks with Raoul Pal -- Ask Me Anything
Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Pl...
19 Heinä 202329min
Time for the Market to Turn? w/ Thomas Thornton
Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is un...
18 Heinä 202335min
Will Earnings Cool This Rally? With Dale Pinkert
Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to share his perspective on "the good, the bad, and the ugly" stocks that are driving this equity rally,. Plus, they'll d...
17 Heinä 202332min
AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal
Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the ...
16 Heinä 20231h 14min
