How the Jobs Report Affects Rate Expectations With Noelle Acheson
Noelle Acheson, editor of the Crypto is Now Macro newsletter, joins Ash Bennington to discuss the wide range of jobs data this week, how employment could influence the Fed's outlook for the rest of th...
1 Syys 202336min
Where Are We in the Cycle? With Warren Pies
Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his ...
31 Elo 202336min
Is the Stock Market Severely Mispriced? With Jesse Felder
Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and...
30 Elo 202333min
Is Bad News Good News? With Tony Greer
Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at t...
29 Elo 202335min
Is China in Crisis?
Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the po...
29 Elo 202332min
Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA
Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this ...
27 Elo 20231h 18min
AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin
Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial int...
26 Elo 202339min
Are More Rate Hikes Coming? with Jared Dillian
The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen i...
25 Elo 202334min
