What's Driving Global Markets? Live AMA with Raoul Pal
Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision. Raoul will be updating us on his big-picture outlook, his thoughts on AI, and what's happening behind the scenes at Real Vision. Plus, he'll be answering your questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Touko 202331min
Are Bulls and Bears Both in for a Beating? w/ Darius Dale
Darius Dale, founder, and CEO of 42 Macro, joins Maggie Lake to discuss the implications of the looming debt ceiling, where the economy is headed next, and why he thinks both bulls and bears are about to be battered over the next few quarters. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Touko 202337min
Can You Trust the Recession Signals? w/ Tavi Costa
Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will impact growth, and why certain commodities are setup for a long-term cycle of demand. You can find more of Tavi’s work here: https://www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Touko 202337min
Is Oil Forming a Bottom? w/ Tony Greer
Stocks start the week muted as commodities tick up on the back of a weaker dollar. Maggie Lake is joined by Tony Greer, editor of The Morning Navigator and founder of TG Macro, to discuss the recent action in energy markets, and precious metals, and how the debt ceiling stress and inflationary pressures are impacting the U.S. dollar. You can find more of Tony’s work here: https://tgmacro.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Touko 202334min
How to Profit as the Dollar Fades w/ Larry McDonald
Larry McDonald shares his best plays for the next market cycle. Larry McDonald, founder of The Bear Traps Report, joins Samuel Burke to share why a weakening dollar and looming U.S. credit crunch has him leaning on energy and emerging markets. Plus, one sector he's targeting for a short opportunity. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Touko 202337min
Flipping The Bird: Elon vs. Twitter
#ad As one of the richest men on Earth and a self-described business maverick, Elon epitomizes the Silicon Valley ethos of “move fast and break things.” And once Elon became Twitter’s new CEO, you were either with him or against him. Those still employed at Twitter soon saw the company and its culture morph into something they didn’t recognize. He laid off 75% of the Twitter workforce, reinstated exceedingly problematic and dangerous users, and even encouraged his staff to sleep in the office. Ex-employees, Elon’s critics, and fellow CEOs were quick to denounce him as an in-over-his-head, rich guy. But Twitter’s doors are still open today. Is Elon all talk or are his unruly methods actually the work of a genius? However you feel about his approach, Elon’s influence is not only ushering in a new era of Twitter but shaping the future of free speech on the internet as we know it. Follow Flipping The Bird wherever you get your podcasts. Hey Prime Members, you can listen to episodes ad-free on Amazon Music. Download the Amazon Music app today. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Touko 20236min
Does the Fed's Framework Still Work? w/ Dennis Lockhart
Stocks ended the week down on renewed concerns about the economy. Has the Fed reached its breaking point? Dennis Lockhart, former president and CEO of the Federal Reserve of Atlanta joins Maggie Lake to discuss the current state of the economy, inflation, the looming debt ceiling, and whether the Fed’s current framework is still effective. In the second half, we dive into the developing credit crisis and how it changes the Fed’s positioning. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Touko 202333min
The "Boringest Exciting Market" Ever? w/ Jared Dillian
Banking stress continues as markets look to end the week with little movement. “Banks crashing, crazy economic data, and the Fed is still hiking rates, but the markets are sleeping," Jared Dillian, Editor of the Daily Dirtnap, wrote in his latest newsletter. He joins Ash Bennington to break down what he calls the "boringest exciting market ever." You can find Jared’s work here: https://www.dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Touko 202335min
