Can Anyone Out-Hawk the Fed?
After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on b...
22 Helmi 202343min
Are Markets in for a Rough Ride?
U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, e...
21 Helmi 202336min
Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics
In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time. In his Master Class, Mark Hart mentions Tim Ferriss as a friend and lifestyle de...
19 Helmi 20231h 1min
Why a Post-Lockdown China Is Raising Red Flags for India
Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side ...
18 Helmi 202323min
How Aggressive Does the Fed Need to Get?
U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins M...
17 Helmi 202337min
The Battle Against Inflation is Far From Over
U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lake is joined by Peter Boockvar, the CIO of Bleakly ...
16 Helmi 202336min
Is the Options Market Calling Off Recession?
U.S. retail sales numbers came in much stronger than expected after yesterday’s still-sticky inflation print. The stock market remains range-bound as investors consider the next directional catalyst. ...
15 Helmi 202336min
Are Markets Too Complacent About Inflation?
U.S. inflation rose 6.4% YoY last month, down from 6.5% in December but above expectations while monthly inflation rose 0.5% — the biggest increase in 3 months. Stocks largely shrugged in response, as...
14 Helmi 202336min
