Is it Time for European Banks to Shine? w/ Seamus Murphy
With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI...
15 Heinä 20231h 8min
Is It Time to Go Risk-On? with Darius Dale
Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that wil...
14 Heinä 202334min
Bulls on Parade? with Mark Ritchie II
Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and wh...
13 Heinä 202335min
Is Inflation Really Cooling? w/ Mish Schneider
Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second h...
12 Heinä 202331min
Will CPI Rock the Boat? With Tony Greer
Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Ash Bennington to discuss the state of markets on the eve of tomorrow's CPI print. Plus, he'll share his views on the recent ...
11 Heinä 202331min
The Options Market Has a Message With Imran Lakha
Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss how options traders are positioning ahead of the next market event. Plus, he'll share why everyone hates UK assets and the dyna...
10 Heinä 202334min
Steno's Signals: What to Make of the Real Estate Rebound
This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision....
9 Heinä 202330min
The 'Urban Doom Loop' for Commercial Real Estate w/ Stijn Van Nieuwerburgh
This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision....
8 Heinä 20231h 8min
