What AI Means for Jobs Growth and Your Portfolio

What AI Means for Jobs Growth and Your Portfolio

Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whether resilient labor will put more pressure on failing banks, what ripple effects he expects the Fed to cause, and why AI and tech will drive the next cycle of growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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U.S. Rescues The Yen | Macro Mondays: August 3, 2026

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reacti...

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Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving ...

22 Heinä 1h 3min

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran a...

20 Heinä 35min

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto...

15 Heinä 55min

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what i...

13 Heinä 36min

Is a Bigger Move Coming?! | Trading the Markets

Is a Bigger Move Coming?! | Trading the Markets

RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

8 Heinä 1h 6min

The Fed's Mistake | Macro Mondays: July 6, 2026

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

6 Heinä 36min

Is Everyone Wrong About the Dollar? | Macro Mondays

Is Everyone Wrong About the Dollar? | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Kesä 35min

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