Summertime Volatility - What's going on in Markets?
In the latest episode of Beckonomics, Victor and Hunter Beck cover the recent market volatility that resulted in millions of margin calls around the world. They recap what happened, what's changed, an...
21 Elo 20min
Investing for H2: War, Policy and the AI Trade
In the latest episode of Beckonomics, Victor and Hunter Beck recap the first half of 2026, and explore some enduring themes for the rest of the year. For more on this topic, see their Q3 Newsletter, p...
17 Elo 21min
The Largest IPOs in History are Here
In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent SpaceX IPO, along with the future IPOs of OpenAI and Anthropic. SpaceX was the largest IPO in history and has widespread...
15 Kesä 25min
Turmoil in Fixed Income - What's going on with yields?
In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of bond yields and the reasons behind their rapid increase. They break down the causes based on short, medium, an...
20 Touko 21min
Is Private Credit in Trouble?
In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of Private Credit. With recent turbulence in the sector, it is a timely conversation. After years of accumulating...
27 Huhti 31min
Ceasefire in Iran - The Investment Implications
In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent ceasefire in Iran, stock market reactions, and future investment implications. They cover the economic impacts of displa...
16 Huhti 23min
Are Markets Properly Pricing Iran Risk? - Investment Implications
In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scen...
4 Maalis 32min
2026 Outlook Final Episode - Sector Selection
In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors...
19 Helmi 44min
