Are Bonds in the Driver's Seat? with Jared Dillian
Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Elo 202336min
Is the Fed Still Fighting? With Dr. Sri-Kumar
Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the central bank’s quest for 2% inflation will land the U.S. economy. You can find more of Sri's work here: https://srikonomics.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Elo 202336min
Is the U.S. Economy Too Hot to Handle? With Jim Bianco
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil prices could send inflation, and what the bond market is telling investors.You can find more of Jim's work here: biancoresearch.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Elo 202337min
Is Everyone Wrong About U.S. Rates? With Harry Melandri
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer." You can find more of MI2 Partners' work here: https://mi2partners.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Elo 202337min
Are Risk Assets at Risk? With Michael Kao
Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” and look into the ripple effects of the U.S. dollar's wrecking ball. You can find more of Michael's work here: https://t.co/LWqgZ0p4pt Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Heinä 202344min
Steno's Signals: The Recession That Never Was
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a slowdown. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Heinä 202328min
Is the Business Cycle Rebounding? with Christophe Ollari
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next. Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Heinä 202358min
Are Investors Being Too Complacent? with Ben Miller
Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's thesis: "The Great Lag.” You can find more of Ben's work here: https://fundrise.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Heinä 202339min
