Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns
Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger arb trades for this uncertain environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Touko 202349min
Is The Fed Back in Play?
Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached. Maggie Lake is joined by Dale Pinkert, trading coach at Tradegate Hub, to discuss the current state of the debt ceiling talks and their impact on bond volatility and the US dollar. Dale will share a few of his favorite trade ideas as we head into the long weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Touko 202344min
What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau
Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US Dollar. You can find more of Amelia’s work here: https://www.diamondstandard.co Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Touko 202335min
Can Nvidia Top Lofty Expectations? w/ Thomas Thornton
Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Touko 202337min
Time To Take Profits in Tech? w/ Greg Weldon
Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s work here: https://t.co/z73MeGwuwA and you can follow him on Youtube: https://www.youtube.com/@GregoryWeldon Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Touko 202332min
The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar
Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Touko 202335min
Steno's Signals: Liquidity Will Soon Be Drier than a Martini
Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Touko 202334min
Unpacking Modern Monetary Theory w/ Warren Mosler
Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramifications of current Fed policy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Touko 20231h 11min
