Surfing the AI Tsunami w/ Peter H. Diamandis & Salim Ismail
Welcome to the first episode of the Festival of Learning: AI Edition, with Peter Diamandis, founder and executive chairman of XPRIZE Foundation, and Salim Ismail, Exponential Organizations author. From the five stages of grief Fortune 500 companies are going through to why we have to unlearn “50 years of Harvard MBA thinking,” Peter and Salim present an exciting yet terrifying vision of what’s in store for corporate America. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Kesä 20231h 5min
Steno's Signals: Could Falling Inflation Lead to Layoffs?
The tightness in the labor market has, in part, been due to the inflation-adjusted price of labor in the last couple of years. With U.S. inflation decelerating, Andreas analyzes if there is now a risk of rising unemployment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Kesä 202331min
Something, Somewhere, Is Going to Break w/ Jeffrey Snider
Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Kesä 20231h 2min
The U.S. Consumer Won't Quit
The U.S. economy continues to show its resilience as more economic data rolls in. Darius Dale, founder of 42 Macro, joins Maggie Lake to examine this week's most important economic data, explore what's propping up the U.S. consumer, and analyze the dynamics of stubborn inflation. Is all of this pointing us towards another Fed rate hike in July? Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Kesä 202337min
Did the Fed's Message Fall Short?
Stocks rally and rates drop as investors wonder what the Fed can do from here. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the implications of yesterday's Federal Reserve interest rate pause, the resiliency of the U.S. economy, whether we're seeing softening in the labor market, and where investors can find opportunities in these tricky markets. You can find more of Jeremy's work here: https://www.wisdomtree.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Kesä 202337min
What's Driving Fed Policy? w/ Jim Bianco
Jim Bianco, president of Bianco Research, joins Maggie Lake to break down the market's response to the Fed pausing rate hikes, decipher bearish sentiment in the bond market, and discuss the role of yesterday's CPI print. In the second half of today's show, Jim Bianco will explain to us the key drivers behind the current Fed policy — and what it means for investors. You can find more of Jim's work here: https://www.biancoresearch.com/visitor-home/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Kesä 202337min
Is Powell Ready to Pause? w/ Mish Schneider
Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market's response to today's inflation data, the AI-powered tech rally, whether we're seeing signs of exhaustion in equities ahead of tomorrow's Federal Reserve interest rate decision. You can find more of Mish's work here: https://www.youtube.com/@marketgauge Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Kesä 202336min
Will Inflation Derail This Stock Rally? with Dale Pinkert
Maggie Lake is joined by Dale Pinkert, trading coach at TradeGateHub, to discuss whether the ongoing bull run in stocks can sustain momentum. Is it time for investors to secure profits ahead of tomorrow’s May CPI report and the Fed's interest rate decision? You can find more of Dale's work here: https://www.youtube.com/@TradeGateHub Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Kesä 202336min
