Ep. 116 - Growth Expectations & The Fed
In this week's podcast, we discuss recent developments in growth expectations and what they mean for Fed policy. We also discuss where we think the stock market and bond market will go in the near fut...
31 Touko 202430min
Ep. 115 - We Sold Some Stocks!
In this week's podcast we discuss our recent positioning and why we decided to sell stocks. We give a rare look to our excusive QuantDeck and how to interpret the current system outputs. We've got yo...
24 Touko 202432min
Ep. 114 - Is The Fed Behind The Curve?!
In this week's podcast, we discuss the latest CPI print and where we see stocks and bonds heading. We've got you covered with thrilling market statistics, exciting upcoming events, and key moments in...
17 Touko 202420min
Ep. 113 - Will The Global Economy Take America Down?
In this week's podcast, we discuss the current macro environment where inflation and growth stands, as well as volatility conditions going forward. We've got you covered with thrilling market statist...
10 Touko 202430min
Ep. 112 - No "Stag" Nor "Flation"
In this week's podcast, we discuss the latest FOMC and the implications on EFFR futures. We've got you covered with thrilling market statistics, exciting upcoming events, and key moments in the marke...
3 Touko 202429min
Ep. 111 - Is Growth Really Dying?
In this week's podcast, we discuss the recent GDP number and debunk claims that we are entering a stagflationary regime. We also give out outlook on equities in the short term. We've got you covered ...
26 Huhti 202425min
Ep. 110 - Is It So Over For Us?
In this week's podcast, we discuss the recent conflict in Iran/Israel and how it will affect oil and equities, as well as the recent EFFR futs pricing and what we see equities doing moving forward. W...
19 Huhti 202423min
Ep. 109 - The Latest Inflation Numbers Are BULLISH
In this week's podcast, we discuss CPI and what it means for stocks going forward. How growth plays a role in this equity rally, and when it will end. We've got you covered with thrilling market stat...
12 Huhti 202432min
