Radar Podcast

Can the Fed manage the impossible? We cover that in-depth along with the implications of their decision path at the upcoming FOMC meeting. We explain how all of this connects back to the Compound Land...

11 Joulu 202340min

We discuss what the recent move in equities mean for The Compound Landing, as well as the developments seen in the bond market and EFFR futures beginning to price in rate cuts. We've got you covered ...

3 Joulu 202326min

In this special Thanksgiving podcast episode, we delve into the world of Rivian and Tesla, sharing our insights on why Rivian stock has caught our attention. We're still in the exploration phase, and ...

26 Marras 202343min

We discuss the recent developments in the reverse repo market and what this means for market liquidity and the Feds QT. We've got you covered with thrilling market statistics, exciting upcoming event...

19 Marras 202333min

This week we discuss the continuation in the changes that occurred in bonds/equities/commodities as well as the bond auction that occurred this week. We've got you covered with thrilling market stati...

12 Marras 202314min

This week we discuss the massive changes that occurred in bonds/equities/commodities this week which has many thinking the soft landing is here to stay. We've got you covered with thrilling market st...

5 Marras 202326min

This week we discuss the like end of the bear market rally and where we expect equities to move from here, as well as an update on the yield curve reversion situation. We've got you covered with thri...

29 Loka 202319min

This week we discuss the dip buyers of bonds and what they are doing wrong, how we will trade gold and bonds, and when the gold/bond trade will come. We've got you covered with thrilling market stati...

22 Loka 202325min