Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation
Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of...
22 Des 20171h 10min
Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility
Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...
15 Des 20171h 10min
Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?
Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...
8 Des 20171h 10min
Adventures in Finance 44 - Mind Games: Harnessing Market Psychology
Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...
1 Des 20171h 7min
Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?
On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. ...
24 Nov 201755min
Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank
Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer o...
17 Nov 20171h 3min
Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon
Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bern...
10 Nov 20171h 6min
Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla
Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufac...
3 Nov 20171h 8min
