Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

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. Then Jim Sullivan (Green Street Advisors) explains what it all means for the real estate sector. Plus, Mark Spiegel (Stanphyl Capital) discusses a key mistake he made early in his investing career and the valuable lesson he learned as a corporate insider. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2125)

The Fed's Mistake | Macro Mondays: July 6, 2026

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

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Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto...

1 Jul 52min

Is Everyone Wrong About the Dollar? | Macro Mondays

Is Everyone Wrong About the Dollar? | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Jun 35min

Bitcoin Is Stuck... What’s Next?

Bitcoin Is Stuck... What’s Next?

Kris Bullock and Bijan Maleki break down the latest action in crypto as bitcoin struggles to hold the low-$60Ks, bears stay in control, and traders look for what could finally spark the next move. The...

24 Jun 55min

Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026

Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026

Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the ...

22 Jun 28min

Is a Bigger Move Coming?! | Trading the Markets

Is a Bigger Move Coming?! | Trading the Markets

RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

17 Jun 1h 3min

Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays

Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly op...

15 Jun 29min

The SpaceX IPO Is Here. Time to Lift Off? | REKT Vision

The SpaceX IPO Is Here. Time to Lift Off? | REKT Vision

On the last ever episode of REKT Vision, Mando makes a return to speak with Bijan Maleki about the SpaceX IPO, the AI race, Bitcoin bounce, Strategy’s BTC controversy, Hyperliquid and, of course, the ...

12 Jun 57min

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