The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2075)

Is it Time for European Banks to Shine? w/ Seamus Murphy

Is it Time for European Banks to Shine? w/ Seamus Murphy

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI...

15 Jul 20231h 8min

Is It Time to Go Risk-On? with Darius Dale

Is It Time to Go Risk-On? with Darius Dale

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that wil...

14 Jul 202334min

Bulls on Parade? with Mark Ritchie II

Bulls on Parade? with Mark Ritchie II

Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and wh...

13 Jul 202335min

Is Inflation Really Cooling? w/ Mish Schneider

Is Inflation Really Cooling? w/ Mish Schneider

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second h...

12 Jul 202331min

Will CPI Rock the Boat? With Tony Greer

Will CPI Rock the Boat? With Tony Greer

Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Ash Bennington to discuss the state of markets on the eve of tomorrow's CPI print. Plus, he'll share his views on the recent ...

11 Jul 202331min

The Options Market Has a Message With Imran Lakha

The Options Market Has a Message With Imran Lakha

Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss how options traders are positioning ahead of the next market event. Plus, he'll share why everyone hates UK assets and the dyna...

10 Jul 202334min

Steno's Signals: What to Make of the Real Estate Rebound

Steno's Signals: What to Make of the Real Estate Rebound

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision....

9 Jul 202330min

The 'Urban Doom Loop' for Commercial Real Estate w/ Stijn Van Nieuwerburgh

The 'Urban Doom Loop' for Commercial Real Estate w/ Stijn Van Nieuwerburgh

This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision....

8 Jul 20231h 8min

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