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)

Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns

Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns

Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger ...

27 Mai 202349min

Is The Fed Back in Play?

Is The Fed Back in Play?

Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached. Maggie Lake is joined by Dale Pinkert, trading coach at...

27 Mai 202344min

What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau

What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau

Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the US...

25 Mai 202335min

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also sh...

24 Mai 202337min

Time To Take Profits in Tech? w/ Greg Weldon

Time To Take Profits in Tech? w/ Greg Weldon

Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to give us his take on the debt ceiling, the US Dollar, impacts on bonds, and how he’s thinking about commodities. You can find more of Greg’s w...

23 Mai 202332min

The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar

The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar

Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight i...

22 Mai 202335min

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

Steno's Signals: Liquidity Will Soon Be Drier than a Martini

Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signa...

21 Mai 202334min

Unpacking Modern Monetary Theory w/ Warren Mosler

Unpacking Modern Monetary Theory w/ Warren Mosler

Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramif...

20 Mai 20231h 11min

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