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)

The "Boringest Exciting Market" Ever? w/ Jared Dillian

The "Boringest Exciting Market" Ever? w/ Jared Dillian

Banking stress continues as markets look to end the week with little movement. “Banks crashing, crazy economic data, and the Fed is still hiking rates, but the markets are sleeping," Jared Dillian, Ed...

11 Mai 202335min

Is the U.S. Economy Starting to Roll Over?

Is the U.S. Economy Starting to Roll Over?

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he make...

10 Mai 202336min

Is the Worst Case Priced into Tech?

Is the Worst Case Priced into Tech?

Debt ceiling talks proceed as eager investors wait for tomorrow's inflation data. Jeremy Schwartz, global CIO of WisdomTree Asset Management, joins Maggie Lake to share his key takeaways from Warren B...

9 Mai 202336min

Will Inflation Give the Fed Room to Pause?

Will Inflation Give the Fed Room to Pause?

Markets traded sideways as investors digested economic data, a regional bank rebound, and Warren Buffet's comments. Mish Schneider, the chief strategist at MarketGauge, joins Maggie Lake to discuss wh...

8 Mai 202336min

 Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond

Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond

Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, and QE are reshaping our world. Don't miss this riv...

7 Mai 20231h 47min

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global ma...

6 Mai 202350min

What AI Means for Jobs Growth and Your Portfolio

What AI Means for Jobs Growth and Your Portfolio

Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whet...

5 Mai 202336min

Dominos Keep Falling in the Banking Sector

Dominos Keep Falling in the Banking Sector

Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. re...

4 Mai 202335min

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