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)

What Are Global Money Flows Telling Us?

What Are Global Money Flows Telling Us?

Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, di...

27 Feb 202337min

Mark Ritchie on the Theology Behind His Trading

Mark Ritchie on the Theology Behind His Trading

The legendary investor Mark Ritchie walks us through his life, from his early years growing up in Afghanistan to the Chicago Board of Trade to meeting his future wife, and how it all ties into his tra...

26 Feb 202340min

Why Energy Is Underperforming

Why Energy Is Underperforming

The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’s going on with everyone’s favorite sector of 2022?...

25 Feb 202325min

Are people evacuating soft landing island?

Are people evacuating soft landing island?

U.S. stocks tumbled and treasury yields jumped after data showed the Federal Reserve’s favored measure of inflation- the core PCE price index- rose more than expected last month. Jim Bianco, President...

25 Feb 202334min

Is There Pain Ahead for Risk Assets?

Is There Pain Ahead for Risk Assets?

U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader de...

23 Feb 202337min

Can Anyone Out-Hawk the Fed?

Can Anyone Out-Hawk the Fed?

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on b...

22 Feb 202343min

Are Markets in for a Rough Ride?

Are Markets in for a Rough Ride?

U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, e...

21 Feb 202336min

​ Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics

​ Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics

In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time. In his Master Class, Mark Hart mentions Tim Ferriss as a friend and lifestyle de...

19 Feb 20231h 1min

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