Daily Briefing - June 17, 2020

Daily Briefing - June 17, 2020

Senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the latest in markets, macro, and coronavirus. Thornton argues that the need for intervention in repo markets starting back in the fall of 2019 indicated that the market wasn't healthy going into the coronavirus shutdown— and that if it was, the level of stimulus markets have received would’ve been unnecessary. Thornton also talks about how the market is currently too hot and what the risks are for speculators going forward. In the intro, Peter Cooper discusses how companies are issuing debt at extreme levels and how that bodes ill considering how coronavirus is still a major tail risk. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2141)

Bitcoin’s Next Move Comes Down to the Fed?  | Trading The Market: September 16, 2026

Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk asse...

16 Sep 1h

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is start...

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Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matte...

9 Sep 55min

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

2 Sep 1h

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Midd...

31 Aug 30min

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

26 Aug 58min

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s ...

24 Aug 33min

Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

19 Aug 50min

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