What the Hell Just Happened?
The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. It...
10 Mar 202333min
Should We Still Ride The Inflation Winners?
All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio manager at Horizon Kinetics, to discuss whether inve...
9 Mar 202340min
Is There a Canary in the Coal Mine?
Job openings declined in January, as Fed Chair Jerome Powell prepares the market for more rate hikes. But what are we missing? Maggie Lake is joined by Doomberg, editor of the self-titled Substack new...
8 Mar 202342min
Did Powell Let The Bond Bears Out?
In his Senate testimony this morning, Fed Chair Powell came out swinging saying that “the ultimate level of interest rates is likely to be higher than previously predicted.” U.S. equities tumbled in r...
7 Mar 202338min
Is This the Calm Before the Storm?
With more rate hikes looming, the market is trying to find its footing. But is it safest for investors to just hold cash? Maggie Lake is joined by Real Vision’s Mike Coolbaugh, founder and CIO at Stro...
6 Mar 202337min
Why It's a Good Time to Buy if You're Thinking Long-Term
Ross Gerber has made headlines recently for calling out Elon Musk’s management of Tesla and for seeking a seat on the board. But in this episode of 3 Ideas, find out why he still thinks Musk is the vi...
5 Mar 202341min
Is Inflation Actually Slowing in the U.S. Now?
The U.S. Consumer Price Index report for January showed that inflation cooled off only slightly — less than most economists’ expectations. Andreas Steno Larsen dives deeper into the numbers to find ou...
4 Mar 202327min
How High Will Rates Fly?
Federal Reserve officials this week warned of more upcoming interest rate hikes in light of recent U.S. economic data. Maggie Lake is joined by Dominique Dwor-Frecaut, senior macro strategist at Macro...
3 Mar 202332min
