Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2057)

Are We Seeing the Fed’s Lag Effects?

Are We Seeing the Fed’s Lag Effects?

Markets held modest gains late Wednesday, as minutes from the most recent meeting of the Federal Open Market Committee suggest monetary tightening will continue, though at a less intense pace, and the...

24 Nov 202237min

How Long Can This Rally Last?

How Long Can This Rally Last?

All three major U.S. equity indexes were up about 1% heading into Tuesday’s close, rallying on light volume as investors look forward to a long holiday weekend with hope the Federal Reserve will soon ...

22 Nov 202236min

It’s the Return of the Safety Trade

It’s the Return of the Safety Trade

It’s a Thanksgiving-abbreviated trading week in the U.S., but there’s no lack of compelling evidence to sift this Monday. Stocks were mixed two hours ahead of the close, but long-duration Treasury yie...

21 Nov 202234min

The Next Big Trade - Is China Still Open for Business?

The Next Big Trade - Is China Still Open for Business?

Dr. Komal Sri-Kumar founded macroeconomic consulting firm Sri-Kumar Global Strategies to advise multinational firms and sovereign wealth funds on risk and opportunity around the world. Sri joins Harry...

20 Nov 202255min

My Life in 4 Trades - Lifelong Learning Is Todd Edgar’s Key to Success

My Life in 4 Trades - Lifelong Learning Is Todd Edgar’s Key to Success

Todd Edgar was once one of Wall Street’s star proprietary traders. Before he started Atreaus Family in 2019, he worked for some of the biggest houses in investment banking. In this episode of My Life ...

19 Nov 202250min

Be Careful What You Wish For

Be Careful What You Wish For

U.S. equity indexes were mixed heading into the final two hours of the trading week, a fitting close as investors continue to struggle with data that suggest inflation has peaked and a Federal Reserve...

18 Nov 202234min

How Do We Navigate This Market?

How Do We Navigate This Market?

The yield on the 10-year U.S. Treasury note spiked and equity indexes sagged Thursday, as St. Louis Federal Reserve President James Bullard said the Federal Reserve still has a lot of work to do befor...

17 Nov 202234min

Has the Buck Topped Here?

Has the Buck Topped Here?

U.S. retail sales were up more than expected in October, posting the biggest month-over-month gain since February, but equity indexes struggled after Target posted disappointing third-quarter results ...

16 Nov 202233min

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