Are We Headed for Recession or Not?

Are We Headed for Recession or Not?

We are experiencing technical issues - please head over to our YouTube to watch the livestream. The recording will be up on the website soon after we go off air. The Institute for Supply Management reported that May factory activity exceeded consensus expectations, another sign of resilience for the U.S. economy. “Today’s ISM Manufacturing data represents a decent middle finger to us growth cycle bears - although the market doesn’t seem to care,” said Darius Dale. Still, the founder and CEO of 42 Macro believes the global downturn is not adequately priced into equity markets. Darius joins Andreas Steno Larsen to unpack the May ISM data, the economy, and recent price action. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3m7TtE1. Watch the full interview with Charlie Morris and Michael Nicoletos here: https://rvtv.io/3PUGvHu. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2081)

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the ...

12 Jan 20181h 15min

Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

29 Des 20171h 42min

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of...

22 Des 20171h 10min

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

15 Des 20171h 10min

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Des 20171h 10min

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...

1 Des 20171h 7min

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. ...

24 Nov 201755min

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer o...

17 Nov 20171h 3min

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