Is the Business Cycle Rebounding? with Christophe Ollari
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Chri...
29 Jul 202358min
Are Investors Being Too Complacent? with Ben Miller
Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's ...
28 Jul 202339min
The Risk of Being Bearish on Stocks with Cem Karsan
Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern ...
27 Jul 202341min
Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, an...
26 Jul 202332min
Can Tech Take Stocks Higher? with Tony Greer
Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy secto...
25 Jul 202335min
Where in the World to Put Your Dry Powder (with Sam Burns)
Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out ...
24 Jul 202334min
Leaning Into Your Expertise w/ Ben Harburg
Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the le...
23 Jul 202347min
Mitigating Risk in This High Valuation Environment w/ Tavi Costa
With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision...
22 Jul 202354min
