And These Small-Caps Shall Lead Us Out of This Bear Market

And These Small-Caps Shall Lead Us Out of This Bear Market

The major U.S. equity indexes were mixed as of midday Monday, as investors anticipate another interest rate move by the Federal Open Market Committee and digest earnings reports from some of the biggest companies in the world, with numbers expected to be held down by a strong dollar and soaring inflation. We’ll also get an advance estimate of second-quarter GDP from the Bureau of Economic Analysis, as debate heats up about what is and whether we are already in a recession. “Economic numbers are starting to weaken,” notes Jeff Meyers, “and we feel a recession is on the way.” Meyers, the CEO of Cobia Capital Management, joins Real Vision’s Maggie Lake to talk about the operating and market environment for small-caps and to identify the names that will lead the way out of this bear market. We also hear from Luke Gromen about how he’s adjusted his view of a “Fed pivot.” Watch the full interview with Lyn Alden and Luke Gromen here: https://rvtv.io/3cEWJW2. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2129)

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reacti...

3 Aug 32min

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving ...

22 Jul 1h 3min

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran a...

20 Jul 35min

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto...

15 Jul 55min

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what i...

13 Jul 36min

Is a Bigger Move Coming?! | Trading the Markets

Is a Bigger Move Coming?! | Trading the Markets

RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

8 Jul 1h 6min

The Fed's Mistake | Macro Mondays: July 6, 2026

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

6 Jul 36min

Is Everyone Wrong About the Dollar? | Macro Mondays

Is Everyone Wrong About the Dollar? | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Jun 35min

Populært innen Business og økonomi

stopp-verden
rss-penger-polser-og-politikk
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
pengepodden-2
rss-pa-konto
rss-borsmorgen-okonominyhetene
utbytte
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
liberal-halvtime
lederpodden
rss-markedspuls-2
finansredaksjonen
rss-skravla-gar
pengesnakk
rss-kron-podden
okonomiamatorene