EP7: Decoding the Downturn

EP7: Decoding the Downturn

In this episode, hosts Victor and Hunter Beck discuss the April stock market pullback through the lens of:

  • Technical Excesses
  • Sentiment and Positioning
  • Geopolitical Events
  • Fed Policy

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

Episoder(82)

The Largest IPOs in History are Here

The Largest IPOs in History are Here

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent SpaceX IPO, along with the future IPOs of OpenAI and Anthropic. SpaceX was the largest IPO in history and has widespread...

15 Jun 25min

Turmoil in Fixed Income - What's going on with yields?

Turmoil in Fixed Income - What's going on with yields?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of bond yields and the reasons behind their rapid increase. They break down the causes based on short, medium, an...

20 Mai 21min

Is Private Credit in Trouble?

Is Private Credit in Trouble?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of Private Credit. With recent turbulence in the sector, it is a timely conversation. After years of accumulating...

27 Apr 31min

Ceasefire in Iran - The Investment Implications

Ceasefire in Iran - The Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent ceasefire in Iran, stock market reactions, and future investment implications. They cover the economic impacts of displa...

16 Apr 23min

Are Markets Properly Pricing Iran Risk? - Investment Implications

Are Markets Properly Pricing Iran Risk? - Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scen...

4 Mar 32min

2026 Outlook Final Episode - Sector Selection

2026 Outlook Final Episode - Sector Selection

In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors...

19 Feb 44min

2026 Outlook | Episode 2: Macro Drivers

2026 Outlook | Episode 2: Macro Drivers

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook and the major macro themes to keep an eye on. This is episode two of a three-part series, covering year-ahead ex...

19 Feb 28min

2026 Outlook: The Year Ahead

2026 Outlook: The Year Ahead

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook for AI and strategic industrials & materials. This is episode one of a three part series, covering year-ahead ex...

19 Feb 34min

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