Global Macro: The Hidden Force Behind Market Movements ft. Cem Karsan

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of Volpes Investment Management and Dennis Davitt of Harvest Volatility Management weigh in. Plus, in the long/short segment, Grant and Alex trade Apple, mediocre Olympic athletes and Jennifer Lawrence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 20181h 6min

Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he sits down with Real Vision’s Ash Bennington to discuss his varied careers – and to explain why he is a big believer in the current president. Plus, in the “Things I Got Wrong” segment, Nick Colas of DataTrek Research discusses the importance of having confidence at market turning points. And in the long/short segment, Grant and Alex trade Rolls-Royce SUVs, terrifying robots and mass-media volatility coverage. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Feb 20181h 1min

Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield finally settle out? Jeffrey Snider of Alhambra Partners and Greg Weldon of “Weldon Live” join to discuss. Plus, in the long/short segment, Grant Williams, Alex Rosenberg and James Gibb trade volatility, Tesla and network TV. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Feb 20181h

The crypto craze has made dedicated investors and traders out of many people who’ve never before given much thought to finance. What’s driven those people into bitcoin and other tokens, where do they see prices going, and how are they reacting to the recent plunge? We talk to a wide swath of crypto investors around the world to find out.  Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade sleep, Jeremy Corbyn and home-made New Zealand islands. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Feb 20181h 9min

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, what does it all mean for the global growth and inflation outlook? Tian Yang of Variant Perception and Louis Gave of Gavekal weigh in. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ICOs, Liberian leadership and lifeguard buffness. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Jan 20181h 7min

A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is the risk of a significant policy misstep? Experts R.P. Eddy and Pippa Malmgren join to discuss. Plus, in the Long/Short segment, Grant and Alex trade felons, bitcoin and reality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Jan 20181h 7min

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 stock. Plus, Grant Williams and Alex Rosenberg trade Nike, Hedy Lamarr and Scottish spiders in this week’s Long/Short segment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Jan 20181h 15min

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. Visit podcastchoices.com/adchoices

29 Des 20171h 42min