Is Everyone Wrong About U.S. Rates? With Harry Melandri
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer." You can find more of MI2 Partners' work here: https://mi2partners.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Aug 202337min
Are Risk Assets at Risk? With Michael Kao
Maggie Lake is joined by Michael Kao, CEO of Akanthos Capital Management, to explore how much longer the rally in U.S. equities can last, the potential economic impacts of "higher rates for longer,” and look into the ripple effects of the U.S. dollar's wrecking ball. You can find more of Michael's work here: https://t.co/LWqgZ0p4pt Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Jul 202344min
Steno's Signals: The Recession That Never Was
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a slowdown. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Jul 202328min
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, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 thesis: "The Great Lag.” You can find more of Ben's work here: https://fundrise.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 and where he sees opportunity. You can find more of Cem's work here: https://t.co/HwLmOP6aIA Learn more about your ad choices. Visit podcastchoices.com/adchoices
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, and look at what it means for the macro landscape going forward. Plus they'll be taking questions from Real Vision members.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at Steno Research: https://www.realvision.com/steno If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
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 sector. You can find more of Tony's work here: https://t.co/yMmmxohxUJ If you want to level up or lock in your membership, right this way: https://www.realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Jul 202335min
