Radar Podcast

In this week's podcast, we discuss recent developments in growth expectations and what they mean for Fed policy. We also discuss where we think the stock market and bond market will go in the near fut...

31 Mai 202430min

In this week's podcast we discuss our recent positioning and why we decided to sell stocks. We give a rare look to our excusive QuantDeck and how to interpret the current system outputs. We've got yo...

24 Mai 202432min

In this week's podcast, we discuss the latest CPI print and where we see stocks and bonds heading. We've got you covered with thrilling market statistics, exciting upcoming events, and key moments in...

17 Mai 202420min

In this week's podcast, we discuss the current macro environment where inflation and growth stands, as well as volatility conditions going forward. We've got you covered with thrilling market statist...

10 Mai 202430min

In this week's podcast, we discuss the latest FOMC and the implications on EFFR futures. We've got you covered with thrilling market statistics, exciting upcoming events, and key moments in the marke...

3 Mai 202429min

In this week's podcast, we discuss the recent GDP number and debunk claims that we are entering a stagflationary regime. We also give out outlook on equities in the short term. We've got you covered ...

26 Apr 202425min

In this week's podcast, we discuss the recent conflict in Iran/Israel and how it will affect oil and equities, as well as the recent EFFR futs pricing and what we see equities doing moving forward. W...

19 Apr 202423min

In this week's podcast, we discuss CPI and what it means for stocks going forward. How growth plays a role in this equity rally, and when it will end. We've got you covered with thrilling market stat...

12 Apr 202432min