Hey Investors: Stocks Fall When The Fed Starts Cutting Rates, Says History | Danielle Park
When today's guest appeared for the first time on this channel a few months ago, a start was born. Those who hadn't yet heard of Danielle Park were impressed by both her command of the macro data and...
16 Mai 20241h 26min
Big Money Buying Up Our Homes Is "Never Going To Stop" | Ken McElroy
Many of the recent housing analysts I've talked with, like in last week's excellent interview with mortgage expert Melody Wright, see tougher times ahead for the real estate market. So for further con...
15 Mai 20241h 5min
Stephanie Pomboy: The "Spent Up & Lent Up" Consumer Is Tapped Out
It feels like a tale of two economies right now. If you ask an economist, chances are you'll hear that the US is doing great, growing faster than its G7 peers, with low unemployment and a stock market...
12 Mai 20241h 32min
Stocks May Cool Off For A Bit After Best Week Of 2024 | Lance Roberts & Adam Taggart
The Dow just had its best week of 2024. And the S&P remains on a tear higher from its mid-April lows. As a result, looking at short-term conditions, stocks have quickly returned to overbought conditio...
11 Mai 20241h 41min
The Big Short 2.0: Are $Trillions Of New Loans About To Be Pumped Into The Housing Market? | Melody Wright
A few days ago, an article appeared in the Financial Times revealing that "Last month, the government-sponsored mortgage finance agency Freddie Mac filed a proposal with its regulator, the Federal Hou...
9 Mai 202459min
David Rosenberg: Is A Jobs Shock About To Hit?
Today's guest expert just released a warning that the official jobs data reported by the government are "overstated by historical proportions" And when the downward revisions get released, it will sho...
7 Mai 20241h 14min
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Stubbornly sticky inflation looks to be turning the Federal Reserve's campaign of Higher For Longer interest rates into "Higher For Even Longer" Today's guest warns that "Markets are unprepared for pr...
6 Mai 20241h 10min
Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank
Since today's guest was last on this program back in December, the world has continued to fracture geopolitically. Where is that trend taking us? And what will the impact be on global prosperity? The...
5 Mai 20241h 40min
