The "Boringest Exciting Market" Ever? w/ Jared Dillian
Banking stress continues as markets look to end the week with little movement. “Banks crashing, crazy economic data, and the Fed is still hiking rates, but the markets are sleeping," Jared Dillian, Ed...
11 Maj 202335min
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he make...
10 Maj 202336min
Is the Worst Case Priced into Tech?
Debt ceiling talks proceed as eager investors wait for tomorrow's inflation data. Jeremy Schwartz, global CIO of WisdomTree Asset Management, joins Maggie Lake to share his key takeaways from Warren B...
9 Maj 202336min
Will Inflation Give the Fed Room to Pause?
Markets traded sideways as investors digested economic data, a regional bank rebound, and Warren Buffet's comments. Mish Schneider, the chief strategist at MarketGauge, joins Maggie Lake to discuss wh...
8 Maj 202336min
Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond
Tune into The Breakdown with Nathaniel Whittemore as we discuss with Raoul Pal the Exponential Age and the Everything Code. Discover how AI, crypto, and QE are reshaping our world. Don't miss this riv...
7 Maj 20231h 47min
Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else
A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global ma...
6 Maj 202350min
What AI Means for Jobs Growth and Your Portfolio
Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whet...
5 Maj 202336min
Dominos Keep Falling in the Banking Sector
Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. re...
4 Maj 202335min
