The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2075)

What Does Rate Volatility Mean For You? with Tony Greer

What Does Rate Volatility Mean For You? with Tony Greer

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss what the recent volatility in bonds means ...

8 Aug 202335min

Are Stocks Approaching a Correction? With Neil Dutta

Are Stocks Approaching a Correction? With Neil Dutta

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Neil Dutta, head of economic research at Renaissance Macro Research, joins Maggie Lake to discuss the impact of rece...

7 Aug 202336min

Raoul Pal: The Past, Present, and Future of Real Vision

Raoul Pal: The Past, Present, and Future of Real Vision

A look back at where we've come from, and a big update from Raoul on where we're going. Let us know what you think in the comments.  Learn more about your ad choices. Visit podcastchoices.com/adchoice...

6 Aug 202324min

Data as an Emerging Asset Class

Data as an Emerging Asset Class

As we move to a world where users begin to own their data, how we leverage it will revolutionize everything. David Mattin, founder of the New World Same Humans newsletter, welcomes data futurist Micha...

5 Aug 20231h 5min

Are Bonds in the Driver's Seat? with Jared Dillian

Are Bonds in the Driver's Seat? with Jared Dillian

Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the ti...

4 Aug 202336min

Is the Fed Still Fighting? With Dr. Sri-Kumar

Is the Fed Still Fighting? With Dr. Sri-Kumar

Dr. Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies, joins Maggie Lake to discuss why recent economic data has economists questioning the Fed's policy decisions, and where the ce...

3 Aug 202336min

Is the U.S. Economy Too Hot to Handle? With Jim Bianco

Is the U.S. Economy Too Hot to Handle? With Jim Bianco

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil pr...

2 Aug 202337min

Is Everyone Wrong About U.S. Rates? With Harry Melandri

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,...

1 Aug 202337min

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