Why Energy Is Underperforming
The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’s going on with everyone’s favorite sector of 2022?...
25 Feb 202325min
Are people evacuating soft landing island?
U.S. stocks tumbled and treasury yields jumped after data showed the Federal Reserve’s favored measure of inflation- the core PCE price index- rose more than expected last month. Jim Bianco, President...
25 Feb 202334min
Is There Pain Ahead for Risk Assets?
U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader de...
23 Feb 202337min
Can Anyone Out-Hawk the Fed?
After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on b...
22 Feb 202343min
Are Markets in for a Rough Ride?
U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, e...
21 Feb 202336min
Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics
In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time. In his Master Class, Mark Hart mentions Tim Ferriss as a friend and lifestyle de...
19 Feb 20231h 1min
Why a Post-Lockdown China Is Raising Red Flags for India
Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side ...
18 Feb 202323min
How Aggressive Does the Fed Need to Get?
U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins M...
17 Feb 202337min
