Steno's Signals: The Recession That Never Was
Slowly but surely, recession calls are being called off by consensus — but is the risk of it still alive? Andreas Steno Larsen dives into the reasons why everyone misunderstood the probabilities of a ...
30 Juli 202328min
Is the Business Cycle Rebounding? with Christophe Ollari
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Chri...
29 Juli 202358min
Are Investors Being Too Complacent? with Ben Miller
Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to discuss this week's rate hikes from the ECB and Federal Reserve and the BOJ's yield curve control loosening. Plus, we’ll explore Ben's ...
28 Juli 202339min
The Risk of Being Bearish on Stocks with Cem Karsan
Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern ...
27 Juli 202341min
Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, an...
26 Juli 202332min
Can Tech Take Stocks Higher? with Tony Greer
Tony Greer, editor of The Morning Navigator, sits down with Maggie Lake to explore today’s price action, the growing impact of AI on markets, and what the recent move in Oil means for the energy secto...
25 Juli 202335min
Where in the World to Put Your Dry Powder (with Sam Burns)
Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out ...
24 Juli 202334min
Leaning Into Your Expertise w/ Ben Harburg
Ben Harburg, founder and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the le...
23 Juli 202347min
