Where Are We in the Cycle? With Warren Pies
Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his outlook, and the driving forces that investors need to watch in the energy sector. You can find more of Warren's work here: https://t.co/vM9jt9PPQe Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Aug 202336min
Is the Stock Market Severely Mispriced? With Jesse Felder
Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced. You can find more of Jesse's work here: https://t.co/bvf4IL8Oha Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Aug 202333min
Is Bad News Good News? With Tony Greer
Tony Greer, editor of The Morning Navigator, joins Maggie Lake to discuss a potential breakout in the tech sector, the factors driving price in commodites, and how he is positioning his portfolio at the moment. You can find more of Tony's work here: https://t.co/IuOqbaQY1a Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Aug 202335min
Is China in Crisis?
Geo Chen, author of the Fidenza Macro blog, joins Maggie Lake to address the troubling economic situation emerging in China, discuss which global indicators have him most concerned, and explore the potential ripple effects of China's exporting deflation. You can find more of Geo's work here: https://fidenza.substack.com/archive Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Aug 202332min
Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA
Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction. Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9 Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Aug 20231h 18min
AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin
Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial intelligence. With the combined expertise of journalist Ash and AI maven Mikhail, this episode promises to provide a nuanced conversation on AI's current landscape and its trajectory for the coming decade. From breakthroughs in deep learning to the real-world integration of AI tools, our hosts dissect the most recent developments and speculate on the ripple effects across industries, economies, and societies. This deep dive is not just about the technology but also its ethical, economic, and societal implications. Whether you're an AI aficionado, a tech professional, or just curious about the innovations defining our times, this episode is your gateway to understanding the force that is AI. CHAPTERS: (00:00) Intro to "AI Fire Hose" (00:30) Ash & Mikhail's backgrounds (01:33) Guest: Mikhail's cat (02:10) Mention of "Dopamine" novel (02:40) Podcast's origin story (03:02) AI: hype vs reality (03:59) Brain-computer interfaces intro (04:34) Unbabel device spotlight (05:11) Understanding EMG (06:48) How Unbabel device works (08:02) Predictive algo & LLM (08:59) Hawking & ALS tech (10:12) Unbabel's future (10:49) Another brain-tech intro (11:20) UCSF research & patient (11:56) Brain signals for speech (12:28) AI & sci-fi movie refs (13:03) AI's role in speech synthesis (13:36) Tech's impact on speech issues (14:10) OpenAI & tech market topic (14:41) OpenAI's 2022 losses (15:12) OpenAI's AGI mission (15:49) OpenAI's expenses (16:27) OpenAI's revenue streams (16:58) OpenAI's hiring & salaries (17:35) Machine learning market trends (18:11) OpenAI infrastructure costs (18:45) NVIDIA in tech market (19:22) Neural network deep dive (19:55) Why "neural network"? (21:08) Evolution of neural nets (21:38) AI & copyright in arts (22:10) AI content's copyright status (22:42) AI & human content collab (24:17) Spell checks & copyrights (24:45) Grammarly & AI copyrights (25:12) Article source & bias (25:38) Legalities & tech advances (26:18) AI in coding & CodeLama (27:23) GPT history & code gen (29:06) Naming tech tools (30:10) AI in Dev Environments (30:48) Advice to young engineers (33:02) End discussion insights (33:28) Tech market vs hype (35:07) Show's closing remarks Learn more about your ad choices. Visit podcastchoices.com/adchoices
26 Aug 202339min
Are More Rate Hikes Coming? with Jared Dillian
The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2 Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Aug 202334min
Ask Me Anything with Raoul Pal
Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine...! Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Aug 202346min
