The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy
Warren Pies is overweight energy for multiple reasons. The founder of 3Fourteen Research joins Harry Melandri to make the bullish case for everything related to hydrocarbon extraction, production, and...
18 Sep 20221h 2min
My Life in 4 Trades - How To Recover From a Huge Loss
Andrew Rosener has always had an entrepreneurial spirit. As the founder and CEO of Media Options – the No. 1 media domain brokerage in the world – he’s responsible for some of the largest domain sales...
17 Sep 202249min
What Else Can Be Priced In?
FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of...
16 Sep 202236min
"Our Conviction Is Very High"
U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell’s Federal Reserve shall not pivot from its inflation-fighting stance. “We think...
16 Sep 202236min
What To Do at the Acceptance Stage of the Tightening Cycle
Markets achieved a relative calm today following yesterday’s steep sell-off, as investors continued to process hotter-than-expected August Consumer Price Index data and priced in expectations-meeting ...
15 Sep 202239min
Inflation Is Still Super Hot
The Nasdaq Composite led equity indexes to the downside, Bitcoin followed suit in the crypto market, and the yield on the two-year U.S. Treasury note spiked in the aftermath of this morning’s release ...
14 Sep 202235min
Is Inflation Cooling Fast Enough for the Fed?
The New York Federal Reserve’s monthly consumer survey showed expectations for inflation over the next 12 months declined to 5.75% in August from 6.2% in July, as investors await Tuesday’s release of ...
13 Sep 202215min
The Next Big Trade - A Masterclass on Natural Resource Investing with Marin Katusa
Marin Katusa has made a fortune investing in natural resources. He's also arranged more than $2 billion in deal financing in the sector and written the New York Times best-seller book “The Colder War”...
11 Sep 20221h
