The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. H...
6 Nov 202254min
My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors
Chris Sullivan, a portfolio manager of Hyperion Decimus, transitioned from traditional finance to crypto – and he says it’s the best move of his career. A lot of that has to do with crypto’s freek-mar...
5 Nov 202246min
The Labor Market Is Still Intact
U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jero...
4 Nov 202237min
Easy Money Has Hard Consequences
Yesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England f...
3 Nov 202233min
What Kind of a Hike Was It?
The Federal Open Market Committee added a couple of interesting phrases to its policy statement announcing a fourth consecutive 75-basis-point interest-rate increase, noting that it will take into acc...
2 Nov 202234min
What Will China Do?
Chinese stocks and the yuan rallied on unconfirmed reports authorities have formed a committee to reconsider China’s “COVID zero” restrictions on economic activity. There was no follow-through in the ...
1 Nov 202236min
Energy Crisis Dos and Don'ts With Doomberg
“This should be fun,” tweeted Doomberg amid reports President Joe Biden will propose a “windfall tax” on profits of oil and gas producers, as political leaders continue to pose against the global ener...
31 Okt 202240min
The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Which economic indicator is the most reliable for confirming we’re in a crisis? According to Verdad Capital founder and portfolio manager Dan Rasmussen, it’s high-yield spreads. Identifying the key re...
30 Okt 202259min
