Episodes (Page 5)
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War's impact on U.S. prices and recession risks discussed.
Ed Elson
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Ed Yardeni discusses his 35% recession warning, citing risks in private credit.
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Federal Reserve interest rate decision and inflation outlook for the year.
Michael Gapen
Robert Armstrong
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Nvidia's GTC conference news and valuation concerns discussed with Gil Luria.
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Pentagon recruits Wall Street bankers for a new economic defense unit.
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Iran war's impact on global markets and investment strategies.
Ed Elson
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AI in portfolios may be detrimental and impact inflation.
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February inflation report and Iran war's price impact.
Jackson Ader
Mark Zandi
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Iran war's market movements and bond market signals.
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Oil market volatility and its connection to the Iran war.
Jonathan Kanter
Mohammed Sergie
58m
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Two biggest long-term market risks identified.
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Massive wagers on Iran war in prediction markets.
Before It Happened
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Iran war's market impact and ignored tail risks.
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Iran war's unexpected impact on oil and energy prices.
Alex Heath
Matt Smith
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Citrini Research's market impact and identified opportunities.
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Surging popularity and nature of prediction markets.
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Nvidia and Salesforce earnings reveal market anxiety.
Gil Luria
Ian Bremmer
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Citrini Research post causes software stock freefall.
Josh Brown
Robert Armstrong
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Trump's new tariffs and Supreme Court refund decision.
Peter Harrell
Ryan Petersen