Episodes (Page 8)
✨
Ed Yardeni discusses his 35% recession warning, citing risks in private credit.
✨
Federal Reserve interest rate decision and inflation outlook for the year.
Michael Gapen
Robert Armstrong
✨
Nvidia's GTC conference news and valuation concerns discussed with Gil Luria.
✨
Pentagon recruits Wall Street bankers for a new economic defense unit.
✨
Iran war's impact on global markets and investment strategies.
Ed Elson
✨
AI in portfolios may be detrimental and impact inflation.
✨
February inflation report and Iran war's price impact.
Jackson Ader
Mark Zandi
✨
Iran war's market movements and bond market signals.
✨
Oil market volatility and its connection to the Iran war.
Jonathan Kanter
Mohammed Sergie
58m
✨
Two biggest long-term market risks identified.
✨
Massive wagers on Iran war in prediction markets.
Before It Happened
✨
Iran war's market impact and ignored tail risks.
✨
Iran war's unexpected impact on oil and energy prices.
Alex Heath
Matt Smith
✨
Citrini Research's market impact and identified opportunities.
✨
Surging popularity and nature of prediction markets.
✨
Nvidia and Salesforce earnings reveal market anxiety.
Gil Luria
Ian Bremmer
✨
Citrini Research post causes software stock freefall.
Josh Brown
Robert Armstrong
✨
Trump's new tariffs and Supreme Court refund decision.
Peter Harrell
Ryan Petersen
✨
Boring stocks outperform Big Tech; recession-proof debate.