57 min listen
Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
ratings:
Length:
167 minutes
Released:
Sep 9, 2022
Format:
Podcast episode
Description
In this episode, Patrick Ceresna and Kevin Muir welcome Rob Arnott to the show to discuss value versus growth stocks, the yield curve and whether it’s predicting or causes recessions, and why Rob thinks inflation will stay persistently high. Then Brent from SpotGamma is here to talk OPEX.
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*Got questions for Kevin and Patrick? Submit your questions to: ?nostupidquestions@markethuddle.com
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
Visit Research Affiliates: https://www.researchaffiliates.com
Download Brent's Charts ??https://bit.ly/3L13IFL
⭐️Visit our merch store!!! ?https://www.markethuddlemerch.com/ ⭐️
*Got questions for Kevin and Patrick? Submit your questions to: ?nostupidquestions@markethuddle.com
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
Released:
Sep 9, 2022
Format:
Podcast episode
Titles in the series (100)
Guy the Gimli Glider (guest: Guy LeBas): In this shortened Easter weekend episode, Patrick Ceresna and Kevin Muir welcome Guy LeBas, the chief fixed income strategist from Janney Montgomery Scott to the show to explain bond auctions, why the SLR isn’t a big deal, and why when equity traders tal by The Market Huddle