Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3: Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT, discuss what happened in the March FOMC meeting. What were the reactions in the short-term interest rate market, the futures market and the equity market. How is the... by CFA Society Chicago

45 min listen

Daily Briefing – Aug 27, 2020 – Sentiment is Shifting in the Markets: Tommy Thornton: Senior editor, Ash Bennington, hosts Tommy Thornton, founder of Hedge Fund Telemetry, to take a pulse check on recent market activity. by Real Vision Daily Briefing: Finance & Investing

42 min listen

Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1: Monique Thanos, Tony Zhang and Rich Excell, all CFA Charterholders and members of the CFA Society Chicago, get together to talk about inflation, the economy, FOMC policy and the impact on markets. It's been a few months since we got together so we... by CFA Society Chicago

33 min listen

Macro Matters podcast - Jan 8, 2024 - cryptocurrencies: Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2... by CFA Society Chicago

48 min listen

Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023: Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be in the markets. Sometimes it is a market of stocks, and... by CFA Society Chicago

54 min listen

Macro Matters - Financial Condtions - Volume 4 5/10/23: Monique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its component parts - Fed policy, corporate bond spreads, exchange rates and equities - they look at... by CFA Society Chicago

41 min listen

Bitcoin: "Finding Its Seat at the Macro Table" : DB-Oct 27, 2020: Ash Bennington welcomes Tony Greer back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities. by Real Vision Daily Briefing: Finance & Investing

30 min listen

Macro Matters - yield curve, Fed expectations, inflation and more: Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks... by CFA Society Chicago

46 min listen

BREAKDOWN: Why Are Traditional Investors So Hungry for Yield Curve Control? by CoinDesk Podcast Network

18 min listen

Daily Briefing – Aug 25, 2020 – Markets Are Starting To Telegraph The Onset Of Inflation: Tony Greer: Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. by Real Vision Daily Briefing: Finance & Investing

24 min listen

Macro Matters - Jan 22, 2024 - covering lots of current topics: Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy,... by CFA Society Chicago

40 min listen

Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2: In this episode, Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT discuss the cryptocurrency market, emerging technologies and AI. They look at the problems that have occured in crypto, what that means for investors, what... by CFA Society Chicago

36 min listen

Key Takeaways to Digest the Fed, the Crypto Crash, Web3 and the ‘Superbubble’: <p>What is crashing the market? Honestly, there are a ton of factors -- wild overvaluations, U.S. Federal Reserve policies, fear in the markets and so much more. It’s a lot to take in. That’s why Luke and Aaron are here to explain what the future may l... by Hypergrowth Investing

46 min listen

CFTC Talks EP062: Natixis Chief Economist Joe LaVorgna: What is the health of the US labor market and what can this tell us about interest rates by CFTC Talks

26 min listen

FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22: Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country. by TechCheck

47 min listen

Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023: In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be... by CFA Society Chicago

37 min listen

The 2019 ETF Halftime Report by Trillions

33 min listen

The ETF Flowdown: Bitcoin, Cannabis & September Swoon Ahead? 9/6/23: CNBC’s Courtney Reagan spoke with Tom Lydon, Vice Chairman of VettaFi, and Christian Magoon, CEO of Amplify ETFs. They broke down the latest ETF flows, talked standout summer trends and tackled what’s ahead for the markets in September. Will there be a September swoon ahead? They also did a deep dive on thematic ETFs like bitcoin and marijuana, as recent regulatory developments are making big waves in the ETF business on both fronts. by ETF Edge

16 min listen

Macro Matters podcast – a crazy couple of weeks to end a crazy year: Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also... by CFA Society Chicago

52 min listen

Recession Forecasting, FTX Corporate Malfeasance by Balance of Power

40 min listen

The IMF & the World Bank Spring Meetings by Bloomberg Surveillance

46 min listen

Reaction to financial turmoil: In this week’s podcast: Intervention by the ECB to soothe markets; the US and the country’s downgrading - just how big a deal is it?; plus, what impact has the financial turmoil had on the banking sector - and what next? Presented by Sharlene Goff w... by FT Banking Weekly

13 min listen

Selling Will Soon Create Opportunity But When?: Markets continue to reflect concern about central bankers' ability to engineer a soft landing for the economy. by Real Vision Daily Briefing: Finance & Investing

40 min listen

Looking Beyond the U.S. and a Few Crumbs from the Fed Meeting: DB: Dec16, 2020: Ed Harrison and Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information from today's Fed meeting. by Real Vision Daily Briefing: Finance & Investing

31 min listen

Michael Moro: The Institutionalization of Crypto: Micheal Moro is the CEO of Genesis Trading, a FINRA registered broker dealer providing liquidity for institutions in the crypto space. Michael previously worked at SecondMarket and Citi. In this conversation, Anthony and Michael cover... by The Pomp Podcast

56 min listen

Understanding The "Highly Manipulated" VIX by Schwab Network

8 min listen

Daily Briefing – Sept 1, 2020 – Fed’s Inflation Memo Sparked A New Leg Of The Rally: Tony Greer: Ash Bennington hosts Tony Greer to discuss how the Fed s "inflation running hot" memo has been translated by the markets. by Real Vision Daily Briefing: Finance & Investing

33 min listen

Kicking off Q2: Bond ETF Bonanza Going Strong? 4/3/23: CNBC’s Bob Pisani spoke with Chris Concannon, CEO of MarketAxess – along with Alex Morris, President and CEO of f/m Investments, and Tom Lydon, Vice Chairman of VettaFi. They discussed the top ETF trends to look forward to in the second quarter. Will the tidal wave of money pouring into Treasury ETFs continue? Markets are already undergoing some important sectoral shifts bubbling below the surface, so will technology plays take more of a backseat in favor of consumer- and cyclical-focused ETFs, or should investors expect more of the same? In the “Markets 102” portion, Bob continued the conversation with Tom Lydon from VettaFi. by ETF Edge

29 min listen

The Inflation Heat, A Crypto Chill, & Twitter’s $44B Lawsuit 7/13/22: Inflation jumped 9.1% to a new 40-year high in June. CNBC’s Steve Liesman, Rick Santelli, and Mike Santoli unpack what today’s Consumer Price Index data means for the Federal Reserve and for consumer wallets. As a crypto winter puts serious pressure on the industry, some crypto lenders are collapsing. BlockFi found a lifeboat in crypto exchange FTX; in a CNBC-exclusive interview, BlockFi CEO Zac Prince explains why he discounted his company 95% to strike a credit and possible acquisition deal with FTX. Plus, Twitter is suing Elon Musk in hopes that he’ll keep his $44 billion word to buy the company, and Tulane law professor Ann Lipton lays out the possible legal moves from here–as well as any tricks Musk might have up his sleeve. In this episode: Zac Prince, @BlockFiZac Ann Lipton, @AnnMLipton Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @Andrewrsorkin Katie Kramer, @Kramer_Katie by Squawk Pod

31 min listen

Big Bets on Clean Energy – and Reading the Summer Rally 8/22/22: CNBC’s Leslie Picker spoke with Tom Lydon, Vice Chairman of VettaFi, Tim Johnston, Blue Horizon Capital Partner and Matt Bartolini, Head of SPDR Americas Research at State Street. They discussed last week’s historic passage of the Inflation Reduction Act and its resounding implications for the energy industry at large. What will the policy impact be and how can investors get exposure to the new energy economy? They also took a look at ETF flows since the June bottom to get a read on investor sentiment amid a possible Federal Reserve pivot. by ETF Edge

11 min listen

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Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

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