Real Vision, Released on 1/4/24 Tavi Costa, member and macro strategist at Crescat Capital, joins Maggie Lake to discuss the implications of a bounceback in bond yields, the market’s response to some strong payroll numbers and consumer data, and how he’s positioning for the months ahead. Tavi Costa is a partner and portfolio manager at […]
Grant’s Interest Rate Observer Podcast, Released on 12/1/23 (Recorded on 11/22/23) Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for […]
CNBC, Released on 11/30/23 Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. […]
The David Lin Report, Released on 11/15/23 (Recorded on 11/14/23) Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the current macroeconomic situation in the U.S. and in the emerging markets. 0:00 – Intro 1:30 – Bond market and economy 15:56 – Emerging markets 20:33 – Bitcoin 26:35 – Broken Money Lyn Alden is the […]
Bianco Research, Released on 11/16/23 Today Jim discusses the big drop in yields after last week’s refunding announcement. · Why look at TLT? · What are volume and flows telling us? · How about the options market? · What does it all mean? Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since […]
DoubleLine Capital, Released on 11/15/23 (Recorded on 11/11/23) With DoubleLine Portfolio Manager Ken Shinoda, DoubleLine CEO Jeffrey Gundlach reviews the surprises of 2023; shares macro, market and political scenarios for 2024; and favors a mix of low-risk, low-duration credit at attractive yields with U.S. Treasuries. The discussion occurred Nov. 11, 2023. Jeffrey Gundlach is the […]
The Daily Gold, Released on 11/14/23 We update the secular trends and show with history how the new secular bear market in bonds likely leads to a secular bear market in stocks and then last, the US Dollar. 0:00 Intro 0:05 Secular Trends 5:45 History of 10-Year Yield Jordan Roy-Byrne, CMT is a Chartered Market […]
Yahoo Finance, Released on 11/10/23 (Recorded on 11/7/23) DoubleLine CEO, Jeffrey Gundlach joins host & Executive Editor, Brian Sozzi for an interview on Yahoo Finance Invest. Originally aired on November 7, 2023. Jeffrey Gundlach is the Chief Executive Officer and Chief Investment Officer of DoubleLine Capital. He is recognized as an expert in bond and […]
