DoubleLine Capital, Released on 3/21/24 (Recorded on 3/20/24) DoubleLine CEO-CIO Jeffrey Gundlach, following Fed Chair Jerome H. Powell’s press conference, shared his post-Federal Open Market Committee (FOMC) meeting reaction with P&I Editor-in-Chief Jennifer Ablan. On Wednesday, March 20, the FOMC left interest rates unchanged but suggested the possibility of three rate cuts this year. The […]
Quoth the Raven, Released on 10/16/22 Larry and I talk about being “doomsday sayers” and “FinTwit fear mongers”. We also discuss the state of macro, bond markets, England, energy and bitcoin. Lawrence W. Lepard founded Equity Management Associates. Currently, he is Managing Partner at Equity Management Associates LLC and Limited Partner at Johns Creek Partners […]
Miles Franklin, Released on 4/19/21 Portfolio manager Michael Pento says a stock crash is coming this year. How low will the market fall? Michael expects 30% at least, but says it could fall much more. 0:00 Intro 0:56 Spike in bond yields 6:25 Inflation 14:46 Stock crash 20:33 30% crash minimum Michael Pento is a […]
Macro Voices, Released on 4/27/20 Why USO’s 1:8 reverse split is a setup for massive retail inflows to Crude Oil ETPs this week Why oil producers will be taking the other side of futures bought by USO and other ETPs The perfect storm: What happens when a historically unprecedented % of shorts stand for physical […]
