Eurodollar University, Released on Released on 12/18/24 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published […]
DoubleLine Capital, Released on 12/17/24 DoubleLine CEO and Chief Investment Officer Jeffrey Gundlach surveys how investors have entered a different world, in its markets, macroeconomics and forecast indicators, than we have experienced in our lifetimes. (1:08) History of forecasting of the target federal funds rate via market pricing. (2:23) The rebalancing of the labor market […]
Eurodollar University, Released on Released on 12/16/24 Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its rate cutting. This doesn’t mean other central bank rate cuts, either. Instead, two very critical signals have absolutely […]
Adam Taggart | Thoughtful Money, Released on 10/29/24 We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we’ll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the […]
Gold Silver (w/ Mike Maloney), Released on 10/22/24 In this insightful discussion, we explore the shifting dynamics of the traditional 60/40 portfolio (60% stocks, 40% bonds) and why it may no longer be the optimal strategy for today’s investors. Mike Maloney and Alan Hibbard dive deep into historical data, revealing periods of lost returns and […]
Bloomberg, Released on 10/16/24 Duquesne Family Office Chair and CEO Stanley Druckenmiller sits down for a wide-ranging interview with Sonali Basak. He talks about selling Nvidia shares, the Federal Reserve cutting rates, tariffs, and who might win the US presidential election. 00:00 welcome 01:00 Fed policy 5:30 Fed rates 7:30 Fed independence 10:00 Druckenmiller on […]
Daniel Lacalle – X, Released on 10/12/24 The bond market does not believe the Fed. Bonds signal inflationary and economic weakness risk is rising. via Bloomberg pic.twitter.com/vs4CeZ1sAc — Daniel Lacalle (@dlacalle_IA) October 12, 2024 Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020) and Escape from the Central […]
The Technical Traders, Released on 10/10/24 Chris Vermeulen has been involved in the markets since 1997 and is the founder of Technical Traders Ltd. He is an internationally recognized technical analyst, trader, and is the author of the book: 7 Steps to Win With Logic.
