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  • A Look at the Fed, the Treasury and the Banks

    A Look at the Fed, the Treasury and the Banks
    2024/01/17
    Ayesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government’s 2024 budget, Treasury issuance and what’s going on with bank earnings and the Bank Term Funding Program.
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    30 分
  • Mission Accomplished?

    Mission Accomplished?
    2023/12/15
    A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem
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    32 分
  • Oil, China and Global Markets

    Oil, China and Global Markets
    2023/12/07
    40 分
  • Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery

    Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery
    2023/11/29
    23 分
  • Swing Trading Space: Momentum, Discipline, and a Systematic Approach

    Swing Trading Space: Momentum, Discipline, and a Systematic Approach
    2023/10/31
    Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.
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    59 分
  • Global Rates, Equities and Earnings

    Global Rates, Equities and Earnings
    2023/10/24
    A wide ranging discussion on what we’re watching in the US and overseas, and where we think we are in the bond bear market and supposed equity bull Learn more about MacroVisor by visiting us at https://www.macrovisor.com where you can find our regular insights, ideas, and more.
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    35 分
  • A Discussion about Rates, Japan and China with Weston Nakamura

    A Discussion about Rates, Japan and China with Weston Nakamura
    2023/10/20
    We have an in-depth discussion with special guest Weston Nakamura of Across the Spread about interest rates, Japan and China’s respective economies and markets, as well as the impact of policy decisions and market forces in Asia on the global picture To learn more about Weston’s work and to follow him, please see the links […]
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    1 時間 29 分
  • Divergent Economic Outcomes: Japan, China, Europe and the US

    Divergent Economic Outcomes: Japan, China, Europe and the US
    2023/08/29
    A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, […]
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    1分未満