In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names.
Guest: Frank Curzio brings up some great points when it comes to earnings season. We also dig into some of his latest picks and in particular do some grilling for the pounding the table on General Electric (GE).
An update on last week’s economic and earnings results as well as what...
Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode.
Raoul Pal of Real Vision is our guest this episode and he has some great insight on the markets, especially in relation to the Global macro backdrop. We discuss the U.S. Dollar’s role in the latest global equity move and his thoughts on the future direction of equities and currencies.
This week’s guest, Dr. Hossein Kazemi provides us an in depth look into the hedge fund industry. Which styles have been performing the best within the current economic backdrop and which ones may see the greatest opportunity moving ahead.
Dr. Kazemi helps us understand how the hedge fund business has...
A great conversation with Erik Townsend, host of the MacroVoices Podcast. We cover the current state of the economy with a focus on “Peak Cheap Oil” as well as what is actually going on in the hedge fund industry. Erik explains the Forth Turning and the 80-year cycle.
Nora Yousif is our guest to delve into the important area of Women and Money. We discuss some of the key stages of life and what woman should be looking to accomplish related to their their financial goals during their lives.
Andrew looks at some of the latest economics news and...