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Submit ReviewThis podcast episode was recorded on Thursday, April 6, with an actionable highlights clip previewing the following day's non-farm payrolls released to premium subscribers that same day. The full podcast episode was then released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast.
Mike Singleton of Invictus Research rejoins the podcast to discuss his pessimistic outlook for the economy, why he's concerned about credit risk, and why the Federal Reserve should end up cutting rates before too long.
This podcast episode was recorded on Thursday, March 23 and released to premium subscribers the following day. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast.
Kevin Philip of Bel Air Investment Advisors joins the podcast to discuss why he's still bullish about technology despite seismic changes in that industry, his less enthusiastic take on cryptocurrencies, and other issues he's watching -- be they in the banking sector or geopolitically.
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Not investment advice.
For more information on the guest, visit the llc.com/">Bel Air Investment Advisors website.
This episode was recorded in two parts, with a special segment added on March 14 to address the failures of Silicon Valley Bank and Signature Bank of New York. Premium subscribers gained access to this added segment the same day it was recorded. Here it has been merged into the same file to create a single episode. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast.
Jake Schurmeier of Harbor Capital Management joins the podcast to discuss his experience at the Federal Reserve Bank of New York, which overlapped with a full monetary policy cycle, and what this may tell us about future Fed policy -- especially in light of the events surrounding Silicon Valley Bank and Signature Bank of New York.
This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.
Mark Szemeszki joins the podcast to discuss his highly profitable short crypto trades from last year and why his business cycle theory has him sitting in cash.
A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 — almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up!
Callie Cox of eToro joins the podcast to discuss her view that the Federal Reserve can engineer a 'soft landing' -- defeating inflation while not tipping the US economy into a recession.
A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 -- almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up!
Robert Cote, principal at Cote Capital Management, joins the podcast to discuss his model of technology investing, how it's different than venture capital, and which areas of new technology that he is most excited about.
Joseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out.
This podcast episode was recorded Jan. 18, 2023, with a short clip of actionable highlights distributed to premium subscribers the following day. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits, visit our Supercast or Substack and sign up!
Mike Edwards, deputy chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss China's post-Covid reopening and why its impact on global markets is not being fully priced in by investors.
This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.
Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he's expecting inflation to drop to 3.5% by the second half of the year.
Alex Chausovsky, vice president of analytics and consulting at Miller Resource Group, rejoins the podcast to discuss his surprisingly upbeat economic outlook for 2023, driven by a healthy labor market in the US.
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