Jun 28, 2023
In this comprehensive episode, Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, joins the discussion to tackle various topics surrounding the Federal Reserve's leadership, monetary policy and the current economic challenges. Key themes covered include:
• Jay Powell's leadership and controversies...
Jun 16, 2023
Meketa’s Jason J. Josephiac, Senior Vice President / Research Consultant, and Ryan Lobdell, Managing Principal / Consultant, joined Adam and Rod to discuss their new white paper.
They discuss key strategies and insights for managing risk and allocating assets in today's challenging investment environment, covering a...
Jun 15, 2023
In this episode, the ReSolve team is joined by Darius Dale,
Founder and CEO of 42 Macro, to discuss the importance of macro
indicators and strategies for navigating uncertain times in the
financial markets. He covers a vast array of topics, including:
• The role of macro indicators in understanding market cycles...
Jun 14, 2023
In this episode, the ReSolve team is joined by Alfonso
Peccatiello, a macro strategist and the creator of the popular
Twitter account @MacroAlf, to discuss liquidity, the global macro
landscape, and the implications for investors. We delve into
various topics, including
• The impact of demographics and debt on...
May 31, 2023
In this episode, the Doomberg team explores the complexities of
energy policy, market dynamics, and innovative solutions for a
decarbonized and sustainable future. The discussion covers a range
of topics, including:
• Balancing passion, authenticity, and market strategies in business, writing, and investing