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Pessimism's Return, Trump 2.0 Opportunities
With Phil Pecsok, Anacapa Advisors (full recording)
52:19
Trouble in the Bond Market
Crimped demand for US Treasurys led to a sell-off in bonds and stocks — and renewed concerns about the global financial order…
10:01
International Value Stocks Present Opportunity, Dividends Best Avoided
Featuring Meb Faber, Cambrian Investments
43:58
Some Earnings, Economic Data
Stock futures are pointing to gains after President Trump agreed to delay new tariffs on the EU…
6:33
Earnings Relief From Honeywell, Royal Caribbean
But not all news is good as results come in on a busy day of earnings…
9:19
Tariffs Have Changed 'Plumbing' of Global Finance -- Risks Are Real
With Axel Merk, Merk Investments
46:11
The Bull Case for Industrial Commodities, AI, and More
With Tony Greer, TG Macro
31:47
Fed to Trim Rather Than Cut Aggressively; Trump 2.0; Opportunities in AI, Argentina
With James Fishback, Azoria Partners
14
48:53
The Contrarian Investment Portfolio: Status Entering June 2025
The Portfolio had a positive May, though not as positive as its benchmark...
Opportunities in Closed-End Municipal Bond Funds (Szn 6, Epsd 21)
Feat Jonathan Browne, RiverNorth Capital
38:01
Nvidia Earnings
Futures are quiet after a big rally yesterday. Nvidia earnings after the close will likely set direction…
5:40
Tariffs On, Powell Speech, Retail Sales
Tech stocks are dropping after tariff-inflicted pain from Nvidia and ASML...
9:14
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