Episodi

  • The post-Fed divergence 10/29/26
    Oct 29 2026

    It’s not what the Fed said this week about the decision to hold rates steady…. it’s what it didn’t say that has certain parts of the fixed income and equities markets on the move.


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    44 min
  • The human element & risk 10/19/26
    Oct 19 2026

    Why one long-time money manager believes investors aren’t necessarily any more sophisticated than they were 30 years ago… and why it all comes back to our own, human biases.


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    37 min
  • The “managed futures” rush is on 10/12/26
    Oct 12 2026

    Promising to deliver something that works when most other things won’t, this time-honored hedge fund safety strategy in an ETF wrapper could be the next big thing.


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    44 min
  • “Generational opportunity” in bonds? 10/5/26
    Oct 5 2026

    The spike in U.S. Treasury yields gets all the attention. But there is real change afoot in other areas of the bond market.


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    18 min
  • SEC tinkering with tokenization 9/28/26
    Sep 28 2026

    The U.S. securities regulator has moved to allow limited application of tokenization. Could the technology eventually be “ETFs 2.0”?


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    40 min
  • “Energy”, “power” & “infrastructure” converging 9/23/26
    Sep 23 2026

    The traditional lines between parts of the energy sector are blurring… and forming a new whole.


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    34 min
  • China & the shifting investment leadership in Asia 9/21/26
    Sep 21 2026

    The Chinese market could be poised for a comeback… but is it too late to hold its place as the Asian front-runner?


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    49 min
  • Hourly reset? 9/14/26
    Sep 14 2026

    The growth of retail trading is driving issuers to move faster… towards more disruptive products. Now, “time” is of the essence.


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    32 min