Section
Currency
248 posts
How Smart Money Is Quietly Stacking Gold & Bitcoin with ReSolve's Mike Philbrick
Listen on The Move In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if…
August 13, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, ânot quite.â
August 10, 2025
Stablecoins: Uncle Samâs New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing âfiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
July 28, 2025
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
July 28, 2025
Stablecoin Meets Sovereign Debt: Is Treasuryâs Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
July 23, 2025
Debt, Defense, and Denial: Why the U.S. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
July 13, 2025
Flying Cars, AI Storylines, and the Future of Investing: TDAMâs Big and Bold Outlook for 2035
Letâs be honestâpredicting where investing is headed ten years from now feels a bit like guessing what the…
June 26, 2025
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
June 9, 2025
Denise Chisholm: Tech Check & Bitcoinâs Bounce
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The marketâs recent slide has been fast â…
May 6, 2025
Beyond the Hype: Smart Investing in Crypto and AI's Transformative Era
As the Internet enters a new era, crypto and AI are poised to become integral technologies for business that may open new markets, enable new capabilities and..
April 28, 2025
Risk vs. Refuge: Why Goldâs Climbing While Bitcoinâs Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
April 3, 2025
Turning the Page: WisdomTreeâs 2025 Investment Outlook
âBig stock market leadership changes need some ruction, some big change in the system,â WisdomTreeâs team observes in…
December 30, 2024
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
December 22, 2024
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move  In this episode, Richard and Pierre are joined by the brilliant and…
November 19, 2024
Secular Bull Market or Regime Change? Jurrien Timmer Weighs In
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This information is provided for educational purposes only and…
November 18, 2024