Section
Currency
252 posts
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
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…
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
Recession Flip-Flop Talk
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Okay, we are going to keep this week’s Ethos…
Yen Carry Trade Blows Up Sparking Global Sell-Off
by Lance Roberts, RIA On Monday morning, investors woke up to plunging stock markets as the “Yen Carry…
FactSet's Elisabeth Kashner
The Scoop: Deep ETF Trends Insights
Listen on The Move In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet,…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
The Fed’s Economic Narrative is Positive: Not Far From It
by Hubert Marleau, Market Economist, Palos Management March 9, 2024 Sessions of geopolitical turmoil or domestic political strife…
Hugh Hendry's Big Picture Bitcoin Perspective
Hugh Hendry's big picture take on bitcoin (1:46 mins) Hugh Hendry joined us for over an hour in…
Hugh Hendry: How do you value bitcoin or gold or the magnificent 7?
How do you value bitcoin or gold or the magnificent 7? (5:02) Hugh Hendry joined us for over…
The Future of Bitcoin with ETF Introduction: Learning from Past ETF Trends
In his latest Substack post1, Anthony Pompliano, provides an update on the historic approval of the bitcoin spot…
Was that the 'Bitcoin ETFs' dress rehearsal' yesterday?
In the article "The Bitcoin ETF Dress Rehearsal Yesterday" by Anthony Pompliano on Pomp's Substack, Pompliano describes the…
Blockchain Technology, Real World Assets Tokenization and Smart Contracts: Today’s IRL Use Cases
by Maredith Hannon Sapp, Director of Business Development, Digital Assets, WisdomTree Blockchain technology, real world assets tokenization and…
