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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Welcome to "Rising Minds," the transformative podcast presented by the Conscious Trading Academy. I'm your host, Sam Daghash, joined by my esteemed partner and co-founder, David Capablanca. In this engaging podcast series, we embark on a journey of inspiration, education, and personal growth. "Rising Minds" is not just about trading strategies; it's a holistic exploration of the mind's incredible potential and its profound impact on shaping a life of purpose and fulfillment. Our mission is t ...
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Money & Macro Talks

Money & Macro Talks

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The official podcast of dr. Joeri Schasfoort, host of YouTube channel Money and Macro. Follow Money and Macro Talks for interviews with leading (macro) economists and financial professionals about monetary and macroeconomics.
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Macro N Cheese

Steve D Grumbine MS, MBA, PMP, PSM1, ITIL

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Macroeconomics has never been so ... delish! Macro and Cheese explores the progressive movement through the lens of Modern Monetary Theory, with hot and irreverent political takes, spotlights in activism, and the razor sharp musings of Real Progressives Founder and host Steve Grumbine. The cheese will flow as experts come in for a full, four course deep dive into the hot queso. Comfort Food for Thought!
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The Breakdown

Nathaniel Whittemore

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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
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Learn about the future of money and how Bitcoin proposes a solution to the problems in our monetary system. Why is wealth concentration growing? Will the U.S. dollar always be the world reserve currency? Is Bitcoin the "internet of money?" Journalist and educator Natalie Brunell shares one-on-one interviews with thought leaders. Whether you're eager to start learning about Bitcoin, or already follow the world of cryptocurrency and its pioneers, this show has something for you to HODL. Join u ...
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At the helm of Gauteng’s biggest business radio show, Kaya Biz, is Gugulethu who will be leading the conversation on what is next for the Afropolitan business landscape. The show presents local and international business news, entrepreneurship, corporate and investment banking. Since its inception in May 2006 Kaya Biz has grown from a half-an-hour daily finance update to an hour show bringing compelling business news and market reviews to listeners.
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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Let’s Talk Macro

Let’s Talk Macro

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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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At The Margin

Niall Farrell

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Discussions about GDP, housing and other issues seem to assume that we know quite a bit about the topic already. Most of us don't. This podcast will fill in those gaps. During each episode, an expert will guide us through a given topic, with the goal of providing enough information so we can piece together our own informed views. Many of the speakers are working at the cutting edge of their respective fields, guiding us through both the accumulated evidence and showing us where things are li ...
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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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The Rice Report is just a guy in a hoodie talking about macro economics, geopolitics, and current state of the country. He takes a deep dive into the latest market updates, covers commodities, the GDP, inflation, and much more.
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Making Markets

Colossus | Investing & Business Podcasts

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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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Fundamentals

Token Terminal

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Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
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The euro goes up, the dollar goes down, and China devalues the yuan. But what's behind these currency fluctuations? This forex podcast is all about the global currency market. Our three financial market analysts, who are also top Bloomberg forecasters, discuss macro-economic news and its effect on the global financial market - providing you with insights to make informed decisions. *The information contained in this podcast does not constitute a recommendation from any Ebury entity to the re ...
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Welcome to HSBC Business Editions- MENAT, a podcast series hosted by HSBC in MENAT. Join us as we bring you insights from regional business owners, HSBC leaders and market experts, covering a wide range of topics, from improving business performance to addressing market challenges and adopting new strategies to future-proof your company. Discover how HSBC can help your business by visiting your local HSBC Business country website. Subscribe now to stay updated with our latest episodes. Hoste ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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Education is vital to the success of a trader's career. IronFX aims to provide traders with a meaningful and informative content through a continuously updated library of resources for our clients to access from their desktop or on the go through their mobile devices. Our trading podcasts, reflects our commitment to providing traders with meaningful and informative content based on diversity and practical purpose, encompassing up-to-date information needed for online investing and updates on ...
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We are Traders, Attorneys, Security and Software Engineers with over 100 years of collective experience. We have worked in Single Family Office, Pool and Private Proprietary Trade Desk structures; having designed multiple Grey Box systematic discretionary programs. Over time, we noticed the lack of cohesive knowledge among the greater public, when it comes to the world of Investing and Trading. We decided to build this website with the hope of allowing ones to “look over our shoulder” as to ...
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SA For FAs

Seeking Alpha

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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GUEST - SARS Commissioner Edward Kieswetter The South African Revenue Service (SARS) pays special tribute to the late Mr. Tito Mboweni who helped to stabilise our macro-economic landscape in the pivotal roles he played as Governor of the Reserve Bank and Minister of Finance, working closely with SARS as part of the broader Finance family. For ten y…
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Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explains China’s economic backdrop, the unique features of its property sector, and how recent measures could shape the future. Gain insights into what to watch for in the coming months as China navigates its economic challenges.…
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Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election? Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to D…
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Last week, the Federal Reserve announced a hawkish 50bp cut, with Jerome Powell stating the US economy is strong after data beat expectations. Meanwhile, the unemployment rate surpassed the 36-month average - reaching levels previously seen during economic recession - and US home sales fell to their second-lowest level in 14 years. In Europe, the G…
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Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing market, say our Co-Heads of Securitized Products Research Jay Bacow and James Egan. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, Co-Head of Securitized Products …
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Market Update and Economic Insights: October 16th In this Dividend Cafe episode, Brian Szytel from the Bahnsen Group provides a comprehensive market update from their Newport Beach headquarters. Highlights include a positive day for all three major indices, with the Dow up 337 points, S&P rising by 0.5%, and NASDAQ increasing by 0.28%. Interest rat…
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Oct 15, 2024 – FS Insider speaks with Louis-Vincent Gave to get his view on the recent Chinese stimulus announcement, why this likely won't lead to a big pick-up in their economy but remain concentrated in Chinese asset prices, how this relates to...Av fswebmaster@financialsense.com (Financial Sense)
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Kamala Harris has included crypto in her appeal to win Black male voters. Some see it as a positive sign for crypto. Others just think the whole thing was weird. Is this a "here we go again" moment with the language of investor protection? Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitcoin ecosystem without com…
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In this episode, recorded on October 15th, host Brian Szytel reports on a generally down day in the markets. The Dow dropped 324 points, the S&P 500 fell by 0.75%, and the NASDAQ decreased by over 1%. He discusses the weaker-than-expected New York Fed Empire State Manufacturing Index and its ramifications. Additionally, he touches on comments from …
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Our Chief Korea and Taiwan Economist discusses the reforms needed to overcome Korea’s urgent demographic crisis. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Kathleen Oh, Morgan Stanley’s Chief Korea and Taiwan Economist. Today I’ll discuss what’s needed to overcome Korea’s aging population crisis. It’s Tuesday, Oct 15th, at 4 PM i…
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GUEST – Siya Mzozoyana- Rennies BCD Travel- New Business Development Manager. In South Africa, small and midsize businesses contribute approximately 34% to South Africa's GDP and provide employment to about 60% of the labour force. This is according to Reece Oakes, CEO of Rennies BCD Travel, a travel company that has launched first of its kind plat…
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GUEST – Abongile Mashele, Head of Government Affairs and Public Policy at Google SA Google Search, Google Play, Android, YouTube, Google Cloud and Google Advertising helped provide an estimated R118 billion of economic activity for businesses, nonprofits, publishers, creators and developers across South Africa in 2023. The report estimates that Goo…
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GUEST – Carl Lewis – Award-winning sports reporter and podcast host. Players' union FIFPRO and the top European leagues have complained about FIFA's expansion of the international match calendar to the European Commission. The complaint - filed by executives from FIFPRO, the European Leagues and LaLiga - focuses on the men's international match cal…
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GUEST - Mosha Senyolo - President of the Association of South African Quantity Surveyors (ASAQS) The construction mafia has become so entrenched in South Africa that the risk of organised crime is increasingly factored into project contracts – suggesting that these criminal activities are a legitimate part of doing business. To restore the rule of …
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GUEST - Gareth Cremen business rescue specialist & partner at Cox Yeats There has been an increase in businesses entering business rescue. But what does business rescue actually mean? When is it an option? And why are some businesses forced into it? These are the kind of questions Gareth Cremen answers in this conversation. Kaya FM…
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GUEST - Anele Gxoyiya - Public Service Commission (PSC) Commissioner Public Service Commission (PSC) Commissioner Anele Gxoyiya highlighted the ongoing issue of delayed payments by government departments to suppliers, which is impacting service providers nationwide. According to the PSC’s Quarterly Bulletin, the non-payment of invoices within 30 da…
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GUEST – Minister of Public Works & Infrastructure, Dean Macpherson Infrastructure South Africa (ISA) has established a first-of-its-kind initiative that will allow government entities to apply for project preparation support. The government entity was established in 2020 to help with additional resources for infrastructure planning, management, and…
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In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance i…
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Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fide…
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Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…
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Today's Post - https://bahnsen.co/3Y9gI2S In this episode of Dividend Cafe, David provides an analysis of the latest market and economic trends. The discussion begins with the unusual trading day where the stock market was open but the bond market remained closed, highlighting a 200-point rise in the Dow and strong performances in the technology an…
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A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of pe…
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In this episode with Anthony Scaramucci, Skybridge Capital founder and managing partner, we discuss: Why Bitcoin is the best investment idea for both Wall Street and the retail community How the 2024 election outcome may impact Bitcoin Reaction to Trump embracing Bitcoin Why the current administration has been so hostile to the Bitcoin industry Wha…
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Episode: 55 In this solo podcast, Sam dives into the importance of reconditioning the mind and the importance of priming the mind to a new future. Sam Daghash is an Alignment & Breakthrough Specialist and certified Master Coach & Practitioner with a relentless passion for guiding individuals on a journey of self-transformation. With a deep understa…
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GUEST – Michael Miller, Mantengu Mining’s CEO Sibanye-Stillwater has disposed of its Blue Ridge Platinum mine, which has been under care and maintenance since 2011, to Mantengu Mining that has a listing on the JSE AltX. The Blue Ridge platinum group metals (PGM) mine has an integrated ore processing plant and is located in South Africa’s Limpopo Pr…
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GUEST - Zak Haeri, MD for NIQ in South Africa NielsenIQ (NIQ), the world’s leading global consumer intelligence company, has released its Mid-Year Consumer Outlook: Guide to 2025 report, identifying macro catalysts across industries. The forward-looking study provides a strategic roadmap for South African retailers looking to win over consumers in …
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GUEST – Prudence Moilwa - Head of Complaints and Investigations at the National Consumer Commission The national consumer commission has descended on the township of naledi, in Soweto - raiding spaza shops. The country's seen a spike in cases recently, with Gauteng officials on Sunday confirming the death of a sixth child from a suspected incident …
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GUEST - Professor Jennifer Roeleveld - President of the International Fiscal Association (IFA) South Africa Digital nomads and high-net-worth individuals with investments in different tax jurisdictions should expect increasing scrutiny from tax authorities, according to Professor Jennifer Roeleveld, international taxation expert and President of th…
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GUEST - Lesetja Kganyago – SA Reserve Bank Governor The South African Reserve Bank (SARB) has expressed deep saddness by the passing of former Finance Minister and Governor No. 8 Mr Tito Mboweni. SARB Governor Lesetja Kganyago describes Mboweni as a brave and down to earth leader. Kaya FMAv Gugulethu Mfuphi
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This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…
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Emilio Ocampo is a professor of finance and economic history at UCEMA. He has written widely on the Argentine economy and has advised President Javier Milei on economic policy. Emilio joins David on Macro Musings to talk about the current state of the Argentine economy, the present and ongoing reforms of President Milei, and the prospects for dolla…
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Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year. Disclaimer: https://www.research.hsbc.com/R/101/lScnbwd. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podca…
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A reading and discussion inspired by https://blockworks.co/news/sec-wrong-about-crypto-asset-securities Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitcoin ecosystem without compromising Bitcoins Ideology. The network has partnered with the largest mining pools in the world, major custodians and exchanges, Cefu,…
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It’s a rare thing for a press conference from China’s Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday’s briefing from Lan Fo’an would finally provide the details of fiscal easing plans that had been missing from the government’s stimulus pledges so far. Did Minister Lan deliver? Group Chief Econ…
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NLW is back with Scott Melker for a countdown of the most important stories in crypto and macro this week, including Polymarket odds changes, SEC action, and a perfectly unhinged LinkedIn post. Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitcoin ecosystem without compromising Bitcoins Ideology. The network has p…
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If NIMBY is the classist rejection of affordable housing ("Not in my back yard”), then YIMBY is sold as the progressive counter to it: “Yes, in my back yard; because I believe affordable housing should be widely available, even in my own neighborhood.” But of course, housing development has nothing to do with the needs of the poor or the working cl…
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Our Head of Corporate Credit Research and Global Chief Economist explain why they’re watching the consumer savings rate, tariffs and capital expenditures. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter, Morgan Sta…
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Today's Post - https://bahnsen.co/3Y5HlWw Strategic Acquisitions and Private Markets: Insights from Dividend Cafe In this episode of Dividend Cafe, David Bahnsen, managing partner at the Bahnsen Group, discusses various financial and investment themes. He covers the importance of his firm's week-long meetings with portfolio managers in New York, wh…
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Investors have been paying close attention to China's stimulus plans for the past month, but got some cold water thrown on them this week. NLW looks at the implications for crypto and markets more broadly. Unlocking Bitcoin DeFi with ExSat The exSat Network aims to unlock and scale the Bitcoin ecosystem without compromising Bitcoins Ideology. The n…
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