Hybrids > EVs and The Beginning of the End of the Renewable Industrial Complex
The Bear and Bull Case into Year End, the 2030 Portfolio, and Should Japan Defend the Yen?
Liquidity, a Looming Credit Event, and the Health of the Consumer are all in focus heading into year-end
Roger and Imran Lakha of Options Insights discuss cross-asset volatility to build a macro trading framework
We take a look at what the bull case for equity markets in Q4 could be
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Back to school update on the most important narratives of 2023
5% is Normal, U.S. GDP by Sector, Construction vs. Tech
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending