In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s…
Tag: Macroeconomics
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.…
Everything You Need to Know About Inflation with Cullen Roche
Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it is transitory. While still others…
Economic Data Can Lead Us Astray
Short-term macroeconomic data can pose challenges for analysis of policy changes, according to an article in Bloomberg. “Every time a new macro data point comes out,” it says, “commentators rush…