Episodes
Matt Hougan, CIO at Bitwise, explains why big banks aren't currently allowed to buy Bitcoin ETFs. Hougan believes that banks will soon hurdle this barrier which could bring a demand boost to Bitcoin. Hougan also breaks down the upcoming Bitcoin halving event and what a supply shock could mean for the digital asset in the wake of increased institutional demand. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of...
Published 04/19/24
Cem Karsan, Founder & CIO, Kai Volatility breaks down why the Fed will continue to support U.S. economic growth even in the wake of hotter inflation due to political pressures from this year's upcoming November elections. Karsan also provides his thoughts on the future of market volatility, options trading strategies, & more. Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of...
Published 04/16/24
Intergenerational theft and the cramming of prosperity into seniors’ pockets is creating a flawed economy that is weaponized by rich people and broken for young people, says NYU Professor and serial entrepreneur Scott Galloway. Galloway spoke with Kyla Scanlon about worrisome trends he sees for young Americans, the formula for becoming wealthy, and how to win in a capitalist society. His new book, The Algebra of Wealth: A Simple Formula for Financial Security, is available for...
Published 04/11/24
Mike McGlone, Senior Commodity Strategist at Bloomberg, talks with Kyla Scanlon about demand drivers for gold including increased buying from central banks, anticipation for potential interest rate cuts, & more.  McGlone also breaks down the relationship between gold and Bitcoin, recent inflation trends, and bond market indicators that could point toward a shift in economic sentiment.  The content of the video is for general and informational purposes only. All views presented in this...
Published 04/10/24
Reddit just made its public market debut, opening well above its $34 IPO price. Tech journalist Alex Heath from The Verge joins to discuss why he's surprised about the demand for the stock and explains how NSFW content and reliance on Google for traffic and revenue are risks that investors should pay attention to.
Published 03/22/24
Kara Swisher holds nothing back as she shares her POV on the future of media & tech. The award-winning tech journalist discusses what Donald Trump got right about Meta, why we can't trust China with TikTok, the possibility of running for political office, and the problem with a culture that turns rich people into gods. Plus, Swisher shares other highlights from her new book, 'Burn Book: A Tech Love Story.' Hosted by Ann Berry. Chapters 0:00 Kara's career 3:40 POV journalism 5:25 Kara...
Published 03/19/24
Cathie Wood, Founder and CEO of ARK Invest, explains the decision to trim ARK's $NVDA stake & lays out the competitive risks the company faces. Wood also says she thinks Tesla is the largest AI project in the world, adding that Tesla's AI chip will redefine transportation from human-driven to autonomous. (Recorded 3/11/24) Chapters 00:00 Monetary Policy's Impact on Tech 5:08 Cyclical Correction for AI? 7:27 Selling Nvidia 11:07 Tesla's AI 12:33 Elon Musk & AI 14:40 Humanoid...
Published 03/13/24
Michael Green, Chief Strategist at Simplify Asset Management talks with J.D. Durkin about the impacts of the large fiscal spending gap on the economy, as well as his expectations for inflation and real estate prices. Public Lives are designed to help you be a better investor through access to context, information, execs, and analysts. This content is for informational purposes only and is not investment advice. Open To The Public Investing is member of FINRA and SIPC. See...
Published 08/14/23
Joseph Wang, Chief Investment Officer at Monetary Macro, joins Kyla Scanlon to break down the Federal Reserve's decision to raise rates to the highest level in 22 years, and what to expect from monetary policy moving forward. Wang also weighs in on the how the central bank will balance the trade-offs between lowering inflation and unemployment, which believes is a "political decision" that the Fed will struggle with in the future. Fed policy aside, Wang calls out other factors that will...
Published 07/27/23
Nasdaq’s Chief Economist Phil Mackintosh joins Leading Indicator to discuss his macroeconomic outlook and break down why retail investors are piling back into Tesla stock. Mackintosh also talks about why certain economic conditions are causing the Fed to be more bullish than companies, the risk that the Fed has a policy error, and the main obstacle holding stocks back from returning to peak levels. Hosted by Kyla Scanlon.
Published 07/19/23
With the Federal Reserve potentially nearing its last rate hike & fears of a hard landing beginning to dissolve, there could be more "violent rotations" in stocks during 2H 2023, according to Corey Hoffstein, CIO at Newfound Research. Hoffstein joins Leading Indicator to talk about the impact of less Fed interference, the flight to passive investing, & more.
Published 07/17/23
Lyn Alden, Founder of Lyn Alden Investment Strategy, breaks down the concept of fiscal dominance & its relationship w/ inflation + interest rates. Alden says the Fed's ability to combat inflation is muted because the source of inflation is fiscal-driven, & breaks down why high public debt could cause higher rates to force higher inflation.
Published 07/12/23
Josh Young, Portfolio Manager at Bison Interest, discusses an impending oil supply crunch as the U.S. turns to unreliable energy sources and oil demand remains sustained. Public.com allows you to invest in stocks, crypto, and alternative assets. Get started by signing up at Public.com with code PODCAST. Public Lives are designed to help you be a better investor through access to context, information, execs, and analysts. This content is for informational purposes only and is not investment...
Published 07/05/23
Andy Constan, Founder of Damped Spring Advisor, discusses his outlook for inflation and breaks down how monetary and fiscal policy are influencing inflation trends. Constan disagrees with notion that the Federal Reserve is tightening, and argues that long-term interest rates, which impact mortgages and business consumption, remain low. Andy is the former Chief Strategist at Brevan Howard and previously worked as an idea generator at the world's largest hedge fund, Bridgewater. He is also the...
Published 06/29/23
What's the relationship between inflation and the U.S. government? Daniel Lacalle, Chief Economist at Tressis, expresses his view that governments are the reason why inflation remains persistent, emphasizing that high government spending paired with trade barriers is the recipe for stubborn inflation. Public.com allows you to invest in stocks, crypto, and alternative assets. Get started by signing up at Public.com with code PODCAST. Public Lives are designed to help you be a better...
Published 06/21/23
Higher interest rates are not effectively combating inflation, according to Joseph Wang, Chief Investment Officer at Monetary Macro. The interest rate-sensitive sectors of the economy continue to grow, with Wang noting that construction jobs are growing and homes continue to be built. Wang believes interest rates will continue to rise in an effort to combat this ongoing problem. YouTube: /@publicinvest Public.com allows you to invest in stocks, crypto, and alternative assets. Get started...
Published 06/15/23
The Federal Reserve implemented a temporary pause on interest rate hikes in June, keeping the target rate between 5%-5.25%. Although rates will be held steady in June, the Fed’s “dot plot,” which illustrates its outlook for policy, hinted at two more rate hikes by the end of the year. Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, doesn't believe that the central bank will raise rates again in 2023, pointing to alternative metrics of cooling inflation and historical...
Published 06/14/23
Michael Howell, Managing Director at Crossborder Capital, joined to discuss the connection between global liquidity and economic activity. Howell breaks down who the major players are and the three core inputs in liquidity creation. He also explains how he sees the future of the landscape changing, and says we are “moving back to a world where QE is coming back big time.” YouTube: /@publicinvest Public.com allows you to invest in stocks, crypto, and alternative assets. Get started by...
Published 06/06/23