Market Cycles

What are the key drivers of supply and demand for ag this month? How is inflation impacting the demand situation? We spoke to Doug Christie, a former executive at Cargill and author of the monthly research series Agricultural Commodities Focus. Host: Brittany Terrell Guest: Doug Christie, author of Agricultural Commodities Focus

Is gold really an inflation hedge, as conventional wisdom has it? Why are central banks hoarding gold at the fastest pace in recent years? To figure out what is going on with gold, we spoke to Clive Ponsonby, a former J.P.Morgan forex trader and the author of Currency View, a monthly research series on currency trading.  Host: Britt Terrell Guest: Clive Ponsonby Publisher: Hedder

How did low interest rates shaped the investment world in the past 20 years? How did carry trade become a systematic problem? Are the economy and the financial system going through a paradigm shift? In this episode, we talked to Bruce Liegel, a former macro fund manager at Millennium, and the author of Global Macro Playbook, a monthly research series on macro trading, published by Hedder.  Host: Brittany Terrell Guest: Bruce Liegel Publisher: Hedder

India has surpassed China as the world's most populous country. What are the implications for global agricultural trade and commodities? Which countries might benefit from this and what are the trading opportunities? We spoke to Doug Christie, a former executive at Cargill and the author of Agricultural Commodities Focus, a monthly research series on ag commodities, for a deep dive on this issue.  Host: Brittany Terrell Guest: Doug Christie Publisher: Hedder 

We talked to Marco Santanché, a former Wall Street quant strategist and author of Quant Evolution, a monthly research series on quantitative investing, for a deep dive into factor investing and different ETF strategies for today's macro environment.  Host: Brittany Terrell Guest: Marco Santanché Publisher: Hedder