Videos & Podcasts

Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including:

This week we had the pleasure of welcoming Bilal Hafeez, founder, CEO and Head of Research at Macro Hive, and the host of the Macro Hive Conversations podcast. We had a broad global macro conversation that included:

This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors around the world. He also brought his team member Philip Zappacosta to the conversation.

Phil Huber is the Chief Investment Officer of Savant Wealth Management, and author of The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification. He joined us for a great discussion that covered many topics.

Traditional portfolios are faced with the prospects of depressed expected returns in the coming years, as implied by current stretched valuations of stocks, and near record low rates and credit spreads for bonds.

We had a very special guest this week – Roy Niederhoffer, founder and president of R. G. Niederhoffer Capital Management, a NY-based quantitative investment firm.

With a deadline looming for congress, it will get worse before it gets better for the debt ceiling. Expect a rocky road.  The markets have seen this movie before and the closer to the deadline the higher the VIX.