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The market is pushing higher while economic data weakens. Rate cuts, soft inflation, and investor optimism are all converging. David Hunter shares his macro perspective on where this is heading. Hosted by Dale Pinkert Full episode → #Markets #Macro #Finance #Investing

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73,278 görüntüleme • 1 yıl önce •via X (Twitter)

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A standout conversation on TradegateHub with David Hunter (David Hunter) from Contrarian Macro Advisors. 52 yrs on Wall Street. Institutional portfolio management. Macro strategy. A session shaped by experience, perspective, and real market context. What part of the conversation stood out most to you? 👉 Watch the full video to get the complete insight : #TradegateHub #DavidHunter #ContrarianMacroAdvisors #Macro #WallStreet #MarketPerspective
0:54

A standout conversation on TradegateHub with David Hunter (David Hunter) from Contrarian Macro Advisors. 52 yrs on Wall Street. Institutional portfolio management. Macro strategy. A session shaped by experience, perspective, and real market context. What part of the conversation stood out most to you? 👉 Watch the full video to get the complete insight : #TradegateHub #DavidHunter #ContrarianMacroAdvisors #Macro #WallStreet #MarketPerspective

TradeGATEHub

51,571 görüntüleme • 4 ay önce

The bigger picture moves every single market. From Fed Rates and T-Bill Yields to CPI, macro indicators paint a picture of how money is moving across markets. So we're putting them all onchain. Macro-Economic Indicator Data Feeds are live on Supra.
0:33

The bigger picture moves every single market. From Fed Rates and T-Bill Yields to CPI, macro indicators paint a picture of how money is moving across markets. So we're putting them all onchain. Macro-Economic Indicator Data Feeds are live on Supra.

Supra

16,325 görüntüleme • 1 yıl önce

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor
58:39

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor

Anthony Pompliano 🌪

356,552 görüntüleme • 9 ay önce

Relative Strength Amid Market Volatility Investing with the Boys | Episode #14 Follow the Hosts | Shay Boloor Logical Thesis Special Guest: Stock Talk Available on YouTube & Spotify — see link in reply👇 1:43 Stock Talk Weekly's Market Perspective $SPY $QQQ 10:50 2nd Order Impacts of a Stock Market Crash $TLT 20:05 Notable Themes in a Tough Macro | Biotech and Latin America $ARQT $CIB 28:12 Sticking to Long Term Winners and Relative Strength $ERJ $PPTA $DLTR 38:05 Best of Breed | $PLTR $NET $SNOW $CRWD $RBRK 45:35 Does Valuation Matter? | $NVDA 55:46 Wrap Ups In this episode, we are joined by Stock Talk Weekly who is a friend to the crew, but also an impressive investor and trader. He shares his perspective on the market, and we discuss relative strength opportunities during this market volatility.
1:08:48

Relative Strength Amid Market Volatility Investing with the Boys | Episode #14 Follow the Hosts | Shay Boloor Logical Thesis Special Guest: Stock Talk Available on YouTube & Spotify — see link in reply👇 1:43 Stock Talk Weekly's Market Perspective $SPY $QQQ 10:50 2nd Order Impacts of a Stock Market Crash $TLT 20:05 Notable Themes in a Tough Macro | Biotech and Latin America $ARQT $CIB 28:12 Sticking to Long Term Winners and Relative Strength $ERJ $PPTA $DLTR 38:05 Best of Breed | $PLTR $NET $SNOW $CRWD $RBRK 45:35 Does Valuation Matter? | $NVDA 55:46 Wrap Ups In this episode, we are joined by Stock Talk Weekly who is a friend to the crew, but also an impressive investor and trader. He shares his perspective on the market, and we discuss relative strength opportunities during this market volatility.

Investing with the Boys

52,214 görüntüleme • 1 yıl önce

GDP. Onchain. Officially 🇺🇸 The U.S. Commerce Department is moving to publish GDP stats directly to a public blockchain This isn't about crypto adoption. This is the federal government using public ledgers for data integrity That changes everything ⤵️ GDP is the most-watched macro metric in the world It informs: → Policy decisions → Rate moves → Capital flows → Institutional macro strategy Every revision shifts billions And now it’s getting a verifiable onchain timestamp Commerce Secretary Lutnick confirmed it Official GDP figures will be pushed onchain by the U.S. government First time a major federal agency is treating a public blockchain as a trust layer for national data That precedent will cascade What this unlocks: ➤ Time-stamped economic releases ➤ Immutable macro signals ➤ Trustless rails for modeling risk, yield, credit The data is no longer just public It’s now programmable The implications for financial tooling are massive You could build: ✔︎ RWAs keyed to GDP triggers ✔︎ Onchain yield curves linked to macro signals ✔︎ Predictive markets on economic prints All syncing in real time This opens up a new category of composable macro data And more importantly, it spotlights the infrastructure stack Because the oracles, chains, and protocols that secure this data? They won’t just distribute it They’ll route the capital that follows The rails are already being laid Watch what gets integrated Because whoever secures this data flow Wins the next layer of macro-fintech capital
0:25

GDP. Onchain. Officially 🇺🇸 The U.S. Commerce Department is moving to publish GDP stats directly to a public blockchain This isn't about crypto adoption. This is the federal government using public ledgers for data integrity That changes everything ⤵️ GDP is the most-watched macro metric in the world It informs: → Policy decisions → Rate moves → Capital flows → Institutional macro strategy Every revision shifts billions And now it’s getting a verifiable onchain timestamp Commerce Secretary Lutnick confirmed it Official GDP figures will be pushed onchain by the U.S. government First time a major federal agency is treating a public blockchain as a trust layer for national data That precedent will cascade What this unlocks: ➤ Time-stamped economic releases ➤ Immutable macro signals ➤ Trustless rails for modeling risk, yield, credit The data is no longer just public It’s now programmable The implications for financial tooling are massive You could build: ✔︎ RWAs keyed to GDP triggers ✔︎ Onchain yield curves linked to macro signals ✔︎ Predictive markets on economic prints All syncing in real time This opens up a new category of composable macro data And more importantly, it spotlights the infrastructure stack Because the oracles, chains, and protocols that secure this data? They won’t just distribute it They’ll route the capital that follows The rails are already being laid Watch what gets integrated Because whoever secures this data flow Wins the next layer of macro-fintech capital

eye zen hour 🥶

36,020 görüntüleme • 11 ay önce

The unemployment rate is down, the stock market is up and inflation has eased from its peak. Yet many are pessimistic about the country's economic future. White House advisor GeneSperling46 Archived joins Major Garrett on The Takeout w/ Major Garrett to explain. Full episode tonight at 10:30p ET on
1:34

The unemployment rate is down, the stock market is up and inflation has eased from its peak. Yet many are pessimistic about the country's economic future. White House advisor GeneSperling46 Archived joins Major Garrett on The Takeout w/ Major Garrett to explain. Full episode tonight at 10:30p ET on

CBS News

49,743 görüntüleme • 2 yıl önce

Is this just the beginning for gold? 🏆 Crescat Capital's macro strategist Tavi Costa Otavio (Tavi) Costa says the real move isn’t over—it’s just getting started. While others call it overbought, he sees a monetary realignment in motion. So are we heading toward $20K gold? 🤔 💬 Do you agree with Tavi, or is this just hype? Drop your take in the comments. 👉 Watch the full breakdown with Trey Reik Trey Reik on YouTube: #Gold #PreciousMetals #Economy #Markets #Finance #Investing #News
0:43

Is this just the beginning for gold? 🏆 Crescat Capital's macro strategist Tavi Costa Otavio (Tavi) Costa says the real move isn’t over—it’s just getting started. While others call it overbought, he sees a monetary realignment in motion. So are we heading toward $20K gold? 🤔 💬 Do you agree with Tavi, or is this just hype? Drop your take in the comments. 👉 Watch the full breakdown with Trey Reik Trey Reik on YouTube: #Gold #PreciousMetals #Economy #Markets #Finance #Investing #News

Wealthion

17,683 görüntüleme • 1 yıl önce

I sat down with Henrik Zeberg to discuss his macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and what a monetary reset would look like. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:20 - Where are we in the macro cycle? 9:47 - Are we getting a blow off top in risk assets? 12:20 - Historical stock market valuations vs today 25:42 - What happens in the next 12 months if we are in a bubble? 29:07 - Is bitcoin 4 year cycle different this time? 33:39 - Thoughts on where inflation is going 37:35 - The framework for being a good investor for the next 10 years 41:09 - What does the monetary reset look like? 45:00 - How to prepare your investing portfolio
52:04

I sat down with Henrik Zeberg to discuss his macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and what a monetary reset would look like. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:20 - Where are we in the macro cycle? 9:47 - Are we getting a blow off top in risk assets? 12:20 - Historical stock market valuations vs today 25:42 - What happens in the next 12 months if we are in a bubble? 29:07 - Is bitcoin 4 year cycle different this time? 33:39 - Thoughts on where inflation is going 37:35 - The framework for being a good investor for the next 10 years 41:09 - What does the monetary reset look like? 45:00 - How to prepare your investing portfolio

Anthony Pompliano 🌪

47,675 görüntüleme • 11 ay önce

I spoke with Cathie Wood about why deflation is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:20 - Why deflation is the real macro risk 3:32 - Navigating the AI boom & U.S. growth 12:22 - Would deflation hurt bitcoin? 14:08 - Elon Musk, Tesla, & convergence 16:37 - Key risks investors should watch 18:45 - How ARK approaches innovation investing
21:21

I spoke with Cathie Wood about why deflation is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:20 - Why deflation is the real macro risk 3:32 - Navigating the AI boom & U.S. growth 12:22 - Would deflation hurt bitcoin? 14:08 - Elon Musk, Tesla, & convergence 16:37 - Key risks investors should watch 18:45 - How ARK approaches innovation investing

Anthony Pompliano 🌪

36,742 görüntüleme • 5 ay önce

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →
0:35

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →

PACE

10,295 görüntüleme • 1 ay önce

Some news: I'm launching a new show called FULL SIGNAL. We built this show for independent investors who are optimistic about where the world is heading, and the role markets and data play in explaining it. First episode drops Wednesday. Time to get to work.
0:46

Some news: I'm launching a new show called FULL SIGNAL. We built this show for independent investors who are optimistic about where the world is heading, and the role markets and data play in explaining it. First episode drops Wednesday. Time to get to work.

Phil Rosen

13,428 görüntüleme • 9 ay önce

"We're entering a bear market." I keep seeing this. So I keep digging into the macro data. And that's not what appears to be happening at all... → QT ends December 1st → RRP drained from $2.5T to basically zero → TGA elevated (any drawdown injects liquidity) → Longest manufacturing contraction on record (26 months) → Net liquidity flattening This is not a bear market setup. This is the setup that comes before a next leg. I think there is a possibility people are reacting only to price, and not the macro.
8:50

"We're entering a bear market." I keep seeing this. So I keep digging into the macro data. And that's not what appears to be happening at all... → QT ends December 1st → RRP drained from $2.5T to basically zero → TGA elevated (any drawdown injects liquidity) → Longest manufacturing contraction on record (26 months) → Net liquidity flattening This is not a bear market setup. This is the setup that comes before a next leg. I think there is a possibility people are reacting only to price, and not the macro.

Dan Gambardello

73,367 görüntüleme • 8 ay önce

🇺🇸 CATHIE WOOD: GOVERNMENT SPENDING IS TAXATION IN DISGUISE Founder and CEO of Ark Invest, Cathie Wood: "Since the election, our funds have outpaced the market, including the Mag7. The market sees this administration supporting innovation, productivity, deregulation, tax incentives, and rate cuts—all boosting economic growth. Government spending is taxation in disguise, whether through higher taxes or inflation. Increased efficiency in government will reduce tax hikes and leave more for the private sector." Source: Cathie Wood Bloomberg
1:59

🇺🇸 CATHIE WOOD: GOVERNMENT SPENDING IS TAXATION IN DISGUISE Founder and CEO of Ark Invest, Cathie Wood: "Since the election, our funds have outpaced the market, including the Mag7. The market sees this administration supporting innovation, productivity, deregulation, tax incentives, and rate cuts—all boosting economic growth. Government spending is taxation in disguise, whether through higher taxes or inflation. Increased efficiency in government will reduce tax hikes and leave more for the private sector." Source: Cathie Wood Bloomberg

Mario Nawfal

6,923,105 görüntüleme • 1 yıl önce

We had a high-level conversation with the head macro analyst at SwissBlock Henrik Zeberg . He broke down critical insights that investors need to know about where we are in the cycle and the global economic situation. He also revealed bold, data-backed predictions on the crypto market cap, the current market cycle, XRP and ETH. If you want to see what’s really coming next, this is a must-watch. This discussion reveals what’s really coming.
4:16

We had a high-level conversation with the head macro analyst at SwissBlock Henrik Zeberg . He broke down critical insights that investors need to know about where we are in the cycle and the global economic situation. He also revealed bold, data-backed predictions on the crypto market cap, the current market cycle, XRP and ETH. If you want to see what’s really coming next, this is a must-watch. This discussion reveals what’s really coming.

Vandell | Black Swan Capitalist

23,718 görüntüleme • 11 ay önce

Inflation is +21% Higher Than Three Years Ago 😵‍💫 🔊 Despite recent headlines from mainstream financial media claiming inflation was “cooler than expected,” Hedgeye CEO Keith McCullough set the record straight on "The Macro Show" this morning. He emphasized that inflation remains persistently high and continues to negatively impact everyday living costs for people. “There’s plenty of evidence to maintain our inflation outlook,” McCullough explained. “The cost of living is cumulative. Today’s inflation figure is actually 21.2% higher than it was three years ago.” McCullough’s analysis highlights the disconnect between media narratives on places likes CNBC and the real economic pressures facing consumers. * * * * * Download Keith McCullough's free 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":
1:26

Inflation is +21% Higher Than Three Years Ago 😵‍💫 🔊 Despite recent headlines from mainstream financial media claiming inflation was “cooler than expected,” Hedgeye CEO Keith McCullough set the record straight on "The Macro Show" this morning. He emphasized that inflation remains persistently high and continues to negatively impact everyday living costs for people. “There’s plenty of evidence to maintain our inflation outlook,” McCullough explained. “The cost of living is cumulative. Today’s inflation figure is actually 21.2% higher than it was three years ago.” McCullough’s analysis highlights the disconnect between media narratives on places likes CNBC and the real economic pressures facing consumers. * * * * * Download Keith McCullough's free 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":

Hedgeye

58,427 görüntüleme • 1 yıl önce

I had to rewatch this media chat to point out that the continuous drop in food prices and inflation rate is not a fluke. It is a result of economic policies. “I don’t believe in price control… we continue to supply the market… the economic variables will work against anyone trying to hoard in this market…” Everything he said in this chat. He did them! Tinubu wanted a FREE market, aligned all of his economic policies in that direction and now, there’s a serious price competition going on. Again, governance is not rocket science!
2:59

I had to rewatch this media chat to point out that the continuous drop in food prices and inflation rate is not a fluke. It is a result of economic policies. “I don’t believe in price control… we continue to supply the market… the economic variables will work against anyone trying to hoard in this market…” Everything he said in this chat. He did them! Tinubu wanted a FREE market, aligned all of his economic policies in that direction and now, there’s a serious price competition going on. Again, governance is not rocket science!

Pastor Who

81,526 görüntüleme • 9 ay önce

🚨besties are BACK🚨 Tucker Carlson joins the show! david friedberg is off this week -- ice raids, la riots, immigration debate -- strong economic data: tariff revenue, inflation, and more -- big, beautiful bill update: state of the bill, senate math, and more -- major escalation in the middle east: war with iran? **NOTE: this episode was recorded on thursday, before the events in the middle east all-in will be back to cover the situation next week (0:00) the besties welcome tucker! (4:25) ice raids, la riots, immigration debate (46:08) strong macro data: inflation, tariff revenue, gdp (1:14:00) big, beautiful bill update: state of the bill, senate math, and more (1:29:15) escalation in the middle east: war with iran?
1:42:27

🚨besties are BACK🚨 Tucker Carlson joins the show! david friedberg is off this week -- ice raids, la riots, immigration debate -- strong economic data: tariff revenue, inflation, and more -- big, beautiful bill update: state of the bill, senate math, and more -- major escalation in the middle east: war with iran? **NOTE: this episode was recorded on thursday, before the events in the middle east all-in will be back to cover the situation next week (0:00) the besties welcome tucker! (4:25) ice raids, la riots, immigration debate (46:08) strong macro data: inflation, tariff revenue, gdp (1:14:00) big, beautiful bill update: state of the bill, senate math, and more (1:29:15) escalation in the middle east: war with iran?

The All-In Podcast

1,214,510 görüntüleme • 1 yıl önce