Tony Zhang, Blaine Reed and Rich Excell are back and the topic is negativity. There is so much negative sentiment in the markets right now. What is driving it? Is it based on reality or is this a buying opportunity?

Tony Zhang, Blaine Reed and Rich Excell are back to talk about what is happening in the markets. It has been all about AI for the last 2 years. However, don't look now but the US is lagging Europe by 13.5% over the last 12 months and by 19% vs. emerging markets over the same time. Anyone notice energy besting technology by 20% this year? Is the AI trade over? Is the market doomed?

Tony Zhang, Blaine Reed and Rich Excell are back with the first episode of 2026. At least nothing has been going on so far this year! The teams talks about 'Sell America', tech stocks, term premia and capital flows. A lot to cover in a short time

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Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2026? What are the various markets thinking? How are Blaine, Tony and Rich trying to navigate the markets? Have a listen to find out

Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can Fed rate cuts help job losses from AI? Have a listen to find out

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI

Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of the last 2 weeks and what to look for going forward, have a listen. Remember to like/share/subscribe

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest cracks in the credit markets? Have a listen to find out

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing?

Have a listen to find out

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered.

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