Market Banter

Jurrien Timmer, Director of Global Macro at Fidelity, joins Voices of Wall Street's Market Banter podcast to debate whether investors should go all-in on growth stocks.

Ali Urman, Genomics Analyst at Ark Invest, joins Voices of Wall Street's Market Banter podcast to discuss which companies are best positioned to capitalize on innovation in gene therapy and gene editing. 

Scott Crowe, Chief Investment Strategist at CenterSquare Investment Management, joined to discuss how online grocery trends, an increasingly affluent society, and an eventual vaccine impact real estate investments tied to Cold Storage warehouses. 

You don't need pockets as deep as Jeff Bezos' to get investment exposure to commercial real estate. John Worth, EVP of Research and Investor Outreach at Nareit, an association representing the commercial real estate industry, shares with us how easy it is to invest in REITs and why he expects a rebound in properties such as hotels and other leisure properties that have been affected by the dramatic drop in tourism. 

Dion and Dan also talk about the election impact on markets, and how Ant Financial's IPO halt is a wakeup call for Jack Ma and a reminder to him for "who his daddy is." 

Economic fallout from the inability to contain the Coronavirus combined with regulatory threats from politicians rank as top risks for big tech, but any pull-back in companies such as Facebook, Alphabet, and Twitter should be seen as a buying opportunity, says CFRA Tech Analyst John Freeman. We spoke with Freeman about his outlook for tech, why threats to break up big tech could be more bark than bite, and the health of the digital ad market.  

Diego Parrilla, Chief Investment Officer at Quadriga Asset Managers, joins to discuss his Anti-Bubble investment process of identifying artificially cheap assets, and explain his view that the U.S. is putting its financial system in a dangerous position by sticking with policy that is designed to prevent a bubble from collapsing at all costs. 

The U.S. government is weighing changes to antitrust law that could represent a dramatic shift in who sets the rules for the global economy. We spoke to David Dayen, Executive Editor at The American Prospect and Author of Monopolized, and Joshua Wright, Law Professor at George Mason's Antonin Scalia Law School, Executive Director of Global Antitrust Institute, and Former FTC Commissioner, about how Congress's proposals to rewrite antitrust law could change who sets the rules for the global economy. The duo also talks about how putting a cap on Big Tech's power would impact Americans, the economy, and innovation.

If you think that the central banking model and the fractional reserve banking model globally is destined to fail at some point, then gold is the answer to hedge against a collapse, according to Chris Irons, Founder of Quoth the Raven Research and Host of the Quoth the Raven Podcast. Irons joined Market Banter to share his belief that the idea that the Fed can "continue to abuse the laws of economics, and really the laws of common sense, the way that central bankers have and that there's a way to do that in perpetuity... is a mathematical impossibility." Dion and Dan also chat about the Playboy SPAC. 

The recent sell-off is residual damage from the Softbank trade being unwound, according to Joe Brusuelas, Chief Economist at RSM. Brusuelas says  "Real Money" traders are pulling back on risk due to what's going on in the political sector, and a portion of retail traders are shifting their money back into sports betting. We also react to the Wells Fargo CEO blaming a lack of diversity on "a very limited pool of Black talent to recruit from," and discuss the controversy surrounding electric vehicle company Nikola and its founder Trevor Milton.