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Geopolitics Under Trump 2.0: Winners, Losers, and China’s South America Play

Nov 27, 2024 – FS Insider speaks with Christian Takushi, a geopolitical strategist and macroeconomist located in Switzerland. Today, Christian explores the potential winners and losers of a second Trump presidency, and also provides an update on...

Julian Brigden on the Three Phases of Trump's Presidency

Nov 26, 2024 – FS Insider speaks with MI2 Partners' Julian Brigden about how investor sentiment and market expectations evolve through different phases of a presidential term, using the Trump administration as a case study. We discuss how various phases...

Interview with Ed Yardeni: Roaring 20s for US Stock Market to Continue

Nov 21, 2024 – So far this decade, the stock market has experienced something close to a "Roaring 20s," and our next guest has been among the most bullish voices on Wall Street, sharing this forecast with us in previous years. Today, we’ll dive into...

US Treasury to Stockpile Bitcoins if Bill Gets Passed – Dr. Demelza Hays Weighs In

Nov 20, 2024 – Today, we discuss the possibility of the US adding bitcoin to its reserves. This bill called the Bitcoin Act of 2024 was introduced in July of this year and calls for the US Treasury to purchase up to 200,000 bitcoins per year over a...

$3,000 Gold, $50 Silver, and New Highs for Copper? Jeff Christian on the Outlook for Metals Prices

Nov 19, 2024 – FS Insider speaks with Jeff Christian at CPM Group, the definitive source of data-driven analysis and research on a wide range of commodities. Jeff is a leading commodities analyst known for making highly accurate calls...

Asia Building Central Bank Digital Currency Powerhouse to Rival SWIFT, Says Rich Turrin

Nov 14, 2024 – A financial revolution is underway, and much of it is unfolding in Asia. Richard Turrin, fintech expert and author of Cashless , highlights key trends shaping the future of payments and fintech over the next five years, with Asia at the forefront...

James Kostohryz on Trump Trade 2.0, Israel's Signal to Iran

Nov 12, 2024 – FS Insider speaks with Investor Acumen's James Kostohryz to discuss the potential risks and rewards of a second Trump presidency for the U.S. economy, including its effects on growth, inflation, the deficit, and more. James explains how...

Trump Win Leads to Biggest Post-Election Rally in US History – Mike Singleton Weighs In

Nov 7, 2024 – FS Insider speaks with Mike Singleton at Invictus Research about the post-election market reaction, including the big jump in the small cap sector, and what investors should expect over the coming months for the stock market...

Michael Howell: Liquidity Wave Set to Hit Debt Maturity Wall

Nov 6, 2024 – Liquidity is the secret sauce to navigating the markets, writes Michael Howell, Founder and Managing Director of CrossBorder Capital out of London, who speaks with FS Insider today. Michael discusses the current wave of liquidity...

America Decides: Red Pill or Blue Pill

Nov 5, 2024 – Kurt Kallaus at ExecSpec.net is forecasting a Red Sweep if Trump takes Pennsylvania, in which case we're looking at targeted tariffs, lower taxes locked in, an accelerated reshoring effort, large deregulation/efficiency move guided by...

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