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bullish
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Cross Asset Strategy
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23 Dec 2024 14:52
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Podcast
Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...
The global transition to a low carbon economy is driving investment opportunities in new energy infrastructure, with a focus on electrification,...
The Bid
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51 Views
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bullish
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Macroeconomics
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23 Dec 2024 14:25
Here is what we told hedge funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
Steno Research
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55 Views
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bearish
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Crude Oil
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23 Dec 2024 14:23
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Podcast
Global Commodities: The biggest pushback
Wall Street analysts discuss feedback and question policy on oil prices, with a consensus view for 2025 ranging from $60 to $95 amidst bearish...
At Any Rate
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56 Views
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bullish
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Pebblebrook Hotel Trust
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23 Dec 2024 14:22
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Podcast
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...
Yet Another Value Podcast
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49 Views
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bearish
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USD
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23 Dec 2024 14:21
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Podcast
Global Rates: Hawkish cuts and dovish holds
Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...
At Any Rate
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50 Views
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