Podcasts about exante data

On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, the dollar's reserve currency status, the collapse in foreign tourism, and much more! This episode is sponsored by Public. Discover why NerdWallet gave Public five stars for its ease-of-use
and investment selection by visiting: http://public.com/compound Sign up for The Compound Newsletter and never miss out: ⁠⁠thecompoundnews.com/subscribe⁠⁠ Instagram: ⁠⁠instagram.com/thecompoundnews⁠⁠ Twitter: ⁠⁠twitter.com/thecompoundnews⁠⁠ LinkedIn: ⁠⁠linkedin.com/company/the-compound-media/⁠⁠ TikTok: ⁠⁠tiktok.com/@thecompoundnews⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠Ritholtz Wealth Management⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate real-time market insights and explanations for various assets and events. The tool scans multiple sources, including news wires and social media, with the goal of providing concise and accurate explanations of market movements. The hosts explore the potential applications of AI in the insurance & financial industry, such as creating customized newsletters, improving portfolio performance analysis, and enhancing risk management.

In this webinar we are joined by Jens Nordivg, who is a founder of two companies (Exante Data & MarketReader) and also a former MD at Goldman and Head or Research and Nomura and Bridgewater.We discuss whether AI can predict the Fed's next moves, how investors can benefit from both Exante Data and Market Reader, what get Jens up at 04:30 to look for trades and much, much moreJen's Twitter: https://twitter.com/jnordvigExante Data: https://homepage.exantedata.com/MarketReader: https://marketreader.com/Make sure you subscribe and follow eToro on social media:

In this webinar we are joined by Jens Nordivg, who is a founder of two companies (Exante Data & MarketReader) and also a former MD at Goldman and Head or Research and Nomura and Bridgewater.We discuss whether AI can predict the Fed's next moves, how investors can benefit from both Exante Data and Market Reader, what get Jens up at 04:30 to look for trades and much, much moreJen's Twitter: https://twitter.com/jnordvigExante Data: https://homepage.exantedata.com/MarketReader: https://marketreader.com/Make sure you subscribe and follow eToro on social media:

After a market rally in November, what can we expect in December? In this episode, Kathy Jones and Liz Ann Sonders recap the week of Thanksgiving and discuss revisions to the Q3 GDP numbers. They also look toward the week ahead and the economic indicators they are watching. Kathy Jones interviews economist Jens Nordvig, founder of Exante Data and MarketReader. They discuss the trajectory for inflation, whether we can expect Fed rate cuts in 2024, the long-term investment in AI, and the state of the U.S. dollar, among other topics. On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Currencies are speculative, very volatile and are not suitable for all investors.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.(1223-39TS)

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve's last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023. -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Jens Nordvig on Twitter https://twitter.com/jnordvig Follow Exante Data on Twitter https://twitter.com/ExanteData Follow Marketreader on Twitter https://twitter.com/MarketReaderInc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance -- Timestamps: (00:00) Introduction (00:16) It's Been A Busy Year (02:36) Interest Rate Sensitivity Of U.S. Economy (13:13) Will There Be A Recession In 2024? (15:51) Jens' Bull Case For Rates (22:34) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate (27:56) Potential For "Big Cuts" (30:22) An Extraordinary Summer In FX (33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc -- Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve's last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023. MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio: https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[…]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes __ Use code FG20 to get 20% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london Until November 27th, a 20% discount can be obtained on 4-pack passes to DAS as well. Use code “BLACKROCK” at checkout. __ Follow Jens Nordvig on Twitter https://twitter.com/jnordvig Follow Exante Data on Twitter https://twitter.com/ExanteData Follow Marketreader on Twitter https://twitter.com/MarketReaderInc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. (00:00) Introduction (00:25) It's Been A Busy Year (02:29) Interest Rate Sensitivity Of U.S. Economy (13:06) Will There Be A Recession In 2024? (15:44) Jens' Bull Case For Rates (22:27) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate (28:41) Potential For "Big Cuts" (31:07) An Extraordinary Summer In FX (34:34) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc

In our latest podcast, "The Case For A Credit Crisis Builds: Jens Nordvig On China Collapsing," we delve deep into the global financial landscape, presenting an insightful discussion between two financial market titans - Jens Nordvig and Michael Gayed. This exchange is not just a regular interview; it's a reservoir of expert opinions, informed predictions, and strategic insights aimed at helping you stay ahead of the curve.Jens Nordvig, renowned economist and founder of Exante Data, shares his expert perspectives on the impending credit crisis and its potential impact on international economies. He brings particular focus to the imminent risk of China's economy collapsing, making a case that could alter your investment strategies and market outlook. Interviewed by Michael Gayed of Lead-Lag Live, Nordvig's analysis is presented in an easy-to-understand format, ensuring that both finance professionals and enthusiastic individuals can benefit from his foresight. With Gayed's ability to ask pertinent questions, the interview provides a comprehensive understanding of the volatile economic climate.As we navigate these uncertain times, it becomes increasingly important to stay informed and prepared. This podcast is a must-listen for anyone interested in finance, economics, and investment. Tune in to hear Jens Nordvig interviewed by Michael Gayed of Lead-Lag Live, and gain a distinct advantage in comprehending the financial market's future.Remember to subscribe to our channel and hit the notification bell to stay updated with our latest content – we regularly host financial experts who share their invaluable experiences and insights on financial trends, market dynamics, and investment strategies. Don't miss out on these knowledge-rich discussions!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.The Canadian Money RoadmapDiscover strategies to save, invest, and grow your money effectively.Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors. Links Twitter: https://twitter.com/jnordvig Substack: https://moneyinsideout.exantedata.com/ Market Reader: https://marketreader.com/ Exante Data: https://www.exantedata.com/ 0:00 Intro 0:55 Macro picture 1:57 A turning point in inflation 4:10 Evidence of an inflection point 7:35 Market 8:30 Don't see evidence of a dramatic tip in the economy 10:00 Housing not crashing 12:40 A brief history of dollar hatred 19:00 Impact of weakening dollar on investments 20:25 Artificial Intelligence and building Market Reader 24:33 Started Market Reader pre ChatGPT 26:55 AI and the macro outlook 28:48 Two trends that are worrisome 31:40 Will Fed policy have to consider AI? 33:43 No cuts any time soon 35:13 Positives of AI for a researcher 37:50 Impact of AI on certain finance jobs 42:00 Founding a startup 45:00 Market Reader examples 48:49 How Market Reader has helped Jens' productivity 51:20 Study 52:52 Parting thoughts

On today's episode of Forward Guidance, Alex Etra Senior Macro Strategist at Exante Data & Joseph Wang CIO at Monetary Macro join the show for a discussion on the path ahead for H2 2023.  Reflecting on the record bond losses in 2022, Alex shares his outlook on what to expect in the second half of 2023 as bond fund managers experience inflows and tech related equities continue surging higher despite the bearish sentiment in the broader market.  We then move on to some of the monetary plumbing implications amidst the debt ceiling resolution and what impact it could have on markets as the U.S Treasury looks to re fill is dwindling Treasury General Account. To hear all this & more. you'll have to tune in! -- Referenced In The Show:  Back to 2019: https://fedguy.com/back-to-2019/  Money: Inside and Out: https://moneyinsideout.exantedata.com/  -- Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timestamps: (00:00) Preparing For June FOMC (05:23) Will The Fed Hike, Skip Or Cut? (07:25) Back To 2019 (10:35) Permissionless (11:13) The Mechanics of The Treasury Cash-Futures Basis Trade (19:07) The Path Ahead In H2 2023 (25:47) Reflecting On The Bond Markets Performance In 2022 (34:21) Will A New Investor Class Replace Japanese Investors? (38:31) Equity Flows (43:46) Blockworks Research (44:46) Why Are Equity Markets Performing So Well In 2023? (51:51) The Mechanics of The U.S. Treasury, General Account (01:01:04) Quantitative Tightening: Is The Reverse Repo Heading Higher? (01:05:32) How Alex Tracks Market Flows -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Jens Nordvig, founder and CEO of ExAnte Data and MarketReader, joins Jack Farley to give his data-driven look at bank lending, de-dollarization, and global growth. Nordvig notes that bank lending contraction has not yet appeared in the data but that the situation deserves to be monitored. He explains why the world continues to rely on the U.S. dollar and exposes several statistical misunderstandings of data on Chinese and U.S. sovereign bond flows. Nevertheless, he is bearish on the U.S. dollar (even in a recession, perhaps), and he explains why in great detail. He says to be on watch if the U.S. Dollar continues to decline in value during a stock market fall (historically, the U.S. Dollar rallies during a sell-off in stocks). Lastly, Nordvig shares findings from his exciting new venture, MarketReader, which aims to use artificial intelligence to help generate insights for investors.  ____ Follow Jens Nordvig on Twitter https://twitter.com/jnordvig Follow Exante on Twitter https://twitter.com/ExanteData Follow MarketReader on Twitter https://twitter.com/MarketReaderInc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ ____ Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ Timestamps: (00:00) Intro (00:27) Tracking Capital Flows (01:43) Where Is The Money Going? (19:53) The Dollar And The Euro (25:30) Blockworks Research (26:29) Is The "De-Dollarization Narrative" Backed Up By The Data? (38:04) Is China Actually Dumping U.S. Treasurys? (41:14) Central Banks' Swap-Adjusted FX Reserves Do Not Show Significant De-Dollarization (46:18) Bearish Near-Term Case For The Dollar (57:14) Permissionless (58:15) About MarketReader's Emerging Artificial Intelligence Capabilities (01:11:52) Closing thoughts On The Dollar & Stock Market Correlation ____ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterOn Wednesday March 1st, we hosted our latest live interview on Twitter, with economist and macro expert, Jens Nordvig.Jens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, Jens's macro analysis is second to none. In the wake of China's manufacturing activity recording its fastest growth in a decade, Jens and I discuss the state of the Chinese economy, and what that means for stock markets.With live questions from the audience, and an insight into the unique alternative data Jens uses to inform his outlook, it was a fascinating event. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Get Opto's best content every day, by subscribing to our FREE Newsletter:www.cmcmarkets.com/en/opto/newsletterJens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, we dig into Jens' career to understand the world-renowned culture at Ray Dalio's Bridgewater, and how those experiences have informed his unique investment approach.Today's focus is Japan, as the country's finance minister warns Japan's finances have become increasingly precarious, to an almost “unprecedented degree”, we first look back, to understand how the world's third-largest economy has amassed the heaviest debt burden in the industrialised world. Next, Jens' covers Japan's monetary policy, commenting on a historic move last December, and the BOJ's decision to maintain the policy balance rate last week. Our focus on Japan ends with an explanation of the ripple effect this situation is having on equity and currency markets around the world.We finish with Jens' ‘next big idea', an underreported economic trend he reckons listeners should keep a close eye on, in 2023. Exante Data: https://www.exantedata.com/ MarketReader: https://marketreader.com/ Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Jim and Bob are joined by Amelia Bourdeau, Senior Advisor & Head of Client Development at Exante Data & Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss the Fed “pivot,” the Euro, and the ECB's new Transmission Protection Instrument. We also cover energy policy and whether the bottom is in for U.S. Equities. Oh, and a new drinking game.

Covid-19 helped feed a surge in interest in alternative data as investors sought real-time insights into the economy and the pandemic. Economist Jens Nordvig, founder of Exante Data and MarketWatch's Bill Watts discuss what works and the evolving role of alternative data in making investment decisions.

The Interview: Danish-born economist Jens Nordvig, founder of Exante Data, a data and analytics firm for institutional investors that specializes in foreign exchange markets and macroeconomic policy, joins Real Vision co-founder and CEO Raoul Pal for a deep-dive conversation on the global economic outlook; the impact of the vaccine rollout on the U.S., Europe and emerging markets; and the likelihood of multi-year fiscal stimulus. Nordvig sees monetary policy frameworks evolving in ways that are unfriendly toward bonds, like Average Inflation Targeting (AIT), causing a fundamental rethinking among investors for owning fixed income assets. Recorded April 7, 2020. Key Learnings: A multi-decade bull market in fixed income lasted longer than many expected due to negative interest rate policy, and the COVID shock made central banks across the globe max out monetary policy. Interest rates are currently unattractive to many kinds of investors, and the economic outlook is such that risk assets look attractive, including cryptocurrency. Follow @jnordvig @ExanteData. Visit Exante Data (https://www.exantedata.com/). Learn more about your ad choices. Visit megaphone.fm/adchoices

The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. Out-of-session futures are signalling that the momentum will continue tonight. All sectors finished in the green today, except for the miners, which were dragged down by falling Dalian iron ore futures. Treasury Wine Estates jumped 6.26% after laying out a clear US-focused growth plan for the next five years, which will go some way towards offsetting losses from Chinese tariffs.Don't forget to check out today's edition of the last call with our guests Grant Wilson from Exante Data, Stephen Scott from Annapurna, James Whelan from VFS Group and Simon Anderson and Franco Atashi from SOMA Collection.Our top three VODs are:Henry's Friday stock buys: Drinking wine, having a bet and doing his taxesCarl says do your homework on cryptoThe corporate week that was: tech's necessary unwind and TWE's volume issue See acast.com/privacy for privacy and opt-out information.

This week, Exante Data founder and CEO, Jens Nordvig, joined to discuss what he calls "the big myth about money and inflation." Jon Turek, author of Cheap Convexity, offered his maco outlook for markets amid the simultaneous risk-on rally in stocks and breakevens. Zach Maril, the founder of the Knuckleheads Club, who has spent years researching Google's search engine, explained why Google's webcrawler is a natural monopoly and should be regulated as one. Then Seth Ginns, managing partner and head of liquid investments at Coinfund, discussed the increasing institutional interest in bitcoin as the cryptocurrency continues to surge.

As our crisis series of the Alpha Exchange continues, I was pleased to have the opportunity to engage with Jens Nordvig, the founder and CEO of Exante Data.  After stints at both Goldman Sachs and Nomura, Jens launched his independent firm in 2016 with an eye towards using a highly data driven approach to help institutional clients make sense of global economic developments and position portfolios accordingly.  Our discussion focuses broadly on the notion of nonlinearity as it applies to asset markets, a key part of the investment philosophy Jens utilizes to evaluate risk and highly applicable to the current landscape of virus centric uncertainty.  Harnessing new and extremely real-time data sets, Exante Data was decidedly early in understanding that Covid19 was going to be a big deal, globally, and that markets were failing to appreciate the risks.  This disconnect and the potential troubles that lie ahead owe to the difficulty in appreciating the growth in processes like a virus that are exponential in nature.  I think you will really enjoy this episode of the Alpha Exchange, my discussion with Jens Nordvig.

This week, George Pyne, founder and CEO of Bruin Sports Capital, joined to talk about how the sports economy is adjusting to its new reality and preparing for a possible return without fans. Jens Nordvig, founder and CEO of Exante Data, discussed what the data shows about Sweden's controversial approach to fighting the coronavirus outbreak. Adam Pritzker, founder and CEO of Assembled Brands, came on to talk about his work ensuring small businesses receive their loans from the federal government. Then Columbia Law School professor Kathryn Judge explained why she thinks the government intervention to shield big companies from the pandemic will give rise to moral hazard.

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, on longtime Disney CEO Bob Iger handing the reins to Bob Chapek. Luke Kawa, Bloomberg cross-asset reporter, on how Reddit's "greedy, profane" traders are shaking up the stock market. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, and Senior Advisor at Exante Data, on how the coronavirus is impacting global money flows. Hosted by Lisa Abramowicz and Paul Sweeney.

You probably haven't thought much about the Taiwanese life insurance industry. Why would you have? But they're among the most fascinating entities in the financial world. And for a long time they've been a source of incredible mystery. They've built up a gigantic position in foreign, US-dollar denominated assets in order to fund domestic liabilities denominated in Taiwanese Dollars. But how do they hedge this currency mismatch? Nobody has figured it out until now. On this week's podcast, we speak with Brad Setser of CFR and Exante Data about how he and a pseudonymous partner finally cracked the code.

Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut.  Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney. 

Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market.  Shira Ovide, Bloomberg Opinion technology columnist, on Google sinking as the DOJ mulls an anti-competitive probe into Alphabet. Hosted by Lisa Abramwicz and Paul Sweeney.

This week, Joe, Scarlet and Julie talked with Peter Conti-Brown, a Fed Historian at the Wharton School, about President Trump's break from precedent when he weighed into monetary policy, and why it's more important than it seems. Then Jens Nordvig, CEO and Founder of Exante Data, came on to discuss what we learned from Jerome Powell's two days of Congressional testimony, and why despite the flattening yield curve, he still sees plenty of stimulus coming down the pipeline. Terry Haines, Evercore ISI Senior Political Strategist, and Peter Tchir, Academy Securities Head of Macro Strategy, joined to have a trade war debate. Are markets being too complacent about tariffs or are they too glued to the headlines? Erika Nardini, CEO of Barstool Sports, also joined to talk about why the more than fifteen-year-old brand she runs is more like a two-year startup.

Nobel Laureate Edmund Phelps says it would be good to try out higher interest rates and that reopening coal mines in the U.S. wouldn't send a good signal to the rest of the world. Prior to that, Jens Nordvig, CEO of Exante Data, says if U.S. tax reform doesn't happen in the coming months, the dollar may drift weaker. Finally, Krishna Memani, Oppenheimerfunds' chief investment officer, says the core of the Fed under Jay Powell won't be dramatically different than under Janet Yellen.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Nobel Laureate Edmund Phelps says it would be good to try out higher interest rates and that reopening coal mines in the U.S. wouldn't send a good signal to the rest of the world. Prior to that, Jens Nordvig, CEO of Exante Data, says if U.S. tax reform doesn't happen in the coming months, the dollar may drift weaker. Finally, Krishna Memani, Oppenheimerfunds' chief investment officer, says the core of the Fed under Jay Powell won't be dramatically different than under Janet Yellen. 

Ellen Zentner, Morgan Stanley's chief U.S. economist, tells Tom Keene and Francine Lacqua why Morgan Stanley is revising its GDP forecast and says the economy hasn't seen the worst yet for inflation this year. Jens Nordvig, Exante Data's CEO and founder, says there's too much concern about European political risk. Jacques Rousseau, an oil and gas analyst at Clearview Energy Partners, says things may get to the point where companies borrow oil. Finally, Daniel Alpert, Westwood Capital's managing partner, says the vicious cycle of borrowing to consume is re-emerging. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com