Podcast appearances and mentions of mark dow

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of this situation. We recorded this episode on Thursday, the 10th of April, and talked about the general principle behind tariffs, the global trading system, the goals of President Trump, and the market reaction. Please enjoy this conversation with Mark Dow. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Invest Like the Best (00:00:07) Understanding Tariffs: Historical Context and Rationale (00:01:05) China's Role in Global Trade (00:01:54) Impact of Automation on Jobs (00:03:07) Trump's Trade Policies and Their Implications (00:04:20) Challenges with Current Tariff Approaches (00:05:37) Global Trade Imbalances and Misconceptions (00:06:07) Market Reactions and Economic Consequences (00:21:35) Political Shifts and Economic Policies (00:25:56) Trump's Economic Policies and Wage Stagnation (00:26:42) Tariffs and Their Impact on Small Businesses (00:27:20) Market Reactions and Economic Surprises (00:28:41) Equity and Credit Market Dynamics (00:30:59) China's Strategic Moves and Market Implications (00:33:49) The Fed's Role in Economic Stability (00:39:00) Global Trade Relations and Soft Power (00:49:08) Negotiating with Trump: Strategies and Challenges Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Dow er et sant multitalent innenfor både makroøkonomi, finans og trading. Han har bred erfaring i alle feltene og en dyp forståelse av hvordan verden faktisk fungerer. Han forvalter nå egne penger og er gjest hos Tid er penger for tredje gang. Oh boy leverte han. Dette er så fullstappet av informasjon av man nesten må høre to ganger. Hosted on Acast. See acast.com/privacy for more information.

My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his skillsets as a trader and an economist. In this discussion, we talk about why economists are usually bad investors, how Mark approaches markets, and we cover some provocative ideas - including how Quantitive Easing and Tightening have little effect and why Mark's not worried about US debt. Please enjoy this great conversation with Mark Dow For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:01:06) Welcome to Making Markets (00:01:53) Starting the Conversation: Economists as Investors (00:03:31) Transition from Economist to Trader: A Personal Journey (00:05:32) Understanding Market Narratives and Trading Patterns (00:08:09) The Role of the Federal Reserve in Market Narratives (00:09:26) The Impact of Monetary Policy on Market Dynamics (00:09:40) The Behavioral, Secular, and Cyclical Factors Influencing Monetary Policy (00:11:52) The Limitations of the Federal Reserve's Control Over Money Creation (00:14:40) The Behavioral Conditioning of Interest Rates (00:16:26) Understanding the Role of Banks in Money Creation (00:17:16) The Misconceptions about Monetary Policy (00:17:50) The Mechanics of Quantitative Easing (00:18:50) The Impact of Quantitative Easing on the Economy (00:19:55) The Role of Risk Appetite in Lending (00:21:25) The Effect of Economic Expectations on Yields (00:22:19) The Role of the Fed in the Financial System (00:26:53) The Impact of Competitive Pressures on Risk Taking (00:27:13) Understanding the Financial Instability Hypothesis (00:31:01) The Role of Demand in Asset Valuation (00:34:05) Understanding the Market Risk Cycle (00:34:13) The New Cycle and Its Differences (00:35:11) Economic Headwinds and Future Predictions (00:35:41) The Role of Banks and Areas of Concern (00:36:46) The Impact of Debt and the Financial System (00:37:15) The Role of Government Debt and Its Implications (00:37:36) The Stability of Treasuries and the Global Financial System (00:38:07) The Future of the Dollar and Government Debt (00:39:14) The Impact of Growth and Productivity on the Economy (00:40:03) The Risk Cycle and the Role of Institutions (00:42:06) The Impact of Fiscal Deficit and Modern Monetary Theory (00:48:55) Understanding Income Inequality and Asset Price Inflation (00:50:28) The Role of Finance and Technology in Income Inequality (00:53:34) The Future of the Housing Market Learn more about your ad choices. Visit megaphone.fm/adchoices

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Mark Dow has had experience in the global monetary system, having worked at the IMF, as an advisor to three Presidents, and at many central banks around the world. But he thinks that generally, monetary plumbing is given too much credit for the gyrations of asset prices and economic outcomes. He joins Forward Guidance to share why. Recorded on April 9, 2024. __ Follow Mark Dow on Twitter https://twitter.com/mark_dow Follow Mark's Other Account, Behavioral Macro https://twitter.com/BehavioralMacro Follow VanEck on Twitter https://twitter.com/vaneck_us 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_ __ Timestamps: (00:00) Introduction (00:39) How Much Does Monetary Policy Actually Matter? (07:27) The Fed Matters In A Crisis (12:11) Psychology Impacts Stock Market Valuations More Than Interest Rates (16:41) ...But Interest Rate Fall Stimulates Housing Mortgage Credit Creation, Doesn't It? (20:48) Mark Argues Mortgage Spread Not Very Affected By Quantitative Easing (QE) - Jack Pushes Back (26:11) VanEck Ad (27:13) (30:51) QE's Impact on Bond Yields And The Difficulty Of Determining What Is Cause And What Is Effect (39:39) The Wealth Effect Has Been Very Weak (41:36) Mark Argues The Bulk Of Inflation Was Caused By Transitory Supply-Side Factors (51:29) Federal Reserve's Role In U.S. Treasury Market (58:54) Mark's View On The Narrative That Fed Will Monetize U.S. Fiscal Deficits (01:00:51) Gold and Real Rates (01:08:04) Changes In Monetary System Since 2008 Great Financial Crisis (GFC) (01:14:51) Fed Balance Sheet Policy DOES Matter For Institutional Fixed-Income Portfolios Sensitive To A Few Basis Points In Bond Spreads (01:18:49) Mark's Market Views: Is He Still Bullish On Stocks? (01:21:34) Mark's Trading Framework Using Technicals and Behavioral Economics __ 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.

In a long career as an economist and trader, Mark Dow has seen almost everything. With one eye always on the narratives and behavioral elements that drive price, his commentary is an ideal complement to our own research. In a far-reaching conversation, we discuss his process, how it has evolved over the years, his always-insightful analysis of monetary policy frameworks past and present and the best opportunities Mark sees in markets in the weeks and months ahead. Mark is always Tweeting his thoughts @behavioralmacro and @markdow, be sure to check him out there.See omnystudio.com/listener for privacy information.

My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his skillsets as a trader and an economist. In this discussion, we get into why economists are usually bad investors and how Mark approaches markets. We also cover some provocative ideas - including how Quantitive Easing and Tightening have little effect and why Mark's not worried about US debt. Please enjoy this great conversation with Mark Dow. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:02:12) First question Discussing why economists often struggle with trading and investing (00:05:32) Strategies for aligning with market movements (00:16:06) Exploring reasons why a recession hasn't occurred yet  (00:25:32) Delving into the inflation dynamics of 2010  (00:31:18) Assessing the effects of interest rates on high-value assets  (00:34:13) Evaluating the current position in the market risk cycle (00:40:28) Investigating the perceived absence of risk in the market  (00:43:14) Reflecting on Modern Monetary Theory (MMT)  (00:49:19) Analyzing the relationship between asset price inflation and income inequality (00:53:57) Identifying the most promising sector in the current market cycle Learn more about your ad choices. Visit megaphone.fm/adchoices

Tid er penger har gjort mange intervjuer de siste årene. Alle disse er samlet på www.patreon.com/tiderpenger, men vi ønsker å gjøre de mest mulig tilgjengelig.  Vi har dermed valgt at hver gang vi legger ut et nytt intervju på vår Patreon-side, så publiserer vi et av de gamle intervjuene her i vår vanlige podcast-strøm.  Dette intervjuet er med Mark Dow, en økonom med veldig mye erfaring og kunnskap. En nytelse å høre han resonere.  I dag publiserte vi en ekstra-episode med Peter på Patreon, der han svarer på spørsmål fra lyttere. Dette finnes på vår Patreon. See omnystudio.com/listener for privacy information.

Dette er episode 177 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Lenke til intervju med Robin Wiggelsworth: https://www.patreon.com/posts/bare-pa-patreon-71704322 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 176 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Lenke til intervju med Robin Wiggelsworth: https://www.patreon.com/posts/bare-pa-patreon-71704322 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 175 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 174 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Mark Dow author of behavioural macro, a former policy economist, prior hedge fund manager and self prescribed fiat enthusiast. Mark walks through the process of QE & QT and explains how most overestimate the effect they have on liquidity. Does QE actually have any effect on a banks appetite for risk? Alfonso & Mark then discuss if the Fed will remain tighter than most think & what level of inflation will cause the Fed to reverse course. Could the bottom be in? To find out, you'll have to tune in! -- Follow Mark: https://twitter.com/mark_dow Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction  (00:44) Quantitative Tightening (08:13) Does QE Actually Effect Banks Appetite For Risk? (17:45) What Level Of Inflation Does The Fed Wan't To See? (22:11) The Fed Will Remain Tighter Than Most Think -- Disclaimer: Nothing discussed on Boiler Room 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.

Dette er episode 173 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/lille-strom-70554881 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 172 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/lille-strom-70554881 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Tema: Markedet nå Eiendom Strøm Nyheter og sånn Trump Spørsmål og svar Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 171 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/ned-trollstigen-70194981 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 170 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/til-helvete-pa-69893104 Lenke til intervju med Thomas Hoenig, tidligere FOMC-medlem: https://www.patreon.com/posts/bare-pa-patreon-69708591 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834  Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785  Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/.  Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 169 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/choose-your-own-69564058 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 168 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/stand-in-for-69215569 Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Tema: Markedet Spørsmål og svar Nyheter Dystre utstikter... eller? Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 167 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Tema: Markedet Spørsmål og svar Nyheter Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

On this episode, Dr. Mark Dow stops by to discuss all thing Embryology. More information on these topics is at www.asrm.org Tell us your thoughts on the show by e-mailing asrm@asrm.org Please subscribe and rate the show on Apple Podcasts, Google Play or wherever you get your podcasts. ASRM Today Series Podcasts are supported in part by the ASRM Corporate Member Council.

Dette er episode 166 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame:  Intervju med Eldjarn Trading: https://www.patreon.com/posts/bare-pa-patreon-68210834 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Tema: Markedet Spørsmål og svar Nyheter My dinner with Andre VC Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til.See omnystudio.com/listener for privacy information.

Dette er episode 165 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/tenke-det-68324349 Lenke til fredagens intervju med han som står for halve det norske kryptovolumet, som du aldri har hørt om (før nå da): https://www.patreon.com/posts/bare-pa-patreon-68210834 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Tema: Markedet Q&A Drøss med nyheter Å tenke det utenkelige Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til. See omnystudio.com/listener for privacy information.

Dette er episode 164 av Tid er penger.  Her kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/bottoms-up-by-68017686 Intervju med Mark Dow: https://www.patreon.com/posts/bare-pa-patreon-67935785 Intervju med Putins tidligere taleskriver: https://www.patreon.com/posts/intervju-med-66979715 Produkter Tid er penger anbefaler: Informasjonsterminal: Infront Professional Terminal - Gratis test Alle bøkene Tid er penger anbefaler finner du her: https://www.tiderpenger.no/bokanbefalinger/. Ukens bok: The Intelligent Investor Tema: Q&A Nyheter sist uke Goldman Sachs-konferansen i Roma Hvis du vil se all research som brukes i podcasten, kan du abonnere på det gratis nyhetsbrevet til Tid er penger her: https://tiderpenger.substack.com/ Vil du stille spørsmål, diskutere finans eller bare være oppdatert på informasjon om podcasten, kan du bli medlem av Facebook-gruppen til podcasten og discord for chat:  https://www.facebook.com/groups/1743019995996344/ Chat: https://www.tiderpenger.no/live-chat/ Til info: Denne beskrivelsen kan inneholde noen linker til selskaper Tid er penger har et kommersielt forhold til. See omnystudio.com/listener for privacy information.

Mark Dow is a global macro trader and author of the blog Behavioral Macro. Previously, he worked as a policy economist at the U.S. Treasury and the International Monetary Fund, after which he was a senior Portfolio Manager at Pharo Capital, a $10B fund. Here he talks about why QE isn't money printing, what's driving markets, narratives and much more!

Guy, Dan and Danny discuss the big week for earnings (1:48), Robinhood's public debut (13:44), and bitcoin's massive rally (26:12). The co-hosts interview Mark Dow, author of the Behavioral Macro blog and discuss what he says people are getting wrong about the Fed (30:42). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Mark Dow, author of the Behavioral Macro Blog, and a former hedge fund manager. Among the topics covered: The China regulatory crackdown is clearly not good news for that country's tech names, and suggests not great relations between Beijing and D.C., but it need not be a headwind for additional records for the S&P 500 While it's entirely possible that we've already passed the peak growth phase of the current economic recovery, that doesn't mean solid growth won't continue for several more quarters or years. Along those same lines, Dow believes that inflation may have peaked as well A lot has been made about what the recent big drop in long-term Treasury yields might be saying, but Dow believes that price signals in the government bond market aren't what they used to be. Find out why Dow's explanation of the monetary policy transmission pipes. The Cliff's Notes: It's a closed system, i.e. the Fed's “printing” of money ends doesn't go into the economy, it stays in the Federal Reserve deposits of the banks. It's for this reason that those predicting the next great inflation keep getting it wrong. Links of interest: Behavioral Macro blog The China regulatory crackdown in an fund - The KraneShares CSI China Internet ETF Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you really know how QE works? I thought I did until my conversation today with Author of Behavioral Macro, Mark Dow (Mark’s Twitter Page). Mark has the experience from working at the Treasury Department and the International Monetary Fund to truly understand how QE works. Hearing how Mark explained in detail how QE works […]

Do you really know how QE works? I thought I did until my conversation today with Author of Behavioral Macro, Mark Dow (Mark’s Twitter Page). Mark has the experience from working at the Treasury Department and the International Monetary Fund to truly understand how QE works. Hearing how Mark explain in detail how QE works […]

What is the role of interest rates and bonds in today's market? Mark Dow says that the connection between bonds and stocks has been "misdiagnosed."

Mark Dow has been a guest on this podcast more times than anyone else for a good reason. Selfishly I always enjoy chatting with him. His perspective is fascinating to me because he does such brilliant job of combining price behavior with sentiment analysis and the global macro intermarket backdrop.  Mark worked for the U.S. Treasury Department in charge of Emerging Markets in the early 90s before ultimately running money for a Global Macro Hedge Fund in New York City. So he has a lot of opinions on economics and politics, but he's great at not letting those things get in the way of his price behavior and sentiment analysis. He's figured out how to separate them but also use his expertise to his advantage. That's not any task. I loved this conversation because we talked about how institutional investors are positioned coming into the U.S. election, how currencies and interest rates around the world are being affected, and in turn how they are affecting other asset classes. I ask him about Bitcoin and Gold and which one will win that battle. Of course, the US Dollar and Emerging Markets were part of the discussion (we can't help ourselves whenever we get together), but we talk about how EM is now being driven by Technology and no longer the Natural Resources of the past.  This was fun. Give it a listen!

JC Parets · Technical Analysis Radio Interviews: Hedge Fund Manager, Mark Dow Mark Dow has been a guest on this podcast more times than anyone else for a good reason. Selfishly I always enjoy chatting with him. His perspective is fascinating to me because he does such brilliant job of combining price behavior with sentiment analysis and the global macro intermarket backdrop. Mark worked for the U.S. Treasury Department in charge of Emerging Markets in the early 90s before ultimately running money for a Global Macro Hedge Fund in New York City. So he has a lot of opinions on economics and politics, but he's great at not letting those things get in the way of his price behavior and sentiment analysis. He's figured out how to separate them but also use his expertise to his advantage. That's not any task. I loved this conversation because we talked about how institutional investors are positioned coming into the U.S. election, how currencies and interest rates around the world are being affected, and in turn how they are affecting other asset classes. I ask him about Bitcoin and Gold and which one will win that battle. Of course, the US Dollar and Emerging Markets were part of the discussion (we can't help ourselves whenever we get together), but we talk about how EM is now being driven by Technology and no longer the Natural Resources of the past. Make sure you're following @mark_dow on Twitter. This was fun. Give it a listen! Click here return to the episode page

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking about the markets with fund manager and Behavioral Macro blog author Mark Dow. Prior to chatting with Dow, Task and Alpher consider that we might be entering a new phase for markets. Phase one was the panicky crash from late February into mid-to-late March, and phase two was the straight from central casting big bounce. The "hard" part may be starting now. The idea of a re-opening economy may seemingly have the bears on the defensive, but the bulls need to ponder profits, or lack thereof. Amazon (AMZN) plans on spending its anticipated $4B+ in profits in Q2 on safety measures for workers and customers, and business is booming for the House of Bezos. Pity the retailer or restaurant that - even if allowed to open - will surely be doing so at reduced customer capacity and higher labor costs. Following the stunning move higher, Mark Dow is now positioned for some momentum to the downside. He turned from being bullish only last week after the market was unable to rally despite a decent amount of good news - Wednesday's Fed meeting and pledge to support markets, positive data on Gilead's (GILD) COVID-19 treatment, and strong results from important players like Apple (AAPL) and Amazon. But shouldn't the Fed's continued pumping assure that markets march even higher? No, says Dow. Fed liquidity is important to keep the engine of the system running, but the money the central bank "prints" doesn't find its way into equities unless investors place it there. While the Fed might assist through a placebo effect, ultimately it has to be investors taking on more risk appetite. There's plenty more, including Dow's review of Fed Chair Jay Powell (Cliff's Notes: Thumbs up), why he likes the homebuilders (XHB), and his continuing thesis that a shortage of investable assets ultimately means good things for stocks.

?Download my NEW e-book!  Topics Covered on Futures Radio Show in March 2020: 1. Maintaining Discipline – Ed Latimore 2. Evolving as a Trader – Merritt Black 3. Futures Industry Association Update – Walt Lukken 4. Behavioral Macro – Mark Dow 5. COVID-19 Impacts on U.S. Economy – George Pearkes 6. Bond Strategist – George […]

?Download my NEW e-book!  Topics Covered on Futures Radio Show in March 2020: 1. Maintaining Discipline – Ed Latimore 2. Evolving as a Trader – Merritt Black 3. Futures Industry Association Update – Walt Lukken 4. Behavioral Macro – Mark Dow 5. COVID-19 Impacts on U.S. Economy – George Pearkes 6. Bond Strategist – George […]

?Download my NEW e-book!  Topics: 1. Would market be selling off without the Coronavirus 2. Why Fiscal Policy is more important right now than Monetary Policy 3. Gold & Bitcoin are not a Hedge or Safe Store of Value 4. What he's Trading & his Process for Investing Right Now 5. Market Liquidity 6. Thoughts […]

?Download my NEW e-book!  Topics: 1. Would market be selling off without the Coronavirus 2. Why Fiscal Policy is more important right now than Monetary Policy 3. Gold & Bitcoin are not a Hedge or Safe Store of Value 4. What he’s Trading & his Process for Investing Right Now 5. Market Liquidity 6. Thoughts […]

Alpha Trader's 11th episode features hosts Aaron Task and Stephen Alpher riffing on the year just passed, and mulling what might be to come in 2020. Before getting into 2019, Task reminds just how poor 2018 was - with negative returns across pretty much every asset class of note. That red ink came alongside what turned out to be the end of a multi-year Fed tightening cycle. 2019 brought with it Fed easing, and the market responded by moving sharply higher. The "soft landing" having been achieved, the Fed appears happy (for now) to sit on the sidelines in 2020. The current period reminds Alpher of the mid-90s, when markets had a bit of a rough go it in 93-94 while Alan Greenspan and company were hiking rates, but bounced in 1995 when the Fed eased a bit. The soft landing set the stage for several more years of a bull run. Staying in the mid-90s, Task digs out The Maestro's famous "irrational exuberance" quip, and says there's nothing approximating that right now. He notes a recent poll in which most respondents said the market was down this year (S&P 500 is up 27% at the moment)! Being bullish for 2020 doesn't mean it's straight up from here, and the hosts remind the late-90s bull move had sizable hiccups in 1996, 1997, and 1998. They remark that there hasn't been a bear in a long run of Alpha Trader guests - from Eddy Elfenbein to J.C. Parets to Ryan Detrick to Jim O'Shaughnessy to Mark Dow to Jon Najarian. Task also comes back to the Fed's repo operations which is injecting 10s of billions of dollars into the reserve system each month. He wonders if there's a parallel with the Fed's 1999 liquidity injections to stave off Y2K fears. The Y2K worry proved to be unfounded, and the Fed's goosing did little but help create the final blow-off top of the 90s bull market.

Alpha Trader's ninth episode features Behavioral Macro blog author and former hedge fund manager Mark Dow. Dare we say, "goldilocks?" The economy continues to move forward without inflation moving higher, says Dow. As for asset prices, lingering fear of the financial crisis is keeping animal spirits somewhat in check. Add it up, and Dow sees the Fed happy to stay on hold well into the next year even as short-term rate markets are (kind of) pricing in another rate cut in 2020. Dow puts to bed the idea that central bank liquidity is driving the economy and the stock market higher. He notes both the economy and stocks surged from 2015 on even as the Fed was pulling liquidity from the markets (until the recent rate cut cycle). Instead, we can thank the big surge in growth to the big post-election fiscal stimulus package, and as that's worn off, the GDP numbers have come down to more sustainable levels. Dow reminds that folks are more likely to take on risk when they're comfortable in their jobs and their situations. And we can add in a third factor - when they see people around them making money. Those three items - far more than the level of interest rates - drive risk-taking. How is Dow positioned going into 2020? He's long for the reasons stated above, but also because he believes there's a "shortage" of both high-quality assets like Treasury paper, and stocks. If you think the permabears are upset now because of their failed macro call, says Dow, wait until valuations go even higher as investors look to put money to work in a stock shortage environment. Bitcoin is the most "pattern-perfect" asset he's ever seen, says Dow, and what the charts are telling him now is that it's dying. Assets in bull markets typically don't make significantly lower highs, says Dow, and that's what Bitcoin has done.

In this week's episode, Extreme Value Editor Dan Ferris chats with Mark Dow, former economist at the Treasury Department and the IMF. Dow sheds light on what's happening with the global economy, and what massive levels of debt really means moving forward. He also shares his forecast for gold and other precious metals over the next few months.

In this week’s episode, Extreme Value Editor Dan Ferris chats with Mark Dow, former economist at the Treasury Department and the IMF. Dow sheds light on what’s happening with the global economy, and what massive levels of debt really means moving forward. He also shares his forecast for gold and other precious metals over the next few months.

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex. Learn more about your ad choices. Visit megaphone.fm/adchoices

This conversation with Mark Dow kicks off Season 2 of the All Star Charts Interviews. Mark worked for the U.S. Treasury Department in charge of Emerging Markets in the early 90s and later was a sovereign analyst at a Mutual Fund before ultimately running money for a Global Macro Hedge Fund in New York City. Today, Mark runs a Family Office from southern California and recently launched a Private Twitter Account that you can subscribe to called Behavioral Macro. In this Episode, we talk about the benefits of Technical Analysis throughout both process and execution, where we are in the US Stock Market cycle, rates, precious metals and emerging markets. Him and I both speak really fast so we covered a lot in a short period of time! Click here to see all of the Charts mentioned in this episode

This conversation with Mark Dow kicks off Season 2 of the All Star Charts Interviews. Mark worked for the U.S. Treasury Department in charge of Emerging Markets in the early 90s and later was a sovereign analyst at a Mutual Fund before ultimately running money for a Global Macro Hedge Fund in New York City. Today, Mark runs a Family Office from southern California and recently launched a Private Twitter Account that you can subscribe to called Behavioral Macro. In this Episode, we talk about the benefits of Technical Analysis throughout both process and execution, where we are in the US Stock Market cycle, rates, precious metals and emerging markets. Him and I both speak really fast so we covered a lot in a short period of time!

Mark Dow has been a favorite follow of mine on Twitter for a long time. His global macro perspective is directly in line with the way I view the world. We come from very different backgrounds, however. Mark worked for the U.S. Treasury Department and was in charge of Emerging Markets in the early 90s. After that he was a sovereign analyst at a Mutual Fund before running money for a Global Macro Hedge Fund in New York City. Today, Mark runs a Family Office from southern California and recently launched a Private Twitter Account that you can subscribe to called Behavioral Macro. In this conversation, Mark talks about the current environment for stocks, interest rates and the rotation into emerging markets and base metals. He brings a disciplined process and approach to the market that I've respected for many years. I really enjoyed this conversation with someone who I consider to be one of the smartest guys in the room. You can learn more at BehavioralMacro.com Click here to see all of the Charts mentioned in this episode  

Mark Dow has been a favorite follow of mine on Twitter for a long time. His global macro perspective is directly in line with the way I view the world. We come from very different backgrounds, however. Mark worked for the U.S. Treasury Department and was in charge of Emerging Markets in the early 90s. After that he was a sovereign analyst at a Mutual Fund before running money for a Global Macro Hedge Fund in New York City. Today, Mark runs a Family Office from southern California and recently launched a Private Twitter Account that you can subscribe to called Behavioral Macro. In this conversation, Mark talks about the current environment for stocks, interest rates and the rotation into emerging markets and base metals. He brings a disciplined process and approach to the market that I've respected for many years. I really enjoyed this conversation with someone I consider to be one of the smartest guys in the room.  You can learn more at BehavioralMacro.com

Guest: Mark Dow Founder of Dow Global Advisors & Behavioral Macro Blog Record Date:  1/22/18 Topics: Why Mark got involved in Financial Markets Behavioral Macro The Fed & Bubbles Stock Market, Interest Rates & Risk Cycle Central Banks & Yield Curves Gold, Commodities & Currencies Cryptocurrencies Emerging Markets Rapid Fire: What Trader has influenced your […]

It's been 10 years since the start of the credit crunch that eventually led to the global financial crisis. For many investors, the events of 2007 to 2008 shook their entire understanding of how markets are meant to work. In this week's episode of the Odd Lots podcast we speak to Mark Dow, a global macro trader and financial blogger, as well as a former economist at the U.S. Treasury and the International Monetary Fund. He walks us through some of the most important lessons that investors should have learned from the crisis, including why central bank stimulus efforts haven't had as much of an effect on the real economy, and why oil matters much less to the world than it once did. We also take a brief interlude to learn how a macro manager analyzes U.S. jobs numbers as they come out.

This week, our guest is IMF and hedge fund veteran Mark Dow. Mark’s blog Behavioral Macro and his Twitter account @mark_dow are widely followed for their insights into macro investing, and he was kind enough to spend an hour with us discussing his background, trading strategy, views on some specific asset classes and the economy, and risk management. We hope you enjoy the discussion.

Author: Mark DowTitle: Water and LightGenre: Short StoryPublication date: October 2008