Featuring Special Guest – Henrietta Treyz
About Henrietta
Henrietta Treyz has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the US/Israel war with… Read the restFeaturing Special Guest – Jeffrey Gundlach – An Afternoon with Rosie and Gundlach
About Jeffrey
Jeffrey Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was… Read the restFeaturing Special Guest – Richard Clarida
About Richard
Richard Clarida is a Managing Director in the New York office and PIMCO’s Global Economic Advisor.Prior to rejoining PIMCO in 2022, he was the firm’s Global Strategic Advisor from 2006 to 2018. He served as Vice Chairman… Read the rest
Disinflation Explained: Why 2026 Will Surprise the Inflation Hawks
The financial press has spent four years obsessed with rising prices. As the Fed turns hawkish and the consensus is bracing for more of the same, the word for 2026 isn’t inflation; it’s disinflation, and most retail investors don’t quite… Read the rest Featuring Special Guest – Michael Wilson
About Michael
Michael Wilson is currently the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO, Mike is responsible for all investment advice provided to the Firm’s institutional and retail clients. As the Chief US Equity… Read the restThe Geopolitical Tax | Why Oil Shocks are Closer to Deflationary Signals Than You Think
Monitoring the intersection of global conflict and commodity markets is necessary for any proactive investor. When tensions flare near critical maritime chokepoints, the immediate market reaction is entirely predictable: oil prices spike, headlines scream about a 1970s-style stagflation revival, and… Read the rest Featuring Special Guest – Katie Stockton
About Katie
Katie Stockton, CMT, is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and registered investment advisor based in Greenwich, Connecticut. Fairlead specializes in technical analysis and disciplined, rules-based investment strategies, including the Fairlead… Read the restFeaturing Special Guest – Danielle DiMartino Booth
About Danielle
Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote… Read the restFeaturing Special Guest – Peter Boockvar
About Peter
In his role as CIO, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and… Read the restInflation and Investing | Protecting Your Portfolio from the Erosion of Purchasing Power
Your investment balances might look impressive on screen; however, the nominal climb in asset prices often masks a more sobering economic reality that many mainstream analysts are quick to overlook. Achieving true financial security requires a deeper dive into the… Read the rest