Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms.
At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the rest
Henrietta 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 COVID-era stimulus bills, the… Read the rest
Exchange-traded funds, or ETFs, have become the cornerstone of modern portfolio management. Why? They offer investors a simple, low-cost way to gain diversified exposure to everything from broad indices to niche asset classes. For a firm like Rosenberg, which is… Read the rest
If you’re watching gold hit new highs and wondering what you’re missing, you’re not alone. This isn’t just a short-term trade; we’re in the midst of a generational, structural gold bull market that began in 1999 and is far from… Read the rest
When Jeffrey Gundlach speaks, the investment world listens. Known as the “Bond King,” Gundlach blends technical mastery with blunt, data-driven realism—offering clarity in markets that often feel chaotic. In his latest appearance on Webcast with Dave on October 10th, 2025,… Read the rest
When it comes to investing, timing is everything. While reacting to market shifts is a necessity, the true competitive edge comes from anticipating them. But how can you move away from reacting to forecasting in a landscape filled with conflicting… Read the rest
Analyzing and reviewing raw data can be overwhelming for even the most experienced investors. Numbers and spreadsheets often fail to capture the nuances of market dynamics, making it challenging to spot subtle trends or correlations. That’s where investment market analysis… Read the rest
John Mauldin is a best-selling author, analyst, financial writer, and co-founder of Mauldin Economics. John has dedicated more than 30 years to keeping people informed about financial risk. His weekly newsletter, Thoughts from the Frontline, was one of… Read the rest
Dr. 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 of the… Read the rest
In today’s fast-moving markets, timely expert perspectives are more valuable than ever. While written reports provide a critical foundation, webcasts offer a dynamic, engaging way to digest market intelligence. They bring the expertise and personality of a discussion right to… Read the rest
Exchange-traded funds, or ETFs, have become the cornerstone of modern portfolio management. Why? They offer investors a simple, low-cost way to gain diversified exposure to everything from broad indices to niche asset classes. For a firm like Rosenberg, which is… Read the rest 
If you’re watching gold hit new highs and wondering what you’re missing, you’re not alone. This isn’t just a short-term trade; we’re in the midst of a generational, structural gold bull market that began in 1999 and is far from… Read the rest 
When Jeffrey Gundlach speaks, the investment world listens. Known as the “Bond King,” Gundlach blends technical mastery with blunt, data-driven realism—offering clarity in markets that often feel chaotic. In his latest appearance on Webcast with Dave on October 10th, 2025,… Read the rest 
When it comes to investing, timing is everything. While reacting to market shifts is a necessity, the true competitive edge comes from anticipating them. But how can you move away from reacting to forecasting in a landscape filled with conflicting… Read the rest 
Analyzing and reviewing raw data can be overwhelming for even the most experienced investors. Numbers and spreadsheets often fail to capture the nuances of market dynamics, making it challenging to spot subtle trends or correlations. That’s where investment market analysis… Read the rest 
In today’s fast-moving markets, timely expert perspectives are more valuable than ever. While written reports provide a critical foundation, webcasts offer a dynamic, engaging way to digest market intelligence. They bring the expertise and personality of a discussion right to… Read the rest