On today’s podcast, Pat, Ryan and Todd recap their recent travels, discuss the move from the 2-year yield, FX, and active management.
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25:41
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25:41
March Madness
This week on What We Know, Pat, Ryan, and Todd discuss the effects of auto tariffs, signs of life from the Energy sector, and Emerging Markets. They wrap things up with a review of recent travel, including Ryan and Todd's journey to Las Vegas.
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20:08
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20:08
Debt Dynamics
On this week’s show, Pat, Ryan, and Todd discussion a variety of topics including the direction of rates, the message from Gold, and the market’s interpretation of a volatile headline environment. Pat also asks Ryan about his latest note on the Coal industry.
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23:40
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23:40
That's NOT Good...
This week on What We Know, the Strategas team asks if the downturn in the housing market is causing growth scare – or something bigger…
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25:45
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25:45
Time to Get Out of DOGE?
This week on What We Know, the gang talks about DOGE's scorched-earth approach and its impact on the bond market.
Acerca de What We Know: Markets, Macro, & Miscellanea
Join Strategas analysts Todd Sohn & Ryan Grabinski as they riff on all things macroeconomic, moderated by host Pat Alwell. Come find out what we know this week!
Escucha What We Know: Markets, Macro, & Miscellanea, Cracks Podcast con Oso Trava y muchos más podcasts de todo el mundo con la aplicación de radio.net
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