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Earn rewards and recurring income from Fan Club membership.
Get the answers and support you need.
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Stay updated with the latest podcasting tips and trends.
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Podcast interviews, best practices, and helpful tips.
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Create the best live podcast and engage your audience.
Tips on making the decision to monetize your podcast.
The best ways to get more eyes and ears on your podcast.
Everything you need to know about podcast advertising.
The ultimate guide to recording a podcast on your phone.
Steps to set up and use group recording in the Podbean app.
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
Today's slide deck: https://bit.ly/3yDBdWF -
Today we look at the Chinese rebound overnight and note the terrible relative performance this month and for the year-to-date for China relative to India, which is not plagued by the same regulatory uncertainties. But we continue to wax very cautious on the very extended US market even if we are unable to see any specific negative catalyst on the horizon. Thoughts on the German and French elections, EU sovereign bonds after a yield jump yesterday, FX, defense stocks now that US President Biden has declared the US done with nation-building and more on the pod today, which features Christopher Dembik on macro, Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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