We find the people actually moving capital — fund managers, macro traders, policy architects — and ask the questions no one else will.
Our editors' picks from the current rotation — ranked by the conversations investors are actually talking about.
A veteran macro trader walks through the positioning most investors are missing heading into the next rate decision.
A rare, line-by-line look at how one fund manager is positioned right now — and the case for each side of the book.
An economist who called the last credit cycle explains why this one ends differently — and what to watch first.
Investing and Stock News
America’s 250th birthday was supposed to be a national moment of unity. Instead, it has become a political fight over history, patriotism, power, and who gets to define the American story. This episode breaks down how the semiquincentennial became a partisan battleground — and what that says about the country celebrating it.
The post America 250 Becomes a Partisan Battlefield appeared first on Van Thorn News.
"The best financial conversations aren't on CNBC. They're in rooms most people never get into."
Eagle 47 Capital is a weekly long-form podcast built for people who manage, invest, and think seriously about capital markets. Each episode, we sit across from a practitioner — not a pundit — and dig in.
No filler. No guests with something to sell. Just a frank conversation about what's actually happening and why it matters.
Hear the Latest EpisodeWe talk to fund managers, macro economists, analysts, and market historians. If you have genuine insight and the conviction to defend it, we want to hear from you.
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