TopTradersLive.com

"We're beginning to enter a world where it's robots on robots. And that's a very different kind of warfare than what we're used to." - Pippa Malmgren Join the conversation with me, @DrPippaM and @jam_croissant 👉 ️Full video on YouTube: youtube.com/watch?t=2817s&…

How much of the world’s oil inventory could we really use if we needed it? Adam Rozencwajg of @Go_Rozen explains to @jam_croissant and me why the number reported on paper is very different from the amount the system can actually draw upon. ⬇️ ⬇️ youtu.be/vA8jgfEad28?si…

Which commodities are best positioned for the years ahead? Adam Rozencwajg of @Go_Rozen is back on the podcast with @jam_croissant and me and we sit down to look beyond the obvious answers on where the fundamentals are genuinely attractive. ⬇️ ⬇️ youtu.be/vA8jgfEad28?si…

"Something that we can't see must be happening because there's no way that the fundamental story is this bullish and the price is this bearish." Listen as Adam Rozencwajg of @Go_Rozen, @jam_croissant and I assess the disconnect in oil prices today. 👇️ youtu.be/vA8jgfEad28?si…

Why are we not in an energy crisis? Adam Rozencwajg of @Go_Rozen walks @jam_croissant and me through the forces that may be delaying or disguising the real impact from the closure of the Strait of Hormuz. Listen to the full conversation ⬇️ ⬇️ youtu.be/vA8jgfEad28?si…

What does less forward guidance from the Fed mean for markets? This week, @alanjdunne and I discuss what's likely to happen and why this could mean more uncertainty, more volatility, and potentially more sustained trends across markets. 👇️ 👇️ 👇️ youtube.com/watch?t=562s&u…

What is happening to oil inventories around the world? Adam Rozencwajg of @Go_Rozen has been watching the data closely, and he walks @jam_croissant and me through what he is seeing beneath the surface. ⬇️ ⬇️ youtu.be/vA8jgfEad28?si…

Despite the closure of the Strait of Hormuz, oil prices have not moved dramatically higher. So what is the market seeing… or failing to see? Adam Rozencwajg of @Go_Rozen joins @jam_croissant and me to answer this question. Listen to our chat 👇️👇️ youtu.be/vA8jgfEad28?si…

Has short-term trend following stopped working, or has it simply stopped working in certain markets? In this episode, @alanjdunne and I discussed an interesting new paper that offers a new explanation for why fast trend has declined. Listen here 👇️ youtube.com/watch?t=562s&u…

The next supply shock might not be in oil. In this week’s episode, @alanjdunne and I look at how different supply disruptions could continue to challenge the traditional stock-bond portfolio and why genuine diversification matters. 👇️ 👇️ 👇️ youtube.com/watch?t=562s&u…

Financial journalist and "The Almighty Dollar" author @bhgreeley joined @alanjdunne to discuss how the Fed operates and whether its current tools are working as intended. Listen here ⬇️ ⬇️ 👉 Apple Podcasts: podcasts.apple.com/us/podcast/gm1… 👉 Spotify: open.spotify.com/episode/7d3iDa…

Dr. Pippa Malmgren (@DrPippaM) grew up very close to the world of diplomacy. Her father, Harald Malmgren, was an economist and advisor to several US presidents. She reflects on what she learned from him. 👇️ 👇️ youtube.com/watch?t=2389s&…

How did the dollar become the world’s most important currency? Listen as @alanjdunne and Brendan Greeley (@bhgreeley) examine the 500-year history behind the world’s most powerful currency. ⬇️ 👉 Apple Podcasts: podcasts.apple.com/us/podcast/gm1… 👉 Spotify: open.spotify.com/episode/7d3iDa…

Why are flows so important heading into the midterms? In this episode, @jam_croissant laid out how summer positioning and election incentives could shape the path for markets into year-end. Join the conversation: youtube.com/watch?list=PLe…

The US midterms are right around the corner. I sat down with @jam_croissant to get his view on what he sees coming, and he laid out a useful framework for the months ahead. Don't miss the chat. Watch on YouTube: youtu.be/wNSo0iUaYzU?si…

"The US wants to control trade as much as it can." In this episode, @jam_croissant argues that the deeper geopolitical contest is not only military. It is about the balance of power between the US and China. Full episode here: youtube.com/watch?list=PLe…

In this week’s episode, @jam_croissant argues that the US may be learning from China’s playbook. How? By moving toward a more strategic and interventionist version of capitalism. Find out why: 👉 Apple Podcasts: podcasts.apple.com/us/podcast/si4… 👉 Spotify: open.spotify.com/episode/67Ip2l…

"It's either the end of the world, or it's a hug" Catch this remarkable conversation with @DrPippaM, @jam_croissant, and me, where we discuss the deeper forces driving today’s geopolitical and macro landscape. 👇️ 👇️ youtube.com/watch?t=2389s&…

"We are definitely in a bubble" Join me for this week's Systematic Investor episode with @jam_croissant 👇️ 👇️ youtube.com/watch?list=PLe…

Why has Greenland suddenly moved to the centre of the geopolitical conversation? In this episode, Dr. Pippa Malmgren (@DrPippaM) joined @jam_croissant and me to break it all down. Listen to the episode: youtube.com/watch?t=2389s&…

In our recent conversation, @jam_croissant and I discussed why the AI CapEx boom may be part of a much larger shift in how markets, policy, and strategic competition are starting to interact. Get the full insights here: youtube.com/watch?list=PLe…