“Rising Tides”, Episode 9, 01.09.2026. The Treasury Trap: Navigating the New Fed.
リアクション
2026年09月03日
Aquarium Investments presents a podcast with Paul Melamed and Cormac Bourke about financial markets and global economic trends.
Timeline:
0:00 Disclaimer
0:39 Introduction
04:52 Markets: DXY, US Curve, WTI, US Strategic Petroleum, S&P500 and Nasdaq, Market Cap, Valuation Metrics, Cape ratio, Nasdaq vs…, Hyperscalers, XAU/USD, EM Markets, Main Positions
35:22 US Events: The new FED, US WIRP, US Treasury, M2, Bonds, China, UBS, CNY, Tariffs, US Imports, CPI
1:03:21 Acknowledgements and conclusion
Website: https://www.aqrm.com
Send questions via email: pm@aqrm.com
Audio versions of the podcast: https://aqrm.mave.digital/
X platform: https://x.com/aqrminvestments
Facebook: https://www.facebook.com/aqrminvest
Instagram: https://www.instagram.com/aqrminvest
LinkedIn: https://linkedin.com/company/aquarium-investments/
Spotify: https://open.spotify.com/show/0pmFab5ugvqDGcL5ftJL2c?si=0ab9c7a2580e404&nd=1&dlsi=edc63ff872f34c60
Timeline:
0:00 Disclaimer
0:39 Introduction
04:52 Markets: DXY, US Curve, WTI, US Strategic Petroleum, S&P500 and Nasdaq, Market Cap, Valuation Metrics, Cape ratio, Nasdaq vs…, Hyperscalers, XAU/USD, EM Markets, Main Positions
35:22 US Events: The new FED, US WIRP, US Treasury, M2, Bonds, China, UBS, CNY, Tariffs, US Imports, CPI
1:03:21 Acknowledgements and conclusion
Website: https://www.aqrm.com
Send questions via email: pm@aqrm.com
Audio versions of the podcast: https://aqrm.mave.digital/
X platform: https://x.com/aqrminvestments
Facebook: https://www.facebook.com/aqrminvest
Instagram: https://www.instagram.com/aqrminvest
LinkedIn: https://linkedin.com/company/aquarium-investments/
Spotify: https://open.spotify.com/show/0pmFab5ugvqDGcL5ftJL2c?si=0ab9c7a2580e404&nd=1&dlsi=edc63ff872f34c60
