Newsroom

Jobs, Jabs and Jerome: What’s Really at Stake?

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss President Trump’s escalating attacks on the Federal Reserve, the path of interest rate policy, employment data, the credibility of U.S. institutions, and much more!

Click this LINK to watch the interview or listen to the podcast.

Market ETFs: Major inflows are going into international equities

Neil Azous, Founder and Chief Investment Officer of Rareview Capital sits down with Yahoo Finance to talk more about international stocks outperforming US markets.

Click this LINK to watch the interview.

Astoria Advisors – Group CIO Call – Tariff Special Edition

In this week’s CIO Group Call, John Davi hosted Neil Azous, Founder and Chief Investment Officer of Rareview Capital, and Darren Hinshaw, CFA from NBC Securities to discuss the current market environment, which is showing signs of transitioning from a normal to a stressed regime. Neil highlighted indicators such as elevated VIX levels, underperformance in equities, and outperformance in gold, suggesting increased volatility and the potential for stagflation. He emphasized the importance of using long/short strategies and flexible trading approaches.

Click this LINK to watch the interview.

Rocky, the Underdogs, and Global Macro Trading with Neil Azous

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Brittany Mason at Banrion Capital Management to share his insights from working at Goldman Sachs and the evolution of investment management towards a more personalized, goals-driven approach. Neil discusses:

• His career journey from inspiration to industry expert
• The importance of goals-based investment management
• Emotional decision-making in finance
• Global macro trading
• The perception of risk and the mindset of underdog investors

Click this LINK to watch the interview.

2025 Market Outlook with Rareview Capital

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss the path of interest rate policy, asset allocation, stock-bond correlation, this year’s gray swan event, his favorite investment expressions, and much more!

Click this LINK to watch the interview or listen to the podcast.

The Fed’s Next Move: Unpacking Economic Projections with Rareview Capital

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to preview the September 2024 Federal Reserve meeting. Neil also discusses the path of interest rate policy, the US Treasury yield curve, US Elections, the “crash-up” risk in the stock market, his favorite investment expressions following the first interest rate cut, what Berkshire Hathaway may do with its cash hoard, and much more!

Click this LINK to watch the interview or listen to the podcast.

Big Enough Belt

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to preview the March Federal Reserve meeting. Neil also shares his current market outlook for stocks and bonds, discusses what he believes is the #1 issue regarding asset allocation and portfolio constructions, and presents a new investment thesis.

Click this LINK to listen to the podcast.

The First Fed Meeting of 2024

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss market dynamics ahead of the January FOMC meeting. Neil shares his views on the Fed’s potential rate cuts, the delicate balance of the US economy, and why investors should consider both stocks and bonds in anticipation of policy shifts in 2024.

Click this LINK to listen to the podcast.

It’s the Financial Conditions Dummy!

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss the path of interest rate policy, the US Treasury yield curve, the specter of war, gold, and US Elections 2024.

Click this LINK to listen to the podcast.

All Eyes on the SEP at the September FOMC Meeting

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss the path of interest rate policy, what level the 10-year US Treasury yield may rise to, what keeps Neil awake at night economically, and the stock market into the end of the year.

Click this LINK to listen to the podcast.