Newsroom

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.

H4L – An Introduction to Higher for Longer

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss the next Federal Reserve meeting, including the interest rate path, stock market seasonality, and the #1 conversation we are having with financial advisors currently.

Click this LINK to listen to the podcast.

Going to California

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Andrew Wilkinson of Interactive Brokers to discuss the next Federal Reserve meeting, including his analysis on employment and inflation.

Click this LINK to listen to the podcast.

Premium to Humility

Neil Azous, Founder and Chief Investment Officer of Rareview Capital joined Kevin Muir of The Market Huddle to discuss the path of Federal Reserve interest rate policy, the debt deiling, portfolio construction, and two investment opportunities. Make sure you stick around for his Wien market surprises where Neil Azous gives us two out-of-the-box choices that would for sure bring a smile to Byron’s face.

Click this LINK to listen to the podcast.