Lots More With Luke Kawa on Memestock Mania 2.0
Remember GameStop? The poster-child for 2021's memestock mania recently surged almost 5x in a matter of days — and it was all catalyzed by a few tweets from Keith Gill, aka "Roaring Kitty." So what's going on? How similar and how different was this move to what captivated the world's attention three years ago? On this episode of Lots More, we speak with Luke Kawa, markets editor at Sherwood Media, who was one of the first to chronicle the world of WallStreetBets and memestocks for Bloomberg News. He breaks down what we just saw and the lessons we can take away from it.
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Here's What Just Happened to the Stock Market and the Economy
It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the first time in ages, the Fed is hiking aggressively, having just moved by 50 basis points, with premises to do more. Plus there's a host of other shocks we're experiencing from the ongoing effects of the pandemic, the invasion of Ukraine, and the hard lockdowns in China. So how to make sense of it all? On this episode we speak with Neil Dutta, Head of Economics at Renaissance Macro Research and Luke Kawa, Allocation Strategist at UBS Asset Management, to make sense of what's going on, and what to watch next.
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Luke Kawa on the Macro Situation Right Now
Over the last several weeks, we've seen major developments in the macro situation. The vaccine rollout has accelerated. We've gotten a stimulus. The economic outlook has improved. And rates have risen across the curve significantly. So what does the macro picture look like right now, and what is the best framework for thinking through things? On this episode, we speak with Luke Kawa, an Asset Allocation Strategist at UBS Asset Management, about how to understand the current macro picture.
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This is What Traders Will Be Watching In 2019
After a volatile 2018, few people in the market expect calm to return anytime soon. Politics, the Fed, and trade will continue to be major sources of uncertainty. And of course there will be numerous events that nobody is thinking about right now. On this week's episode, host Joe Weisenthal speaks with Bloomberg macro strategist Cameron Crise and cross-asset reporter Luke Kawa about the key things to watch in 2019 if you're in the market.
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These Were The Most Important Stories for Traders In 2018
2018 will go down as one of the most pivotal for financial markets since the financial crisis. We saw the return of significant volatility, amid poor returns in several asset classes. On this week's episode, host Joe Weisenthal speaks with Bloomberg macro strategist Cameron Crise and cross-asset reporter Luke Kawa about the key themes we saw this year.
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