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Street Signals

State Street
Monetary Policy
Inflation
Investor Behavior
Central Bank Policy
U.S. Elections 2024
US Economy
China
Global Growth
Foreign Exchange Markets
Financial Media Coverage
US Recession Probability
US Recession
Tech Stocks
Interest Rate Outlook
Eurozone
Large Language Models
Market Trends
Equities
Interest Rates
United States

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy fo... more

PublishesWeeklyEpisodes117Founded2 years ago
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InvestingBusiness

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Latest Episodes

Q3 earnings look like a prelude to a Santa rally, capping off another strong year for stocks. Sticking with a holiday theme, we can give thanks later this month for the outsized contribution of tech stocks to investor returns. But the AI narrative dr... more

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A stand-out macro trend of 2025, the weakness of the US dollar remains a focal point for a market that is still heavily short. Is the consensus risk ripe for a surprise or are further headwinds in store for the world's most widely traded currency? An... more

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Investors tend to underestimate the probability of tail risk events and assume market correlations will be stable. These are well-understood yet persistent blind spots that damage long-term portfolio performance. This week, we talk to David Dredge, C... more

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Growth stocks are driving returns and economic dynamism, but also sparking discussions of whether we sit in bubble territory. Our guest this week, Matt Smith, portfolio manager at QSM Asset Management, a long/short hedge fund with a value focus, prov... more

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Recent Guests

David Dredge
CIO of Convex Strategies
Convex Strategies
Episode: Convexity, Resilience and Building Better Brakes with David Dredge
Matt Smith
A value focused portfolio manager at QSM Asset Management
QSM Asset Management
Episode: Fundamentals Over FOMO: Value Investing in the Age of AI
Mark Dow
Policymaker, investor, and trader with extensive experience in macro markets.
Runs a family office and provides insights via Behavioral Macro.
Episode: Constructing the Macro Mosaic with Mark Dow
Simona Mocuta
Chief Economist at State Street Investment Management
State Street Investment Management
Episode: Do You Trust the Data?
Helen Thomas
CEO of BlondeMoney
BlondeMoney
Episode: Gilt Trip: Budgets, UK Politics and the Path of Populism
Marvin Loh
University professor and financial strategist
State Street
Episode: Jackson Hole and Beyond: Labor Pains for the Fed
Aaron Hurd
Senior portfolio manager focused on FX at State Street Investment Management
State Street Investment Management
Episode: The Buck Stops Where? FX Risk-Proofing for the Long Term
Marvin Barth
Independent researcher and strategist
Thematic Markets
Episode: Marvin Barth: The Framework of a Second American Century
Craig Fuller
CEO and founder of FreightWaves, specializing in high-frequency data for the global supply chain
FreightWaves
Episode: Craig Fuller: Tariffs and Twists in Global Supply Chains

Host

Tim Graf
Tim Graf is the host and head of macro strategy for EMEA at State Street. He brings extensive expertise in analyzing market trends and macroeconomic strategies, facilitating insightful discussions with guests who are leading figures in the finance industry.

Reviews

5.0 out of 5 stars from 139 ratings
  • A worthwhile listen

    Tim and guests speak on a wide range of current topics and market trends. I find each weekly episode enlightening and a learning experience. Thank you for all of your efforts and taking the time to record the show each week. It is always top shelf!

    Apple Podcasts
    5
    kcsullivan1
    United States2 years ago
  • Great insights

    Great insights on market trends with quality topics. Big fan of the host!

    Apple Podcasts
    5
    Dani108.
    United States2 years ago
  • Unique data, interpreted brilliantly

    Best markets podcast available. The inflation analytics are killer and the lens on capital flows is unparalleled. All interpreted by Tim and his guests, some of the best economists on the street. Five stars.

    Apple Podcasts
    5
    WBKinlaw
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful discussions and expert contributions on financial market trends.
The podcast is praised for its depth of analysis and high-quality content provided by knowledgeable guests.
Many find the weekly episodes enlightening and beneficial for understanding current market dynamics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#48
India/Business/Investing
Apple Podcasts
#131
Chile/Business/Investing
Apple Podcasts
#186
India/Business
Apple Podcasts
#232
Poland/Business/Investing
Apple Podcasts
#244
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Growth Beyond the AI Trade: Where Next?
Q: Is there anything in a US market that looks interesting given the current frothy conditions?
Healthcare stocks look interesting as they represent the largest underweight position investors have in the US, presenting potential opportunities despite concerns over regulatory issues and margin pressures.
Growth Beyond the AI Trade: Where Next?
Q: What do you think about the quest for value and that side of the market when it is just quite obviously all being driven by the AI narrative?
The quest for value has been difficult, with many investors giving up on value due to longstanding poor performance relative to growth stocks. Those who still pursue value need to be sophisticated in their approaches to find potential investments that hold real value.
Convexity, Resilience and Building Better Brakes with David Dredge
Q: What are your blind spots?
One of my blind spots is thinking I know something based on my experience rather than simply focusing on whether something is cheap or not.
Convexity, Resilience and Building Better Brakes with David Dredge
Q: Was Black Monday kind of that moment for you?
Black Monday was a significant turning point that challenged my previous perceptions of risk management and portfolio construction, making me rethink traditional methodologies.
Fundamentals Over FOMO: Value Investing in the Age of AI
Q: What do you see as potential risks in the current market environment?
The AI boom might slow, affecting CAPEX, which could put pressure on earnings estimates, especially if the low-end consumer is also negatively impacted by interest rates.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Street Signals

What is Street Signals about and what kind of topics does it cover?

Listeners can expect a comprehensive examination of the latest trends and challenges in financial markets, providing insights from both seasoned professionals and leading economists. The content frequently explores critical topics such as monetary policy, macroeconomic strategies, currency valuation, and fiscal dynamics, while also delving into the implications of political events on market behavior. Guests are often experts from the finance industry, adding depth with their perspectives on specific sectors and asset classes.

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Which podcasts are similar to Street Signals?

These podcasts share a similar audience with Street Signals:

1. Macro Hive Conversations With Bilal Hafeez
2. At Any Rate
3. Global Data Pod
4. RenMac
5. GlobalData TS Lombard: Perkins Vs Beamish

How many episodes of Street Signals are there?

Street Signals launched 2 years ago and published 117 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Street Signals?

Recent guests on Street Signals include:

1. David Dredge
2. Matt Smith
3. Mark Dow
4. Simona Mocuta
5. Helen Thomas
6. Marvin Loh
7. Aaron Hurd
8. Marvin Barth

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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