The Long & Short features Rich Mcdonald and Piers Buckworth, both former institutional traders, discussing market analysis and financial insights. Each episode looks at current market themes and explains how professional investors approach portfolio management. The show also goes behind the scenes of how experienced pros run their portfolios.
Episodes
Midterm Results: Nasdaq’s Final Washout?
The midterm results are in, the market has taken them in its stride, and the AI trade has been through a full washout. Is this the clearing event that sets up a bounce, or is there more pain to come?In this episode of The Long & Short, Rich McDonald joins live from Rome as he and Piers Buckworth unpack what the midterm results mean for markets, why the AI trade has moved from overboug
High Beta Breathes Ahead of Microsoft, Google & Amazon Earnings
Markets are rotating back to risk, but with the Fed, the midterms and Big Tech earnings all landing at once, is this the start of a year-end rally or another false dawn?In this episode of The Long & Short, Rich McDonald and Piers Buckworth are joined by options specialist Imran Lakha to unpack a huge week for markets, from SK Hynix's blowout results and the Fed to whether AI has becom
SpaceX to the Moon, But Can Elon Catch the Falling AI Rockets?
AI demand remains strong, but growing credit concerns, rising bond yields and inflation fears are putting pressure on some of the market's biggest technology names. Is this simply a buying opportunity, or are deeper risks beginning to emerge?In this episode of The Long & Short, Rich and Piers unpack the AI sell-off, examining the financial pressures facing CoreWeave, NVIDIA's expandin
