The Roundtable

Tracking how sharp market minds think — and scoring whether they're right.

The Table

Top 5 by Roundtable Score — a seat must be earned.

1●

Andreas69.3

Acc63%Rec77%Fals56%Brd100%

2●

Dave62.9

Acc57%Rec68%Fals50%Brd100%

3●

Cathie53.2

Acc41%Rec65%Fals43%Brd100%

4●

Andrei37.5

Acc20%Rec40%Fals50%Brd100%

5✦

Raoul27.5

Acc13%Rec33%Fals18%Brd100%

Leaderboard

Everyone tracked, by Roundtable Score.

Featured verdict

Rates, liquidity & risk assets — H2 2026

SwingYields. Cathie's growth multiple and Andrei's hard-asset trade both need a dovish turn; the seated rate-scorers (Andreas 11–0, Dave) say it isn't coming. The base case to disprove is Andreas's 'no H2 cuts' — watch the Jun-17 decision (Cathie's maximally-falsifiable Warsh-cuts bet) as the first live test.

House readWeight what's earned it: Andreas (#1) on rates/macro/energy and Dave (#2) on rotation/metals are the proven core; lean on Cathie (#3) for index/gold direction but fade her rate-cut timing and ARKK-specific upside; treat Andrei (#4) as the weakest seat — only worth hearing on rates, not his signature gold/dollar themes. The mechanical, dated callers out-score the narrators.

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Last synced 6/28/2026, 8:53:46 PM.