Podcast Episodes

The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup

The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear.

This week, we dig into the violent moment…

10 hours ago

Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

Markets reward independent thinking, but only if you can avoid the traps that come with it.

This week, Brent Donnelly, President of Spectra Markets …

1 week, 2 days ago

The AI Trade Is Finally Cracking | Weekly Roundup

Markets can look strongest just before their underlying assumptions begin to crack.

This week, we examine whether the AI-led growth narrative is beg…

2 weeks ago

How To Trade The New Warsh Fed | Bob Sheehan

Markets may be entering a fundamentally different monetary regime under Kevin Warsh.

This week, Bob Sheehan of Lighthouse Macro joins to explain why…

2 weeks, 4 days ago

Is The Fed Panic Already Fading? | Weekly Roundup

The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and…

3 weeks ago

A New Era Is Beginning In Markets | Weekly Roundup

A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpr…

4 weeks ago

The Warsh Fed Will Look Nothing Like Before | Joseph Wang

A new Fed chair has arrived, and the implications could be far bigger than a single rate decision.

Joseph Wang, former Fed trader and creator of Fed…

4 weeks, 1 day ago

Blockworks Acquires Messari

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore…

1 month ago

Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today.…

1 month ago

Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisi…

1 month ago