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Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Episode 382
Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macro…
7 hours ago
Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals
Episode 381
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice…
6 days, 2 hours ago
Ep. 380: Alex Edmans on Market Bubbles, Investor Biases, and the Madness of Markets
Episode 380
Alex Edmans is a Professor of Finance at London Business School and is one of the world's leading academics on company purpose, social value, and pr…
1 week, 6 days ago
Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro Dynamics
Episode 379
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a …
2 weeks, 6 days ago
Ep. 378: Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role
Episode 378
Apurv Jain is the Founder and CEO of MacroX, a San Francisco-based startup building a real-time measurement layer for the global economy using alter…
3 weeks, 6 days ago
Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Episode 377
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, J…
1 month ago
Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
Season 371 Episode 376
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of G…
1 month, 1 week ago
Ep. 375: Bilal on How to Use AI to Turbocharge Your Market Analysis
Episode 375
In this solo episode, Bilal flips the script to pull back the curtain on his personal research workflow, addressing a surge of questions from peers …
1 month, 2 weeks ago
Ep. 374: Dominique Dwor-Frecaut on the K-Shaped US Economy, AI Supply Shocks, and Fed Hikes
Episode 374
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various…
1 month, 3 weeks ago
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Episode 373
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas.…
2 months ago