Podcast Episodes
Back to SearchEverything is “batsh*t crazy”
Episode 23
In this week’s episode of The Macro Setup, Guy and Dan discuss the inflation trade, Paul Tudor Jones’ call on crypto and commodities, housing stocks,…
4 years, 9 months ago
Who’s having a tantrum?
Episode 22
In this week’s episode of The Macro Setup, Guy and Dan discuss the looming transitory tantrum, meme stocks taking over the options market, the bitcoi…
4 years, 9 months ago
It all comes down to Friday
Episode 21
In this week’s episode of The Macro Setup, Guy and Dan discuss how Friday’s May jobs report will impact the Fed’s next move, why oil prices will cont…
4 years, 9 months ago
Fed Hike Fears and Currency Craze
Episode 20
In this week’s episode of The Macro Setup, Guy and Dan discuss Morgan Stanley CEO James Gorman’s call on the Fed raising rates sooner than expected, …
4 years, 9 months ago
@10:46: Crypto vs Gold, Salesforce upgrade, Wells Fargo downgrade, Tesla
Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 m…
4 years, 9 months ago
The Transitory Tantrum
Episode 19
In this week’s episode of The Macro Setup, Guy and Dan discuss the housing market, prospects for a bipartisan infrastructure deal, Michael Burry’s (o…
4 years, 10 months ago
Wet Hot American Summer
Episode 18
In this week’s episode of The Macro Setup, Guy and Dan discuss the timeline of the vaccine rollout, the tech stock slump, junk bonds and crypto/bitco…
4 years, 10 months ago
To Taper or Not to Taper?
Episode 16
In this week’s episode of The Macro Setup, Guy and Dan discuss the need for tapering from the Fed, whether inflation will be transitory or sustained …
4 years, 10 months ago
Market Coiled? Ready to Party Like it’s 1999?
Episode 14
In this week’s episode of The Macro Setup, Guy and Dan discuss stock markets at highs into a pivotal earnings week and inflation signals in industria…
4 years, 10 months ago
Speculative Fever Breaking
Episode 15
In this week’s episode of The Macro Setup, Guy and Dan discuss prospects for inflation amid P&G’s price rise, geopolitical risks to the market, hedge…
4 years, 10 months ago