Podcast Episodes

Danger, Dan Nathan!

Episode 40

In this week’s episode of The Macro Setup, Guy and Dan discuss Bank of America’s warning that the Fed will not come to the stock market’s rescue, IMF…

4 years, 8 months ago

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The Night They Drove Old DXY Down

Episode 36

In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, commodities gone wild, the dollar at key levels, and a pote…

4 years, 9 months ago

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September Swoon, Rate Rampage, and Dollar Dominance

Episode 38

In this week’s episode of The Macro Setup, Guy and Dan discuss the September swoon for stocks, rates on the rise, and the dollar breakout. They are j…

4 years, 9 months ago

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Evergrande Causes Problems for the Everlongs

Episode 37

In this week’s episode of The Macro Setup, Guy and Dan discuss the Evergrande shockwaves heard around the world, the taper timeline, and the crypto c…

4 years, 9 months ago

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Shiny Objects Losing Luster

Episode 36

In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF,…

4 years, 9 months ago

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Stagflation, Growth Concerns, Cloudy Travel Forecast

Episode 35

In this week’s episode of The Macro Setup, Guy and Dan discuss signs of stagflation, Goldman Sachs slashing its GDP outlook, and a cloudy forecast fo…

4 years, 10 months ago

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Scary Stats and Charts

Episode 34

In this week’s episode of The Macro Setup, Guy and Dan discuss some scary stats about the S&P 500, the taper tamed, and growth back in favor. The two…

4 years, 10 months ago

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Wax On Wax Off

Episode 33

In this week’s episode of The Macro Setup, Guy and Dan discuss risk-on for the markets, crude’s reversal, Jackson Hole, and the JPEG-a-palooza. They …

4 years, 10 months ago

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Bad Breadth, Delta Lockdowns & Weak Data

Episode 28

In this week’s episode of The Macro Setup, Guy and Dan discuss market breadth (the number of stocks participating in the recent rally), new lockdowns…

4 years, 10 months ago

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The Impervious Stock Market

Episode 31

In this week’s episode of The Macro Setup, Guy and Dan discuss stocks at record highs, rates bottoming out, the gold dump, and bitcoin’s breakout. Th…

4 years, 11 months ago

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