Podcast Episodes
Back to Search
Rate Rampage Over, Nasdaq Strikes Back, Bitcoin Boom
Episode 9
In this week’s episode of The Macro Setup, Guy and Dan discuss the incoming fiscal stimulus, the US’ role in driving global economic growth, the paus…
5 years, 3 months ago
”One of these days, the ground will drop beneath your feet”
Episode 8
In this week’s episode of The Macro Setup, Guy and Dan discuss dueling economic tailwinds including new vaccines/better rollout, strong economic data…
5 years, 3 months ago
Buy The Rumor, Sell The News
Episode 7
In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, the underperformance in growth tech, and a look at what is …
5 years, 3 months ago
The VIX holds the line
Episode 6
Bitcoin’s Big Bang (h\t Brian Kelly) as BTC briefly crosses $50,000, ushering in our new digital immutable financial utopia! Guy and Dan discuss the …
5 years, 3 months ago
OK Doomer
Episode 5
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss stock markets at all time highs, two investment cults merge (TSLA and BTC…
5 years, 4 months ago
Trading is Hard
Episode 4
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss the GameStop short squeeze, the WallStreetBets “movement”, euphoric tradi…
5 years, 4 months ago
Call option euphoria!! Short squeeze mania!! Stocks to the moon??
Episode 3
In this week’s episode of The Macro Setup, Guy Adami and Dan Nathan discuss the surge in options trading among retail investors. Once again, investor…
5 years, 4 months ago
“Bidenomics”, US Debt and the Effect of Infrastructure Spending on US Risk Assets
Episode 2
This week we discuss “Bidenomics”, the U.S.’ increasing debt load, structurally low rates, and what possible infrastructure spending means for risk a…
5 years, 4 months ago
Euphoria, Equity Valuations, Gold and Bitcoin
Episode 1
This week we discuss what would appear to be investor euphoria playing out across many different risk assets, increasingly stretched equity market va…
5 years, 4 months ago