Podcast Episodes
Back to SearchCrypto Credit Markets Will Rewrite Risk Management | David Grider
In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and th…
10 months, 4 weeks ago
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a …
11 months ago
Should We Be Worried About Jobs Report Revisions? | Guy Berger
In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context…
11 months ago
The Financial Repression Endgame | Weekly Roundup
This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, …
11 months, 1 week ago
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a …
11 months, 1 week ago
Will Market Euphoria Cool Off In August? | Weekly Round-Up
In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, …
11 months, 2 weeks ago
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to …
11 months, 2 weeks ago
The Fed Is Fueling A New Inflation Wave | Danny Dayan
In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He expl…
11 months, 2 weeks ago
Welcome to Peak Monetary Policy Theater | Weekly Roundup
This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing mo…
11 months, 3 weeks ago
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and…
11 months, 3 weeks ago