Podcast Episodes
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The Great Ponzi-fication Of Markets | Weekly Roundup
This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bon…
11 months, 4 weeks ago
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance…
1 year ago
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity dr…
1 year ago
Unpacking The Crypto Treasury Meta
In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore wh…
1 year ago
All Roads Lead To Debasement | Weekly Roundup
This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both politica…
1 year ago
Bringing The Long Tail Of Markets Onchain
In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissio…
1 year ago
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto…
1 year ago
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts toward…
1 year ago
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He di…
1 year ago
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’s…
1 year ago