Podcast Episodes
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The Fiscal Spiral Has No Off Switch | Weekly Roundup
This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill, …
1 year, 2 months ago
The Next Big Trade Is Hiding In Plain Sight | Citrini
In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war p…
1 year, 2 months ago
China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bon…
1 year, 2 months ago
The Fed's Strategy Is To Be Late | Weekly Roundup
This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve …
1 year, 2 months ago
Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the d…
1 year, 2 months ago
The Die Is Cast For A 2025 Recession | Neil Dutta
In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for …
1 year, 2 months ago
The Strong Data Is A Mirage | Weekly Roundup
This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into econ…
1 year, 2 months ago
Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep di…
1 year, 2 months ago
Inflation Expectations Are Already Unanchored | Weekly Roundup
This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectations…
1 year, 2 months ago
The System Is Too Levered To Take Real Pain | Arthur Hayes
In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitco…
1 year, 2 months ago