Podcast Episodes
Back to SearchUS Assets Are Dead Money Without A Policy Shift | Weekly Roundup
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we sho…
1 year, 3 months ago
Why Systematic Macro Outperforms Discretionary | Market Radar
In this episode, Arty & Gamma from the Market Radar team join the show to discuss their macro models and the importance of systematic trading, how th…
1 year, 3 months ago
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitle…
1 year, 3 months ago
The Biggest Market Crash Since 2020, What Next?
This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep…
1 year, 3 months ago
The Trump Put Is In The Bond Market | Weekly Roundup
This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what’s going on with the bond market. W…
1 year, 3 months ago
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession…
1 year, 3 months ago
This Is What Capitulation Feels Like | Weekly Roundup
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during …
1 year, 3 months ago
Liquidity Is Breaking And The Economy Is Next | Michael Howell
In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financ…
1 year, 3 months ago
Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, …
1 year, 3 months ago
The Death Of American Exceptionalism? | Le Shrub
In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocato…
1 year, 3 months ago