Podcast Episodes
Back to SearchThe Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of …
1 year, 3 months ago
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bit…
1 year, 3 months ago
The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and sta…
1 year, 3 months ago
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government ca…
1 year, 3 months ago
Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s next…
1 year, 3 months ago
Be Careful Buying The Dip Here | Weekly Roundup
This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve…
1 year, 4 months ago
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff fl…
1 year, 4 months ago
Bearish Sentiment Is Overblown | Weekly Roundup
This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after Febr…
1 year, 4 months ago
The US is Risking Stagflation | Mohamed El-Erian
In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, inc…
1 year, 4 months ago
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
In this episode, Jeff deGraaf joins the show to discuss the current market regime and why he thinks a recession is unlikely, how he is thinking about…
1 year, 4 months ago