Podcast Episodes
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The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
This week, we discuss why markets lead the economy and a drawdown will trigger a recession, the possibility of stagflation & repercussions of low int…
1 year, 4 months ago
The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
In this episode, Andy Constan joins the show to discuss Quantitative Tightening 2.0, why the Fed wants to change its SOMA portfolio, and the connecti…
1 year, 4 months ago
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidi…
1 year, 4 months ago
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Ste…
1 year, 4 months ago
Is Trump Actually Good For Markets? | Weekly Roundup
This week, we discuss the latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes.…
1 year, 5 months ago
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expe…
1 year, 5 months ago
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whet…
1 year, 5 months ago
The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserv…
1 year, 5 months ago
Trading Crypto's Weekend Meltdown | 1000x
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altco…
1 year, 5 months ago
Positioning For Trump's Policy Flip Flops | Weekly Roundup
This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into …
1 year, 5 months ago