Podcast Episodes
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What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game…
1 year, 5 months ago
Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warn…
1 year, 5 months ago
Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
In this episode, Brent Donnelly joins the show to discuss his tariff expectations, how that will impact the currency market, and the framework he use…
1 year, 5 months ago
CPI, Yields, & The Growth Debate | Weekly Roundup
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day.…
1 year, 6 months ago
What A Growth Scare Means For The Fed & Markets | Warren Pies
In this episode, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are ov…
1 year, 6 months ago
Global Yields Nearing A Breaking Point | Weekly Roundup
This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. …
1 year, 6 months ago
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopp…
1 year, 6 months ago
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. W…
1 year, 6 months ago
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
In this episode, David Cervantes and DCP join the show to discuss the FOMC post-mortem, the similarities to the 90s business cycle, and managing emot…
1 year, 6 months ago
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic…
1 year, 6 months ago