Podcast Episodes
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Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the l…
1 year, 6 months ago
This Is Peak Hawkishness From The Fed | Joseph Wang
In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets go…
1 year, 6 months ago
How Long Can The Goldilocks Market Last? | Weekly Roundup
This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also delve into China’s balance sh…
1 year, 7 months ago
Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler
In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact of government spending, a…
1 year, 7 months ago
The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* mode…
1 year, 7 months ago
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the …
1 year, 7 months ago
Why The Fed Rate Cuts Were A Mistake | Michael Kao
In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an i…
1 year, 7 months ago
Mastering Risk Management In A Rotational Market | Weekly Roundup
This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation. We also delve into …
1 year, 7 months ago
Exercising Caution Amid Market Euphoria | Weekly Roundup
This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in …
1 year, 8 months ago
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and th…
1 year, 8 months ago