Podcast Episodes
Back to Search
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, w…
Published on 1 month ago
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and doll…
Published on 1 month, 1 week ago
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, …
Published on 1 month, 1 week ago
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s corr…
Published on 1 month, 2 weeks ago
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom…
Published on 1 month, 2 weeks ago
The Data Is Screaming Two-Speed Economy | Weekly Roundup
This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-cent…
Published on 1 month, 3 weeks ago
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid’s explosive growth, permis…
Published on 1 month, 3 weeks ago
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagf…
Published on 2 months ago
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we’re in a unique histor…
Published on 2 months ago
The Post-Summer Market Rotation is Here | Weekly Roundup
This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a …
Published on 2 months ago