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The Fed Is Fueling A New Inflation Wave | Danny Dayan
In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He explains why traditional rate transmission mechanisms …
Published on 1 month ago
Welcome to Peak Monetary Policy Theater | Weekly Roundup
This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA…
Published on 1 month ago
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff s…
Published on 1 month ago
The Great Ponzi-fication Of Markets | Weekly Roundup
This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and why…
Published on 1 month, 1 week ago
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over…
Published on 1 month, 2 weeks ago
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement i…
Published on 1 month, 3 weeks ago
Unpacking The Crypto Treasury Meta
In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumul…
Published on 1 month, 3 weeks ago
All Roads Lead To Debasement | Weekly Roundup
This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the loomi…
Published on 1 month, 3 weeks ago
Bringing The Long Tail Of Markets Onchain
In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissionless synthetic dollars and on-chain leveraged tra…
Published on 1 month, 4 weeks ago
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give…
Published on 2 months ago