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Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk.
We si…
2 months, 3 weeks ago
Market Structure is Fueling an Inflation Trap | Weekly Roundup
Markets are ripping higher, but something underneath feels increasingly disconnected from reality.
This week, we break down the growing dominance of…
3 months ago
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks?
We speak with Jan Szi…
3 months ago
Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
Markets are sending mixed signals with geopolitics, inflation, and positioning all pointing in different directions, raising concerns about whether t…
3 months, 1 week ago
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
A war few expected to last this long is exposing how fragile global systems really are, raising a deeper question about whether we're witnessing a te…
3 months, 1 week ago
Why AI Will Reprice The Entire Economy | Jordi Visser
AI is much more than another tech cycle. It’s a structural break that’s rewriting how economies function, how markets price assets, and how humans cr…
3 months, 1 week ago
Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
Markets appear frozen, but under the surface, positioning shifts and macro pressures suggest something far more unstable is unfolding.
We’re back wi…
3 months, 2 weeks ago
Fed Governor Miran on Why Inflation Fears Are Overstated
Policy may be reacting to the wrong signals, as powerful structural forces quietly reshape inflation and the economy beneath the surface.
In this ep…
3 months, 2 weeks ago
The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investor…
3 months, 2 weeks ago
AI Will Drive The Biggest Boom In History | Raoul Pal
AI is forcing a rethinking of everything from energy and geopolitics to markets and human purpose while raising a deeper question: are we entering an…
3 months, 3 weeks ago