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Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about globa…
Published on 2 months, 1 week ago
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’…
Published on 2 months, 2 weeks ago
Crypto Credit Markets Will Rewrite Risk Management | David Grider
In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping …
Published on 2 months, 2 weeks ago
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s politica…
Published on 2 months, 3 weeks ago
Should We Be Worried About Jobs Report Revisions? | Guy Berger
In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS …
Published on 2 months, 3 weeks ago
The Financial Repression Endgame | Weekly Roundup
This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & publi…
Published on 2 months, 3 weeks ago
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold wat…
Published on 2 months, 4 weeks ago
Will Market Euphoria Cool Off In August? | Weekly Round-Up
In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and ex…
Published on 3 months ago
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell’…
Published on 3 months ago
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 3 months ago