Podcast Episodes
Back to Search
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, m…
4 months, 3 weeks ago
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive …
5 months ago
How I Called 2026's Biggest Rally | Vincent Delaurd
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growt…
5 months ago
Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto…
5 months, 1 week ago
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore sh…
5 months, 1 week ago
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeez…
5 months, 2 weeks ago
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his upda…
5 months, 2 weeks ago
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals…
5 months, 3 weeks ago
Markets Are Entering A Wartime Economy | Cem Karsan
In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populi…
5 months, 3 weeks ago
The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s…
6 months ago