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The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom …
7 months, 2 weeks ago
The AI Economy Is Leaving Labor Behind | Weekly Roundup
This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fund…
7 months, 2 weeks ago
AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quie…
7 months, 3 weeks ago
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signal…
7 months, 3 weeks ago
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally fro…
7 months, 4 weeks ago
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress…
8 months ago
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
In this episode, founder of Elm Wealth and co-founder of LTCM Victor Haghani shares lessons from Long-Term Capital Management and contrasts today’s h…
8 months ago
America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
This week, we discuss America’s decaying two-tier economy, with Main Street stuck in a silent recession, the Fed trapped between fiscal dominance and…
8 months, 1 week ago
The Next Chapter For Blockworks | Empire
In this episode from the Empire podcast, we discuss why Blockworks decided to shut down its news room. We then dive into why 2025 marks the start of …
8 months, 1 week ago
The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
This week, we discuss the Fed meeting, including the end of quantitative tightening and the impact of its balance sheet plans. We also dig into how m…
8 months, 2 weeks ago