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Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
In this episode, Lyn Alden joins the show to explain how tariffs “slow the train but don’t stop it,” why the Fed’s rate hikes are disconnected from t…
8 months, 2 weeks ago
How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have r…
8 months, 3 weeks ago
Institutional Demand for Crypto is Accelerating | Matt Hougan
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating gr…
8 months, 3 weeks ago
Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession …
9 months ago
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitc…
9 months ago
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI Ca…
9 months, 1 week ago
The Recession Has Already Started | George Robertson
In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and…
9 months, 1 week ago
This Bull Market Has Legs | Weekly Roundup
This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fi…
9 months, 2 weeks ago
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey …
9 months, 2 weeks ago
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing a…
9 months, 3 weeks ago