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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosio…
9 months, 3 weeks ago
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Qui…
9 months, 4 weeks ago
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare …
10 months ago
The Data Is Screaming Two-Speed Economy | Weekly Roundup
This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showin…
10 months ago
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. T…
10 months, 1 week ago
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed wi…
10 months, 1 week ago
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Pas…
10 months, 2 weeks ago
The Post-Summer Market Rotation is Here | Weekly Roundup
This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic …
10 months, 2 weeks ago
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 o…
10 months, 3 weeks 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 …
10 months, 3 weeks ago