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Escalate, De-Escalate, Repeat
Episode 734
By the time Donald Trump arrived in Davos, nerves were already frayed. What followed was unexpected, to say the least. After insisting he would secur…
9 months, 1 week ago
When America Starts to Feel Like a Risky Asset
Episode 733
For a long time, the global economy has rested on a simple assumption: when things get messy, America is the place investors run to, not away from. T…
9 months, 1 week ago
Greenland, Tariffs, and the Quiet Revolt of the Bond Market
Episode 732
Donald Trump wants Greenland. Not influence, not cooperation - ownership. And he has paired that demand with something he knows well: tariffs. Lots o…
9 months, 1 week ago
Where the Money's Moving
Episode 731
The market's favorite sport right now is rearranging risk and calling it insight. Capital is shuffling between trades with the confidence of a crowd …
9 months, 2 weeks ago
Rotation Tests Market Faith
Episode 730
Investors are rediscovering a basic truth of finance: when too much money piles into the same trade, the exits can feel suddenly narrow. The fashiona…
9 months, 2 weeks ago
Boring No More
Episode 729
The White House is wandering into corners of the economy that were once assumed to be safely boring. Credit cards, housing, drug prices, defence cont…
9 months, 2 weeks ago
The CPI That Changed Almost Nothing
Episode 728
If you were hoping for fireworks, today's inflation report was not it. Instead, America got something far more unsettling: numbers that make sense. P…
9 months, 2 weeks ago
Independence, Under Review
Episode 727
The first full trading week of 2026 closed with record highs across global equity indices, even as international relations remain strained. Investors…
9 months, 3 weeks ago
Why weaker jobs won’t mean quicker rate cuts
Episode 726
The first full week of 2026 has been an odd one. Had America not decided to intervene in Venezuela, financial markets might have drifted quietly into…
9 months, 3 weeks ago
Peace Was Cheaper
Episode 725
After a roaring start to the year, it seems something has shifted. A sense of unease has crept in as Washington's intentions - towards friends, rival…
9 months, 3 weeks ago