Podcast Episodes
Back to SearchPortfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market
Episode 58
In this conversation, Ben Kizemchuk and Pascal Hugli delve into the concept of fiscal dominance and its implications for the economy, exploring how government spending is becoming the primary driver…
Published on 1 month, 3 weeks ago
Macro expert: Banks are likely to buy more risk assets soon!
Episode 57
In this conversation, Pascal Hugli and Gabriel delve into the complexities of the monetary system, focusing on the Federal Reserve, the Treasury's role, and the dynamics of liquidity in the market. T…
Published on 2 months ago
Will Clemente: The U.S. is now in full ponzi mode
Episode 56
In this conversation, Will Clemente and Pascal Hügli delve into the complex interplay between politics and economics, particularly focusing on figures like Trump and Musk. They explore the current st…
Published on 2 months, 1 week ago
Lyn Alden: At THIS Point, Bitcoin Will Threaten Government Deficit Spending
Episode 55
In this conversation, Lyn Alden and Pascal Hügli delve into the intricate relationship between central banking, war making, fiat currency, and Bitcoin. They explore how central banks have historicall…
Published on 2 months, 2 weeks ago
Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak
Episode 54
In this conversation, Jordi Visser and Pascal Hügli discuss the current debt situation, the impact of artificial intelligence on markets and productivity, and the evolving labor landscape. They empha…
Published on 2 months, 3 weeks ago
Eric Weiss on how he orange-pilled Michael Saylor
Episode 53
In this conversation, Eric Weiss and Pascal Hügli discuss how Eric orange-pilled Michael Saylor, the influence he has on the legitimacy of Bitcoin, and the growing adoption of Bitcoin among high-net-…
Published on 2 months, 4 weeks ago
Worldclass CIO from Blockstream: Bitcoin is the magic ingredient to any portfolio
Episode 52
In this conversation, Sean Bill, CIO at Blockstream, and Pascal Hügli discuss the potential of Bitcoin as a significant asset for institutional investors, particularly public pension funds. Sean high…
Published on 3 months ago
Bloomberg Senior Analyst Eric Balchunas: Bitcoin Spot ETF could have prevented the FTX collapse
Episode 51
This conversation with Eric Balchunas and Pascal Hügli delves into the transformative role of Bitcoin ETFs in bridging the gap between traditional finance and the cryptocurrency world. The discussion…
Published on 3 months, 1 week ago
Market Strategist: The dawn of junk equities is now
Episode 50
This conversation with Pascal Hugli and Byron Gilliam explores the evolving landscape of cryptocurrency, drawing parallels between the current crypto market and the historical junk bond industry. The…
Published on 3 months, 2 weeks ago
Luke Gromen: US capital controls are inevitable! Here’s what you need to know
Episode 49
In this conversation, Luke Gromen and Pascal Hügli discuss the complexities of the current economic landscape, focusing on capital controls, tariff strategies, and the implications of the U.S. dollar…
Published on 3 months, 2 weeks ago