Podcast Episodes
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Can the market look through trade talks to continue pricing in Paradigm C?
Episode 145
Explore the potential shift in U.S. economic policy as trade negotiations, presidential temperament, and geopolitical factors determine whether the m…
1 year, 4 months ago
Will Trump’s “Paradigm C” catalyze a bigger boom than Biden’s “Paradigm A”?
Episode 144
This podcast dives into how Trump’s 'Paradigm C' might outpace Biden’s 'Paradigm A' in boosting risk assets, combining fiscal and monetary largesse w…
1 year, 4 months ago
Is it time to sell the rip?
Episode 143
In this episode, the discussion centers on whether today's pullback in S&P 500 futures amid President Trump’s inconsistent tariff signals could signa…
1 year, 4 months ago
Is the labor market about to fall off a cliff?
Episode 142
This episode examines whether the U.S. labor market is on the brink of a sharp decline. It reviews key data from April—such as slowing private sector…
1 year, 5 months ago
Whose stock market and economy is it—Biden’s or Trump’s?
Episode 141
This podcast dives into the macro debate over whose economic agenda is shaping the market—Biden’s or Trump’s—against a backdrop of shifting trade pol…
1 year, 5 months ago
Will President Trump's policy pivot sustain the bull run?
Episode 140
Explore how Trump's tariff-heavy approach mixed with tactical policy retreats is shaping market dynamics. This discussion reviews quantitative signal…
1 year, 5 months ago
Is the bull case priced in?
Episode 139
This podcast episode explores whether risk assets have additional upside beyond what is currently priced in. It discusses how the bond market blowup …
1 year, 5 months ago
What does a “W-shaped market in a U-shaped economy” mean?
Episode 138
This podcast delves into a macroeconomic analysis where the market anticipates successful trade negotiations and fiscal stimulus while grappling with…
1 year, 5 months ago
Can risk assets achieve escape velocity without QE?
Episode 137
This podcast explores the macro outlook and portfolio strategy underpinning the view that risk assets can gain momentum without quantitative easing. …
1 year, 5 months ago
Did the Trump Administration Abandon Main Street?
Episode 136
In this episode, the discussion centers on how Trump’s recent policy backtracking—evidenced by reversals on China strategy and actions regarding Fed …
1 year, 5 months ago