Podcast Episodes
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Consensus Offsides: AI Innovations, BOJ Policy, and Fed Strategy
Episode 115
This episode kicks off with the question of whether market consensus is still off track regarding developments in AI, the Bank of Japan’s policy stan…
1 year, 6 months ago
Is the Rotation into European Assets Durable?
Episode 114
This podcast examines Germany’s impending fiscal expansion through a massive €500 billion spending program and its potential to reshape both the Germ…
1 year, 6 months ago
Navigating the U.S. Fiscal Adjustment: Short & Shallow or Protracted & Painful?
Episode 113
This episode examines the U.S. economic transformation amid fiscal recalibration and market turbulence. Treasury Secretary Scott Bessent discusses th…
1 year, 6 months ago
Global Debt Refinancing and Liquidity Dynamics
Episode 112
This podcast explores a key macro question: Who will step up to prevent a global debt refinancing air pocket? Using China's February credit data as a…
1 year, 6 months ago
Underestimated Impact of Fiscal Retrenchment on U.S. Growth
Episode 111
This podcast delves into a critical macro question: what consensus overlooks in U.S. fiscal policy dynamics. The discussion highlights that fiscal re…
1 year, 6 months ago
Trump’s Trade Policies, QE Outlook & Global Debt Risks
Episode 110
In this episode, the discussion centers on President Trump’s aggressive trade policies—such as a 25% tariff on steel and aluminum—and their potential…
1 year, 6 months ago
Is U.S. Exceptionalism Dead? Evaluating Macro Trends and Market Strategies
Episode 109
This podcast delves into the debate over U.S. exceptionalism by analyzing key macroeconomic indicators, international investment trends, and the impa…
1 year, 6 months ago
Navigating the U.S. Economic Transition: From Paradigm A to Paradigm B
Episode 108
This episode explores President Trump’s economic agenda and its broader implications. The discussion covers a shift from a government-driven, K-shape…
1 year, 6 months ago
Navigating Macro Policy Shifts: Portfolio Strategies in a Deflationary Environment
Episode 107
In this episode, the discussion centers around the potential economic and financial adjustments as the Trump administration may counter Biden's polic…
1 year, 6 months ago
Navigating Global Macro Trends Amid Stagflation and Deflation Risks
Episode 106
This episode explores key macro questions including the future of U.S. exceptionalism. It reviews how rising fears of stagflation, shifting European …
1 year, 6 months ago