Podcast Episodes
Back to Search
Trump’s Economic Overhaul: Gold Card Visa & Market Implications
Episode 105
In this episode, we analyze President Trump’s address to the Joint Session of Congress and unpack his transformative economic policies. The discussio…
1 year, 6 months ago
U.S. Trade Tariffs Escalate: Risks, Strategies & Market Impacts
Episode 104
This episode addresses key macro questions around aggressive tariff policies, highlighting how President Trump’s new tariffs on Canada, Mexico, and C…
1 year, 7 months ago
Macro Minute: Trump's Tariff Strategy and Global Financial Risks
Episode 103
This podcast episode breaks down key macro questions surrounding President Trump's tariff plans, including the proposal for steep tariffs on imports …
1 year, 7 months ago
Will DOGE Achieve Deficit Reduction? Fiscal Challenges and Investment Strategies
Episode 101
This podcast explores whether DOGE can achieve meaningful deficit reduction amid the reliance on debt-financed growth by the D.C. and Mar-a-Lago admi…
1 year, 7 months ago
Macro Market Analysis: NVIDIA Earnings & Economic Trends
Episode 100
This podcast dives into the macroeconomic implications of NVIDIA’s upcoming earnings report, questioning whether it could trigger a U.S. growth scare…
1 year, 7 months ago
Macro Minute / Leadoff Morning Note
Episode 99
Air date: February 25, 2025. This episode explores whether markets are currently disregarding the influence of figures like President Trump and Elon …
1 year, 7 months ago
Macro & Market Outlook: Reflation, Liquidity, and Risk Assets
Episode 98
In this episode, the discussion centers on key macro questions about market positioning as investors shift from speculative 'what if' scenarios to cu…
1 year, 7 months ago
US Debt Limit, Asset Markets, and Portfolio Strategy Insights
Episode 97
This podcast delves into key macro questions surrounding the U.S. debt limit and its impact on asset markets. The discussion covers how Treasury’s ex…
1 year, 7 months ago
Navigating a Reflationary Market: Signal-Based Trading and Portfolio Strategies
Episode 96
This podcast explores the current macroeconomic climate where markets remain stable despite tariff threats and political headlines. It discusses key …
1 year, 7 months ago