Podcast Episodes
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What will derail the year-end performance chase?
Episode 66
This episode examines the key macro question of what factors might derail a strong year-end performance. It discusses the continued strength of Bitco…
1 year, 9 months ago
Macro Insights: Persistent US Dollar Strength and Global Monetary Policy
Episode 65
This episode explores key macroeconomic questions, including the persistence of a strong US dollar into 2025 driven by global market conditions and d…
1 year, 9 months ago
Navigating Macro Risks, Portfolio Strategies, and Market Regimes
Episode 64
This podcast delves into critical macro questions and provides actionable insights for investors. It covers the potential effects of dollar strength …
1 year, 9 months ago
Macro Analysis Amid Fourth Turning Uncertainty
Episode 63
This podcast dissects the emerging macroeconomic challenges in what is being characterized as a deepening Fourth Turning. The discussion begins with …
1 year, 9 months ago
Macro Insights: Navigating Year-End Market Risks and Opportunities
Episode 62
This podcast explores key macro questions, including potential catalysts that could disrupt bullish price momentum if economic fundamentals are chall…
1 year, 9 months ago
Jay Wants a Soft Landing: U.S. Labor Market Insights from the November Jobs Report
Episode 61
This podcast breaks down the November Jobs Report and its broader implications for the U.S. economy. It explores how the labor market is moderating w…
1 year, 9 months ago
Macro Insights: Fed Policy, Market Trends, and Risk Management
Episode 60
This episode dives into key macroeconomic questions and analysis. Jay Powell’s commentary is discussed—with signals that the Fed still favors a soft …
1 year, 9 months ago
Key Macro Questions: What will disrupt the Santa Claus Rally, Part II?
Episode 59
This episode delves into several layers of macroeconomic analysis—from the S&P 500’s record high and strong US labor market trends to key economic ev…
1 year, 9 months ago
Macro Market Dynamics and Portfolio Strategy Update
Episode 58
This podcast delves into key macro economic questions, including what might disrupt the Santa Claus rally. It examines market reactions and catalysts…
1 year, 10 months ago
Macro Insights: Navigating a Resilient Economy Amid Inflation and Policy Risks
Episode 57
This podcast delves into key macroeconomic questions, exploring how economic resilience stands in the face of sticky inflation and policy uncertainti…
1 year, 10 months ago