Podcast Episodes
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U.S. Fiscal and Trade Policies: Risks, Opportunities, and Market Outlook
Episode 56
This podcast delves into key macroeconomic questions about the impact of President Trump's market-friendly cabinet and upcoming tariffs on China, Mex…
1 year, 10 months ago
Macro Minute: Evaluating Trump's Treasury Secretary Pick & Its Market Impact
Episode 55
In this episode, the discussion centers on President Trump’s nomination of Scott Bessent as Treasury Secretary and how markets are reacting across as…
1 year, 10 months ago
Global Economic Downturn & Portfolio Strategies: A Macro Analysis
Episode 54
In this podcast, the discussion centers on the global economic outlook amid signs of a deepening downturn in manufacturing and services, driven large…
1 year, 10 months ago
NVIDIA Earnings, Macro Analysis, and Strategic Outlook
Episode 53
This episode delves into whether NVIDIA did enough to stem the rotation out of Big Tech, suggesting that investor capital for upside is now exhausted…
1 year, 10 months ago
Global Asset Markets: Are We Approaching a Refinancing Air Pocket?
Episode 52
In this episode, we investigate the possibility of asset markets nearing a global refinancing air pocket. The discussion centers on key macroeconomic…
1 year, 10 months ago
Macro Insights: Navigating Geopolitical Conflict & Market Volatility
Episode 51
This podcast addresses key macro questions: the extent to which asset markets may cool off amid rising geopolitical conflicts, and the future directi…
1 year, 10 months ago
Key Macro Questions: Navigating a Quiet Week in Asset Markets
Episode 50
This podcast examines how asset markets are expected to perform in a week characterized by few major catalysts. It discusses the impact of limited ma…
1 year, 10 months ago
Global Liquidity and Macro Market Dynamics
Episode 49
This podcast dissects the evolving landscape of global liquidity, driven largely by the recent breakout in the Dollar Index. It explores questions re…
1 year, 10 months ago
Jay Powell's Market Moves: Stocks, Crypto & Macro Analysis
Episode 48
This podcast discusses Fed Chair Jay Powell's upcoming remarks and his strategy to stabilize the Treasury market while managing inflation expectation…
1 year, 10 months ago
Global Macro Analysis and Market Regime Transitions
Episode 47
This podcast delves into key macroeconomic questions by examining whether recent economic data supports prevailing global macro trends. It covers top…
1 year, 10 months ago