Podcast Episodes
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42 Macro: Global Liquidity & Year-End Market Outlook
Episode 46
This podcast explores key macro questions that could disrupt the year-end performance chase. The discussion covers the shift from US election risks t…
1 year, 10 months ago
Fed's Neutral Policy Path Amidst Economic Resilience
Episode 45
This episode explores key macro questions including whether Fed Chair Jay Powell will impact political events and his commitment to a steady, neutral…
1 year, 10 months ago
Will Jay Powell Disrupt Donald Trump’s Post-Election Momentum?
Episode 44
This episode dives into the macro questions surrounding the Fed’s next move – a potential 25bps rate cut following a significant 50bps reduction in S…
1 year, 10 months ago
Macro Market Strategies: Trump Trades, Gold, and Investment Momentum
Episode 43
This episode dives into key macro questions and investment strategies, focusing on market momentum over political narratives. Listeners explore the a…
1 year, 10 months ago
Macro Market Dynamics: U.S. Elections, Volatility, and Reflation Strategies
Episode 42
In this episode, we explore how the U.S. presidential election could shake asset markets, marked by rising volatility and a transitory risk-off regim…
1 year, 10 months ago
Resilient U.S. Economy and the REFLATION Landscape
Episode 41
In this episode, the discussion revolves around key macro questions and the outlook for the U.S. economy. The podcast examines whether we're facing a…
1 year, 11 months ago
Global Macro Insights: Chinese Stabilization, Liquidity, and Market Resilience
Episode 40
In this podcast, experts tackle key macro questions, starting with whether Beijing’s emergency measures can temporarily boost a Chinese economy on th…
1 year, 11 months ago
Macro Market Update: U.S. Resilience and Global Financial Strategies
Episode 39
This episode examines key macro questions such as the impact of Q4 QRA part II on treasury and global sovereign debt markets, the resilience of the U…
1 year, 11 months ago
U.S. Liquidity, AI Spending, and Labor Market Resilience: Macro Insights and Strategies
Episode 38
This podcast episode dives into key macro questions, exploring the implications of the QRA signal on U.S. liquidity, the ongoing robustness of AI spe…
1 year, 11 months ago
Macro Catalysts & REFLATION: A Weekly Market Overview
Episode 37
In this episode, the discussion centers on whether the upcoming barrage of macro and micro catalysts will disrupt consensus market narratives. Key to…
1 year, 11 months ago