Podcast Episodes
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42 Macro Consolidated Summary: September 10, 2024
Episode 6
This podcast explores key macroeconomic questions surrounding U.S. growth, particularly when the current growth scare might end. It analyzes the U.S.…
2 years ago
42 Macro Consolidated Summary: September 9, 2024
Episode 5
This episode dives into key macro questions, including whether seasonal cross-asset volatility will persist, if Beijing will enhance support for the …
2 years ago
42 Macro Consolidated Summary: September 6, 2024
Episode 4
This podcast summary delves into key macroeconomic questions, focusing on the current state of the U.S. labor market and the implications for Fed pol…
2 years ago
42 Macro Consolidated Summary: September 5, 2024
Episode 3
In this episode, the discussion focuses on current macroeconomic conditions with an emphasis on the U.S. and Japanese labor markets. The U.S. labor m…
2 years ago
42 Macro Consolidated Summary: September 4, 2024
Episode 2
In this episode, the discussion centers on key macroeconomic questions including the pace of the yen carry trade unwinding amid BOJ's hawkish tone, a…
2 years ago
Consolidated Summary: September 3, 2024
Episode 1
This episode explores key macro questions including investor confidence in cyclicals and potential BOJ-driven positioning unwinds. It highlights seve…
2 years ago