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GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth
Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest ma…
5Â months, 3Â weeks ago
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary …
5Â months, 3Â weeks ago
OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle
What does it take to become a true Market Wizard, and why do so many of them fail before they find their edge? In this special episode, Moritz Seiber…
5Â months, 4Â weeks ago
GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl
Today, we are joined by Philip Diehl, former Director of the United States Mint and President of U.S. Money Reserve, for a timely conversation about …
5Â months, 4Â weeks ago
SI398: Navigating a VUCA World ft. Mark Rzepczynski
Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitica…
6Â months ago
IL48: The Misunderstood Economics of Africa ft. Joe Studwell
In this episode Kevin Coldiron is joined by bestselling author Joe Studwell who speaks about his new book How Africa Works: Success and Failure on th…
6Â months, 1Â week ago
SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Ce…
6Â months, 1Â week ago
UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persis…
6Â months, 2Â weeks ago
SI396: Markets Look Calm… But Are They? ft. Rob Carver
Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil ma…
6Â months, 2Â weeks ago
TTU152: Where is the Open? ft. Toby Crabel
Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of …
6Â months, 3Â weeks ago