Bra podd

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

25 juli | 57 min

The Great Ponzi-fication Of Markets | Weekly Roundup

18 juli | 66 min

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

16 juli | 62 min

The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel

9 juli | 71 min

Unpacking The Crypto Treasury Meta

4 juli | 35 min

All Roads Lead To Debasement | Weekly Roundup

4 juli | 73 min

Bringing The Long Tail Of Markets Onchain

2 juli | 36 min

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap

30 juni | 34 min

The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

27 juni | 43 min

DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

25 juni | 39 min

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

20 juni | 55 min

Empire | Introducing the Token Transparency Framework

18 juni | 69 min

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

18 juni | 38 min

The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup

14 juni | 50 min

Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

11 juni | 59 min

The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

6 juni | 56 min

The New Regime People Don’t Want To Accept | Jim Bianco

4 juni | 65 min

Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

30 maj | 55 min

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

28 maj | 56 min

America’s Debt Spiral Is Accelerating | Weekly Roundup

23 maj | 55 min

America Is Risking A Liz Truss Moment | Kevin Muir

21 maj | 72 min

The Fiscal Spiral Has No Off Switch | Weekly Roundup

17 maj | 53 min

The Next Big Trade Is Hiding In Plain Sight | Citrini

16 maj | 55 min

China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

14 maj | 53 min

The Fed's Strategy Is To Be Late | Weekly Roundup

9 maj | 56 min

Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

8 maj | 54 min

The Die Is Cast For A 2025 Recession | Neil Dutta

7 maj | 52 min

The Strong Data Is A Mirage | Weekly Roundup

2 maj | 57 min

Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

30 april | 53 min

Inflation Expectations Are Already Unanchored | Weekly Roundup

25 april | 76 min

The System Is Too Levered To Take Real Pain | Arthur Hayes

23 april | 47 min

US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

18 april | 53 min

Why Systematic Macro Outperforms Discretionary | Market Radar

17 april | 53 min

BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

16 april | 61 min

The Biggest Market Crash Since 2020, What Next?

14 april | 71 min

The Trump Put Is In The Bond Market | Weekly Roundup

11 april | 61 min

Trump Is “Kitchen Sinking” The US Economy | Darius Dale

9 april | 57 min

This Is What Capitulation Feels Like | Weekly Roundup

4 april | 48 min

Liquidity Is Breaking And The Economy Is Next | Michael Howell

2 april | 69 min

Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

28 mars | 39 min

The Death Of American Exceptionalism? | Le Shrub

26 mars | 60 min

The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS

25 mars | 39 min

How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS

24 mars | 33 min

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

21 mars | 40 min

The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS

20 mars | 40 min

Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS

19 mars | 22 min

Be Careful Buying The Dip Here | Weekly Roundup

14 mars | 55 min

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

12 mars | 65 min

Bearish Sentiment Is Overblown | Weekly Roundup

8 mars | 56 min

The US is Risking Stagflation | Mohamed El-Erian

7 mars | 35 min

The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

5 mars | 45 min

The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

28 februari | 59 min

The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

26 februari | 70 min

Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

21 februari | 48 min

Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

20 februari | 71 min

Is Trump Actually Good For Markets? | Weekly Roundup

14 februari | 63 min

The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

12 februari | 52 min

Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

7 februari | 51 min

The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

5 februari | 49 min

Trading Crypto's Weekend Meltdown | 1000x

4 februari | 60 min

Positioning For Trump's Policy Flip Flops | Weekly Roundup

31 januari | 56 min

What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

29 januari | 54 min

Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

24 januari | 49 min

Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

22 januari | 58 min

CPI, Yields, & The Growth Debate | Weekly Roundup

17 januari | 47 min

What A Growth Scare Means For The Fed & Markets | Warren Pies

15 januari | 59 min

Global Yields Nearing A Breaking Point | Weekly Roundup

10 januari | 74 min

FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

8 januari | 42 min

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

8 januari | 60 min

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

28 december 2024 | 69 min

Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

23 december 2024 | 58 min

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

21 december 2024 | 71 min

This Is Peak Hawkishness From The Fed | Joseph Wang

18 december 2024 | 52 min

How Long Can The Goldilocks Market Last? | Weekly Roundup

14 december 2024 | 63 min

Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

12 december 2024 | 67 min

The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

7 december 2024 | 70 min

Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

4 december 2024 | 45 min

Why The Fed Rate Cuts Were A Mistake | Michael Kao

25 november 2024 | 54 min

Mastering Risk Management In A Rotational Market | Weekly Roundup

23 november 2024 | 61 min

Exercising Caution Amid Market Euphoria | Weekly Roundup

16 november 2024 | 58 min

Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

13 november 2024 | 68 min

The Stock Market Melt Up Is About To Accelerate | George Robertson

12 november 2024 | 68 min

Positioning For The New Post-Election Market Regime | Weekly Roundup

9 november 2024 | 56 min

Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot

8 november 2024 | 53 min

Unpacking The Election’s Impact On Markets | Cem Karsan

6 november 2024 | 58 min

Why The Macro Is Still Bullish Liquidity | Weekly Roundup

2 november 2024 | 55 min

Where Are We In The Bull Market? | Jurrien Timmer

29 oktober 2024 | 58 min

Is It Too Late To Buy Election Hedges? | Weekly Roundup

26 oktober 2024 | 63 min

Breaking Down The Current Business Cycle | Eric Basmajian

22 oktober 2024 | 63 min

Debating The Election’s Impact On Markets | Weekly Roundup

19 oktober 2024 | 55 min

The Bull Market Is Broadening | Tony Greer

16 oktober 2024 | 45 min

What is Macro Telling Us? | Weekly Roundup

12 oktober 2024 | 41 min

LIVE From Permissionless | Forward Guidance & 1000x Collab Stream

9 oktober 2024 | 54 min

Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup

5 oktober 2024 | 57 min

Where The Next Big Bond Trade Is Hiding | Harley Bassman

2 oktober 2024 | 50 min

China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

27 september 2024 | 47 min

Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

24 september 2024 | 58 min

What The Latest Fed Decision Means For Markets | Weekly Roundup

24 september 2024 | 63 min

Fed Is Easing Into Major Regime Shift | Darius Dale

17 september 2024 | 52 min

Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)

13 september 2024 | 67 min

CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

12 september 2024 | 88 min

Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6

11 september 2024 | 81 min

Bitcoin's Path To $3 Million Dollars | Matthew Sigel

10 september 2024 | 82 min

Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

6 september 2024 | 67 min

There Will Be No Recession | Jonny Mathews

5 september 2024 | 83 min

The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)

5 september 2024 | 124 min

India Is The Most Promising Emerging Market | Angus Shillington

29 augusti 2024 | 77 min

Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

27 augusti 2024 | 30 min

Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

26 augusti 2024 | 77 min

How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)

22 augusti 2024 | 106 min

The Strategies & Risks In Quant Trading | Mike Harris

19 augusti 2024 | 71 min

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

12 augusti 2024 | 156 min

The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

8 augusti 2024 | 80 min

The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

5 augusti 2024 | 44 min

Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty

2 augusti 2024 | 97 min

Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

1 augusti 2024 | 67 min

Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive

29 juli 2024 | 70 min

Tommy Thornton: Tech Stocks Are In A Bubble

28 juli 2024 | 82 min

How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

23 juli 2024 | 76 min

Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

22 juli 2024 | 72 min

China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

18 juli 2024 | 92 min

Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

15 juli 2024 | 86 min

Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

11 juli 2024 | 90 min

Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

8 juli 2024 | 84 min

BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

2 juli 2024 | 79 min

“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

27 juni 2024 | 61 min

Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

25 juni 2024 | 89 min

The Next Big Thing In Capital Markets | David Goone

24 juni 2024 | 69 min

Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

20 juni 2024 | 90 min

Citrini on 2024 Election Portfolio Construction And AI “Mania”

18 juni 2024 | 106 min

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

17 juni 2024 | 98 min

Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

13 juni 2024 | 80 min

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

12 juni 2024 | 69 min

Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance

10 juni 2024 | 85 min

Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

6 juni 2024 | 92 min

The Modular Integration Spectrum | Keone & Zon

5 juni 2024 | 64 min

Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

4 juni 2024 | 61 min

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

1 juni 2024 | 46 min

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

31 maj 2024 | 76 min

Jack Ryan on The Housing Cartel That's Stifling The American Economy

30 maj 2024 | 75 min

In This Economy? | Kyla Scanlon

30 maj 2024 | 46 min

James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

23 maj 2024 | 114 min

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

20 maj 2024 | 95 min

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

16 maj 2024 | 79 min

Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

14 maj 2024 | 71 min

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

9 maj 2024 | 62 min

Andy Constan: The Bond Market Will Take The Stock Market Down With It

6 maj 2024 | 57 min

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

2 maj 2024 | 85 min

Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

1 maj 2024 | 72 min

The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

30 april 2024 | 65 min

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

25 april 2024 | 52 min

Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

22 april 2024 | 81 min

Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

21 april 2024 | 42 min

The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

18 april 2024 | 95 min

Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

15 april 2024 | 93 min

The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

8 april 2024 | 71 min

Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

4 april 2024 | 100 min

The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

1 april 2024 | 80 min

Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

29 mars 2024 | 67 min

Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

28 mars 2024 | 40 min

Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

26 mars 2024 | 73 min

Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

18 mars 2024 | 148 min

Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

14 mars 2024 | 65 min

Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

12 mars 2024 | 59 min

The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

8 mars 2024 | 52 min

The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

7 mars 2024 | 55 min

Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

4 mars 2024 | 102 min

Remi Tetot on AI, Crypto, and Uranium

3 mars 2024 | 57 min

Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

29 februari 2024 | 66 min

Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

27 februari 2024 | 65 min

Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

26 februari 2024 | 86 min

Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

23 februari 2024 | 52 min

Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

22 februari 2024 | 48 min

Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

21 februari 2024 | 53 min

Secrets of Small Cap Value Investing | Kyle Mowery

19 februari 2024 | 78 min

The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

16 februari 2024 | 73 min

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

13 februari 2024 | 77 min

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

13 februari 2024 | 71 min

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

9 februari 2024 | 85 min

Citrini: The Next Phase of The Stock Market's AI-Obsession

7 februari 2024 | 74 min

Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

5 februari 2024 | 84 min

Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

1 februari 2024 | 63 min

U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

29 januari 2024 | 83 min

Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

26 januari 2024 | 69 min

David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

25 januari 2024 | 72 min

Neil Dutta: Why There Was No Recession In 2023

22 januari 2024 | 51 min

Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

18 januari 2024 | 57 min

Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

16 januari 2024 | 77 min

Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

16 januari 2024 | 99 min

Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

14 januari 2024 | 82 min

Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

13 januari 2024 | 119 min

Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

11 januari 2024 | 63 min

Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

8 januari 2024 | 64 min

Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

5 januari 2024 | 73 min

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

4 januari 2024 | 67 min

Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

2 januari 2024 | 49 min

The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

30 december 2023 | 48 min

Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

25 december 2023 | 88 min

Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

21 december 2023 | 77 min

Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

19 december 2023 | 67 min

Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

12 december 2023 | 56 min

The Banking System Is Healing | Dan Siciliano & Michael Ericson

11 december 2023 | 90 min

Felix Zulauf: The End Of The Liquidity Cycle Approaches

7 december 2023 | 61 min

Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

4 december 2023 | 62 min

Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

1 december 2023 | 108 min

Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

29 november 2023 | 81 min

Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

24 november 2023 | 70 min

The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

21 november 2023 | 71 min

Jason Shapiro: It’s Too Early To Get Long Bonds

16 november 2023 | 71 min

George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

13 november 2023 | 112 min

The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

10 november 2023 | 83 min

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

9 november 2023 | 63 min

The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

6 november 2023 | 55 min

Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

3 november 2023 | 49 min

Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

1 november 2023 | 68 min

“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

30 oktober 2023 | 67 min

Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

29 oktober 2023 | 50 min

Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

27 oktober 2023 | 53 min

Duration Remains Unattractive, Says Veteran High Yield Bond Investor

26 oktober 2023 | 73 min

A Deep Dive On China's Financial System | Aidan Garrib

23 oktober 2023 | 72 min

Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

20 oktober 2023 | 62 min

John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

18 oktober 2023 | 71 min

Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

17 oktober 2023 | 68 min

The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

16 oktober 2023 | 63 min

Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

12 oktober 2023 | 88 min

Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

9 oktober 2023 | 65 min

Lyn Alden: The Monetary Order Is Broken

5 oktober 2023 | 107 min

The Great Bond Bear Steepening | Alfonso Peccatiello

3 oktober 2023 | 97 min

Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

28 september 2023 | 76 min

GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

26 september 2023 | 92 min

Former CFTC Commissioner Brian Quintenz On Crypto Regulation

25 september 2023 | 28 min

The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

23 september 2023 | 55 min

Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

20 september 2023 | 66 min

SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

20 september 2023 | 31 min

Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

18 september 2023 | 41 min

Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

17 september 2023 | 22 min

Jim Bianco: No Recession, No Landing

15 september 2023 | 68 min

Andrew Beer: Hedge Funds Charge Way, Way Too Much

14 september 2023 | 88 min

Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)

12 september 2023 | 77 min

Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)

12 september 2023 | 51 min

Milton Berg: The Stock Market Is In Trouble

8 september 2023 | 88 min

Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

6 september 2023 | 63 min

"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

5 september 2023 | 87 min

David Rosenberg: A Recession Is Coming In The Next 6 Months

31 augusti 2023 | 87 min

Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

29 augusti 2023 | 67 min

Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

28 augusti 2023 | 70 min

ESG: The 40 Trillion Dollar Bubble | Mark Neuman

25 augusti 2023 | 63 min

The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

24 augusti 2023 | 17 min

Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

22 augusti 2023 | 98 min

The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

18 augusti 2023 | 95 min

Ivy Zelman: Housing Market Downturn Isn't Over

15 augusti 2023 | 60 min

Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

13 augusti 2023 | 27 min

Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

12 augusti 2023 | 27 min

Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

11 augusti 2023 | 42 min

Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

11 augusti 2023 | 11 min

The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

10 augusti 2023 | 22 min

The Sovereign Debt Spiral | James Lavish

1 augusti 2023 | 81 min

The Great Liquidity Debate | Michael Howell & Andy Constan

27 juli 2023 | 82 min

Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

26 juli 2023 | 78 min

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

24 juli 2023 | 56 min

It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

22 juli 2023 | 54 min

Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

21 juli 2023 | 68 min

OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

18 juli 2023 | 81 min

The Recession Paradox | Alfonso Peccatiello

16 juli 2023 | 71 min

The Laws Of Quantitative Investing | Michael Robbins

13 juli 2023 | 77 min

The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

11 juli 2023 | 72 min

Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

10 juli 2023 | 60 min

Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

9 juli 2023 | 76 min

The Price of Time | Edward Chancellor & Joseph Wang

6 juli 2023 | 67 min

The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

3 juli 2023 | 73 min

What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

2 juli 2023 | 89 min

Will The Fed Get Their Soft Landing? | Weekly Round Up

1 juli 2023 | 59 min

Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

30 juni 2023 | 45 min

The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

26 juni 2023 | 109 min

The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

25 juni 2023 | 78 min

Return Of The Bull Market? | On The Margin Round Up

24 juni 2023 | 68 min

Michael Howell: "QE Is Coming Back, Big Time"

22 juni 2023 | 95 min

SPACs Are Bonds, Actually | Louis Camhi

19 juni 2023 | 104 min

Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

15 juni 2023 | 57 min

Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

14 juni 2023 | 76 min

Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

12 juni 2023 | 64 min

The Holy Grail of Macro Investing | Eric Crittenden

12 juni 2023 | 66 min

The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

9 juni 2023 | 80 min

Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

7 juni 2023 | 66 min

Coinbase Sued By SEC | Casey Wagner

6 juni 2023 | 27 min

The Fed Put Still Lives | Vincent Daniel

6 juni 2023 | 85 min

Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

6 juni 2023 | 75 min

Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

1 juni 2023 | 90 min

The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

28 maj 2023 | 80 min

Long Stocks, Long Dollar, Short Gold | Jason Shapiro

26 maj 2023 | 73 min

Bull Market In Oil Is Over (For Now) | Paul Sankey

22 maj 2023 | 66 min

The Return Of Bank Runs | Sheila Bair, Former FDIC Chair

19 maj 2023 | 57 min

Nicholas Glinsman on Banks, Commercial Real Estate, and China

18 maj 2023 | 100 min

The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell

15 maj 2023 | 65 min

Why Bank Money Is “Disappearing” | Patrick Perret-Green

12 maj 2023 | 71 min

Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig

11 maj 2023 | 73 min

Michael Pettis: China's Economic Growth Model Is Dying

8 maj 2023 | 73 min

The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth

4 maj 2023 | 69 min

Nick Timiraos: The Fed Doesn't Want Bank Failures In The News

4 maj 2023 | 62 min

Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco

3 maj 2023 | 87 min

A Wild Ride In The Oil Market | Josh Young

2 maj 2023 | 75 min

The Failure of First Republic Bank | Chris Whalen & Randy Woodward

1 maj 2023 | 68 min

Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger

1 maj 2023 | 78 min

Jared Dillian: Sentiment Is Still Really, Really Bad

27 april 2023 | 49 min

Nathan Tankus on The "Pozsar Moment" In Shadow Banking

25 april 2023 | 82 min

Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008

24 april 2023 | 65 min

An Update On The "March Banking Panic" | Weekly Round Up

22 april 2023 | 54 min

Brent Johnson on Why The De-Dollarization Narrative Is Overhyped

21 april 2023 | 68 min

Do Banks Have Enough Capital? | Dr. Martien Lubberink

20 april 2023 | 73 min

Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth

18 april 2023 | 72 min

PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider

17 april 2023 | 63 min

Key Principles For Successful Trading | Simon Ree

17 april 2023 | 69 min

Chris Whalen on Big Bank Earnings and the Return of Credit Risk

14 april 2023 | 50 min

The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara

12 april 2023 | 78 min

Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass

10 april 2023 | 81 min

A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders

6 april 2023 | 52 min

The Next Chapter In Interest Rate History | Dr. Richard Sylla

5 april 2023 | 60 min

The Bank Panic Is Already Over (Here’s Why) | John Maxfield

4 april 2023 | 87 min

Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level

3 april 2023 | 77 min

Commercial Real Estate Is In Serious Trouble | Nick Halaris

30 mars 2023 | 69 min

Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker

27 mars 2023 | 83 min

The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward

23 mars 2023 | 81 min

Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell

22 mars 2023 | 86 min

Something Systemic Has Happened | Daniel Neilson

21 mars 2023 | 61 min

Marc Cohodes: The Stock Market Is Not A Game

20 mars 2023 | 76 min

The Banks Didn’t Hedge Enough | Mustafa Chowdhury

19 mars 2023 | 84 min

This is NOT 2008 | Harris Kupperman

17 mars 2023 | 52 min

Governor Kuroda: The Decade’s Most Consequential Central Banker

16 mars 2023 | 48 min

Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden

15 mars 2023 | 68 min

Michael Kao: Bank Bailout Allows The Fed To Tighten Even More

14 mars 2023 | 71 min

The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran

13 mars 2023 | 64 min

The Bank Crisis Is "Overblown" | Joseph Wang

13 mars 2023 | 61 min

Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult

13 mars 2023 | 58 min

“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura

11 mars 2023 | 51 min

Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank

10 mars 2023 | 30 min

Does Powell Mean Business? | David Hay

9 mars 2023 | 71 min

The Case For Bonds | Alfonso Peccatiello

6 mars 2023 | 62 min

Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

4 mars 2023 | 57 min

Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier

3 mars 2023 | 73 min

Mike Green: Recession Approaches As Housing & Car Markets Weaken

2 mars 2023 | 76 min

Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman

27 februari 2023 | 88 min

Doomberg & Steve Keen: The Green New Deal and Energy Security

23 februari 2023 | 71 min

The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan

20 februari 2023 | 85 min

Learning From Financial Crises | Joseph Wang & Steven Kelly

16 februari 2023 | 77 min

Michael Howell: Liquidity Is Back

13 februari 2023 | 82 min

Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger

9 februari 2023 | 55 min

The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut

6 februari 2023 | 76 min

Central Bankers vs. The Bond Market | Roger Hirst

2 februari 2023 | 79 min

Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)

1 februari 2023 | 76 min

What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)

31 januari 2023 | 58 min

Earnings Season Is Strong (So Far) | Sam Burns

31 januari 2023 | 61 min

The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg

26 januari 2023 | 71 min

Dusting Off The Recession Playbook | Tian Yang

23 januari 2023 | 74 min

“Transitory Goldilocks” Is Here | Darius Dale

19 januari 2023 | 66 min

Bank of Japan Widow-Makes Once Again | Weston Nakamura

18 januari 2023 | 53 min

The Soft Landing “Blue Pill” Is Overpriced | Andy Constan

16 januari 2023 | 59 min

The Big Bank Deep Dive | Alex Gray

13 januari 2023 | 44 min

Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott

12 januari 2023 | 65 min

Jacob Shapiro on Russia, Ukraine, and China

10 januari 2023 | 54 min

The Era of American Stock Dominance Is Over | Kevin Muir

9 januari 2023 | 76 min

Crypto’s 2023 “Health Check” | Vance Spencer

6 januari 2023 | 67 min

“Nightmare Scenario” For The Fed | Felix Jauvin

5 januari 2023 | 65 min

A Masterclass In Central Banking | Professor Jane Knodell

2 januari 2023 | 81 min

All You Ever Wanted To Know About Interest Rates | DC Analyst

29 december 2022 | 84 min

The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves

26 december 2022 | 74 min

Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez

22 december 2022 | 72 min

Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura

20 december 2022 | 54 min

The Technicals Are Bearish | Katie Stockton

19 december 2022 | 59 min

China’s Economic House Of Cards | Kyle Bass & Nick Glinsman

16 december 2022 | 57 min

Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth

12 december 2022 | 65 min

Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy

9 december 2022 | 48 min

David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor

8 december 2022 | 31 min

Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane

5 december 2022 | 46 min

The Car Market Is Crashing | Paul Hodges

1 december 2022 | 81 min

FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global

29 november 2022 | 75 min

CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall

28 november 2022 | 50 min

Liquidity In Crypto Is Declining | Scott Freeman

24 november 2022 | 51 min

Learning From Market Tremors | Hari Krishnan

21 november 2022 | 73 min

Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt

17 november 2022 | 76 min

Forced Retirement Selling May Disrupt Santa Rally | Zed Francis

14 november 2022 | 95 min

Commodity Prices Are Due For A Severe Correction, Says Mike McGlone

10 november 2022 | 62 min

There’s Just Not Enough Energy | Harris Kupperman & Porter Collins

9 november 2022 | 11 min

Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach

8 november 2022 | 36 min

The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir

7 november 2022 | 63 min

The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges

4 november 2022 | 80 min

Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!

3 november 2022 | 64 min

Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting

1 november 2022 | 61 min

Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard

31 oktober 2022 | 81 min

IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch

28 oktober 2022 | 67 min

The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)

28 oktober 2022 | 83 min

Lyn Alden: The Bursting Of The Sovereign Bond Bubble

27 oktober 2022 | 75 min

The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth

24 oktober 2022 | 61 min

The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field

20 oktober 2022 | 98 min

Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins

18 oktober 2022 | 63 min

Banks Are Finally Making Money Again | Chris Whalen

17 oktober 2022 | 62 min

George Noble: A 20-50% Market Crash Is Coming

13 oktober 2022 | 78 min

The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang

10 oktober 2022 | 70 min

Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz

6 oktober 2022 | 53 min

Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco

3 oktober 2022 | 65 min

Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston

29 september 2022 | 81 min

What Will Break First? | Joseph Wang & Peter Crane

26 september 2022 | 74 min

"I'm Surprised The Market's Not Down More" | Aswath Damodaran

22 september 2022 | 73 min

The Sovereign Debt Crisis Is Coming | Brent Johnson

20 september 2022 | 25 min

The Bear Market Has Only Just Begun | Ted Oakley

19 september 2022 | 49 min

The Energy Trade Has Gone Too Far | Jared Dillian

15 september 2022 | 61 min

False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang

13 september 2022 | 67 min

The Rise of "Legal Fraud" | Bethany McLean

12 september 2022 | 60 min

The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor

8 september 2022 | 54 min

The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson

5 september 2022 | 60 min

The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock

1 september 2022 | 49 min

Convertible Bonds: The Everything Asset Class | Paul Latronica

29 augusti 2022 | 80 min

The Global Shipping Crisis Is Not Over | Sal Mercogliano

25 augusti 2022 | 82 min

The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen

22 augusti 2022 | 66 min

Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley

18 augusti 2022 | 106 min

Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman

18 augusti 2022 | 61 min

The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry

15 augusti 2022 | 50 min

Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf

11 augusti 2022 | 77 min

Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

9 augusti 2022 | 73 min

Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro

4 augusti 2022 | 61 min

Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang

4 augusti 2022 | 69 min

Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith

1 augusti 2022 | 71 min

The Most Misunderstood Asset Class Of All Time | Louis Camhi

28 juli 2022 | 70 min

There Are No Doves Left At The Federal Reserve | Nick Timiraos

27 juli 2022 | 63 min

Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren

25 juli 2022 | 80 min

Why Are Commodities Crashing? | Tracy Shuchart

21 juli 2022 | 60 min

Making Informed Decisions as an Individual Investor | Kyrill Asatur

18 juli 2022 | 64 min

No Clear Sign Of Recession Yet, Says Nick Reece

14 juli 2022 | 74 min

Will A Recession End The Commodity Bull Market? | Rick Rule

11 juli 2022 | 76 min

We Are Living In A Silent Depression | Emil Kalinowski

7 juli 2022 | 69 min

Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene

4 juli 2022 | 58 min

Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek

30 juni 2022 | 82 min

“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang

27 juni 2022 | 57 min

A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard

23 juni 2022 | 96 min

Trading Volatility in Volatile Markets | Benn Eifert

20 juni 2022 | 69 min

Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith

17 juni 2022 | 18 min

Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager

16 juni 2022 | 45 min

“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq

16 juni 2022 | 52 min

The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello

13 juni 2022 | 47 min

Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell

13 juni 2022 | 82 min

The Fed Is Burning Money | Harley Bassman

9 juni 2022 | 67 min

Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao

6 juni 2022 | 102 min

Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald

2 juni 2022 | 53 min

Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young

30 maj 2022 | 89 min

Europe and China: Already In Recession | Paul Hodges

26 maj 2022 | 84 min

Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang

25 maj 2022 | 75 min

The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang

24 maj 2022 | 71 min

Can Gold Withstand the Liquidity Drain? | Sean Fielder

19 maj 2022 | 69 min

Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello

16 maj 2022 | 51 min

The “Everything Risk” Is Here | Ed Harrison

12 maj 2022 | 59 min

It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé

9 maj 2022 | 65 min

The Food & Energy Crisis Has Only Just Begun | Doomberg

5 maj 2022 | 73 min

Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang

5 maj 2022 | 71 min

A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang

2 maj 2022 | 45 min

Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wang

29 april 2022 | 55 min

The “Short Everything” Trade | Teddy Vallee

28 april 2022 | 47 min

Can Europe's Economy Handle Russian Sanctions? | Frances Coppola

25 april 2022 | 84 min

Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell

21 april 2022 | 74 min

Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst

20 april 2022 | 63 min

Think Rising Rates Are Good For Banks? Think Again!

18 april 2022 | 67 min

Slaying the Inflation Dragon | Jurrien Timmer

14 april 2022 | 79 min

Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves

13 april 2022 | 54 min

Birth of the U.S. Dollar | Roger Lowenstein

10 april 2022 | 49 min

Bullish Commodities? Not So Fast | Lukas Kuemmerle

7 april 2022 | 59 min

Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang

6 april 2022 | 56 min

Inflationary Recession Is On The Horizon | Paul Hodges

3 april 2022 | 70 min

When Volatility Strikes, Watch Out! | Kris Sidial

31 mars 2022 | 48 min

Nothing Destroys Inflation Like a Recession | Darius Dale

27 mars 2022 | 63 min

Will Janet Yellen Pull the Trigger? | Andy Constan

24 mars 2022 | 63 min

The Fed's Forward Guidance Is No More | with Nick Timiraos

22 mars 2022 | 49 min

Short Selling in the Age of Fraud | Carson Block

20 mars 2022 | 72 min

Options Trading for Macro Investors | Imran Lakha

17 mars 2022 | 70 min

The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman

16 mars 2022 | 62 min

Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco

13 mars 2022 | 73 min

Gold to $10,000 in The Big Reset | Willem Middelkoop

10 mars 2022 | 51 min

Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang

8 mars 2022 | 79 min

The "Money Illusion" Keeps the Economy Hot | Juliette Declercq

6 mars 2022 | 59 min

Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro

4 mars 2022 | 78 min

The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppola

3 mars 2022 | 64 min

How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green

27 februari 2022 | 76 min

Consequences of Russia's Invasion of Ukraine with Jacob Shapiro

24 februari 2022 | 57 min

Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro

23 februari 2022 | 68 min

Why Inflation Will Dissipate | Bilal Hafeez

20 februari 2022 | 84 min

Is a Bear Market Imminent? | Tom Thornton

17 februari 2022 | 74 min

Bank of Japan Re-embraces Yield Curve Control | Roundup

15 februari 2022 | 31 min

The Fed Won't Get their Soft Landing | Jim Bianco

13 februari 2022 | 65 min

Financial Meltdown: The Trades Of March 2020 | Alex Gurevich

10 februari 2022 | 88 min

European Bonds Throw A Tantrum | Joseph Wang

8 februari 2022 | 37 min

The Next Big Short: The Debt Supercycle | Vincent Daniel, Porter Collins

6 februari 2022 | 113 min

The Fed Doesn't Care About Your Feelings | Liz Young

3 februari 2022 | 33 min

Will The Dollar’s Rise Crush Central Banks’ Plans?

1 februari 2022 | 44 min

Lessons From The Asian Financial Crisis | Russell Napier

30 januari 2022 | 95 min

Has the Fed Abandoned Risk Assets? | Joseph Wang

28 januari 2022 | 36 min

Upcoming Risks for Stocks and Bitcoin | Lyn Alden

25 januari 2022 | 73 min

Inflation or Recession - Which Will the Fed Choose? } Jared Dillian

21 januari 2022 | 48 min

Stock & Crypto Options Have Exploded - What’s Next? | Imran Lakha & Ming Zhao

18 januari 2022 | 55 min

The Powell Put Won't Save Stocks | Joseph Wang

14 januari 2022 | 78 min

Can Earning Season Save Growth Stocks? | Sam Burns

12 januari 2022 | 81 min

The Crisis Brewing in Energy Markets | Tracy Shuchart

7 januari 2022 | 56 min

There’s A Bubble in The Inflation Narrative | Darius Dale

4 januari 2022 | 61 min

Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle

31 december 2021 | 52 min

The Hidden Risks of Passive Investing | Steven Bregman

28 december 2021 | 112 min

Former Fed Trader: Rate Hikes Will Crash Markets | Joseph Wang

24 december 2021 | 70 min

Felix Zulauf’s Big Calls For 2022 And Beyond

21 december 2021 | 36 min

The Bull Market In Crap Is Over | Kevin Muir

17 december 2021 | 51 min

Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello

14 december 2021 | 66 min

Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman

10 december 2021 | 60 min

A Little Bitcoin Goes a Long Way | James Butterfill

7 december 2021 | 63 min

The Unintended Consequences of Central Banks' Easy Money | William White

3 december 2021 | 72 min

Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos

30 november 2021 | 62 min

The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London

26 november 2021 | 46 min

The Psychological Toll of Inflation | Vincent Deluard

23 november 2021 | 77 min

How To Spot Overvalued Companies | Tobias Carlisle

19 november 2021 | 61 min

Is Inflation Overhyped? | Eric Basmajian

12 november 2021 | 73 min

Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight

5 november 2021 | 49 min

Hunting for Hidden Financial Risks | Stephen Clapham

2 november 2021 | 60 min

The Global Energy Crisis, Explained | Warren Pies

29 oktober 2021 | 71 min

The Unwinding of the Long Term Debt Cycle | Lyn Alden

27 oktober 2021 | 57 min

The Fed's Forward Guidance Is No More | with Nick Timiraos

Senaste avsnitt

The Financial Repression Endgame | Weekly Roundup

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan

Will Market Euphoria Cool Off In August? | Weekly Round-Up

Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot

The Fed Is Fueling A New Inflation Wave | Danny Dayan

Welcome to Peak Monetary Policy Theater | Weekly Roundup

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

The Great Ponzi-fication Of Markets | Weekly Roundup

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel

Unpacking The Crypto Treasury Meta

All Roads Lead To Debasement | Weekly Roundup

Bringing The Long Tail Of Markets Onchain

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap

The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

Empire | Introducing the Token Transparency Framework

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup

Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

The New Regime People Don’t Want To Accept | Jim Bianco

Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

America’s Debt Spiral Is Accelerating | Weekly Roundup

America Is Risking A Liz Truss Moment | Kevin Muir

The Fiscal Spiral Has No Off Switch | Weekly Roundup

The Next Big Trade Is Hiding In Plain Sight | Citrini

China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

The Fed's Strategy Is To Be Late | Weekly Roundup

Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

The Die Is Cast For A 2025 Recession | Neil Dutta

The Strong Data Is A Mirage | Weekly Roundup

Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

Inflation Expectations Are Already Unanchored | Weekly Roundup

The System Is Too Levered To Take Real Pain | Arthur Hayes

US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

Why Systematic Macro Outperforms Discretionary | Market Radar

BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

The Biggest Market Crash Since 2020, What Next?

The Trump Put Is In The Bond Market | Weekly Roundup

Trump Is “Kitchen Sinking” The US Economy | Darius Dale

This Is What Capitulation Feels Like | Weekly Roundup

Liquidity Is Breaking And The Economy Is Next | Michael Howell

Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

The Death Of American Exceptionalism? | Le Shrub

The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS

How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS

Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS

Be Careful Buying The Dip Here | Weekly Roundup

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Bearish Sentiment Is Overblown | Weekly Roundup

The US is Risking Stagflation | Mohamed El-Erian

The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

Is Trump Actually Good For Markets? | Weekly Roundup

The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

Trading Crypto's Weekend Meltdown | 1000x

Positioning For Trump's Policy Flip Flops | Weekly Roundup

What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

CPI, Yields, & The Growth Debate | Weekly Roundup

What A Growth Scare Means For The Fed & Markets | Warren Pies

Global Yields Nearing A Breaking Point | Weekly Roundup

FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup