The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle... more
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Episodes
This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to... more
In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what... more
This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also... more
In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact... more
This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also... more
In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to... more
In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact... more
This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation.... more
This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether... more
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global... more
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