This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto,..

In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the US dollar. We also delve into the..

In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an inflation resurgence is possible...

This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation. We also delve into the shift in global collateral, the power of..

This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in the dollar and yields, the factors driving..

In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency..

In this episode, George Robertson joins the show to discuss why he thinks there is no monetary policy, the changing reaction function of the Fed, and how fiscal is driving nominal GDP...

This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting gold, Bitcoin’s all-time high, and much more. Enjoy!—Follow..

In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy" monetary policy, and the election’s impact on the Fed and markets. We..

In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility smash. We also delve into Trump’s impact on..

This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more...

In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push & pull between earnings and valuations, and the various influences on interest..