This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy..

In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping..

This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We..

In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims,..

This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate &..

In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing..

In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold,..

In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate..

In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He explains why traditional rate transmission mechanisms are breaking down, how..

This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA. They discuss how..

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end..

This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and..