This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidity picture. We also delve into oil and energy policy,..

In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Stephen Miran’s tariff arguments. We also delve into volatility risk under..

This week, we discuss the latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes. We also delve into how the government kicks the..

In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expectations around inflation. We also delve into Powell’s..

This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the..

In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve's evolving stance on inflation. We also delve..

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world,..

This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft,..

In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI..

This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warning signals for equities, CEO mentions of..

In this episode, Brent Donnelly joins the show to discuss his tariff expectations, how that will impact the currency market, and the framework he uses for trading FX. We also delve into..

This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto..