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Apr 16, 2023
Episode | Date |
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The World is Different Now
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Sep 13, 2024 |
Will The Fed Cut by 25 or 50 bps?
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Sep 06, 2024 |
How & When The Best Macro Investors Use Options
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Aug 23, 2024 |
A Tale of Crowded Macro Trades
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Aug 10, 2024 |
Macro Mayhem!
|
Aug 02, 2024 |
Explaining This Brutal Stocks Sell-Off
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Jul 26, 2024 |
Where To Find Cheap Macro Optionality
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Jul 19, 2024 |
It's Macro ShowTime!
|
Jul 12, 2024 |
Option Markets Are Eating The World
|
Jun 21, 2024 |
What Powell Really Meant
|
Jun 14, 2024 |
Risk Management Principles
|
Jun 07, 2024 |
Don't Make This Mistake
|
May 31, 2024 |
How Macro Traders Navigate Uncertainties
|
May 24, 2024 |
How To Trade Macro Now?
|
May 17, 2024 |
Early Signs of Weakness
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May 10, 2024 |
A New Fed Put?
|
May 03, 2024 |
A Contrarian Macro Thesis
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Apr 26, 2024 |
What if Hikes are Stimulative?!
|
Apr 19, 2024 |
Yes, But What Will Break Markets?
|
Apr 12, 2024 |
The Next Big Trade?
|
Apr 05, 2024 |
Macro Traders Reflections
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Mar 29, 2024 |
Dario Perkins: These Central Banks Better Pivot Fast
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Mar 22, 2024 |
Volatility is Coming
|
Mar 15, 2024 |
Animal Spirits Running Loose
|
Mar 08, 2024 |
Macro Opportunities Around The World
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Feb 29, 2024 |
It's Back!
|
Feb 25, 2024 |
This Is It
|
Jun 25, 2023 |
The ECB Hikes As The Fed Pauses - Is This 2008 Again?
|
Jun 18, 2023 |
It's All About Liquidity & Inflation Now
|
Jun 04, 2023 |
The AI 5 versus the S&P 495
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May 28, 2023 |
A Macro Trader Playbook with Jim Leitner
|
May 21, 2023 |
The Debt Ceiling Drama is Approaching
|
May 14, 2023 |
The Credit Crunch is Here
|
May 07, 2023 |
First Republic Under Stress, Now What?
|
Apr 30, 2023 |
What's Happening In Global Macro?
|
Apr 23, 2023 |
Here Is Why Markets Are Rallying
|
Apr 16, 2023 |
The Hiking Cycle Is Over
|
Apr 09, 2023 |
The End of The US Dollar?
|
Apr 02, 2023 |
Banks: The Big Picture
|
Mar 26, 2023 |
From Liquidity To A Credit Crisis
|
Mar 19, 2023 |
Panic In The Banking System
|
Mar 12, 2023 |
It's Lonely On Disinflation Island
|
Mar 05, 2023 |
There's No Bull Case For Risk Assets
|
Feb 26, 2023 |
Why Is Powell Ignoring "Animal Spirits"
|
Feb 19, 2023 |
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
|
Feb 12, 2023 |
Animal Spirits Are Back For Markets
|
Feb 05, 2023 |
Is The Recession Already Over?
|
Jan 29, 2023 |
Are Markets Really Priced For A Recession? | John Normand
|
Jan 22, 2023 |
Macro Is Back With A Vengeance | Steve Drobny
|
Jan 15, 2023 |
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
|
Jan 08, 2023 |
A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
|
Jan 01, 2023 |
Inflation Will Fall off A Cliff In 2023 | Warren Pies
|
Dec 25, 2022 |
Felix Zulauf: The Fed Is Making A Policy Error
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Dec 19, 2022 |
Jurrien Timmer: The Trade For A 2023 Recession
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Dec 11, 2022 |
How To Trade The Chinese Turbulence | Alex Campbell
|
Dec 04, 2022 |
Thomas Thornton: This Bear Market Isn't Over Yet
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Nov 27, 2022 |
Jacob Shapiro: From Globalization To A Multipolar World
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Nov 20, 2022 |
The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly
|
Nov 13, 2022 |
Debt, Demographics & Deflation Ahead | Raoul Pal
|
Nov 06, 2022 |
Natural Gas Prices Plunge, But For How Long?
|
Oct 30, 2022 |
Is There A Bull Case For Markets? | Michael Gayed
|
Oct 23, 2022 |
Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe
|
Oct 16, 2022 |
John Porter: Here Is How The Next 6 Months Will Look
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Oct 09, 2022 |
The Good, The Bad & The Safe Haven
|
Oct 02, 2022 |
Investors Are "Totally Unprepared", And This Is Why | Bob Elliott
|
Sep 25, 2022 |
The Oil Bull Market Is NOT Over | Andrew Simon
|
Sep 18, 2022 |
Don't Bet Against The Swiss National Bank | Vincent Deluard
|
Sep 11, 2022 |
Ben Melkman: Expecting A U.S Dollar Decline
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Sep 04, 2022 |
This Is What The Fed Will Do | David Woo
|
Aug 28, 2022 |
The Disinflationary Trend Is Over | Whitney Baker
|
Aug 21, 2022 |
Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
|
Aug 14, 2022 |
The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
|
Aug 07, 2022 |
Shorting The Nasdaq With Butterfly Spreads | Dean Curnutt
|
Jul 31, 2022 |
Diego Parrilla: China Is Running Out Of Options
|
Jul 24, 2022 |
Marko Papic: Game Over For The Oil Bulls
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Jul 17, 2022 |
A Trade For The U.S Dollar's Reversal | Julian Brigden
|
Jul 10, 2022 |
Russell Clark: Brace For Structurally Higher Inflation
|
Jul 03, 2022 |
Two Trades To Navigate This Regime Shift
|
Jun 26, 2022 |
Frances Donald: The Yield Curve Signals A Huge Warning
|
Jun 19, 2022 |
We Are Headed For A Deep Recession | Jesse Felder
|
Jun 12, 2022 |
Nick Givanovic: This is How You Kill Inflation
|
Jun 05, 2022 |
Darius Dale: The Most Hated 20% Rally Ahead of Us
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May 29, 2022 |
Dario Perkins: Watch Out for Another 20% Drop in Equities
|
May 22, 2022 |
This Will Blow Up, And This Will Be Your Safe Haven
|
May 15, 2022 |
Saxo Bank CIO: Gold to $2500 | Steen Jakobsen
|
May 08, 2022 |
Mike Green: The Fed's Already Breaking Markets
|
May 01, 2022 |
Lyn Alden: A Pendulum Between Stagflation & Reflation
|
Apr 24, 2022 |
Jim Leitner: A Trade for the Commodity Supercycle
|
Apr 17, 2022 |
Introducing: The Macro Trading Floor
|
Apr 08, 2022 |