Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Iran Tensions Over?
|
Jun 24, 2025 |
Geopolitics Driving Markets Again
|
Jun 17, 2025 |
Ukraine strikes and the state of sanctions
|
Jun 03, 2025 |
Downgrades, Debt, and Digital Gold
|
May 19, 2025 |
A Path to Trade War Diffusion
|
May 13, 2025 |
Is Trump’s Plan Working?
|
May 05, 2025 |
Is Macro Data Dead?
|
Apr 28, 2025 |
What Could Reverse This Market Meltdown?
|
Apr 08, 2025 |
No more safe havens? Well, maybe...
|
Apr 01, 2025 |
How to Trade the Geopolitical Firehose
|
Mar 25, 2025 |
How to trade the inflation schism
|
Mar 18, 2025 |
Have We Reached the Bottom in Equities?
|
Mar 11, 2025 |
Why reciprocal tariffs are a GOOD thing
|
Feb 17, 2025 |
Could Trump actually bring global tariffs DOWN?
|
Feb 11, 2025 |
3 Good Tariff Trades for a Crazy Week!
|
Feb 03, 2025 |
DeepSeek panic or opportunity?
|
Jan 28, 2025 |
Trump Inauguration Preview - And everything NOT Trump
|
Jan 20, 2025 |
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
|
Jan 13, 2025 |
These Are the TOP Trades for 2025
|
Jan 07, 2025 |
5 good trades for 2025
|
Dec 16, 2024 |
Macro Mondays: Global Stimulus Signals
|
Dec 10, 2024 |
Trump vs. China: What’s Next for Global Markets?
|
Dec 03, 2024 |
Markets Are Screaming for Liquidity
|
Nov 25, 2024 |
Will the Fed Finish the Job?
|
Nov 19, 2024 |
Macro Mondays #74 - When the Trump bet dies, here's what to look for
|
Nov 11, 2024 |
Macro Mondays #73 - What the f*ck is happening to Bonds?
|
Nov 04, 2024 |
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
|
Oct 28, 2024 |
Macro Mondays #71 - the Polymarket effect
|
Oct 21, 2024 |
Macro Mondays #70 - The Beijing Nothing Burger
|
Oct 15, 2024 |
Macro Mondays #69 - Stimulating an OK economy
|
Oct 07, 2024 |
Macro Mondays #68 - China bringing a potent knife to a gunfight?
|
Sep 30, 2024 |
Macro Mondays #67 - How to position for the cutting season?
|
Sep 23, 2024 |
Macro Mondays #66 - 25BP or 50BP? And how to position
|
Sep 16, 2024 |
Macro Mondays #65 - Is this sell-off even worse?
|
Sep 09, 2024 |
Macro Mondays #64 - Was the H1 Rebound a fake?
|
Sep 03, 2024 |
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
|
Aug 26, 2024 |
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
|
Aug 19, 2024 |
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
|
Aug 12, 2024 |
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
|
Aug 05, 2024 |
Macro Mondays #59 - Stop worrying about employment and look forward!
|
Jul 29, 2024 |
Macro Mondays #58 - What will Kamalanomics look like?
|
Jul 22, 2024 |
Macro Mondays #57 - It’s a GUNG HO SUMMER!
|
Jul 15, 2024 |
Macro Mondays #56 - 3 recession indicators you need to watch
|
Jul 08, 2024 |
Macro Mondays #55 - What is China doing with all it’s copper?
|
Jul 01, 2024 |
Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
|
Jun 24, 2024 |
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
|
Jun 17, 2024 |
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
|
Jun 10, 2024 |
Macro Monday #51 - Germany rebounding!
|
Jun 02, 2024 |
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
|
May 26, 2024 |
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
|
May 19, 2024 |
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
|
May 12, 2024 |
Macro Sunday #47 - Trump handling interest & China / Singapore
|
May 05, 2024 |
Macro Sunday #47 - POSTPONED TO NEXT WEEK
|
Apr 28, 2024 |
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
|
Apr 21, 2024 |
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
|
Apr 14, 2024 |
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
|
Apr 07, 2024 |
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
|
Mar 31, 2024 |
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
|
Mar 24, 2024 |
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
|
Mar 17, 2024 |
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
|
Mar 10, 2024 |
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
|
Mar 03, 2024 |
Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
|
Feb 25, 2024 |
Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
|
Feb 18, 2024 |
Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
|
Feb 11, 2024 |
Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
|
Feb 04, 2024 |
Macro Sunday #34 - The Red Sea is WORSENING
|
Jan 28, 2024 |
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
|
Jan 21, 2024 |
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
|
Jan 14, 2024 |
Macro Sunday #31 - Spiking freight rates bringing back inflation?
|
Jan 07, 2024 |
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
|
Dec 31, 2023 |
#29 - Inflation Volatility is back! Guest: Claus Vistesen
|
Dec 24, 2023 |
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
|
Dec 17, 2023 |
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
|
Dec 09, 2023 |
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
|
Dec 03, 2023 |
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
|
Nov 26, 2023 |
#24 - The End of US Outperformance? - Guest: Mike Green
|
Nov 19, 2023 |
#23 - Are central banks insolvent? Guest: Dario Perkins
|
Nov 12, 2023 |
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
|
Nov 05, 2023 |
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
|
Oct 29, 2023 |
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
|
Oct 22, 2023 |
#19 - Energy Stocks are the New Bonds
|
Oct 15, 2023 |
#18 - Higher energy prices triggering a recession?
|
Oct 08, 2023 |
#17 - The Nuclear Option
|
Oct 01, 2023 |
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
|
Sep 24, 2023 |
#15 - Was that a pause from Lagarde?
|
Sep 17, 2023 |
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
|
Sep 10, 2023 |
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
|
Sep 02, 2023 |
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
|
Aug 27, 2023 |
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
|
Aug 20, 2023 |
#10 - A steeper curve to create a recession - Guest: Bob Elliot
|
Aug 13, 2023 |
#9 - Coups, YCC and the big rotation trade
|
Aug 06, 2023 |
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
|
Jul 30, 2023 |
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
|
Jul 28, 2023 |
#6 - Geopolitical risks are back - Guest: Claus Vistesen
|
Jul 23, 2023 |
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
|
Jul 16, 2023 |
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
|
Jul 09, 2023 |
The weird resilience of the EUR - Guest: Jens Nordvig
|
Jul 02, 2023 |
Housing rebounds - time to call off the recession? Guest: Warren Pies
|
Jun 25, 2023 |
3 reasons why EUR liquidity is a MUST watch over summer
|
Jun 18, 2023 |
Welcome to Macro Sunday!
|
Jun 17, 2023 |