In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bond market—not policymakers—is now setting the..

This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish..

In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the differences between today and the COVID..

In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for one in 2025, why the..

This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into economic data, and people missing..

In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep dive into the U.S balance of payments..

This week, Danny Dayan joins the show to discuss his "Doom Loop" of factors weakening the dollar and increasing inflation, why inflation expectations are unanchored, and the importance of remaining nimble in..

In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitcoin decoupling from US assets as tariffs reduce the US..

This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also..

In this episode, Arty & Gamma from the Market Radar team join the show to discuss their macro models and the importance of systematic trading, how they’re thinking about global markets today,..

In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitlement obligations, and what more yield curve..

This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull..