Episodes

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk..

In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why..

In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, how tokenization brings liquidity to assets similar to..

In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We..

In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of the United States, and how stablecoins play..

In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bitcoin. We also delve into..

This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals...

In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also..

In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s next for the broader crypto industry. We also..

This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is..

In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve..

This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after February’s NFP. We also delve into the outlook for the..