The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly cha
In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the imp
This week we discuss how to think about managing risk, whether inflation fears are overpriced, and e
This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. W
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the cu
In this episode, George Robertson joins the show to discuss why he thinks there is no monetary polic
This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-elec
In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the o
In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era
This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whe
In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, t
This week we discuss the short bond trade, volatility and excessive hedging, and the election probab
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical ec
This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts curr
In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he
This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely
In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypt
This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and
In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s
This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI
In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomp
