About this podcast
In depth discussion of global finance, international trade, investing and geopolitics.
Episodes
The newest 20 of 61 episodes
- Election Special · 1 h 14 min“Thropic” files ahead of its IPO, major changes at the Fed, possible paths the war with Iran will take, the elections in Brazil, and of course the midterms in the US.
- French Fried · 1 h 2 min · Season 2 Episode 39Hyperscalers go cash-flow negative, the housing market seizes up, and Paris burns. Plus, waiting for the October surprise and a look ahead to next week’s FOMC meeting.
- The Unraveling of CoreWeave · 1 h 6 minThe labor market shows signs of cooling as inflation numbers come in hot, a Le Pen moment in France, the unraveling of CoreWeave, gold revaluation, selective defaults, a diesel…
- FROGS · 1 h 15 minA look ahead to potential fourth-quarter developments, including interest rates, the Fed, oil, equities, superintelligence, the midterms, French elections and a couple of…
- Super Intelligence · 1 h 7 minAnthropic’s leaked prospectus, a look ahead to the midterms, AI crushes the insurance industry, $6 diesel, 7% mortgage rates, and the competition for capital.
- Life Insurance Goes to Rehab · 1 h 11 minThe housing market cools down, interest rates surge, diesel export controls, artificial intelligence, and the life insurance industry gets a private equity wake-up call.
- Greasing the Wheels of Capitalism · 1 h 7 minA new hiking cycle has begun, private credit defaults hit record highs, Canada flirts with the EU, AI CEOs beg for regulation, Zelensky defies Trump, and the Houthis seize the…
- I Am the House Now · 1 h 6 min · Season 2 Episode 33More stimmy checks, the case for bonds, "I am the house," the war ends after the midterms, and the end of humanity.
- Abraham Lincoln Meet Thailand · 1 h 4 min · Season 2 Episode 32The broken housing market, the stock market’s more important than Social Security, a potential jumbo hike by the BOJ, a military disaster, and Chairman Warsh goes hiking.
- Sanctions Never Work · 1 h 4 min · Season 2 Episode 31Economic D-Day, interest rates are signals, Druckenmiller schools Bessent, data center pushback, and Lake America.
- Quantitative Easing and Yield Curve Control · 1 h 6 minThe Treasury puts its thumb on the long end of the curve, gold rips higher, Fed meetings reduced to six, United Wholesale Mortgage, Guggenheim, 777 Partners and Trump Bank.
- The Purpose of War is War · 1 h 1 min · Season 2 Episode 29Yen intervention, AI securitization funds, live Fed meetings, the war with Iran, and the labor market and inflation.
- Risk and Reward with Ben Carlson · 1 h 3 minArtificial Intelligence, Crypto, Bonds, Oil, the Fed, and what about Japan?
- Should the Federal Reserve be Independent? · 1 h 6 min · Season 2 Episode 27Chairman Warsh's first testimony to Congress, CPI coming in negative for the first time since 2020, ways to play the AI trade and how to avoid it, and the situation in the Middle…
- What do Amazon and Porno Have in Common? · 1 h 6 min · Season 2 Episode 26The end of the ceasefire, what could stop the AI bull market, a Persian Gulf Insurance Company, the future of OPEC, and the end of the petrodollar.
- The Golden Death Cross · 1 h 5 min · Season 2 Episode 25The Supreme Court rules on Lisa Cook, Mervyn King named first task force chair, Gold, Bitcoin, Yen, private credit and AI.
- Super El Niño · 1 h 0 min · Season 2 Episode 24Price gouging at the pump. The AI trade. The war is over. Alan Greenspan's legacy as Fed Chairman. And a Super El Niño!
- Strange Bedfellows · 1 h 3 min · Season 2 Episode 23Kevin Warsh announces sweeping changes for the Fed at his first press conference, the US and Iran agree to a 14-point MOU giving us “peace for our time,” and the SpaceX IPO did…
- These Are Not the Prices You Are Looking For · 59 min · Season 2 Episode 22The largest IPO in history, a live Fed meeting, the war with Iran, a new crypto winter, and a housing market correction.
- Pump n Dump · 1 h 5 min · Season 2 Episode 21Biggest IPO’s in history. Market manipulation. Private credit gates. A profile in courage. And dangerously low oil inventories.
