All Episodes
Forward Guidance — 629 episodes · page 1 of 7
Robinhood & Lighter: Why Wall Street Is Moving Onchain
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
The Bond Market Pain Isn't Over | Weekly Roundup
The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
The Market Is Mispricing A Correlation Shock | Dean Curnutt
The Bond Market Is Trapping The Fed | Weekly Roundup
Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup
The Growth Strategy Trapping The Fed | Darius Dale
Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup
The Portfolio Built To Survive Every Crash | Jared Dillian
The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
AI Efficiency Is Repricing The Compute Market | Steve Hou
The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
The AI Trade Is Finally Cracking | Weekly Roundup
How To Trade The New Warsh Fed | Bob Sheehan
Is The Fed Panic Already Fading? | Weekly Roundup
A New Era Is Beginning In Markets | Weekly Roundup
The Warsh Fed Will Look Nothing Like Before | Joseph Wang
Blockworks Acquires Messari
Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
Why This Economy Refuses To Break | David Cervantes
How To Trade The AI Productivity Boom | Weekly Roundup
Can The AI Driven Rally Continue? | Weekly Roundup
The Consumer Cushion Is Almost Gone | Weekly Roundup
The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
Oil And AI Are Breaking The Middle Class | Weekly Roundup
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Central Bank Control Is Breaking | Weekly Roundup
The AI Bubble Is Widely Misunderstood | Steve Hou
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
Market Structure is Fueling an Inflation Trap | Weekly Roundup
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Why AI Will Reprice The Entire Economy | Jordi Visser
Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
Fed Governor Miran on Why Inflation Fears Are Overstated
The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
AI Will Drive The Biggest Boom In History | Raoul Pal
Investor Relations in the Onchain Era
Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
The Macro Chain Reaction of Oil Shocks | Bob Elliott
Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
Introducing: Inflection Point | The Crypto-TradFi Convergence
The AI Productivity Boom Is Here | Luigi Buttiglione
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
How I Called 2026's Biggest Rally | Vincent Delaurd
Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
Finding The Next Perfect Trade | Alex Gurevich
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
Markets Are Entering A Wartime Economy | Cem Karsan
The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
The Market Has Already Picked Its Winners for 2026 | Tony Greer
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
How To Position In A "Slowdown" Regime | Market Radar
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
The Global Economy Runs on Perpetual Stimulus | Keith Dicker
AI & Central Planning Are Propping Up the Economy | Weekly Roundup
The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
The AI Economy Is Leaving Labor Behind | Weekly Roundup
AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
The Next Chapter For Blockworks | Empire
The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
Institutional Demand for Crypto is Accelerating | Matt Hougan
Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
The Recession Has Already Started | George Robertson
This Bull Market Has Legs | Weekly Roundup
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Economic Reacceleration or Growth Scare? | Weekly Roundup
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
The Data Is Screaming Two-Speed Economy | Weekly Roundup
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup