All episodes

Agathe Demarais on How Sanctions Backfire on the US

Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

David Rubenstein on How to Invest Like Superstar Investors

Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

Igor Yelnik on How to Trade Macro Differently

Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

Robert Carver on How To Build Successful Trading Strategies

Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily

Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks

Howard Davies on How UK Chancellors Steer the UK In Crisis

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin's Endgame

Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges

Karl Massey on the End of Investing as We Know It

James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK

Cameron Crise On Fed's Balance Sheet Problem, Equity Drawdowns and Inflation

Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses

Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing

Ivy Zelman on the Coming US Housing Crisis

Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers

Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency

Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding

Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

Thorsten Wegener On the Simplest Way to Understand Option Markets

Stéphane Ouellette on the Crypto Crash, and What Next

Jay Newman on the Hidden Story of How Money is Moved Around the World

Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

Tymofiy Mylovanov on Ukrainian Resistance, Russia's Hidden Economic Weapon and Germany's Error

Phil Suttle on the Inflation Combustion Model, the Fed's Errors, and US Housing

John Butler on Stagflation, Financial Instability, and World Wars

Daniel Zwirn on Finding Value in the Biggest Bubble in History

Josh Young on $200 Oil and the Structural Energy Supply Problem

Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

Dominique Dwor-Frecaut on the Coming US Recession, and Fed's Communication Problem

Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

[Emergency podcast ] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

John List on Insights From Uber, Paying Bonuses and Scaling Ideas

Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

Tania Reif on Leaving Macro Investing For Crypto

Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

Adam Iqbal on Carry Trades, Volatility and Trading Options

Shahin Vallée on Europe's Geopolitical Risks, ECB Policy and French Elections

Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi

Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles

Bilal Hafeez on Inflation, Crypto and Investment Lessons

Fabio Natalucci on COVID, Crypto and Climate

[BONUS] Professor Justin Stebbing On COVID Omicron

Nancy Davis on How to Position for True Inflation Risk

Edward Glaeser on Will Cities Survive After COVID

Rolf Strauch On Europe's Reboot, Managing Sovereign Risk and Euro Growth

Alex Gurevich On Trading COVID, Inflation and Games

Scott Lynn on Investing In Art, Diversification and NFTs

Azeem Azhar On the Exponential Age, Unlimited Companies and Tech Challenges

Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity

Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil

Richard Muirhead On VC Investing, Picking Winners and Web 3.0

David Dredge On Defining Risk, Profiting from Extreme Moves, and Convexity

Todd Edgar On Managing Money, China and Advice from Paul Tudor Jones

David Woo On Persistence Of COVID, Stagflation, and Political Taboos

Nikhil Shamapant On Ethereum to $150,000, Triple Halving and NFTs

Saeed Amen On Trading Models, Alternative Data And Python [Replay]

Alberto Gallo on China Risks, Corporate Inequality and Accelerated History

Anna Raytcheva on Trading Regime Changes, Reflation and Crypto

Roger Garside On China Fragility, Coup Risks, and US Policy

Roshun Patel on Bitcoin, Crypto Lending and Futures Trading

Charley Ellis on Active Investors Underperformance, Index Investing and Character

Christian Angermayer on Exponential Growth, Revolutionising Healthcare and Overcoming Fear

Former Deutsche Bank Chair/CEO Josef Ackermann On Running a Bank and the Future of Banking

John Butler on Stagflation, Gold and Bitcoin

Charles Goodhart on Money Printing, Inflation and Ageing

Professor Adrian Williams on Everything You Wanted to Know About Sleep

Former UK Chancellor Sajid Javid On Inflation, Climate Change and Post-Brexit Britain

Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM

Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off

Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play

Wolfgang Münchau on Germany's Political Risks, Fiscal Stimulus and Euro Instability

Jeff Snider on Deflation, Central Bank Failure, and Understanding Money

Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook

Bobby Vedral on Taxing Big Tech, Europe's Edge, and Biden's China Policy

David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults

Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk

Marco Monroy On Carbon Taxes, ESG Investing and Maradona

Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance

James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths

Peter Tertzakian on Energy Transitions, Electric Vehicles and Big Oil

Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles

Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government

Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management

Jon Turek on the New Fed Put, the Brainard US Curve Steepener and the Dollar

Barry Eichengreen on Dollar Dominance, Crypto Hype, and Reforming International Finance

Eli Dourado on the Key Tech Breakthroughs For the 2020s

12 Investment Ideas For 2021 From Our Listeners

Michael Auerbach On Launching A Cannabis SPAC With Jay-Z