All Episodes
Metacasts: Investing Evening Edition — 41 episodes
The Scarcity Pivot: When Physical Infrastructure Replaces Software Margins
Endurance Test: When Geopolitics Trumps Economics
Razor's Edge: When Geopolitics Meets Supply-Driven Reality
Precarious Equilibrium: When Sentiment Defies Reality
Structural Shifts: When Earnings Rewrite the Rules
Liquidity Lull: When Perception Masks Systemic Risk
Stitched Together: When Markets Ignore Systemic Risk
Fragile Optimism: When Markets Ignore the Leaks
Fractured Realities: When Markets Ignore Geopolitical Stress
Systemic Strain: When Markets Index Chaos
The Calibration Error: When Models Meet Chaos
Economic Triage: Mapping the Strait of Hormuz Crisis
Trust Deficit: When Markets Price Political Risk
Insurance Against Zero: Bonds, Geopolitics & the New Recession Play
Ransom & Reassessment: The Oil Market's New Rules
Fragile Ceasefire: When Domestic Politics Redraws the Map
Fractured Systems: AI, Oil & the End of Predictability
Energy Independence: A $2 Million Toll Tests the Illusion
Systemic Vulnerability: When Waivers Become Policy
Blind Flight: Geopolitics, AI & Systemic Risk
Fracture Points: Oil, Algorithms & the Illusion of Stability
Control Loss: When Central Banks Meet Geopolitical Shocks
Asymmetry: Energy, Insurance & the Cost of Control
Stagflationary Shocks: Oil, Tariffs & the Fed's Dilemma
Preemptive Entanglement: Oil, Taiwan & US Leverage
Fragile Systems: Oil, Compute & the Price of Control
Fracture Points: Oil, Regulation & Systemic Risk
Convexity Breakdown: When Diversification Fails
Asymmetric Risks: When Stability Requires Fueling Conflict
Credibility Risk: When Policy Promises Unravel
Fractured Baselines: When Policy Rewrites Reality
Control Lost: When Policy Becomes Improvisation
Polyphonic Risks: When Geopolitics Overwrites Macro
Fragmented Foundations: Navigating a World of Shifting Power
The Sistine Chapel Economy: Resilience Through Interdependence
The Soufflé Economy: Fragility in a Fractured World
Stratigraphy of Disruption: AI's Layered Ascent
The Eroding Keystone: Trust, Fragmentation, and the New Global Order
Structural Realignment: AI, the Dollar & a Shifting Global Order
The Fragility of Narratives: AI, Debt & a Looming Correction
AI, Geopolitics, and the Coming Correction