All Episodes
Street Signals — 135 episodes
Strait Talk: Oil, Macro and the Political Economy
US Stocks: Stick or Twist?
Iran: Has the Market Moved On?
Crude Awakening: Rate Markets In An Energy Crisis
Iran Macro Risks: A Fragile Equilibrium
Strait Signals: Assessing the Iran War Risk Premium
The Great Rotation: Stocks Under the Surface
Trading the Policy Whiplash
The Year of the Fire Horse: China in Focus
AI, Labor Disruptions and the Future of the Fed
The Roots of Risk
The US Dollar Time Machine: Relevant Lessons from History
Taking Stock of '26: A Conversation with Ron O'Hanley
Tackling the 2026 Consensus
The Best Reads of 2025
Trading Notes for '26
The 12 Trades of Risk-mas: A 2026 Macro Outlook
Imbalanced Accounts: Trade and Capital in 2025 with Brad Setser
Global Competition and Its Trade Offs with Elliot Hentov
Growth Beyond the AI Trade: Where Next?
The US Dollar Downtrend: Dawn or Denouement?
Convexity, Resilience and Building Better Brakes with David Dredge
Fundamentals Over FOMO: Value Investing in the Age of AI
Shutdown Economics
Constructing the Macro Mosaic with Mark Dow
Do You Trust the Data?
How Stretched Are Stocks?
Gilt Trip: Budgets, UK Politics and the Path of Populism
No More Fear Left for Fall?
Jackson Hole and Beyond: Labor Pains for the Fed
The Buck Stops Where? FX Risk-Proofing for the Long Term
Where Next on Inflation's Puzzling Path?
The Summer 2025 Market Watchlist
Marvin Barth: The Framework of a Second American Century
The Big Beautiful Podcast On Tax Cuts and Tariffs
The Temperature Rises, Markets Keep Their Cool
Yuan Direction: Asian FX, Oil and the US Rate Outlook
Asset Allocation In the Age of Fragmentation
US Equities: Complacently Crowded or Suddenly Safe?
Craig Fuller: Tariffs and Twists in Global Supply Chains
Gold Rush 2.0: Putting the Pedal to the Metal
Dollar Discussions In The Desert
No Country For Old Macro Men
Repricing Markets for US Political Risk
Alberto Cavallo: Tracking the Price Impacts of US Tariffs
Bear With Us? Talking Markets Amidst the Maelstrom
Tariffs: The Price Is Fright
Trading Around Trade: A Risk Manager's Perspective
Tariffs, Targets and Tech: Asia's Pivotal Moment
How Doomed Is the Dollar?
The Ukraine Peace Process: Signpost to a New Global Order
Tech Wreck 2025: Bubble Bursting or Buying Opportunity?
The Other Side in the Trade War
Tariffs, Truce Talks and 3-3-3: Flooding the Macro Zone
Ben Ashby: Applying History’s Lessons to Today's Markets
Richard Windsor: DeepSeek and the AI Arms Race
Short-Term Market Turmoil, Long-Term Building Blocks
Trump vs the Bond Market: Who Blinks?
Ron O'Hanley: What Matters for Markets In 2025
Putting the Macro Consensus Under the Microscope
The Best Reads of 2024
Trading the Outlook for 2025
15 Ideas for '25: The Year Ahead Podcast
Trump Trades: What's In the Price?
Sébastien Page: Going Beyond Diversification
Election 2024: What's Next for Markets?
Fredrik Repton: Preparing Portfolios for Market Turbulence
Central Bank Digital Currencies: A Marriage of Convenience?
Martin Gurri: The Consequences of the Digital Age
China: Stimulus and Response
Easy Policies Don't Always Make For Easy Markets
From Polling to Portfolios: Assessing the Post-Election Market Landscape
Did Greedflation Fuel Post-Pandemic Price Rises?
Easing, Elections and the Experiences of a Veteran Trader
Asset Allocation: A Late 2024 Balancing Act
Jackson Hole: An Easier Message Ahead?
Four Themes Driving Summer Markets
Summer Volatility Is Back – Will It Last?
Market Rotation: Healthy or Harmful?
Conviction Views for Quiet Markets
A Mid-Year Report Card for Emerging Markets
US Inflation Explained: Where We've Been and Where It's Going
Toby Nangle: Asset Allocation in a High-Rate Era
Dan Drezner: Financial Markets and the Road to the Oval Office
Helen Thomas: The 2024 UK General Election and the Turning Political Tide
The 2024 Election Super Cycle
Shark Tank 2024: The Best Trade Ideas for the Rest of the Year
China and India: A Year of Transition
Harley Bassman: What One-And-Done From the Fed Means for Rate Markets
Mark Sobel: Currency Diplomacy and Dollar Dominance
Consumer Concerns: What Are Earnings Telling Us?
Searching for Safe Havens
Are Rate Hikes Back On The Table?
Claudia Sahm: The US Consumer, Inflation and the Fed's Response
Can China Avoid the Japan Trap?
View From The Trading Desk: After A Stellar Q1, What to Make of Q2?
Alberto Cavallo: Are We At An Inflation Inflection Point?
How Long Can Carry Remain King?
Any Better for Bonds?
Brent Donnelly: Carry On Trading
Election 2024: Navigating the Twists and Turns of the US Election Cycle
Preston Mui: Unpacking the Productivity Puzzle
Mark Dow: Making Sense of Macro Narratives
Tech Stocks and the AI Investing Frontier
Last Year's Surprises Meet This Year's Markets
Coming In For A (Soft) Landing
Ballots and Borders: Geopolitics In Focus
Markets Get Back To Work - What's Changed?
The Best Reads of 2023
2024 Roundtable: Like Spinning Plates
Special Edition: 5 Themes and 15 Ideas for 2024
How Much Will 2024 Look Like 2023?
Central Bank Policy Tones On the Turn - An AI-Based Approach
Why Are FX Markets So Quiet?
The 30,000 Foot View from our Research Conferences
Stocks Finely Balanced For Year End
How Much Debt Is Too Much Debt?
Middle East Conflict and Geopolitical Fragmentation
Is It Time To Buy Bonds?
View From the Trading Desk: Looking For Breaking Points
The Dollar-Oil Double Whammy
Global inflation trends - do rising energy prices block the path back to normal?
From Dotcoms to De-Dollarization
The hard questions to ask about a soft landing
Five things to focus on as summer flies by
Hard landing, immaculate disinflation or something else? What a trader makes of these markets
Tech Stocks - Seasonal Swoon or Further FOMO?
American exceptionalism, the Fed and the fate of the US dollar
Assessing current geopolitcal risks
Fed running a tight ship
What's next for China?
Recession reality check
Portfolio construction in ambiguous investment regimes
Are we at a turning point with inflation?
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