All Episodes
Tomorrow's People — 52 episodes
Gaming, Digital media disruptions and Epic Games: Bruce Stein (S3, Ep. 2)
Why Hedge Funds Create Alpha and the Long Game for Macro Cycles: Bob Elliott (S3, Ep. 1)
Interest Rates, Inflation, Bonds and Market Volatility: Post FOMC with Roni Green | S2 E21
A whistle-stop tour of recent global market dynamics | S2 E20
Innovation Unleashed: The real pace of change in venture behind closed doors in Silicon Valley | S2 E19
Understanding duration and credit risk when managing a bond portfolio with Roni Green | S2 E18
Building the AI Empire: Is Microsoft the one stock to rule them all | S2 E17
First Republic Bank collapse and the commercial real estate market with Roni Green | S2 E16
Sour Milk: Was Milkrun's demise venture capital exuberance or the challenges of 10 minute delivery in Australia? | S2 E15
US CPI, the Yen's impact on global liquidity and how you should be thinking about US equities | S2 E14
Shanghai street talk (with Lucy Du) | S2 E13
Navigating the bank hybrid market: Balancing risk and reward (with guest Roni Green) | S2 E12
Trading Places: Hyperinflation and the death of the dollar (with guest Rasheed Saleuddin) | S2 E11
China's 5% GDP target, consumption, rising debt and data integrity, we ask guest Dr Dan Wang all the hard questions on China this week | S2 E10
Silicon Valley Bank: FTX Butterfly Wings (with guest Rasheed Saleuddin) | S2 E9
US consumer housing, a bit on China and why you should pay attention to oil this week | S2 E8
From credit spreads to government bonds, we talk all things global credit with guest Roni Green | S2 E7
Thinking about the markets following the US January CPI results | S2 E6
Will the yuan become the next reserve currency? (with guest Dr Rasheed Saleuddin) | S2 E5
What does the Feb US rate hike mean for investors and the market? | S2 E4
Special guest Roni Green talks about Australian inflation post-December CPI results | S2 E3
Why so bullish cowboy? (Gavin's top reasons to be bullish this week) | S2 E2
December CPI numbers, and the top 3 things investors should think about heading into 2023 | S2 E1
The big picture (last episode for 2022) | S1 E21
Don't fight the Fed but also don't trust the Fed | S1 E20
The greatest dispersion of views since 2009 | S1 E19
Flashing Amber Lights | S1 E18
Singapore, Asia's new intersection of global commerce? | S1 E17
Major Moves | S1 E16
How much longer will the Fed keep sucking joy from the markets? | S1 E15
What to do about the S&P 500 | S1 E14
From London to Beijing | S1 E13
A hotter than expected US September CPI reading | S1 E12
When is the Fed-Pivot coming? | S1 E11
Wrapping up September | S1 E10
How will the CPI number change the Fed's outlook? | S1 E9
What's happening post-Jackson Hole? | S1 E8
What will ETH 2.0 and ETH PoW look like after the merge? (Part 3) | S1 E7
ETH Merge 101 (Part 2) | S1 E7
How is ETH going to be deflationary over time? (Part 1) | S1 E7
Is the market taking a long view? What does that mean? | S1 E6
Teaser — Is the market taking a long view? What does that mean? | S1 E6
Are we seeing a bear market rally? What's in store in the next 18 months? | S1 E5
BONUS — What's so unprecedented about this new paradigm? | S1 E4
Are the markets entering a new regime? | S1 E4
Teaser — A new paradigm after the rate hikes? | S1 E4
Possible Sub-Saharan economic superpowers, the most mis-priced asset class, and more | S1 E3
Teaser — Economic superpowers in Sub-Saharan region, the most mispriced asset class right now, and more | S1 E3
What's the future of inflation, the recession & bitcoin? — Catching up on June '22 | S1 E2
Teaser — What's the deal with inflation, the recession, and what's ahead? | S1 E2
LUNA, the Problem of "Real Companies & Interest Rate Hikes — Catching up on May '22 | S1 E1
Trailer — Tomorrow's News