All Episodes

S11E32: Five Hard Questions About the AI Boom

S11E31: Bob Sheehan, Founder and Macro Strategist at Lighthouse Macro

S11E30: Regulating the AI Race

S11E29: The AI Slowdown

S11E28: Tariffs, Oil, and a Looming Rate Hike

S11E27: The Reawakened Debasement Trade

S11E26: Global bond yields hit multi-decade highs

S11E25: Nvidia's $500 billion gamble

S11E24: Situational Awareness

S11E23: The World Cup and the Iran War Resumes

S11E22: Manoj Pradhan, Founder of Talking Heads Macroeconomics

S11E21: Danny Dayan's June 2026 Macro Musings

S11E20: SpaceX and a MOU

S11E19: The Summer of IPOs

S11E18: Oil Off, PCE On Deck, and Dueling Confidence Gauges

S11E17: What is the Bond Market Telling Us?

S11E16: Sam Rahman, Hedgeye Asset Management, LLC.

S11E15: Jerome Powell's Final FOMC Meeting

S11E14: Labor strength, and a blockade of the blockade

S11E13: David Cervantes on Iran, Oil and Labor

S11E12: Iran War Reprieve?

S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management

S11E10: John Roque, Head of Technical Analysis at 22V Research

S11E9: Paul Sankey, Lead Analyst at Sankey Research

S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro

S11E7: Aditya Bhave, Senior US Economist at Bank of America

S11E6: The Bull&Bear Case for Employment

S11E5: Parabolic Metals

S11E4: The Rupture and a Possible Shutdown

S11E3: The Greenland Trade

S11E2: Aahan Menon, Founder of Prometheus Research

S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial

S10E41: Danny Dayan's Macro Musings

S10E40: December Rate Cut

S10E39: Kevin Hassett and the Beige Book

S10E38: AI Repricing and Investor Behavior

S10E37: David Cervantes talks 2026 outlook

S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares

S10E35: Credit 'cockroaches'

S10E34: Michael Green, Chief Strategist at Simplify Asset Management

S10E33: Shutdown and Gold Bugs

S10E32: The Fed cuts and dot plots

S10E31: Job revisions, confidence, and rate cuts

S10E30: Appeals court strikes down tariffs

S10E29: Craig Shapiro of the Bear Traps Report

S10E28: Jackson Hole 2025

S10E27: July's inflation and Christopher Waller

S10E26: Big BLS Revisions

S10E25: Q2 2025 GDP

S10E24: Earnings Season and Mineral Deals

S10E23: Powell Under Pressure

S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University

S10E21: Ceasefire

S10E20: Israel, Iran, and Oil

S10E19: Apple in China

S10E18: Housing and the Big, Beautiful Bill

S10E17: Peter Boockvar, CIO of Bleakley Financial

S10E16: The Fed Stays Steady

S10E15: Gene Goldman, CIO for Cetera Investment Management

S10E14: David Cervantes, Founder of Pine Brook Capital Management

S10E13: Liquidation Week

S10E12: Dr. Wade Pfau

S10E11: Liberation Day

S10E10: Market bounce and a weaker dollar

S10E9: The Tesla Chainsaw Massacre

S10E8: Between the Bulls and the Bears

S10E7: Rob Simone, Former Head of REIT Research at Hedgeye

S10E6: Dr. Col Jeff McCausland, ULM Strategic Consulting

S10E5: January Jobs and Tariffs

S10E4: Interview with Peter McNally

S10E3: DeepSeek disrupts the AI industry

S10E2: Interview with Danny Dayan, President of DSD Global Holdings

S10E1: Framing 2025

S9E38: Slower rate cuts and drones in New Jersey

S9E37: David Cervantes, founder and manager of Pinebrook Capital Management

S9E36: Commerce and Treasury Picks

S9E35: Adam Parker, Trivariate Research founder and CEO

S9E34: The Trump Trade

S9E33: $100 trillion in global debt

S9E32: Small Caps and Sovereign Wealth Funds

S9E31: What if the Ayatollah has no clothes?

S9E30: "China Week" in the Hill

S9E29: September Rate Cut

S9E28: JOLTS report and August unemployment

S9E27: Mortgage Applications Slide

S9E26: Jerome's in Jackson

S9E25: A Tonal Shift

S9E24: July Unemployment

S9E23: Reasons for July 23rds sell-off

S9E22: September rate cuts and J.D. Vance

S9E21: Cooling inflation and post-debate turmoil

S9E20: Stocks after a rate cut

S9E19: AI and IPOs

S9E18: Hedge Funds and the Mag 7

S9E17: The Bond Vigilantes Are Coming

S9E16: The return of the start-up

S9E15: May relief rally

S9E14: GDP deceleration

S9E13: Second interview with George Robertson

S9E12: Tesla Layoffs and Iran's Response