“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market

Playlist

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Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management

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Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More

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China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation

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The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market

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Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

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As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets

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Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures

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Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times

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The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market

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Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies

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AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble

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Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerman CenterBook Partners

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The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage Servicing, Commercial Real Estate, and Rithm's Asset Manager Acquisition Strategy

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The Case For S&P 10,000 by 2027 | Erik YWR on Global Economic Boom, Why Soaring Earnings Support High Equity Valuations, and Oil + China

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Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein

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Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable

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Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy

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This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital

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Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market

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The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

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Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital

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The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines

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The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle

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Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update

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Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)

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What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows

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Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat

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How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy

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The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max

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Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive

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Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar

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Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP

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Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids

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Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More

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Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital

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“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing

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Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market

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Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

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Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management

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The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)

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How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon

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Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler

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Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder

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“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree

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Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max

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The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

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Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)

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Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness

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The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market

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Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data

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Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

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The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

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Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs

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Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners

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A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson

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Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit

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SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital

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Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol

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Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath

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The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne

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The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And The Need To Redress Unbalanced Trade

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The Market Has Moved from Deflation to Debasement | Warren Pies

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The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit, Tariffs, and Fed

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Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sector Outlooks, and bull Case for U.S. Stocks

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Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital

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Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permitting Reform in U.S., and Global Investor Demand for Gold

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The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric Pachman

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The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)

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Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe

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Equity Market Strength is Masking a Recession | Mike Green

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The Fed Will Choose Inflation Over Recession | Vincent Deluard

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Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt

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Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein

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“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs

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What Investors Are Overlooking in AI & Semis | Val Zlatev

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Soaring US Debt Burden & The Global Market Reset | Gerard Minack

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American Exceptionalism was a Fiscal Facade | Marco Papic

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Patient Value Investing and America’s Industrial Advantage | Bob Robotti

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Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Account, and Why Recession Remains Base Case For 2025

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Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, and Healthcare

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Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne

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The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion

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Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci

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The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Markets

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Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market

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Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony

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The Global Trade Reset Was Inevitable | George Magnus

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Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, and Tariff Newsflow

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Getting Ready For A Protracted Bear Market | Last Bear Standing

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End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy

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How Hedge Funds Have Managed Market Turmoil with Jack and Max

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Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)

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The Financial Sector Prepares for Recession | Marc Rubinstein

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Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital

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Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration

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Preparing For A Real Credit Cycle | Danny Moses on Tariff Fatigue, Private Credit, Gold, Tarnishing of U.S. Brand, and Why Stocks Still Aren’t Cheap

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Breaking The Dollar System | Freya Beamish

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The World Is Dumping U.S. Assets | Julian Brigden

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Podcast Details

Information

Listen Show PodCast

“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market

Playlist

Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management

Playlist

Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More

Playlist

China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation

Playlist

The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market

Playlist

Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

Playlist

As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets

Playlist

Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures

Playlist

Demystifying First Brands Group’s $ 12 Billion Bankruptcy | Robert Smith of the Financial Times

Playlist

The Fed Won’t Pop AI: It Will Save Housing | Blue Door’s Dan Krausz On The Three Neutral Rates, The Liquidity Waterfall, and Why Profits Rising While Employment Falters Is Not Bearish For The Stock Market

Playlist

Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies

Playlist

AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble

Playlist

Can Alpha Capture Save Fundamental Long/Short Equity Investing? | David Stemerman CenterBook Partners

Playlist

The State of Real Estate Credit | Rithm Capital's Satish Mansukhani on Mortgage Servicing, Commercial Real Estate, and Rithm's Asset Manager Acquisition Strategy

Playlist

The Case For S&P 10,000 by 2027 | Erik YWR on Global Economic Boom, Why Soaring Earnings Support High Equity Valuations, and Oil + China

Playlist

Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein

Playlist

Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable

Playlist

Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy

Playlist

This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital

Playlist

More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max

Playlist

Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market

Playlist

The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

Playlist

Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital

Playlist

The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines

Playlist

The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle

Playlist

Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update

Playlist

Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)

Playlist

What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows

Playlist

Panic on Wall Street | First Brands’ Credit Shockwave & Trump’s 100% China Tariff Threat

Playlist

How Governments Can Actually Raise More Revenues | Taxation Expert Richard Murphy

Playlist

The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max

Playlist

Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive

Playlist

Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar

Playlist

Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP

Playlist

Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids

Playlist

Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More

Playlist

Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital

Playlist

“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing

Playlist

Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market