Forward Guidance

• The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
  2026-07-17 15:00:00
• Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
  2026-07-08 15:00:00
• The AI Trade Is Finally Cracking | Weekly Roundup
  2026-07-03 15:00:00
• How To Trade The New Warsh Fed | Bob Sheehan
  2026-06-29 15:00:00
• Is The Fed Panic Already Fading? | Weekly Roundup
  2026-06-26 15:00:00
• A New Era Is Beginning In Markets | Weekly Roundup
  2026-06-19 15:00:00
• The Warsh Fed Will Look Nothing Like Before | Joseph Wang
  2026-06-18 07:01:00
• Blockworks Acquires Messari
  2026-06-13 00:15:00
• Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
  2026-06-12 15:00:00
• Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
  2026-06-11 15:00:00
• Why This Economy Refuses To Break | David Cervantes
  2026-06-03 15:00:00
• How To Trade The AI Productivity Boom | Weekly Roundup
  2026-05-29 20:14:00
• Can The AI Driven Rally Continue? | Weekly Roundup
  2026-05-21 22:14:00
• The Consumer Cushion Is Almost Gone | Weekly Roundup
  2026-05-15 15:00:00
• The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
  2026-05-13 15:00:00
• Oil And AI Are Breaking The Middle Class | Weekly Roundup
  2026-05-08 15:00:00
• Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
  2026-05-06 15:00:00
• Central Bank Control Is Breaking | Weekly Roundup
  2026-04-30 15:00:00
• The AI Bubble Is Widely Misunderstood | Steve Hou
  2026-04-30 03:14:00
• The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
  2026-04-24 15:00:00
• Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
  2026-04-23 05:50:00
• Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
  2026-04-22 15:00:00
• Market Structure is Fueling an Inflation Trap | Weekly Roundup
  2026-04-17 03:20:00
• How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
  2026-04-15 15:00:00
• Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
  2026-04-10 15:00:00
• The Iran War is Accelerating the End of Globalism | Jacob Shapiro
  2026-04-07 23:49:00
• Why AI Will Reprice The Entire Economy | Jordi Visser
  2026-04-07 01:25:00
• Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
  2026-04-03 15:00:00
• Fed Governor Miran on Why Inflation Fears Are Overstated
  2026-04-01 15:00:00
• The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
  2026-03-27 15:00:00
• AI Will Drive The Biggest Boom In History | Raoul Pal
  2026-03-26 02:09:00
• Investor Relations in the Onchain Era
  2026-03-25 05:30:00
• Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
  2026-03-20 22:03:00
• The Macro Chain Reaction of Oil Shocks | Bob Elliott
  2026-03-18 12:00:00
• Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
  2026-03-13 12:00:00
• The Global Economy Is Splitting Into Spheres | Eric Wallerstein
  2026-03-11 12:00:00
• Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
  2026-03-06 13:00:00
• Introducing: Inflection Point | The Crypto-TradFi Convergence
  2026-03-05 13:00:00
• The AI Productivity Boom Is Here | Luigi Buttiglione 已转录
  2026-03-04 13:00:00
• AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
  2026-02-26 22:32:00
• What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
  2026-02-25 13:00:00
• Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
  2026-02-21 13:00:00
• Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
  2026-02-13 13:00:00
• How I Called 2026's Biggest Rally | Vincent Delaurd
  2026-02-11 13:00:00
• Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
  2026-02-06 22:30:00
• Will Trump's New Fed Chair Crash Markets? | Joseph Wang
  2026-02-04 13:00:00
• The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
  2026-01-30 23:47:00
• Finding The Next Perfect Trade | Alex Gurevich
  2026-01-28 13:00:00
• The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
  2026-01-24 05:23:00
• Markets Are Entering A Wartime Economy | Cem Karsan
  2026-01-21 23:34:00
• The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
  2026-01-17 04:27:00
• The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
  2026-01-14 17:00:00
• Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
  2026-01-09 17:00:00
• Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
  2026-01-07 17:00:00
• The Market Has Already Picked Its Winners for 2026 | Tony Greer
  2025-12-31 17:00:00
• Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
  2025-12-24 17:00:00
• Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
  2025-12-20 04:57:00
• How To Position In A "Slowdown" Regime | Market Radar
  2025-12-17 17:00:00
• Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
  2025-12-12 00:05:00
• The Global Economy Runs on Perpetual Stimulus | Keith Dicker
  2025-12-10 17:00:00
• AI & Central Planning Are Propping Up the Economy | Weekly Roundup
  2025-12-05 17:00:00
• The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
  2025-12-04 01:57:00
• The AI Economy Is Leaving Labor Behind | Weekly Roundup
  2025-11-27 17:00:00
• AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
  2025-11-27 02:53:00
• AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
  2025-11-21 04:19:00
• Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
  2025-11-19 17:00:00
• Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
  2025-11-14 22:11:00
• LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
  2025-11-13 05:12:00
• America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
  2025-11-07 17:00:00
• The Next Chapter For Blockworks | Empire
  2025-11-05 17:00:00
• The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
  2025-10-31 16:00:00
• Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
  2025-10-29 16:00:00
• How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
  2025-10-24 22:48:00
• Institutional Demand for Crypto is Accelerating | Matt Hougan
  2025-10-22 16:00:00
• Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
  2025-10-17 16:00:00
• Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
  2025-10-15 16:00:00
• The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
  2025-10-10 16:00:00
• The Recession Has Already Started | George Robertson
  2025-10-08 16:00:00
• This Bull Market Has Legs | Weekly Roundup
  2025-10-03 22:42:00
• Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
  2025-10-01 16:00:00
• Economic Reacceleration or Growth Scare? | Weekly Roundup
  2025-09-26 21:44:00
• Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
  2025-09-25 01:16:00
• Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
  2025-09-19 22:10:00
• Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
  2025-09-18 02:58:00
• The Data Is Screaming Two-Speed Economy | Weekly Roundup
  2025-09-12 21:07:00
• Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth |  Bob Diamond & David Schamis
  2025-09-10 16:00:00
• The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
  2025-09-06 03:40:00
• Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
  2025-09-03 16:00:00
• The Post-Summer Market Rotation is Here | Weekly Roundup
  2025-08-30 04:40:00
• Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
  2025-08-27 16:00:00
• Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
  2025-08-22 02:45:00
• Crypto Credit Markets Will Rewrite Risk Management | David Grider
  2025-08-20 16:00:00
• Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
  2025-08-15 21:13:00
• Should We Be Worried About Jobs Report Revisions? | Guy Berger
  2025-08-13 16:00:00
• The Financial Repression Endgame | Weekly Roundup
  2025-08-09 04:15:00
• Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
  2025-08-06 16:00:00
• Will Market Euphoria Cool Off In August? | Weekly Round-Up
  2025-08-02 04:44:00
• Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
  2025-07-31 06:49:00
• The Fed Is Fueling A New Inflation Wave | Danny Dayan
  2025-07-30 16:00:00
• Welcome to Peak Monetary Policy Theater | Weekly Roundup
  2025-07-26 16:00:00
• Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
  2025-07-25 16:00:00
• The Great Ponzi-fication Of Markets | Weekly Roundup
  2025-07-19 04:26:00
• We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
  2025-07-16 16:00:00
• The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
  2025-07-09 16:00:00
• Unpacking The Crypto Treasury Meta
  2025-07-04 16:00:00
• All Roads Lead To Debasement | Weekly Roundup
  2025-07-04 08:34:00
• Bringing The Long Tail Of Markets Onchain
  2025-07-02 16:00:00
• The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
  2025-07-01 00:14:00
• The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
  2025-06-27 21:06:00
• DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
  2025-06-25 16:00:00
• The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
  2025-06-21 00:06:00
• Empire | Introducing the Token Transparency Framework
  2025-06-18 21:00:00
• Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta
  2025-06-18 16:00:00
• The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
  2025-06-14 16:51:00
• Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
  2025-06-11 16:00:00
• The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
  2025-06-06 16:00:00
• The New Regime People Don’t Want To Accept | Jim Bianco
  2025-06-04 16:00:00
• Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
  2025-05-30 16:00:00
• The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
  2025-05-28 23:12:00
• America’s Debt Spiral Is Accelerating | Weekly Roundup
  2025-05-23 16:00:00
• America Is Risking A Liz Truss Moment | Kevin Muir
  2025-05-21 16:00:00
• The Fiscal Spiral Has No Off Switch | Weekly Roundup
  2025-05-17 16:00:00
• The Next Big Trade Is Hiding In Plain Sight | Citrini
  2025-05-16 21:00:00
• China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
  2025-05-14 16:00:00
• The Fed's Strategy Is To Be Late | Weekly Roundup
  2025-05-09 16:00:00
• Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
  2025-05-08 16:00:00
• The Die Is Cast For A 2025 Recession | Neil Dutta
  2025-05-07 16:00:00
• The Strong Data Is A Mirage | Weekly Roundup
  2025-05-03 04:08:00
• Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
  2025-04-30 20:21:00
• Inflation Expectations Are Already Unanchored | Weekly Roundup
  2025-04-25 16:00:00
• The System Is Too Levered To Take Real Pain | Arthur Hayes
  2025-04-23 22:11:00
• US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
  2025-04-18 16:00:00
• Why Systematic Macro Outperforms Discretionary | Market Radar
  2025-04-17 16:00:00
• BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
  2025-04-16 16:00:00
• The Biggest Market Crash Since 2020, What Next?
  2025-04-14 22:00:00
• The Trump Put Is In The Bond Market | Weekly Roundup
  2025-04-11 08:56:00
• Trump Is “Kitchen Sinking” The US Economy | Darius Dale
  2025-04-09 16:00:00
• This Is What Capitulation Feels Like | Weekly Roundup
  2025-04-05 03:19:00
• Liquidity Is Breaking And The Economy Is Next | Michael Howell
  2025-04-02 16:00:00
• Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
  2025-03-28 16:00:00
• The Death Of American Exceptionalism? | Le Shrub
  2025-03-26 16:00:00
• The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
  2025-03-25 16:00:00
• How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
  2025-03-24 21:24:00
• The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
  2025-03-21 16:00:00
• The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
  2025-03-20 16:00:00
• Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
  2025-03-20 01:21:00
• Be Careful Buying The Dip Here | Weekly Roundup
  2025-03-14 16:00:00
• The Bottom Is In For Yields, NOT Equities | Vincent Deluard
  2025-03-13 05:34:00
• Bearish Sentiment Is Overblown | Weekly Roundup
  2025-03-09 00:14:00
• The US is Risking Stagflation | Mohamed El-Erian
  2025-03-08 02:54:00
• The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
  2025-03-06 03:14:00
• The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
  2025-02-28 17:00:00
• The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
  2025-02-26 17:00:00
• Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
  2025-02-22 03:00:00
• Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
  2025-02-21 05:57:00
• Is Trump Actually Good For Markets? | Weekly Roundup
  2025-02-15 05:00:00
• The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
  2025-02-12 17:00:00
• Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
  2025-02-08 03:00:00
• The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
  2025-02-05 17:00:00
• Trading Crypto's Weekend Meltdown | 1000x
  2025-02-04 21:18:00
• Trading Crypto's Weekend Meltdown
  2025-02-04 05:57:00
• Positioning For Trump's Policy Flip Flops | Weekly Roundup
  2025-02-01 05:03:00
• What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
  2025-01-29 17:00:00
• Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
  2025-01-25 03:00:00
• Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
  2025-01-22 17:00:00
• CPI, Yields, & The Growth Debate | Weekly Roundup
  2025-01-18 03:00:00
• What A Growth Scare Means For The Fed & Markets | Warren Pies
  2025-01-15 17:00:00
• Global Yields Nearing A Breaking Point | Weekly Roundup
  2025-01-11 01:38:00
• FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
  2025-01-09 05:00:00
• Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
  2025-01-08 17:00:00
• How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
  2024-12-28 17:00:00
• Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
  2024-12-23 17:00:00
• Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
  2024-12-21 17:00:00
• This Is Peak Hawkishness From The Fed | Joseph Wang
  2024-12-19 07:34:00
• How Long Can The Goldilocks Market Last? | Weekly Roundup
  2024-12-14 17:00:00
• Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler
  2024-12-12 17:00:00
• The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
  2024-12-07 17:00:00
• Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
  2024-12-04 22:00:00
• Why The Fed Rate Cuts Were A Mistake | Michael Kao
  2024-11-25 22:00:00
• Mastering Risk Management In A Rotational Market | Weekly Roundup
  2024-11-23 22:00:00
• Exercising Caution Amid Market Euphoria | Weekly Roundup
  2024-11-16 22:00:00
• Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
  2024-11-13 23:21:00
• The Stock Market Melt Up Is About To Accelerate | George Robertson
  2024-11-12 22:00:00
• Positioning For The New Post-Election Market Regime | Weekly Roundup
  2024-11-09 22:00:00
• Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
  2024-11-08 22:00:00
• Unpacking The Election’s Impact On Markets | Cem Karsan
  2024-11-07 06:13:00
• Why The Macro Is Still Bullish Liquidity | Weekly Roundup
  2024-11-02 22:00:00
• Where Are We In The Bull Market? | Jurrien Timmer
  2024-10-29 21:00:00
• Is It Too Late To Buy Election Hedges? | Weekly Roundup
  2024-10-26 21:00:00
• Breaking Down The Current Business Cycle | Eric Basmajian
  2024-10-22 21:00:00
• Debating The Election’s Impact On Markets | Weekly Roundup
  2024-10-19 21:00:00
• The Bull Market Is Broadening | Tony Greer
  2024-10-16 21:00:00
• What is Macro Telling Us? | Weekly Roundup
  2024-10-12 21:00:00
• LIVE From Permissionless | Forward Guidance & 1000x Collab Stream
  2024-10-10 04:50:00
• Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup
  2024-10-05 21:00:00
• Where The Next Big Bond Trade Is Hiding | Harley Bassman
  2024-10-02 21:00:00
• China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
  2024-09-27 23:22:00
• China Easing May Be A Turning Point For Markets | Weekly Roundup
  2024-09-27 23:22:00
• Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
  2024-09-25 01:22:00
• What The Latest Fed Decision Means For Markets | Weekly Roundup
  2024-09-25 00:41:00
• What The Latest Fed Decision Means For Markets | Weekly Roundup
  2024-09-21 21:00:00
• Fed Is Easing Into Major Regime Shift | Darius Dale
  2024-09-18 05:42:00
• Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)
  2024-09-14 05:24:00
• CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
  2024-09-13 00:18:00
• Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
  2024-09-12 04:13:00
• Bitcoin's Path To $3 Million Dollars | Matthew Sigel
  2024-09-10 23:59:00
• Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
  2024-09-07 01:43:00
• There Will Be No Recession | Jonny Mathews
  2024-09-06 02:00:00
• The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
  2024-09-05 19:00:00
• India Is The Most Promising Emerging Market | Angus Shillington
  2024-08-29 21:00:00
• Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
  2024-08-28 03:52:00
• Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
  2024-08-26 22:58:00
• How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
  2024-08-22 23:49:00
• The Strategies & Risks In Quant Trading | Mike Harris
  2024-08-19 21:00:00
• Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
  2024-08-12 23:20:00
• The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
  2024-08-08 22:04:00
• The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
  2024-08-06 03:05:00
• Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
  2024-08-03 05:24:00
• Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
  2024-08-02 04:19:00
• Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
  2024-07-30 01:44:00
• Tommy Thornton: Tech Stocks Are In A Bubble
  2024-07-29 02:00:00
• How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
  2024-07-23 23:01:00
• Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
  2024-07-23 04:01:00
• China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
  2024-07-19 01:55:00
• Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
  2024-07-15 22:21:00
• Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
  2024-07-11 22:19:00
• Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
  2024-07-08 23:10:00
• BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
  2024-07-02 19:00:00
• “Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
  2024-06-27 23:19:00
• Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
  2024-06-26 00:23:00
• The Next Big Thing In Capital Markets | David Goone
  2024-06-24 23:47:00
• Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
  2024-06-21 01:47:00
• Citrini on 2024 Election Portfolio Construction And AI “Mania”
  2024-06-19 06:50:00
• Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky
  2024-06-18 01:52:00
• Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
  2024-06-14 04:00:00
• “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
  2024-06-13 06:27:00
• Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance
  2024-06-11 03:42:00
• Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
  2024-06-07 03:01:00
• The Modular Integration Spectrum | Keone & Zon
  2024-06-05 22:51:00
• Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
  2024-06-05 02:04:00
• The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
  2024-06-02 02:44:00
• Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
  2024-06-01 00:41:00
• Jack Ryan on The Housing Cartel That's Stifling The American Economy
  2024-05-31 01:44:00
• In This Economy? | Kyla Scanlon
  2024-05-30 21:41:00
• Jack Ryan on The Housing Cartel That's Stifling The American Economy
  2024-05-29 03:05:00
• James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
  2024-05-24 02:25:00
• Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
  2024-05-21 01:43:00
• Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
  2024-05-16 22:50:00
• Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
  2024-05-14 19:00:00
• Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
  2024-05-09 19:00:00
• Andy Constan: The Bond Market Will Take The Stock Market Down With It
  2024-05-07 04:03:00
• Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
  2024-05-03 02:03:00
• Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
  2024-05-02 06:35:00
• The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund
  2024-05-01 02:05:00
• The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
  2024-04-25 22:19:00
• Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
  2024-04-22 22:00:00
• Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
  2024-04-22 04:03:00
• The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
  2024-04-19 01:55:00
• Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
  2024-04-16 04:09:00
• The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
  2024-04-09 05:07:00
• Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
  2024-04-05 03:00:00
• The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
  2024-04-02 06:00:00
• Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
  2024-03-29 23:00:00
• Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
  2024-03-28 19:00:00
• Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
  2024-03-27 00:59:00
• Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
  2024-03-18 21:00:00
• Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
  2024-03-15 02:44:00
• Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
  2024-03-13 00:00:00
• The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
  2024-03-09 00:01:00
• The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
  2024-03-08 03:04:00
• Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
  2024-03-05 02:04:00
• Remi Tetot on AI, Crypto, and Uranium
  2024-03-04 06:24:00
• Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
  2024-03-01 04:06:00
• Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
  2024-02-28 04:30:00
• Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
  2024-02-28 02:37:00
• Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
  2024-02-26 23:40:00
• Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
  2024-02-23 22:44:00
• Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
  2024-02-22 23:49:00
• Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
  2024-02-21 12:21:00
• Secrets of Small Cap Value Investing | Kyle Mowery
  2024-02-19 21:12:00
• The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
  2024-02-17 05:16:00
• The Rising Risks In The “Private Credit” Lending Bonanza | Andrzej Skiba
  2024-02-16 05:00:00
• Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
  2024-02-14 02:18:00
• Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
  2024-02-13 23:26:00
• Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
  2024-02-13 04:50:00
• China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
  2024-02-10 00:57:00
• Citrini: The Next Phase of The Stock Market's AI-Obsession
  2024-02-08 01:43:00
• Citrini: The Next Phase of The Stock Market's AI-Obsession
  2024-02-07 12:08:00
• Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
  2024-02-06 02:08:00
• Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
  2024-02-01 08:24:00
• U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
  2024-01-30 07:11:00
• Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
  2024-01-27 07:56:00
• David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
  2024-01-26 02:54:00
• Neil Dutta: Why There Was No Recession In 2023
  2024-01-22 23:28:00
• Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
  2024-01-19 07:51:00
• Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
  2024-01-17 07:21:00
• Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
  2024-01-17 04:40:00
• Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
  2024-01-15 07:51:00
• Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
  2024-01-13 20:00:00
• Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
  2024-01-12 04:57:00
• Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
  2024-01-09 07:31:00
• Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
  2024-01-06 05:13:00
• Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
  2024-01-05 02:00:00
• Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
  2024-01-03 03:47:00
• The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
  2023-12-31 02:14:00
• Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
  2023-12-25 22:23:00
• Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
  2023-12-22 05:21:00
• Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
  2023-12-20 02:43:00
• Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
  2023-12-13 05:01:00
• The Banking System Is Healing | Dan Siciliano & Michael Ericson
  2023-12-11 23:24:00
• Felix Zulauf: The End Of The Liquidity Cycle Approaches
  2023-12-08 00:51:00
• Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
  2023-12-05 07:55:00
• Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
  2023-12-01 09:45:00
• Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
  2023-11-29 09:03:00
• Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
  2023-11-25 03:29:00
• The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
  2023-11-22 05:00:00
• Jason Shapiro: It’s Too Early To Get Long Bonds
  2023-11-17 06:59:00
• George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
  2023-11-14 01:37:00
• The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
  2023-11-10 20:00:00
• Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
  2023-11-09 20:00:00
• The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
  2023-11-07 02:53:51
• Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
  2023-11-04 00:35:27
• Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
  2023-11-02 06:19:28
• “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
  2023-10-31 05:36:47
• “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
  2023-10-31 05:36:00
• Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
  2023-10-29 21:00:00
• Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
  2023-10-27 10:56:21
• Duration Remains Unattractive, Says Veteran High Yield Bond Investor
  2023-10-27 00:00:00
• A Deep Dive On China's Financial System | Aidan Garrib
  2023-10-24 02:00:00
• Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
  2023-10-20 20:20:00
• John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
  2023-10-19 07:30:00
• Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
  2023-10-18 07:23:00
• The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
  2023-10-16 23:00:00
• Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
  2023-10-13 01:09:00
• Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
  2023-10-09 19:00:00
• Lyn Alden: The Monetary Order Is Broken
  2023-10-06 02:14:53
• The Great Bond Bear Steepening | Alfonso Peccatiello
  2023-10-04 03:05:37
• Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
  2023-09-28 22:58:25
• GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
  2023-09-26 19:00:00
• Former CFTC Commissioner Brian Quintenz On Crypto Regulation
  2023-09-26 01:23:00
• The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
  2023-09-24 03:42:00
• Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
  2023-09-21 06:50:12
• SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
  2023-09-20 09:00:00
• Former CFTC Commissioner Brian Quintenz On Crypto Regulation
  2023-09-20 07:00:00
• Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
  2023-09-19 04:59:17
• Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
  2023-09-18 01:38:00
• Jim Bianco: No Recession, No Landing
  2023-09-16 06:08:08
• Andrew Beer: Hedge Funds Charge Way, Way Too Much
  2023-09-14 23:08:00
• Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)
  2023-09-13 04:00:00
• Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
  2023-09-13 02:07:00
• Milton Berg: The Stock Market Is In Trouble
  2023-09-09 07:00:00
• Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
  2023-09-06 19:00:00
• "Credit Shock" In Commercial Real Estate Credit Shock | John Toohig, Victor Calanog, and Thomas LaSalvia
  2023-09-05 22:13:34
• "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
  2023-09-05 22:13:00
• A Recession Is Coming In The Next 6 Months | David Rosenberg
  2023-09-01 02:06:33
• David Rosenberg: A Recession Is Coming In The Next 6 Months
  2023-09-01 02:06:00
• A Recession Is Coming In The Next 6 Months | David Rosenberg
  2023-09-01 02:06:00
• Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
  2023-08-30 05:46:00
• Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
  2023-08-29 06:48:22
• ESG: The 40 Trillion Dollar Bubble | Mark Neuman
  2023-08-25 19:00:00
• The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley
  2023-08-24 19:58:00
• Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
  2023-08-22 10:23:00
• The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks
  2023-08-18 23:00:00
• Ivy Zelman: Housing Market Downturn Isn't Over
  2023-08-15 23:15:00
• Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
  2023-08-13 19:00:00
• Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart
  2023-08-12 21:00:00
• Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets
  2023-08-12 04:30:00
• Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
  2023-08-12 00:00:00
• The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
  2023-08-11 04:09:28
• The Sovereign Debt Spiral | James Lavish
  2023-08-02 02:01:48
• The Sovereign Debt Spiral | James Lavish
  2023-08-02 02:01:00
• The Great Liquidity Debate | Michael Howell & Andy Constan
  2023-07-28 02:55:16
• Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
  2023-07-27 07:40:12
• Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
  2023-07-27 07:40:00
• Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
  2023-07-25 03:32:44
• It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
  2023-07-22 19:00:00
• The Big Tech Bull Market, Not A Mania Yet | Round Up
  2023-07-22 19:00:00
• Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
  2023-07-22 01:50:00
• OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
  2023-07-18 19:00:00
• The Recession Paradox | Alfonso Peccatiello
  2023-07-16 19:00:00
• The Laws Of Quantitative Investing | Michael Robbins
  2023-07-13 19:00:00
• The Basel III Endgame | Steven Kelly on “Stable But Fragile” Banking System & Forthcoming Bank Capital Requirements
  2023-07-12 02:36:14
• The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
  2023-07-12 02:36:00
• Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
  2023-07-11 06:25:00
• Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
  2023-07-09 19:00:00
• The Price of Time | Edward Chancellor & Joseph Wang
  2023-07-06 19:00:00
• The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
  2023-07-03 19:00:00
• What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
  2023-07-02 19:00:00
• Will The Fed Get Their Soft Landing? | Weekly Round Up
  2023-07-01 19:00:00
• Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
  2023-06-30 22:30:00
• The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
  2023-06-27 05:09:14
• The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
  2023-06-27 05:09:00
• The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
  2023-06-25 19:00:00
• Return Of The Bull Market? | On The Margin Round Up
  2023-06-24 19:00:00
• Michael Howell: "QE Is Coming Back, Big Time"
  2023-06-22 19:00:00
• SPACs Are Bonds, Actually | Louis Camhi
  2023-06-19 19:00:00
• Trade The Market You Have, Not The Market You Want | Louis Camhi
  2023-06-19 19:00:00
• Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
  2023-06-15 12:15:00
• Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
  2023-06-15 06:07:00
• Did The Fed Just Back Down? | Joseph Wang
  2023-06-15 06:07:00
• Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
  2023-06-13 04:57:36
• Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
  2023-06-13 04:57:00
• The Holy Grail of Macro Investing | Eric Crittenden
  2023-06-12 19:00:00
• The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
  2023-06-10 04:23:00
• Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
  2023-06-08 03:45:00
• Coinbase Sued By SEC | Casey Wagner
  2023-06-07 06:34:22
• The Fed Put Still Lives | Vincent Daniel
  2023-06-07 01:39:00
• Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
  2023-06-06 08:38:00
• Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
  2023-06-01 20:42:00
• The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
  2023-05-28 08:50:00
• Long Stocks, Long Dollar, Short Gold | Jason Shapiro
  2023-05-26 19:00:00
• Bull Market In Oil Is Over (For Now) | Paul Sankey
  2023-05-22 19:00:00
• The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
  2023-05-19 22:40:00
• Nicholas Glinsman on Banks, Commercial Real Estate, and China
  2023-05-18 22:15:00
• The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell
  2023-05-16 00:54:18
• Why Bank Money Is “Disappearing” | Patrick Perret-Green
  2023-05-13 01:45:00
• Why Banks' Money Is “Disappearing” | Patrick Perret-Green
  2023-05-13 01:45:00
• Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
  2023-05-11 19:00:00
• Michael Pettis: China's Economic Growth Model Is Dying
  2023-05-08 19:06:00
• The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth
  2023-05-05 06:55:00
• Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
  2023-05-05 00:55:00
• Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
  2023-05-04 05:58:00
• A Wild Ride In The Oil Market
  2023-05-03 03:50:40
• A Wild Ride In The Oil Market | Josh Young
  2023-05-03 03:50:00
• The Failure of First Republic Bank | Chris Whalen & Randy Woodward
  2023-05-02 06:53:00
• Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
  2023-05-02 03:45:00
• Jared Dillian: Sentiment Is Still Really, Really Bad
  2023-04-28 06:50:00
• Nathan Tankus on The "Pozsar Moment" In Shadow Banking
  2023-04-26 04:06:00
• Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
  2023-04-25 02:20:00
• An Update On The "March Banking Panic" | Weekly Round Up
  2023-04-22 19:00:00
• Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
  2023-04-21 23:09:04
• Do Banks Have Enough Capital? | Dr. Martien Lubberink
  2023-04-21 04:56:57
• Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
  2023-04-19 04:11:00
• PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
  2023-04-18 06:40:00
• Key Principles For Successful Trading | Simon Ree
  2023-04-17 22:05:00
• Chris Whalen on Big Bank Earnings and the Return of Credit Risk
  2023-04-15 01:35:00
• The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
  2023-04-13 07:15:00
• Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
  2023-04-10 21:41:00
• A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
  2023-04-06 23:55:00
• The Next Chapter In Interest Rate History | Dr. Richard Sylla
  2023-04-05 19:00:00
• The Bank Panic Is Already Over (Here’s Why) | John Maxfield 已转录
  2023-04-04 23:17:00
• Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
  2023-04-03 19:20:00
• Commercial Real Estate Is In Serious Trouble | Nick Halaris
  2023-03-30 19:00:00
• Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker
  2023-03-27 13:05:00
• The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
  2023-03-24 05:40:00
• Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
  2023-03-23 05:16:00
• Something Systemic Has Happened | Daniel Neilson
  2023-03-22 05:38:00
• Marc Cohodes: The Stock Market Is Not A Game
  2023-03-21 05:55:00
• The Banks Didn’t Hedge Enough | Mustafa Chowdhury
  2023-03-20 03:05:00
• This is NOT 2008 | Harris Kupperman
  2023-03-17 21:25:00
• Governor Kuroda: The Decade’s Most Consequential Central Banker
  2023-03-16 18:06:00
• Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
  2023-03-16 04:50:00
• Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
  2023-03-15 06:40:00
• The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
  2023-03-14 07:30:00
• The Bank Crisis Is "Overblown" | Joseph Wang
  2023-03-14 05:48:00
• Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
  2023-03-14 04:10:00
• “Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
  2023-03-11 08:30:00
• Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
  2023-03-11 04:31:00
• Does Powell Mean Business? | David Hay
  2023-03-09 22:05:00
• The Case For Bonds | Alfonso Peccatiello
  2023-03-06 20:00:00
• Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
  2023-03-04 20:00:00
• Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
  2023-03-03 20:00:00
• Mike Green: Recession Approaches As Housing & Car Markets Weaken
  2023-03-02 20:00:00
• Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
  2023-02-27 20:45:00
• Doomberg & Steve Keen: The Green New Deal and Energy Security
  2023-02-23 20:25:00
• The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
  2023-02-20 20:00:00
• Learning From Financial Crises | Joseph Wang & Steven Kelly
  2023-02-16 20:00:00
• Michael Howell: Liquidity Is Back
  2023-02-13 20:00:00
• Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
  2023-02-10 00:02:00
• The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut
  2023-02-06 20:00:00
• Central Bankers vs. The Bond Market | Roger Hirst
  2023-02-03 05:58:00
• Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
  2023-02-02 06:39:00
• What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)
  2023-02-01 04:08:22
• Earnings Season Is Strong (So Far) | Sam Burns
  2023-01-31 22:48:58
• The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg
  2023-01-26 22:52:44
• Dusting Off The Recession Playbook | Tian Yang
  2023-01-23 23:23:00
• “Transitory Goldilocks” Is Here | Darius Dale
  2023-01-19 20:00:00
• Bank of Japan Widow-Makes Once Again | Weston Nakamura
  2023-01-19 03:00:00
• The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
  2023-01-17 07:38:31
• The Big Bank Deep Dive | Alex Gray
  2023-01-14 06:24:47
• Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott
  2023-01-13 02:18:00
• Jacob Shapiro on Russia, Ukraine, and China
  2023-01-11 04:55:00
• The Era of American Stock Dominance Is Over | Kevin Muir
  2023-01-09 20:00:00
• Crypto’s 2023 “Health Check” | Vance Spencer
  2023-01-06 20:00:00
• “Nightmare Scenario” For The Fed | Felix Jauvin
  2023-01-05 20:00:00
• A Masterclass In Central Banking | Professor Jane Knodell
  2023-01-02 20:00:00
• All You Ever Wanted To Know About Interest Rates | DC Analyst
  2022-12-29 20:00:00
• The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
  2022-12-26 20:00:00
• Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
  2022-12-22 20:00:00
• Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura
  2022-12-21 07:26:09
• The Technicals Are Bearish | Katie Stockton
  2022-12-19 21:15:00
• China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
  2022-12-17 06:30:00
• Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth
  2022-12-13 06:20:00
• Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy
  2022-12-09 20:00:00
• David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor
  2022-12-08 20:00:00
• Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
  2022-12-05 20:00:00
• The Car Market Is Crashing | Paul Hodges
  2022-12-01 20:00:00
• FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global
  2022-11-30 05:11:26
• CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall
  2022-11-29 04:30:00
• Liquidity In Crypto Is Declining | Scott Freeman
  2022-11-24 20:00:00