Best Macro View Podcasts (2025)

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CFO Summit - Turning Your Marketing Calendar Into a Financial Forecast 54:47

Play Pause

2h ago54:47

54:47

Presented by:Fulfil : https://bit.ly/3KNjCYJTaxCloud: https://bit.ly/49mKdnRChargeflow: https://bit.ly/49mKfvZYou'll learn how to... -Connect marketing actions to financial outcomes-Combine qualitative planning with quantitative modeling-Create alignment across your finance and marketing teamsGet our system: https://commonthreadco.com/pages/contact…

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Who Is Really Controlling Your Money? (Not Who You Think) 58:12

24m ago58:12

58:12

Shray sits down with Deepak Shenoy from Capitalmind to expose how proxy advisors, index manufacturers, credit rating agencies, and one costly habit are secretly making decisions about your investments. What we uncover: Proxy Advisors: How Glass Lewis and ISS voted against Elon Musk's $1 trillion Tesla package—and why their word has become gospel fo…

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Sage Geosystems' bet on underground energy storage 38:07

3h ago38:07

38:07

About 90% of global energy storage is pumped storage hydropower – which requires a mountain, a lake, and a whole lot of permitting. While lithium batteries have gotten drastically cheaper over the last decade, they’re still expensive for longer durations. But Cindy Taff and her team at Sage Geosystems are developing geothermal technology that could…

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Welcome to Q5: The Most Important Quarter You’re Ignoring 46:14

3d ago46:14

46:14

The holiday shipping cutoff doesn’t end the year. It flips the calendar into Q5 — the six-week window where intent spikes, CPMs collapse, and the best customer cohorts of the year are born. In this episode of the Podcast, we break down why Q5 is the Super Bowl for health & wellness brands and how operators should think about acquisition, offers, an…

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Are AI Stocks in Danger? 29:57

11h ago29:57

29:57

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff. 🔥 *You don't need more …

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Inside Microsoft’s plan to remove 50 years of carbon emissions 35:59

2d ago35:59

35:59

In 2020, Microsoft announced a major goal: by 2050 the company aims to remove from the atmosphere all the carbon emissions it has produced since its founding in 1975. When Phil Goodman joined the company in 2022, he quickly found that the market for Carbon Dioxide Removal (CDR) was just getting off the ground. That meant that in order to meet its c…

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The Marketing Calendar Is Your Real Revenue Model 35:51

1d ago35:51

35:51

In this episode of the Podcast, Richard and Luke break down the uncomfortable truth most brands ignore: your marketing calendar not your spreadsheet—is the real driver of revenue. We walk through why forecasts consistently miss, how spending power actually shifts month to month, and the system top DTC brands use to tie marketing actions directly to…

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Evenlode Global Income Investment View – A Bubble In Quality 9:10

6h ago9:10

9:10

This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics. --- Please note, these views represent the opinions of the Evenlode team as …

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Evenlode Global Dividend Investment View – A Bubble In Quality 9:10

6d ago9:10

9:10

This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics. --- Please note, these views represent the opinions of the Evenlode team as …

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Bitcoin at 94K, Banks on Board: Is This the New Financial Order? 32:52

10d ago32:52

32:52

In this high-stakes installment of the Crypto News Rundown, the hosts unpack a week that feels like a genuine turning point for how traditional finance treats digital assets. What starts as a “quiet” stretch on the charts quickly reveals itself as a watershed moment: SEC-approved index products landing on NYSE Arca, a major U.S. bank rolling out in…

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The 2026 7-Figure Brand Playbook (Stop Copying 9-Figure Advice) 31:13

1h ago31:13

31:13

In this episode, Taylor and Joy break down the real 2026 playbook for 7-figure ecommerce brands, and why copying 9-figure operators is one of the biggest mistakes you can make. Coming off BFCM, they unpack what actually happened for small brands and what it signals heading into the new year. You’ll learn: How to create “four peaks a month” using tr…

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All Eyes on Rate Cuts? 29:30

7d ago29:30

29:30

By Andreas Steno Larsen

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From Campaigns to Cash Flow: How to Build a Forecast That Works 35:01

7d ago35:01

35:01

How do high-performing ecommerce brands turn campaigns into predictable cash flow? In this episode, we break down the exact forecasting process we use at Common Thread Collective to consistently land within 0–10% of goal across dozens of brands. Growth Strategy Manager Brian Sakansky joins Richard to unpack how CTC builds forecasts, operationalizes…

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Fusaka, ETFs and Fed Shifts: The Perfect Storm for Crypto Rallies 54:20

15d ago54:20

54:20

In this episode, we break down a pivotal moment for digital assets where market momentum, regulation, and Wall Street finally collide. We start with the charts, unpacking Bitcoin’s powerful rebound back toward the $100,000 level after a bruising stretch of volatility. You’ll hear how sentiment flipped from fear to cautious optimism, what’s driving …

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BFCM 2025 Results: What Really Happened This Weekend 26:06

10d ago26:06

26:06

In this episode of the Podcast, we break down the real story of BFCM 2025—from forecasting accuracy to media buying chaos, offer pivots, AppLovin’s breakout performance, and what this year’s results say about the broader consumer economy. Richard and Taylor walk through: The full BFCM data recap: +7% total revenue, +10% new customers, +13% contribu…

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What's Going on with JPY Carry Trade? 29:51

10d ago29:51

29:51

Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown. 🔥 *You don't need more stuff. You need signal. http://ww.realvision.com…

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Evenlode Global Opportunities Investment View – Q3 results roundup and AI update 8:49

16d ago8:49

8:49

The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Opportunities portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. --- Please note, these views represent the opinions of the Evenl…

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Evenlode Global Equity Investment View – Q3 results roundup and AI update 8:47

10d ago8:47

8:47

The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Equity portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. --- Please note, these views represent the opinions of the Evenlode tea…

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Bitcoin at 91K, Texas Buys the Dip: Inside Crypto’s Institutional Pivot 36:27

22d ago36:27

36:27

This week on Crypto News Rundown, we unpack one of the most revealing weeks of the cycle so far – a moment where brutal volatility, meme-coin fatigue, and security shocks collide with some of the strongest signals of long-term institutional conviction the crypto market has ever seen.The episode opens with Bitcoin’s Thanksgiving “miss”: a rally to $…

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Evenlode Income Investment View – Moats in the sale 15:36

16d ago15:36

15:36

Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s. Here we discuss in detail how three of our current investments are harnessing AI technology for product development. --- Plea…

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Evenlode UK Select Investment View – Moats in the sale 15:30

10d ago15:30

15:30

Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s. Here we discuss in detail how three of our current investments are harnessing AI technology for product development. --- Plea…

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5 Last-Minute BFCM Fixes You STILL Have Time to Make 28:41

24d ago28:41

28:41

Black Friday is three days away but there’s still time to tighten your strategy and avoid costly mistakes. In this episode of the podcast, the CTC team breaks down the 5 essential last-minute BFCM fixes every brand needs before the biggest weekend of the year. Whether you're behind on creative, unsure about spend pacing, or just want to sanity-chec…

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Trump’s Crypto Fortune Melts Down as Bitcoin Breaks the $80K Line 31:43

25d ago31:43

31:43

Bitcoin just erased an entire year’s worth of gains—and took a chunk of the Trump family’s fortune with it. In this episode, recorded Monday, November 24th, 2025, we walk straight into one of the most violent phases of the current crypto cycle and unpack what real capitulation looks like when leverage, politics, and AI hype all collide.We start wit…

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Will the Fed Cut in December? 26:57

19d ago26:57

26:57

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets after another tough week for markets. 🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfriday About Real V…

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CFO Summit: Board, Budget, Bonus - The Forecasting Framework for 2026 1:02:17

26d ago1:02:17

1:02:17

In our first CFO Summit Taylor breaks down the Board, Budget, Bonus forecasting framework—CTC’s core system for building a clear, defensible, and aligned financial plan for 2026.This replay walks you through how high-performing ecommerce brands create scenario models that serve their board, their finance team, and their operators… all without losin…

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Bitcoin as Digital Gold, Ethereum on the Edge 42:22

30d ago42:22

42:22

If watching the crypto charts lately has given you motion sickness, this episode is your seatbelt and your barf bag in one. The hosts dig into a market that has shed more than a trillion dollars in value in just six weeks, with Bitcoin crashing from an early-October peak above $126,000 to briefly slipping under the psychologically crucial $90,000 l…

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Captura's high-stakes gamble 30:21

26d ago30:21

30:21

Back in January, Captura CEO Steve Oldham was sitting in a conference room in Hawaii, entertaining reps from the company’s first potential customer. What the customer didn’t know was that Captura’s ocean-based carbon removal pilot –the whole reason for the visit – still wasn’t working. The stakes were high. Steve’s team needed to prove they could p…

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Meta’s Black Box Is Ruining Your Creative Strategy 1:01:58

1M ago1:01:58

1:01:58

Meta’s new creative ranking systems are changing everything, and most brands have no idea how much it’s affecting their performance. In this episode, we break down exactly how Meta’s Black Box evaluates your ads, why your creatives are being grouped together, and why small variations (like hook swaps) no longer matter the way you think they do. Our…

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Fed Cuts Coming or Crisis Brewing? 27:39

26d ago27:39

27:39

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About R…

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The Crypto Currents: XRP, BTC, and Market Dynamics 31:27

1M ago31:27

31:27

If the crypto market feels like trying to read a tide chart in the middle of a hurricane, this episode is for you. In this Deep Dive, we unpack the paradox of record-breaking institutional milestones colliding with extreme fear and brutal volatility across Bitcoin, XRP, and the broader altcoin market.We start with XRP, where a staggering $336 milli…

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How to Set Meta ROAS Targets Before Black Friday 25:40

1M ago25:40

25:40

How do you set the right ROAS target on Meta heading into Black Friday and Cyber Monday? Most brands either guess… or use last month’s numbers and hope they hold. But BFCM behaves nothing like a normal period and the attribution windows prove it. In this episode, Tony and Steve walk through the real data behind Meta’s 7-day vs. 28-day click attribu…

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2026 Forecast Planning: Board vs Budget vs Bonus Explained 36:27

1M ago36:27

36:27

Most ecommerce brands build one forecast — and that’s why most forecasts are wrong. In this episode of the Podcast, Richard and Luke break down the 3-forecast model that every high-performing brand should use when planning for 2026: Board. Budget. Bonus. You’ll learn: Why every brand needs three forecasts, not one How to balance short-term executio…

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Will the U.S. Market Crash in 2026? 58:40

1M ago58:40

58:40

For 17 years, Deepak Shenoy has made annual Diwali predictions about markets, crashes, interest rates, and more. But how many were actually right? Shray sits down with Deepak Shenoy from Capitalmind to examine his prediction history from 2007 to 2024. He correctly called the 2008 crash and Trump's 2024 victory. But real estate and gold? Wrong almos…

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The Printer Is Coming 30:26

1M ago30:26

30:26

Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™: We arm you with the knowledge, tools, and network t…

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Boston Metal’s path to carbon-free steel 37:38

1M ago37:38

37:38

This year in the U.S., steel manufacturers will produce more than 71 million tons of steel – enough to build nearly 200 Empire State buildings. It's a stunning statistic, but not surprising. The steel industry has fueled economic growth and innovation in America since the early 1800s. But for every ton of conventional steel produced, two tons of CO…

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Why Your 2026 Financial Plan Needs 3 Scenarios (Not 1) 23:21

1M ago23:21

23:21

Most brands are building their 2026 plan all wrong. In this episode, Taylor breaks down why you can’t walk into the new year with one financial forecast — and why the smartest brands plan three: Board, Budget, and Bonus. You’ll learn how to: Build scenario plans that align finance and marketing Forecast existing and new customer revenue with confid…

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Evenlode Global Income Investment View – Getting More Than You Pay For 31:22

1M ago31:22

31:22

A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress. In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment. --- Please note, these views …

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Evenlode Global Dividend Investment View – Getting More Than You Pay For 31:23

1M ago31:23

31:23

A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress. In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment. --- Please note, these views …