Best Money Macro Talks Podcasts (2025)

1
Why monopolies are eating our economies ft. Jan Eeckhout 49:32

Play Pause

3h ago49:32

49:32

Professor Jan Eeckhout makes his case about the profit paradox, which states that big companies are becoming too profitable. This is no longer good for the economy.

1
The Hidden Supply Chain Making Every Menu Feel Familiar 40:21

23h ago40:21

40:21

If you go out to eat at a restaurant, whether it's a fast food chain or a Michelin-starred bistro, there's a good chance the ingredients on your plate came from the same source. Sysco is the dominant foodservice distributor in the US, using its massive logistics network to quietly supply the food that goes into meals in thousands of restaurants acr…

1
Daniel Yergin on What Happened to the Energy Transition 44:26

2d ago44:26

44:26

A few years ago, governments and corporations were brimming with optimism about the prospect of getting to net-zero in the efforts against climate change. Today, you hear a lot less about that. And while there's renewables getting added to the mix all the time, one energy source that's really booming is natural gas. And coal is booming too. So what…

1
🔴 Flash Crash URGENT Update: Drinks With Raoul Pal (Round 19) 1:06:54

3d ago1:06:54

1:06:54

🔥 The new Real Vision is around the corner... Join the waitlist https://rvtv.io/4nd7U7A🔥 *Join FREE today and access the exclusive Q&A with Raoul:* https://rvtv.io/41fVHWF. In Round 19 of Drinks With Raoul, RV co-founder and CEO Raoul Pal digs into the recent crypto flash crash — what triggered it, the market implications, and how the current dynam…

1
Why It’s Still Early for Institutional Crypto Adoption ft. Dan Morehead 1:06:03

3d ago1:06:03

1:06:03

🔥 *The future of finance is here... Join the waitlist:* ⁠⁠https://rvtv.io/4mIxWi8⁠⁠⚪ Raoul Pal welcomes Dan Morehead, CEO and founder of Pantera Capital for a wide-ranging interview covering everything from the macro big picture to the tokenization of everything. Recorded on October 10, 2025.⚪ X: @dan_pantera📣 This episode is brought to you by Figu…

1
Why The World Started Hedging Its US Dollar Exposure 46:01

3d ago46:01

46:01

Some economists expected that the dollar would strengthen when the tariffs were imposed. Instead, the opposite happened. The dollar fell sharply and it's been a poor performer all year. Concurrently, it's been a great year for a lot of dollar-denominated assets, like stocks. Even US Treasuries have rallied this year. So what's going on? On this epi…

1
Olli Rehn on the Big Competitiveness Challenge Facing Europe 41:33

4d ago41:33

41:33

The 2010s saw economic weakness across Europe's periphery. Countries like Greece, Spain, Italy, and so forth were the sites of so much stress. In the 2020s, however, it's reversed. The periphery is holding up well, but the industrial core is facing stress. Germany, in particular, the old powerhouse of the continent, has been slammed by the surge in…

1
UK Energy Show Extended: Ed Miliband & The Truth About UK Energy Bills 26:16

2d ago26:16

26:16

In this special extended edition of the UK Energy Show , Greg Newman and Julian Keites break down Ed Miliband’s recent BBC interview and what it really means for household bills, grid investment, and the future of UK energy. From the rising non-commodity costs buried in your electricity bill to the hidden “tax” of net zero infrastructure, we unpack…

1
China Cracks, Bank Losses Mount & Recession Risks Rise | Macro Monday 44:11

3d ago44:11

44:11

In this week’s Macro Mondays, James Brodie is joined by James Todd and Spyridon Kokas as they dive into the most recent market shifts. US regional banks are under pressure, while the broader banking sector now holds over $395 billion in unrealised losses tied to bond and securities markdowns. At the same time, US equities are roaring into year-end,…

1
Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability 40:34

6d ago40:34

40:34

Gold has been surging. Risky assets (with a few minor hiccups) have also been surging. And yet, central bankers (most notably the Fed) are in rate cutting mode. Why is this? And what kind of risks are being conjured up? On this episode of the podcast, we speak with Raghuram Rajan, a professor at the Booth School of Business at the University of Chi…

1
Introducing: The Mishal Husain Show 2:20

7d ago2:20

2:20

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Follow the podcas…

1
A Trip to Alaska With San Fran Fed President Mary Daly 34:09

9d ago34:09

34:09

Earlier this year, we traveled along with San Francisco Fed President Mary Daly on a trip to Alaska. You may remember the episodes we did with Mary at the time, as well as business and other leaders in the state. But we also had the chance to sit in with Mary while she talked with her contacts on the ground. On this special episode, you'll hear som…

1
UK Energy Crisis Explained: Storm Amy, Energy Bills & Net Zero Debate | UK Energy Show 40:53

7d ago40:53

40:53

Welcome to the first episode of The UK Energy Show — your weekly deep dive into what’s really driving UK energy prices - and what you can do about it. This week: The aftermath of Storm Amy, and how wind and solar affect power prices Why the UK still pays more for electricity than other European countries Energy debates from UK politicians at the En…

1
“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money 29:50

7d ago29:50

29:50

David Osman of IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast they discuss the increasing focus on fiscal policy relative to monetary policy in the highly-indebted developed world and the consequent growth in the importance of political risk analysis. Helen then assesses some of the geopolitical, poli…

1
Mike Novogratz: How Tokenization Will Redefine Wall Street Forever 56:00

10d ago56:00

56:00

🔥 *The future of finance is here... Join the waitlist:* ⁠https://rvtv.io/4mIxWi8⁠⚪ Raoul Pal sits down with long-time fan favorite Mike Novogratz, CEO of Galaxy Digital, to discuss the strange macro backdrop of strong growth, rising debt, and political chaos as the U.S. moves toward easier monetary policy — creating what he sees as the setup for a …

151
Why the Trump Administration is Now Taking Equity Stakes in American Companies 46:44

10d ago46:44

46:44

It's nothing new for the US government to use public money to support private American companies. The Biden administration, via CHIPS and the Inflation Reduction Act, was aggressive about using loans and grants to accelerate US industry. But the Trump administration has been engaged in something more novel: taking direct stakes in US companies like…

151
Why Argentina Needs Bailout After Bailout After Bailout 39:39

11d ago39:39

39:39

Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of course, this is a recurring phenomenon for Argentina, and this time it's happening under the free market-oriented Javier Milei, who has slashed spending to bring down inflation. So why is it in trouble again? And why is this such a recurring feature of…

1
Silver Soars, Trump Reignites Trade War & Markets Brace for Volatility | Macro Monday 45:20

10d ago45:20

45:20

In this week’s Macro Mondays, Will Cunliffe is joined by Spyridon Kokas and Harinder Sandhu to break down a high-volatility week in global markets. Silver surged to historic levels, driven by mounting physical supply constraints and intensifying demand from ETF flows. Meanwhile, Donald Trump reignited the US-China trade war, threatening sweeping ne…

1
Andrew Ross Sorkin on the Stock Market Crash That Shattered America 40:16

13d ago40:16

40:16

Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So, how does this environment compare to past periods of exuberance? On this episode, we speak with Andrew Ross Sorkin, the editor of Dealbook, the co-host of CNBC'…

1
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan 47:17

16d ago47:17

47:17

These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there were worries about a rising Asian industrial power. In the 1980s and early 1990s, there was a lot of concern about the rise of corporate Japan. And th…

1
Equities Are Back, Baby...! ft. Andreas Steno 1:05:33

17d ago1:05:33

1:05:33

🔥 *The future of finance is here... Join the waitlist:* https://rvtv.io/4mIxWi8⚪ Raoul Pal and Andreas Steno dive deep into the new macro regime — where liquidity, policy, and technology intersect to drive the next great investment cycle. They unpack how private credit creation, AI-driven CapEx, energy transitions, and the “debasement trade” across…

1
Why the Price of Money Surged in the Last Six Years 42:55

17d ago42:55

42:55

What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtually unfathomable that the Fed will return to ZIRP anytime soon? Why do investors expect this rate cut cycle to be so shallow? The answer, theoretically, is that the neutral rate of interest has gone up. But what is the neutral rate of interest, and why…

1
Recession Fears, Rate Cuts & Record Highs: Inside This Week’s Market Chaos | Macro Mondays 36:23

18d ago36:23

36:23

By Onyx Capital Group

1
James van Geelen on the Next Phase of the AI Buildout 38:38

20d ago38:38

38:38

Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Research. We talk to him about his latest field trip to one of OpenAI's new…

1
Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money 27:30

23d ago27:30

27:30

We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or loosens policy are a lot more nuanced. For years now, the Fed's been doing this through the federal funds market — where US banks lend and borrow their excess reserves. But that could be changing. Last …

1
AI + Crypto: Building the New Internet of Money ft. Micky Malka 1:16:27

24d ago1:16:27

1:16:27

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFRaoul Pal welcomes Micky Malka, founder of Ribbit Capital, for a wide-ranging conversation on everything from Micky’s experience building brokerages in South America to backing FinTech giants like Robinhood and Coinbase. Plus, they explore how tokenization, AI, and d…

1
Terry Duffy on the CME's Big Push into Retail Trading 57:47

24d ago57:47

57:47

CME Group is one of the oldest exchanges around, tracing it's history all the way back to the late 1800s, when it specialized in agricultural commodities. It's best known for things like futures and interest rate swaps that tend to be favored by professional traders. But as retail trading becomes big business, the CME is expanding its footprint in …

1
Tarek Mansour on Kalshi's Plan to Create Markets in Everything 44:32

25d ago44:32

44:32

For over 20 years, people have been talking about prediction markets or event markets are the next big thing. But mostly, with some niche exceptions, they haven't taken off, in part due to regulatory constraints. But now they seem to be booming, and the regulatory environment has gotten much more friendly. On this live episode recorded in Chicago, …

1
Trump’s 100% Tariffs, U.S. Shutdown Deadline, Dollar Weakens & Gold Surges | Macro Mondays 32:46

24d ago32:46

32:46

In this week’s Macro Mondays, James Todd is joined by Spyridon Kokas and Mita Chaturvedi to dissect a turbulent week in markets. President Trump has unveiled plans for sweeping new tariffs, including a 100% tariff on pharmaceutical imports, just as Washington stares down another potential government shutdown at the October 1st deadline. The Dollar …

1
The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil 34:25

27d ago34:25

34:25

Don Wilson has built a career diving into some of trading’s thorniest problems, including figuring out ways to trade new and niche markets. Now, the founder and CEO of DRW has his sights set on the GPUs powering AI, which he thinks could end up being a bigger market than crude oil. In this episode, which was recorded live onstage at our show in Chi…

1
September 2025: Raoul Pal The Journey Man's Monthly Recap 31:32

28d ago31:32

31:32

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFJoin us as we revisit the best moments from The Journey Man throughout September. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across standout episodes:⚪ Michael Howell: Mike Howell R…

1
Introducing IVF Disrupted: The Kindbody Story 1:37

28d ago1:37

1:37

Kindbody, one of the largest fertility companies in the US, sought to disrupt egg freezing and IVF by combining spa vibes with Silicon Valley efficiency. The startup raised millions, opened dozens of clinics, and became a billion-dollar unicorn. But its ambition came with consequences. In IVF Disrupted: The Kindbody Story, reporter Jackie Davalos t…

1
Jack Morris on Finding the Next Big AI Breakthrough 45:29

1M ago45:29

45:29

We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are these researchers actually working on? And how do we know that they're making progress? And furthermore, how can we even measure that progress? On this episode, we speak with Jack Morris, an AI researcher and Ph.D. candidate at Cornell University, w…

1
URGENT: The Everything Code UPDATE ft. Julien Bittel 1:32:21

1M ago1:32:21

1:32:21

🔥 The new Real Vision is around the corner... Join the waitlist https://rvtv.io/4nd7U7A🔥 Join FREE today and access the exclusive Q&A with Raoul and Julien: https://rvtv.io/41fVHWF. In this very special edition of The Journey Man, Raoul Pal welcomes GMI head of macro research Julien Bittel for a live presentation of the Everything Code, their big p…

1
Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech 40:00

1M ago40:00

40:00

There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving this intense flow? How long can these consensus trades last? On this episode, we speak with Ozan Tarman, the Vice Chair of Global Macro at Deutsche Bank. As part of his role at the bank, Ozan talks no…

1
🔴 Liquidity & Timing the Banana Zone: Drinks With Raoul Pal (Round 18) 55:59

1M ago55:59

55:59

🔥 The new Real Vision is around the corner... Join the waitlist https://rvtv.io/4nd7U7A🔥 *Join FREE today and access the exclusive Q&A with Raoul:* https://rvtv.io/41fVHWF. Round 17 of Drinks with Raoul is here — This edition of Drinks with Raoul comes right on time, with markets pulling back, sentiment shaking, and the Banana Zone feeling still ou…

1
Jim Cramer on the Retail Trading Revolution 53:54

1M ago53:54

53:54

In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the market, and that the proper way to invest is through low-cost index funds that you don't pay regular attention to. More than anyone else, one man has been…

1
Michael Froman on the New 'Polyamorous' Global Trading System 46:11

1M ago46:11

46:11

When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administration erected aggressive trading barriers against China. Then Biden expanded them further. And there were signs of its demise even under Obama. So wh…

1
Henry Wang on China's Role in the New Emerging World Order 53:13

1M ago53:13

53:13

There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organization. You also see this with the leaders who went to Beijing recently for the country's military parade. And of course, this comes at a time when the…

1
Is Bitcoin Giving Way to Altcoin Season? ft. Jamie Coutts from Real Vision PRO 1:09:53

1M ago1:09:53

1:09:53

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFRaoul Pal welcomes Real Vision chief crypto analyst Jamie Coutts to examine the current state of the crypto market, market psychology, and the shift from Bitcoin dominance to high-quality altcoins. Plus, they discuss the importance of metrics like settlement value, a…

1
Elon Musk's Pay Package and the Threat to the Delaware Corporation 37:10

1M ago37:10

37:10

If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a business. And in fact, Delaware has catered to these corporate clients, setting up an efficient chancery court to settle corporate disputes and produ…

1
“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies 17:41

1M ago17:41

17:41

David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies. ----more---- In this podcast they discuss the prospects for US economy and the financial markets. Dimitris considers the impact of the Trump Administration’s immigration policies on a weakening labour market. He also assesses the outlook for US monetar…

1
The Cardboard Boxpocalypse and the State of the US Economy 43:32

1M ago43:32

43:32

Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists use them as an unconventional macroeconomic indicator to gauge retail spending. Now, shipments of boxes are falling dramatically. At the same time, pric…

1
“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence 23:01

1M ago23:01

23:01

David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio. ----more---- In doing so, he assesses the importance for investors of the way that the global markets for many individual commodities are fracturing and becoming more fragmented…

1
Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now 45:00

1M ago45:00

45:00

Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need to get the disaster state right. Plus, insurance of any sort is costly. This means tail risk hedging is far from a trivial exercise. On this episode, …

1
Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US 31:18

1M ago31:18

31:18

In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chairman of Goldman Sachs. We discuss his views on the rate path, and why he does not see the Fed cutting by 50 bps at the next meeting. We also discuss t…

1
Mike Howell RETURNS: The Dollar Fix Is In — The Playbook for Gold, Tech & Bitcoin 1:08:52

2M ago1:08:52

1:08:52

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF. You've asked, we listened: On the latest "Journey Man," Raoul Pal welcomes back Michael Howell, CEO of CrossBorder Capital, for an analysis of the global liquidity cycle, with a breakdown of what's going on in the U.S., China, Japan, UK, France, Germany, and how it…

1
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy 40:34

2M ago40:34

40:34

The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between Indian and Pakistan earlier this year), we've gotten fresh data on how certain hardware actually holds up on the battlefield or in the skies. Separately, C…

1
August 2025: Raoul Pal The Journey Man's Monthly Recap 26:55

2M ago26:55

26:55

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFJoin us as we revisit the best moments from The Journey Man throughout July. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across standout episodes:⚪ Tiago Sada from AI Tools for Human…

1
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract 50:40

2M ago50:40

50:40

One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan out, but mostly, the dollar signs just keep piling up. And the AI winners like Nvidia, OpenAI, and Anthropic just keep seeing their market valuations …