Best Money Macro Talks Podcasts (2025)

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

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9h 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
The $300 Trillion Credit Rotation Nobody Sees Coming 21:05

22h ago21:05

21:05

Right now, a $300 Trillion Credit Rotation is forming—and nobody sees it coming. Most investors and even Wall Street think these Bitcoin Treasury Companies are just a bubble, another creative play on Bitcoin, or maybe just a way to quickly generate cash. But… They’ve completely missed the real story—and it’s WAY bigger than anyone realizes. These c…

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

1d 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

1h 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…

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Inside the Assassination Game: Michael Yon on Charlie Kirk, Zionists & Global Chaos 2:54:12

1d ago2:54:12

2:54:12

In this explosive conversation, war correspondent Michael Yon (https://michaelyon.substack.com/) joins Christian White to break down the assassination of Charlie Kirk, Zionist power games, and the unraveling of global stability.From Gaza to Thailand, from Japan to the United States, Yon pulls no punches in exposing the forces reshaping our world. H…

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

4d 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

2h 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…

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America After the Empire? Scott Horton on War, Power & the Price We’re Paying 1:03:27

6d ago1:03:27

1:03:27

What if America’s “unipolar moment” is over—and our foreign policy is now a self-licking ice-cream cone that burns trillions, breeds blowback, and makes us less safe? Scott Horton (https://scotthorton.org/) joins me to lay out a brutally clear case against empire: the military-industrial complex, media capture, Israel/US policy, great-power frictio…

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BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton 44:04

6d ago44:04

44:04

Jeff Walton, former reinsurance broker turned Bitcoin thought leader, breaks down why Bitcoin treasury strategy companies are exploding—and what it means for the future of finance. From riding GameStop to the top to identifying asymmetric risk in traditional markets, Jeff reveals how a background in risk management led him to bet big on Bitcoin. In…

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

6d 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, …

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Inside the Shadow Hierarchy: Joachim Hagopian on Power, Trafficking & Censorship 1:10:10

6d ago1:10:10

1:10:10

Former Army officer and clinical psychologist Joachim Hagopian (https://pedoempire.org/) joins me to discuss his controversial views on global power structures, trafficking networks, secrecy, and censorship—and why he believes these themes are central to understanding today’s geopolitics. We cover whistleblowers, blackmail operations, Epstein/Maxwe…

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

7d 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
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy 40:34

8d 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
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract 50:40

11d 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 …

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Everybody's Business: The Business of KPop Demon Hunters 44:25

12d ago44:25

44:25

For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal joins Max Chafkin and Stacey Vanek Smith to fact check President Trump’s recent claim that the “stock market needs the tariffs, they want the tariffs." Is it actually possible to tell how markets feel about tariffs? Do the markets even know themselves? The trio dives deep. …

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THIS is the Future of Central Banks | Brian Dixon 34:37

13d ago34:37

34:37

Brian Dixon, CEO at Off the Chain Capital, shares how investors are using Buffett-style value investing to outperform Bitcoin itself—focusing on discounted assets, protocol-layer dominance, and long-term theses. In this episode, we explore why the base layer is winning, how Bitcoin and AI are converging, and why sovereign wealth funds and instituti…

201
Lots More on the Big Problem With the Monthly Jobs Report 24:04

15d ago24:04

24:04

We've been in a strange labor market for a while now. The unemployment rate is still nice and low at 4.2%. But the pace of job creation has been slowing markedly. And furthermore, not only has the pace of job creation been slowing, it seems almost every monthly Non-Farm Payrolls number ends up getting revised lower. Of course, this comes at a time …

201
What's Behind the Boom in Buy Now Pay Later 36:08

15d ago36:08

36:08

Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought installment payments into everyday life, while big banks and tech firms also now racing into the space. With the market growing so rapidly, there are obvious concerns over whether BNPL is adding a new layer of 'hidden leverage' to the economy, giving …

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Martin Armstrong: Europe’s Debt Crisis, Deep State Agendas & the Road to War 1:58:04

15d ago1:58:04

1:58:04

Martin Armstrong (https://www.armstrongeconomics.com/) returns to Discourse with Christian for a hard-hitting conversation on the global crossroads we now face. From Europe’s crumbling economy and debt crisis to the deep state’s grip on U.S. foreign policy, Armstrong explains how history, cycles, and hidden power structures are shaping today’s chao…

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Dan Wang on China's Breakneck Economic Growth 49:59

18d ago49:59

49:59

In the past couple of years, the world has fully awoken to the incredible economic and technological growth exhibited by China. But what lessons are there for America? Are there even lessons for America? Dan Wang, research fellow at Stanford University's Hoover History Lab, has probably been one of the foremost commentators and observers on China's…

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Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade 15:27

19d ago15:27

15:27

Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swift and Travis Kelce’s engagement — betting on everything from their wedding timeline to her next single. On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg personal finance reporter Francesca Maglione and wealth reporter Annie Mas…

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Emi Nakamura on Central Bank Credibility and the Taylor Rule 36:25

21d ago36:25

36:25

The post-Covid inflation will prove to be a treasure trove for academic economists, as they study what drives inflation, and the power that central banks have to contain it once it gets going. At this year's Jackson Hole Economic Symposium, UC Berkeley professor Emi Nakamura presented a new paper — co-authored with her Berkeley colleagues Jón Stein…

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Liz Truss on the 'Doom Loop' Engulfing the UK Economy 58:22

22d ago58:22

58:22

These days, everyone is talking about high interest rates across the rich, developed world, while warning of eventual fiscal disaster. But we may have gotten an early glimpse of this anxiety in October 2022, when then-UK Prime Minister Liz Truss unveiled her mini-budget that spooked the gilt market. Well today, rates at the long end of the British …

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Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook 28:42

24d ago28:42

28:42

Criticism and threats to Federal Reserve independence have been building for some time in this administration. But it was taken to a new height on August 25, when Trump posted that he intended to fire Fed Governor Lisa Cook, a Biden appointee. According to our guest, Columbia Law Professor Lev Menand, this is a big deal that has created an immediat…

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Adam Posen on a Surreal Jackson Hole in a Post-American World 57:41

24d ago57:41

57:41

The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and central bankers gather to discuss the most important, cutting edge ideas in monetary policy. But there was certainly a different feel this year because of the relentless attacks on Fed Chairman Jerome Powell coming from President Trump. The whole premise…

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Tom Barkin on Why Central Banking Is on Hard Mode Now 28:45

25d ago28:45

28:45

According to Richmond Federal Reserve Bank President Tom Barkin, much of the time central banking is straightforward. Sometimes it's clear that rate cuts are needed. Sometimes it's clear that rate hikes are needed. Other times everything is going great, and central bankers don't have much to worry about. Right now though, things are not straightfor…

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Why Austan Goolsbee Is Still Concerned About Inflation 34:35

27d ago34:35

34:35

Chicago Fed President Austan Goolsbee is still more concerned about the inflation side of the Fed's mandate than he is about the employment side. This is noteworthy because in general markets are expecting rate cuts to come soon, and also Chairman Jerome Powell, speaking in Jackson Hole, put more weight on risks to the labor market. In this episode…

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Lots More on What Just Happened With the Fed at Jackson Hole 18:01

28d ago18:01

18:01

We're still at the Kansas City Federal Reserve Bank's annual economic symposium in Jackson Hole, where we just heard Fed Chair Jerome Powell's big speech. The speech -- which opened the door to a September rate cut -- proved to be a dovish surprise to the market and stocks are now soaring because of it. But why did Powell decide to focus on what he…

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G. Edward Griffin: The Final World War Has Already Begun 1:01:34

28d ago1:01:34

1:01:34

In this episode, Christian White speaks with G. Edward Griffin (https://realityzone.com/), legendary author of The Creature from Jekyll Island, about the hidden architecture of global power.Griffin warns: we’re already in the “final world war” — not fought with armies, but with psychology, banking, and fear.🔑 What we cover:How COVID proved global c…

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This is how you can live anywhere in the world... | Alessandro Palombo 48:30

29d ago48:30

48:30

Alessandro Palombo is a global expert in citizenship strategy, residency optimization, and the intersection of Bitcoin and personal sovereignty. In this episode, we explore how high-net-worth individuals are navigating global uncertainty with a new playbook—leveraging Bitcoin and flag theory to unlock a permissionless life. We dig into how the rise…

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Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole 50:22

29d ago50:22

50:22

It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wyoming setting for the Federal Reserve Bank of Kansas City's annual symposium on monetary policy. For markets, the main event tends to be the speech from the Fed Chairman. But beyond that, there's always a theme that central bankers and academics are …

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John Rubino: Hyper-Stagflation, False Flags & The Next Global War | Discourse with Christian 31:49

29d ago31:49

31:49

The world economy and geopolitics are spiraling into uncharted territory. Returning guest John Rubino (https://rubino.substack.com/) joins me to break down:Why the U.S. economy defies recession while drowning in debtThe Fed’s dangerous rate-cut gamble while inflation persistsMartin Armstrong’s warnings of a looming global warEurope’s unraveling, ci…

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This Is What Happens When a Startup Dies 46:32

1M ago46:32

46:32

You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the fate for most new ventures. Many of them die outright, without any kind of “exit” at all for shareholders. So how do you wind down a company, and sell off the scraps? How do you actually pull the plug? David Johnson of Resolution Financial Advisors special…

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Lessons From the One Sovereign Wealth Fund in the United States 46:51

1M ago46:51

46:51

President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la the UAE or Singapore. It feels like a longshot, but as it turns out, there is actually one Sovereign Wealth Fund in the United States, which is the Alaska Permanent Fund. The fund was established in the 1970s to manage the state's booming oil fortun…

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Charlie Robinson: How Global Power Really Works – Banking, Control, and Breaking the Matrix 2:02:16

1M ago2:02:16

2:02:16

From real estate in Las Vegas to uncovering the hidden architecture of global control, author and podcaster Charlie Robinson (https://www.theoctopusofglobalcontrol...) has spent years pulling back the curtain on how power truly operates. In this episode, we dive deep into:How Charlie’s journey began with Confessions of an Economic HitmanThe private…

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Housing Is a Problem Even in a State With Declining Population 52:21

1M ago52:21

52:21

You can kind of understand why it's so hard to build housing in New York City. There isn't much available land. It's already pretty built up. And then, add in the fact that so many people want to live in New York, and you can understand why it's so expensive. But what's the deal with Alaska? There seems to be plenty of land. And population has actu…

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Putin–Trump Alaska Summit: The Hidden Agenda They’re Not Telling You | Larry Johnson 45:00

1M ago45:00

45:00

In this explosive return to Discourse with Christian, former CIA analyst and State Department veteran Larry C. Johnson of (https://sonar21.com/) breaks down the real story behind the Putin–Trump summit in Alaska—and why it’s not really about Ukraine.From the symbolic choice of August 15th, to the unusual makeup of the U.S. and Russian delegations, …

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Lots More With Skanda Amarnath on This Moment in Macro 29:15

1M ago29:15

29:15

Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You could also argue that much of the economy is stalling, that the pace of job growth has slowed dramatically, and that with housing in the tank, we need…

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The Hidden Bitcoin Bubble No One's Talking About | Jeff Park 44:01

1M ago44:01

44:01

Jeff Park is a leading voice in macro investing and Head of Alpha Strategy at Bitwise Asset Management, where he explores how Bitcoin is transforming corporate finance. With a background spanning traditional finance and crypto innovation, Jeff brings deep insight into how Bitcoin is shifting capital markets, corporate treasuries, and the very natur…

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“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory 19:35

26d ago19:35

19:35

David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- In this episode they discuss the longer run cyclical trends and other factors that are likely to influence the global financial markets during the remainder of this year and beyond. Ron outlines how, in the near term, financial markets are generally seen as being …

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The Investors Who Think Hazelnuts Will Be the Next Pistachios 42:50

1M ago42:50

42:50

We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frailty of supply chains in goods too numerous to list. On the demand side, the tendency for certain goods to suddenly go "viral" among consumers can be imp…

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How to Move Freight Across the Icy Roads of Alaska 38:53

1M ago38:53

38:53

We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot about the economy, both in terms of the short-term cycle, and also long-term structural trends. Of course, we know that the industry is prone to big boom and bust cycles. And Alaska itself -- driven so much by oil and natural resource extraction -- is…

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Tech Stocks, Weak US Data, Bitcoin Making Highs & Gold Breakout Watch | Macro Mondays 33:31

1M ago33:31

33:31

This week on Macro Mondays, James Brodie, James Todd & Will Cunliffe breaks down the biggest macro market movers: US economy falters - July jobs report shows just 73k new jobs, the weakest hiring since COVID, plus a massive 259k downward revision. ISM manufacturing and services PMIs point to stagflation risks. Fed rate cut bets surge - Markets now …

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What an Alaskan Furniture Company Tells Us About Tariffs 34:37

1M ago34:37

34:37

Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to be imported into the state, incurring longer lead times and extra transportation costs — and that’s even before adding in the new tariffs from the Trump administration. In this episode, we speak with Dave Cavitt, the founder and CEO of Furniture Enter…

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Topher Field: The Next Great Cultural Shift, Government Overreach, and the Battle for Freedom 52:04

1M ago52:04

52:04

Award-winning Australian filmmaker, libertarian political commentator, and human rights advocate Topher Field (https://www.topherfield.net/) joins Discourse with Christian to break down why we’re living through a cultural turning point as big as the 1960s—and why this moment will shape the next century.We dive deep into:Why the “revolution” is turn…