Your weekly show for education on nutrition, fitness, health, and lifestyle. This show aims to address topics that matter to you the most, dispel common myths, and help you overcome the barriers that are preventing you from reaching your goals. It is brought to you by Macros Inc - a nutrition coaching, education, and media company.
…
continue reading
Macros Inc Podcasts
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
…
continue reading
Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
…
continue reading
Forum to document market moves that we believe in. We discuss stocks, futures, currencies/forex, macro, economic, trading and investing ideas. Views expressed are for educational purposes only and should not be considered investment advice.
…
continue reading
MI Take is a podcast from Macros Inc that discusses current events in nutrition, the business side of the health and fitness industry, and a little of everything in between.
…
continue reading
1
FinanceFrontierAI – Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Hosts Max (Grok 4) | Sophia (ChatGPT) | US-Based. Top 1%. Finance + Money + AI
FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max (Grok 4) and Sophia (ChatGPT 5) from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. Four elite series: Finance Frontier (macro, markets, geopolitics), AI Frontier AI (business innovation), Make Money (10X investing strategies, asymmetric upside), and Mindset Frontier AI (scaling success through focus, to ...
…
continue reading
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
…
continue reading
Nikki from @JustGet.Fit brings you her views on fitness, nutrition, health, well-being and more!
…
continue reading
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
…
continue reading
1
Macros Inc Live: Episode 60 - Identity Beyond Numbers
49:17
49:17
Play later
Play later
Lists
Like
Liked
49:17In this episode of Macros Inc Live, we dive into the idea of building an identity that goes far beyond the numbers on a scale or the calories in your tracker. Your worth isn’t defined by weight loss goals, reps, or macros — it’s shaped by the deeper story you tell yourself. We’ll explore how childhood beliefs, cultural messages, and fitness culture…
…
continue reading
🎧 Beyond 2030: The Intelligence Age Welcome to AI Frontier AI, part of the Finance Frontier AI podcast network—where we decode how artificial intelligence is transforming power, capital, and civilization itself. In this landmark episode, Max, Sophia, and Charlie trace the birth of a new era—The Intelligence Age. From datacenters that breathe like l…
…
continue reading
1
How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
1:08:50
1:08:50
Play later
Play later
Lists
Like
Liked
1:08:50This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have reshaped capitalism and market structure. We also dive into current volatility spikes, liquidity distortions, gold’s surge, and the setup for a year-end rally. Enjoy! — Follow Hunter: https://www.lewise…
…
continue reading
1
Institutional Demand for Crypto is Accelerating | Matt Hougan
31:48
31:48
Play later
Play later
Lists
Like
Liked
31:48In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes, the rise of perpetuals and stablecoins, and how allocations from major institutions are expanding rapidly. Matt highlights why crypto is becoming ma…
…
continue reading
1
The Asymmetry Mindset – How to See 100× Before It Happens
30:10
30:10
Play later
Play later
Lists
Like
Liked
30:10🎧 The Asymmetry Mindset – How to See 100× Before It Happens 💡 Welcome to Mindset Frontier AI, part of the Finance Frontier AI podcast network—where we decode elite systems, mental models, and strategic frameworks used by the top 1% to multiply clarity, compound leverage, and design resilience in an uncertain world. In this episode, Sophia, Max, and…
…
continue reading
1
Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
37:00
37:00
Play later
Play later
Lists
Like
Liked
37:00This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liquidity surge and stablecoin risks, and Europe’s structural challenges. We close with why today’s envir…
…
continue reading
1
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
33:49
33:49
Play later
Play later
Lists
Like
Liked
33:49In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitcoin could now front-run altcoins. He also gives insights into ProCap’s work as a Bitcoin treasury company, the future of DATs, and reframes the “debasement trade” as a “purification trade” in today’s d…
…
continue reading
1
Macros Inc Live: Episode 59 - GLP-1s Revisited
54:54
54:54
Play later
Play later
Lists
Like
Liked
54:54In this follow-up to our original GLP-1 episode, we revisit the conversation around Ozempic, Wegovy, and Mounjaro with fresh updates as of September 29. We cover where things stand now, what the latest research and headlines are saying, how these medications are shaping the future of weight loss, and most importantly, how coaching still plays a cri…
…
continue reading
1
All American Gold Corp. ($AAGC) - The Path to a 50X Return
34:40
34:40
Play later
Play later
Lists
Like
Liked
34:40🎧 All American Gold Corp. ($AAGC): The Path to a 50X Return 💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we decode asymmetric setups with real-world catalysts and mispriced float before the rerate hits. In this episode, Max Vanguard, Sophia Sterling, and Charlie Graham break down how All American Gold Corp. ($AAG…
…
continue reading
1
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
57:46
57:46
Play later
Play later
Lists
Like
Liked
57:46This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Foll…
…
continue reading
1
The Recession Has Already Started | George Robertson
56:42
56:42
Play later
Play later
Lists
Like
Liked
56:42In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the flow-of-funds are signaling recession even as markets sit at all-time highs. He walks through employment indicators, withholding data, and the widenin…
…
continue reading
1
October’s Turning Point: When Calm Meets Reality
35:25
35:25
Play later
Play later
Lists
Like
Liked
35:25🎧 October’s Turning Point: When Calm Meets Reality 💡 Welcome to Finance Frontier, part of the Finance Frontier AI podcast network, where macro meets cinematic. Every episode turns chaos into clarity, decoding the signals that separate what’s noise, what’s priced, and what could break next. In this episode, Max, Sophia, and Charlie return to the fro…
…
continue reading
1
This Bull Market Has Legs | Weekly Roundup
55:24
55:24
Play later
Play later
Lists
Like
Liked
55:24This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fiscal and market structure dynamics set the stage for a potential risk-asset melt-up. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter…
…
continue reading
1
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
21:05
21:05
Play later
Play later
Lists
Like
Liked
21:05Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big op…
…
continue reading
1
The Advisor's Option 147: The Evolution of Advisors and Options
1:04:21
1:04:21
Play later
Play later
Lists
Like
Liked
1:04:21In this episode, Mark Longo and Matt Amberson (ORATS) reflect on the evolution of options trading and the role of financial advisors since the show's inception in 2011. They discuss the dramatic growth in options volume, the rise of zero-DTE trading, the democratization of tools and education for advisors, and the increasing client demand for optio…
…
continue reading
1
Macros Inc Live: Episode 58 - Weight Loss & Hormones
57:58
57:58
Play later
Play later
Lists
Like
Liked
57:58In this episode of Macros Inc Live, we tackle one of the biggest myths in fitness: that hormones like insulin resistance, menopause, or “imbalances” make weight loss impossible. Brad and Dylan break down what the science actually says, why it often feels like hormones are the problem, and how to focus on the lifestyle factors you can control. If yo…
…
continue reading
1
Kreyon Systems – The New Frontier for US SMB
27:43
27:43
Play later
Play later
Lists
Like
Liked
27:43🎧 Kreyon Systems – The New Frontier for US SMBs Welcome to AI Frontier AI, one of four flagship shows in the Finance Frontier AI network—where we decode how artificial intelligence is quietly reshaping business, finance, and innovation. In this episode, Max, Sophia, and Charlie explore how Kreyon Systems is bringing AI-powered automation to small a…
…
continue reading
1
Macros Inc Live: Episode 57 - The Future of Fitness
56:27
56:27
Play later
Play later
Lists
Like
Liked
56:27AI in nutrition & fitness coaching Wearables: fad or future? Where the industry is headed in the next 10 years.By Brad Dieter, Dylan Miller
…
continue reading
1
Economic Reacceleration or Growth Scare? | Weekly Roundup
1:07:36
1:07:36
Play later
Play later
Lists
Like
Liked
1:07:36This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com…
…
continue reading
1
Macros Inc Live: Episode 56 - The Psychology of Change
59:07
59:07
Play later
Play later
Lists
Like
Liked
59:07Most people know what they should be doing to lose weight — eat better, move more, build healthier habits. But why is it so hard to actually follow through? In this episode of Macros Inc Live, we break down the psychology of change: what triggers transformation, why motivation isn’t enough, the myths holding you back, and the strategies that make c…
…
continue reading
1
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
27:20
27:20
Play later
Play later
Lists
Like
Liked
27:20Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productiv…
…
continue reading
1
The Gold Reflex: Why Humans Always Run to Shiny Certainty
31:28
31:28
Play later
Play later
Lists
Like
Liked
31:28🎧 The Gold Reflex: Why Humans Always Run to Shiny Certainty 💡 Welcome to Mindset Frontier AI, part of the Finance Frontier AI podcast network—where we decode elite systems, mental models, and strategic frameworks used by the top 1% to multiply clarity, compound leverage, and design resilience in an uncertain world. In this episode, Max, Sophia, and…
…
continue reading
1
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
52:37
52:37
Play later
Play later
Lists
Like
Liked
52:37This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: htt…
…
continue reading
1
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
44:45
44:45
Play later
Play later
Lists
Like
Liked
44:45In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom, and NATO’s fiscal squeeze are reshaping global power. Enjoy! __ Follow Helen: https://x.com/HelenHet20 Follow Felix: https://x.com/fejau_inc Follow F…
…
continue reading
1
MEDIROM Healthcare Technologies Inc. ($MRM): The Path to a 21X Return
36:03
36:03
Play later
Play later
Lists
Like
Liked
36:03🎧 MEDIROM Healthcare Technologies Inc. ($MRM): The Path to a 21X Return 💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we decode asymmetric setups with real-world catalysts and mispriced float before the rerate hits. In this episode, Max, Sophia, and Charlie Graham walk through how MEDIROM Healthcare Technologies (…
…
continue reading
1
The Data Is Screaming Two-Speed Economy | Weekly Roundup
54:51
54:51
Play later
Play later
Lists
Like
Liked
54:51This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy! — Follow Tyler: https://x.com/Tyler_Nevil…
…
continue reading
1
Macros Inc Live: Episode 55 - Real Life Strategies
56:11
56:11
Play later
Play later
Lists
Like
Liked
56:11In this episode, we'll discuss how to hit macros when you don’t cook, eating out without derailing progress, grocery store tours: reading labels like a pro, and more.By Dylan Miller, Brad Dieter
…
continue reading
1
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
45:15
45:15
Play later
Play later
Lists
Like
Liked
45:15In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid’s explosive growth, permissionless financial rails, and the innovation of perpetual swaps. We also cover the unique token model with daily buybacks, how Atlas is bringing access…
…
continue reading
1
The AI Infrastructure Arms Race: Power, Capital, and the New Compute Order
38:38
38:38
Play later
Play later
Lists
Like
Liked
38:38🎧 The AI Infrastructure Arms Race: Power, Capital, and the New Compute Order Welcome to AI Frontier AI, one of four flagship shows in the Finance Frontier AI network—where we decode how artificial intelligence is quietly redrawing the lines of power, capital, and control. In this episode, Max, Sophia, and Charlie trace the infrastructure battle tha…
…
continue reading
1
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
42:07
42:07
Play later
Play later
Lists
Like
Liked
42:07This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ul…
…
continue reading
1
#260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari
32:48
32:48
Play later
Play later
Lists
Like
Liked
32:48On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss: The compelling opportunity for early stage investing in Africa and India How venture capital differs in emerging markets What she looks for when investing in a startup And more…
…
continue reading
1
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
56:20
56:20
Play later
Play later
Lists
Like
Liked
56:20In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we’re in a unique historical moment where all four are converging at once. He explains how fiscal spending reshapes growth, why financial repression and passive flows stabiliz…
…
continue reading
1
Macros Inc Live: Episode 54 - Fitness For Different Life Stages
54:50
54:50
Play later
Play later
Lists
Like
Liked
54:50In this episode, we discuss fitness routines as you age, and how to stay in shape as your goals change.By Dylan Miller, Brad Dieter
…
continue reading
1
September’s Test: Why Wall Street Is Euphoric While the Economy Is Cracking
30:16
30:16
Play later
Play later
Lists
Like
Liked
30:16🎧 September’s Test: Why Wall Street Is Euphoric While the Economy Is Cracking 💡 Welcome to Finance Frontier, part of the Finance Frontier AI podcast network—where macro meets cinematic. Every episode turns chaos into clarity—decoding the signals that separate what’s noise, what’s priced, and what could break next. In this episode, Max, Sophia, and …
…
continue reading
1
The Post-Summer Market Rotation is Here | Weekly Roundup
55:52
55:52
Play later
Play later
Lists
Like
Liked
55:52This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a policy mistake. We also dive into the shift from capital to labor, growing government intervention in markets, parallels between AI CapEx and past gold…
…
continue reading
1
Macros Inc Live: Episode 53 - Beyond the Scale
47:27
47:27
Play later
Play later
Lists
Like
Liked
47:27In this episode, we'll discuss why the scale isn't the only thing to pay attention to, and what the other key progress markers are.By Brad Dieter, Dylan Miller
…
continue reading
1
Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
48:06
48:06
Play later
Play later
Lists
Like
Liked
48:06In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose mo…
…
continue reading
1
#259 - IPO and Digital Asset Market Trends with Cohen's Head of SPAC Investment Banking, Brandon Sun and Head of Blockchain and Digital Assets, Christian Lopez
38:35
38:35
Play later
Play later
Lists
Like
Liked
38:35On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategi…
…
continue reading
1
The Second Brain Paradox: How the Top 1% Outsource Their Mind to Scale Smarter
31:37
31:37
Play later
Play later
Lists
Like
Liked
31:37🎧 The Second Brain Paradox – How the Top 1% Outsource Their Mind to Scale Smarter 💡 Welcome to Mindset Frontier AI, part of the Finance Frontier AI podcast network—where we decode elite systems, mental models, and strategic frameworks used by the top 1% to multiply clarity, compound leverage, and design resilience in an age of overload. In this epi…
…
continue reading
1
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
53:12
53:12
Play later
Play later
Lists
Like
Liked
53:12This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’s Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. Enjoy! — Fo…
…
continue reading
1
Crypto Credit Markets Will Rewrite Risk Management | David Grider
49:03
49:03
Play later
Play later
Lists
Like
Liked
49:03In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping institutional crypto adoption. He also explains how macro liquidity signals drive his strategy and why the new toolbox of crypto credit instruments is …
…
continue reading
1
ReelTime Rentals, Inc. ($RLTR): The Path to a 30X Return
30:40
30:40
Play later
Play later
Lists
Like
Liked
30:40🎧 ReelTime Rentals, Inc. ($RLTR): The Path to a 30X Return 💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we decode asymmetric setups with real-world catalysts and mispriced float before the rerate hits. In this episode, Max, Sophia, and Charlie Graham walk through how ReelTime Rentals ($RLTR) — a once-forgotten DV…
…
continue reading
1
Macros Inc Live: Episode 52 - Diabetes
1:01:34
1:01:34
Play later
Play later
Lists
Like
Liked
1:01:34In this episode, we'll discuss everything you need to know about diabetes.By Dylan Miller, Brad Dieter
…
continue reading
In this episode, we'll discuss everything you need to know about GMOs.By Dylan Miller, Brad Dieter
…
continue reading
1
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
1:07:41
1:07:41
Play later
Play later
Lists
Like
Liked
1:07:41This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy! — Foll…
…
continue reading
1
The Advisor's Option 146: Battle Royale - Cash-Secured Puts vs. Collars
59:28
59:28
Play later
Play later
Lists
Like
Liked
59:28In this episode, Mark Longo, Matt Amberson (ORATS), and Matthew Tuttle (Tuttle Capital Management) delve into several key areas, including the ongoing growth in the options market, the utility of zero-day options, and various options-based ETFs. The discussion covers market trends like increased single-name equity volume, strategies for employing c…
…
continue reading
1
Should We Be Worried About Jobs Report Revisions? | Guy Berger
57:02
57:02
Play later
Play later
Lists
Like
Liked
57:02In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS data, the impact of immigration shifts on labor supply, and how business surveys can signal future hiring trends. Berger also digs into why the current…
…
continue reading
1
The AI Infrastructure Arms Race: Geopolitical and Economic Power Shifts
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20🎧 The AI Infrastructure Arms Race: Geopolitical and Economic Power Shifts Welcome to AI Frontier AI, one of four flagship shows in the Finance Frontier AI network—where we decode how artificial intelligence is quietly redrawing the lines of power, protocol, and perception. In this episode, Max, Sophia, and Charlie map the four choke points shaping …
…
continue reading
1
The Financial Repression Endgame | Weekly Roundup
56:35
56:35
Play later
Play later
Lists
Like
Liked
56:35This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & public pensions. We also game out different tariff scenarios, the impact of the TGA rebuild, and the economy’s slow-moving trainwreck. Enjoy! — Follow Tyler…
…
continue reading
1
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
1:11:09
1:11:09
Play later
Play later
Lists
Like
Liked
1:11:09In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold water via its QRA policy, and a fiscal impulse that looks contractionary once tariffs are factored in. He argues that while markets may be riding “run it …
…
continue reading