275 Episoade

  1. Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

    Publicat: 20.09.2024
  2. Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

    Publicat: 13.09.2024
  3. Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

    Publicat: 06.09.2024
  4. Ep. 231: J. Doyne Farmer on Making Sense of Chaos

    Publicat: 30.08.2024
  5. Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

    Publicat: 23.08.2024
  6. Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

    Publicat: 16.08.2024
  7. Ep. 228: Liang Ding on China’s Economy and Markets

    Publicat: 09.08.2024
  8. Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

    Publicat: 02.08.2024
  9. Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

    Publicat: 26.07.2024
  10. Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

    Publicat: 19.07.2024
  11. Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

    Publicat: 12.07.2024
  12. Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

    Publicat: 05.07.2024
  13. Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

    Publicat: 28.06.2024
  14. Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

    Publicat: 21.06.2024
  15. Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation

    Publicat: 14.06.2024
  16. Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels

    Publicat: 07.06.2024
  17. Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections

    Publicat: 31.05.2024
  18. Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

    Publicat: 24.05.2024
  19. Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

    Publicat: 17.05.2024
  20. Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

    Publicat: 10.05.2024

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