Podcast Name
Fiscal Policy
May 2026
64 minutes
Ten Myths About the U.S. Tax System (Update)
Stephen Dubner discusses tax myths, fiscal dishonesty, and the realities behind federal debt and budget policy.
Global Macroeconomics
April 2026
36 minutes
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
Jeffrey Sherman explains how the current geopolitical landscape is impacting markets, the road ahead for monetary policy, and how artificial […]
Global Macroeconomics
April 2026
36 minutes
The Big Macro Force That’s Been Driving Stocks Higher for Years
The episode speaks with the author of a recent Fed paper, “A Macroeconomic Perspective on Stock Market Valuation Ratios,” which […]
Emerging Markets
April 2026
64 minutes
#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
Gundlach walks through the global investment landscape and says his top recommendation is emerging market stocks, and believes we’re in […]
Commodities
March 2026
9 minutes
Carlyle Group’s Jeff Currie Talks Global Supply Chain, Oil
Carlyle Group’s Jeff Currie talks global supply chains, oil market disruptions, and the broader effects of geopolitical conflict.
Global Macroeconomics
March 2026
53 minutes
Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
Scott Bessent discusses Treasury policy, war related market risks, and why the bond market shapes his view of financial stability.
Global Macroeconomics
March 2026
39 minutes
Ep 139: Make Government Beautiful & Functional Again with America’s Chief Design Officer Joe Gebbia
Joe Gebbia touches on digitizing federal retirement, modernizing .gov sites, and applying design to public services.
Alternative Assets
February 2026
44 minutes
Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle
Friedland and Currie discuss what the revenge of the miners and the real economy means for commodity prices, along with […]
Global Macroeconomics
February 2026
56 minutes
Why Adam Posen Thinks Inflation Will Surge Back to 4%
Posen argues that the lagged effect of tariffs, immigration, further fiscal easing, and declining Fed credibility will combine to cause […]
China
February 2026
52 minutes
Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
Louis-Vincent Gave says the most consequential and under appreciated macro developments today is the mispricing and policy shift of the […]
Geopolitics
February 2026
35 minutes
In Greenland with Pippa Malmgren: Why the Arctic Is the New Geopolitical Battleground
Pippa Malmgren explains Arctic geopolitics, Greenland’s strategic value, and how great-power competition reshapes trade routes and resources.
Global Macroeconomics
February 2026
45 minutes
Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, analyzes geopolitics of energy in a world reshaped by […]
Global Macroeconomics
February 2026
39 minutes
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
Jeff Currie explains the metals surge, commodity supply constraints, and how the energy transition reshapes demand.
Global Macroeconomics
January 2026
61 minutes
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
Grant Williams explains the “hundred year pivot”, how declining trust reshaping money and markets, and portfolio implications across currencies, commodities, […]
Global Macroeconomics
January 2026
29 minutes
Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls
Sir Niall Ferguson explains how financial history sharpens investing decisions, helps navigate risk, and improves making big market calls.
Global Macroeconomics
January 2026
56 minutes
Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War
Louis-Vincent Gave discusses Japan’s resurgence, China’s challenges, portfolio positioning in a deglobalizing world.
Global Macroeconomics
December 2025
46 minutes
Luke Gromen: Why Cash Is Trash & Gold Is The New King
RiskReversal Pod
Luke Gromen explains cash’s vulnerabilities, gold’s portfolio role, and macro forces reshaping currency and bonds.
AI
December 2025
72 minutes
Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency
In Good Company with Nicolai Tangen
Bridgewater’s Greg Jensen discusses building the firm’s culture, integrating AI into investment research, and navigating macro regimes.
Global Macroeconomics
December 2025
26 minutes
Mohamed El-Erian: ‘AI Is In a Rational Bubble’
At Barron's
Mohamed El Erian explains why AI looks like a rational bubble, reviews macro risks and the state of the Federal […]
Global Macroeconomics
December 2025
70 minutes
An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg
Thoughtful Money
Doomberg examines AI-driven electricity demand, oil and natural gas outlook, and where investors may find opportunity across energy infrastructure.
Global Macroeconomics
December 2025
59 minutes
Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued
Odd Lots
Jeffrey Gundlach explains why most financial assets look expensive, the outlook for bonds, and positioning for recession risk.
Global Macroeconomics
November 2025
38 minutes
Vibecession, AI Mania & The New Casino Economy with Kyla Scanlon
The David McWilliams Podcast
Kyla Scanlon explores vibecession, AI’s market mania, and America’s shift from a work economy to a casino economy.
Global Macroeconomics
October 2025
34 minutes
Back to School on the Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
UBS Market moves
Jeffrey Gundlach discusses the current market and macro environment, including thoughts around the economic impacts of artificial intelligence, the path […]
Global Macroeconomics
October 2025
58 minutes
Jared Kushner: BrainCo, Affinity Partners, and the Geopolitics of AI
No Priors
Jared Kushner talks about founding Affinity Partners, lessons from public service, and his perspective on global investing opportunities.
Global Macroeconomics
August 2025
84 minutes
The Hundred Year Pivot Ep. 7 – Edward Chancellor
The Grant Williams Podcast
Chancellor discusses the century-long evolution of money and interest rates, the political and societal consequences of ‘mispriced’ money, and whether […]
Global Macroeconomics
August 2025
59 minutes
KKR’s Henry McVey – Regime Change is Here: Think Differently About Asset Allocation | #592
The Meb Faber Show
Henry McVey outlines why a new macro regime is emerging, how it reshapes asset allocation, and where investors can find […]
Global Macroeconomics
July 2025
56 minutes
Ray Dalio: The Risks Are NOT Priced In – Here’s What Happens Next
The Master Investor Podcast
Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the investment […]
Global Macroeconomics
June 2025
28 minutes
Why Recessions Aren’t What They Used to Be
Merryn Talks Money
StoneX’s Vincent Deluard explains why, in a US economy based on intangibles and the seemingly constant stimulus of government spending, […]
Global Macroeconomics
June 2025
147 minutes
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber
Dwarkesh Podcast
Gavekal Dragonomics’ Arthur Kroeber walks through how China achieved high-tech manufacturing dominance and how the US & China can create […]
Global Macroeconomics
June 2025
49 minutes
How Apple Became So Reliant on China & What it Means For Their Future
a16z
Former Microsoft Windows chief Steven Sinofsky shares a thoughtful view on how Apple’s pursuit of design excellence and supply chain […]
Global Macroeconomics
June 2025
136 minutes
#209 Erik Prince & Erik Bethel – The China / Taiwan Conflict
Shawn Ryan Show
Prince and Bethel have an in depth conversation about the situation between China and Taiwan, and the implications for the […]
Global Macroeconomics
June 2025
105 minutes
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
The Meb Faber Show
Whitney Baker explains why the “buy the dip” era may be ending, highlighting global liquidity shifts, policy constraints, and changing […]
Global Macroeconomics
May 2025
56 minutes
How to break a country (and maybe save one), with Rob Johnson
Onward
Rob Johnson reflects on the time he helped break the British pound and Swedish krona alongside George Soros, Stanley Druckenmiller, […]
Global Macroeconomics
May 2025
102 minutes
The Hundred Year Pivot Ep. 2 – Neil Howe
The Grant Williams Podcast
Howe explores the defining characteristics of a Fourth Turning, why America and the rest of the world may already be […]
Global Macroeconomics
May 2025
58 minutes minutes
#58: Peter Atwater On The Great Confidence Divide
Super Investors
Behavioral-finance expert and author of The Confidence Map Peter Atwater explains how confidence (and lack thereof) explains much of what […]
Global Macroeconomics
April 2025
61 minutes minutes
Kenneth Rogoff on Monetary Moves, Fiscal Gambits, and Classical Chess
Conversations with Tyler
Rogoff & Tyler Cowen discuss international economic dynamics, unresolved macro puzzles, the state of chess, and more.
Global Macroeconomics
April 2025
56 minutes minutes
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business
Walker Webcast
Linneman walks through the state of the economy, the impact of President Trump’s tariffs, the decline in the U.S. stock […]
Global Macroeconomics
April 2025
46 minutes minutes
Ep 112: Peter Thiel on DOGE, Tariffs, Building Generational Companies & the Future of Civilization
American Optimist
Thiel covers the state of startups and Venture Capital, the macro landscape, building Palantir & more.
Global Macroeconomics
April 2025
69 minutes minutes
Lyn Alden: Challenge America’s Trade Deficit, Challenge The U.S. Dollar
Monetary Matters
Alden covers the financial and economic impact of tariffs, why U.S. assets may behave like emerging markets, and implications on […]
Global Macroeconomics
March 2025
71 minutes minutes
The Rate Cutting Cycle Just Ended | Jim Bianco on March Fed Meeting, Trump Tariffs, and 4/5/6 Markets
Monetary Matters
Jim Bianco breaks down the March Federal Reserve meeting, explains why he thinks tariffs are unlikely to cause a recession, […]
Global Macroeconomics
March 2025
105 minutes minutes
Howard Lutnick | All-In in DC!
All-In
Commerce Secretary Howard Lutnick walks through his road from business to politics, DOGE, tariffs, global trade, the strategy for a […]
Global Macroeconomics
March 2025
73 minutes minutes
Scott Bessent | All-In in DC!
All-In
U.S. Treasury Secretary Scott Bessent covers his time as a macro investor and then walks through the Trump Administration’s economic […]
Global Macroeconomics
March 2025
70 minutes minutes
Jeffrey Gundlach: Big Picture Outlook
The Insightful Investor
Gundlach covers the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. He also […]
Economics
March 2025
63 minutes minutes
626. Ten Myths About the U.S. Tax System
Freakonomics Radio
Freakonomics separates fact from fiction around U.S. tax policy and the national debt.
Global Macroeconomics
February 2025
29 minutes minutes
Jim Bianco on What a ‘Mar-a-Lago Accord’ Could Mean for the Economy
Odd Lots
Bianco explains the “Mar-a-Lago Accord” – the idea that the Trump administration could achieve its economic aims through a reordering […]
Economics
February 2025
55 minutes minutes
Is Professional Licensing a Racket?
Freakonomics Radio
With licensing now applying to 20% of the U.S. workforce, Rebecca Allensworth calls licensing boards “a thicket of self-dealing and […]
Global Macroeconomics
January 2025
84 minutes minutes
Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds
Monetary Matters
Gave gives an update on China’s bond, equity, and real estate markets and explains how China has come to lead […]
Global Macroeconomics
January 2025
55 minutes minutes
Mohamed El-Erian, President of Queens’ College, University of Cambridge
Walker Webcast
El-Erian discusses the resilience of the US economy, his own investing missteps with Bitcoin, and his advice on portfolio construction […]
Global Macroeconomics
December 2024
60 minutes minutes
Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz
Hidden Forces
Schwartz discusses AI’s potential to create a new growth wave of creative destruction and the possible implications for business, society, […]
Behavioral Finance
November 2024
30 minutes minutes
New Phenomena in Behavioral and Social Investing
Knowledge at Wharton
Matt Levine examines the GameStop and AMC meme stock sagas, highlights the role of behavioral finance in shaping investor actions […]
Global Macroeconomics
November 2024
46 minutes minutes
Why the Fed Risks Losing Control of the Bond Market | Andy Constan
Hidden Forces
Constan explains why he believes the Federal Reserve is at risk of losing the long-end of the bond market, which […]
Global Macroeconomics
November 2024
69 minutes minutes
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Excess Returns
Williams and Hunt discuss how trust, or lack thereof, shapes both political and market narratives and how “number go up” […]
Global Macroeconomics
November 2024
57 minutes minutes
Stan Druckenmiller: Inside the mind of a legendary investor
In Good Company with Nicolai Tangen
Renowned investor Stanley Druckenmiller shares his approach to major trades and offers a unique perspective on today’s market, discussing inflation […]
Global Macroeconomics
November 2024
62 minutes minutes
Scott Bessent – Macro Maven
Capital Allocators
Macro investor (and possible future US Treasury Secretary) Scott Bessent shares lessons from legendary investors like George Soros and Stanley […]
Global Macroeconomics
October 2024
Christopher Kirchhoff on Military Innovation and the Future of War (Ep. 225)
Conversations with Tyler
The founder of the Pentagon’s Silicon Valley office discusses how advancements in drone warfare, hypersonic weapons, and AI are reshaping […]
Global Macroeconomics
October 2024
34 minutes minutes
U.S. vs. China: AI, Robotics & the New Global Arms Race
The Ben & Marc Show
a16z co-founders discuss the competition between the US & China in AI & robotics, China’s rapid ascent in the automotive […]
Global Macroeconomics
September 2024
Our Food Is Killing Us. Regenerative Farming Fixes This. | Joel Salatin
Thoughtful Money
“The most famous farmer in America” talks about issues in our food system why the government and Big Ag oppose […]
Economics
August 2024
51 minutes
Raj Chetty’s Surprising New Insights On How Children Succeed
Capitalisn't
Chetty shares what his latest research says about how and under what circumstances Americans move up the economic ladder.
Global Macroeconomics
August 2024
92 minutes
MacroVoices #440 Louis-Vincent Gave: What Just Happened?
Macro Voices
For the first 60 minutes, Louis-Vincent Gave covers gold prices and emerging markets, China’s long-term energy policy and what this […]
Global Macroeconomics
April 2024
70 minutes
Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit
Resolve Riffs Investment Podcast
Weniger explains the ‘pension wars’ concept & the potential for a domino effect in global equity markets.
Global Macroeconomics
March 2024
73 minutes
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
Forward Guidance
Napier discusses the rise and fall of the age of debt and China’s choice between deflation and devaluation.
Global Macroeconomics
March 2024
64 minutes
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
The Insightful Investor
Haskel is a Portfolio Strategist, Head of Client Service and Editor of Bridgewater’s Daily Observations. He discusses his experience at […]
Global Macroeconomics
March 2024
41 minutes
Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker
American Optimist
Whitney Baker lays out the principles behind macro investing and how credit flows, borrowing cycles, and monetary policy drive global […]
Economics
March 2024
88 minutes
Steven D. Levitt (Freakonomics co-author and University of Chicago Economics Professor)
The Capitalism and Freedom in the Twenty-First Century
Levitt discusses his career, how the Freakonomics media empire got started, and his recent decision to retire from academics.
Global Macroeconomics
March 2024
45 minutes
Michael Green: Broken Markets
The Phil Bak Podcast
Phil Bak & Mike Green talk about the over-emphasis of indexing, passive investment, the reduced reward for conducting fundamental analysis, […]
Global Macroeconomics
January 2024
56 minutes
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Forward Guidance
Professor Harvey shares his thoughts on the bond market, the U.S. economy and Federal Reserve policy.
Markets
January 2024
29 minutes
Five Common Finance Mistakes
All Else Equal: Making Better Decisions
Finance professors Jonathan Berk and Jules van Binsbergen walk through five common mistakes financial professionals make and share some strategies […]
Global Macroeconomics
January 2024
58 minutes
Paul Podolsky: Markets, Geopolitics
Insightful Investor
Former Bridgewater Portfolio Strategist Paul Podolsky shares insights on investment philosophies, markets and geopolitics.
Economics
December 2023
68 minutes
The Facts Are In: Two Parents Are Better Than One
Freakonomics Radio
Economist Melissa Kearney shares takeaways from her book, The Two-Parent Privilege, which looks at implications of the plummeting marriage rates […]
Global Macroeconomics
December 2023
60 minutes
#127 Grant Williams: Get Rid Of Certainty — Be Prepared For A Recession And A Soft Landing
The Julia La Roche Show
Grant Williams talks about all the key macro topics: the US dollar, Japan, inflation, gold, the Fourth Turning and more.
Economics
December 2023
49 minutes
Conversation with Raj Chetty — Driving Upward Economic Mobility
The Prof G Pod
Few people study economic opportunity as much as Raj Chetty. In this episode, Chetty shares how higher education and a […]
Global Macroeconomics
November 2023
32 minutes
Talking About the Bond Bear Market with Daniel Ivascyn (Ep. 57)
Facts vs Feelings
PIMCO CIO Dan Ivascyn shares his thoughts on the current state of the economy, rising yields, the future path of […]
Global Macroeconomics
November 2023
234 minutes
#399 – Jared Kushner: Israel, Palestine, Hamas, Gaza, Iran, and the Middle East
Lex Fridman Podcast
Jared Kushner, former Senior Advisor to President Donald Trump, shares his views on state of geopolitics.
Global Macroeconomics
November 2023
33 minutes
Further Thoughts on Sea Change
The Memo by Howard Marks
Marks discusses his recent note, which follows up on his 2022 note titled “Sea Change.” He argues that the trends […]
Global Macroeconomics
November 2023
62 minutes
What Makes a Great Macro Fund Manager? With Scott Bessent, CEO & Founder of Key Square Capital Management
Money Maze
Former Soros CIO Scott Bessent explains the key ingredients in being a macro manager, lessons from working with legendary investors […]
Global Macroeconomics
November 2023
88 minutes
Mike Green & Bob Elliott: “Hard Landing” In Store For Economy In 2024
Forward Guidance
Mike Green and Bob Elliott share their thoughts on the late cycle slowdown coming throughout the end of 2023 & […]
Global Macroeconomics
October 2023
45 minutes
Peter Thiel: Science, Society, Stagnation
World of DaaS
Peter Thiel goes deep on investing, scientific stagnation, AI, culture, tech start-ups, and more.
Global Macroeconomics
September 2023
47 minutes
Bill Gross on Why There Can’t Be Another Bond King
Odd Lots
Bill Gross discusses the state of the market, why he has ~40% of his portfolio in MLPs, and why he […]
Wealth Management
September 2023
85 minutes
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
Rational Reminder
Ben-David talks all about how innovation in the ETF space affects investor outcomes, the effect of Morningstar ratings on mutual […]
Global Macroeconomics
August 2023
10 minutes
Doomberg: “Our Fragile Energy Economy”
The Great Simplification
Doomberg uses an energy lens to analyze global trends in the economy, and touches on the relationship between geopolitics, debt, […]
Global Macroeconomics
July 2023
58 minutes
James Aitken – Opportunities and Risks from Monetary Policy
Capital Allocators
James Aitken shares his view of the world today given the uncertain set-up from fiscal and monetary policy. He covers […]
Global Macroeconomics
July 2023
35 minutes
What Happens Next in Russia? w/ Marko Papic
Real Vision: Finance & Investing
Papic shares his view on the recent situation in Russia, what the longer term implications are for Vladimir Putin, and […]
Global Macroeconomics
July 2023
63 minutes
GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave
Top Traders Unplugged
Gave pitches his case for emerging markets (particularly in the middle East and Asia), why he believes those expecting a […]
Global Macroeconomics
July 2023
58 minutes
Bridgewater’s Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Odd Lots
Jensen shares his view on inflation expectations, what he missed in the past 6-12 months, and the impact of AI […]
Global Macroeconomics
July 2023
40 minutes
James Montier Explains Why Corporate Profits Keep Going Up
Odd Lots
Montier discusses his recent paper, which explains what he got wrong back in 2012 when he predicted corporate profit margins would […]
Global Macroeconomics
June 2023
42 minutes
Jim Grant Sees an Era of Higher Rates That Could Last For Years
Odd Lots
Grant shares why he believes we’re at the beginning of a longer-term trend of higher rates that could last decades and why investors […]
Global Macroeconomics
May 2023
68 minutes
Jim Chanos & Bethany McLean
The Meb Faber Show
Jim Chanos & Bethany McLean on discuss lessons from Enron, the history of financial fraud, and takeaways from the recent […]
Global Macroeconomics
April 2023
54 minutes
Doomberg: Provocative Not Polarizing
The Phil Bak Podcast
Phil Bak speaks with Doomberg about entrepreneurship, content creation, and the secret to their writing process.
Global Macroeconomics
April 2023
77 minutes
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
Forward Guidance
Peter Stella, Former Head of the IMF Central Banking Division, discusses the inner workings of the Fed, changes in the […]
Global Macroeconomics
March 2023
48 minutes
SPECIAL: The Banking Crisis with Edward Chancellor
The HC Commodities Podcast
Financial historian Edward Chancellor discusses the banking crisis and the common thread across the financial stresses around the world: rising interest […]
Global Macroeconomics
March 2023
39 minutes
American Optimism with Joe Lonsdale
Raising Health
Serial entrepreneur & investor Joe Lonsdale shares what led him to become a co-founder of Palantir & Addepar, what factors […]
Global Macroeconomics
March 2023
39 minutes
The Rewind: Calling The Market
The Memo by Howard Marks
Howard Marks touches on the difference between price and value, commonalities he’s seen with turns in the market, and how […]
Global Macroeconomics
March 2023
71 minutes
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1)
Capital Allocators
Former head of Farallon Capital Management & 2020 Presidential candidate Tom Steyer talks about his new venture, Galvanize Climate Solutions, […]
Global Macroeconomics
March 2023
66 minutes
ReSolve Riffs with Jeremy Schwartz on Inflation, Fed Policy & Factor Positioning for the Current Environment
Resolve Riffs Investment Podcast
WisdomTree’s Jeremy Schwartz talks with Adam Butler about inflation, Fed policy, factor positioning for the current environment, and more.
Global Macroeconomics
January 2023
35 minutes
Shattering Immigration Myths: Data Beyond Borders
Capitalisn't
This episode looks at what the data says on how decades of immigration policy have shaped the United States over time, […]
Global Macroeconomics
January 2023
48 minutes
Macro Is Back With A Vengeance | Steve Drobny
The Macro Trading Floor
Clocktower Group CEO Steve Drobny shares why he believes the macro landscape today differs from the past twelve years, what […]
Global Macroeconomics
January 2023
78 minutes
The Kyle Bass Interviews – If We Don’t Get it Right, the Consequences are Dire
Real Vision: Finance & Investing
In an older episode from May 2022, Kyle Bass speaks with his friend, Wil VanLoh, CEO of Quantum Energy Partners, […]
Global Macroeconomics
December 2022
48 minutes
Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy
Renowned macro investor Felix Zulauf shares his 2023 market outlook. He shares why he believes there will be recessions in Europe […]
Global Macroeconomics
December 2022
78 minutes
Escape Velocity with Lacy Hunt
Hugh Hendry & Lacy Hunt have a deep conversation on monetary policy, the inner workings of the financial system, and their outlook […]
Global Macroeconomics
December 2022
27 minutes
Messi economics
Planet Money shares how a devastating economic crisis in Argentina shaped Messi’s path. It’s a story involving economic collapse, immigration, […]
Global Macroeconomics
October 2022
64 minutes
Devon Zuegel on Inflation, Argentina, and Crypto
EconTalk
Zuegel expands on her recent article, touching on how Argentinians are living with 100%+ annual inflation, how society has evolved to function […]
Global Macroeconomics
October 2022
53 minutes
Chris Miller
Behind the Markets Podcast
Miller is an economic historian and author of the new book, Chip War: The Fight for the World’s Most Critical Technology. He […]
Global Macroeconomics
August 2022
70 minutes
Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438
The Meb Faber Show
Arnott & Harvey share why they don’t think inflation has peaked, why the Fed isn’t equipped to curb inflation, and […]
Global Macroeconomics
July 2022
56 minutes
Interview with Founder and CEO Louis-Vincent Gave, Gavekal
China of Tomorrow
Gave discusses the ‘weaponization of everything,’ why he doesn’t think China invades Taiwan, and other thoughts on the global markets […]
Global Macroeconomics
July 2022
47 minutes
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game
Capital Allocators
EM-focused hedge fund manager Rob Citrone shares his perspective for global markets and lessons learned from working under greats like […]
Global Macroeconomics
June 2022
78 minutes
Brace Yourself for Dramatic Market Moves ft. Peter Atwater
Top Traders Unplugged
William & Mary professor Peter Atwater discusses socioeconomics, the relationship between interest rates and confidence in the Fed, and how social mood […]
Global Macroeconomics
June 2022
67 minutes
Sohn 2022 | John Collison in conversation with Stanley Druckenmiller
Sohn Conference Foundation
Stan Druckenmiller and John Collison (co-founder of Stripe) talk about the markets, the economy, and his investment philosophy. From The Episode:“As […]
Global Macroeconomics
June 2022
50 minutes
Karen Karniol-Tambour, Co-Chief Investment Officer for Sustainability at Bridgewater, the $160 Billion Hedge Fund, on Today’s Economic Landscape
Money Maze
Karniol-Tambour touches on inflation protection & commodities, country diversification, and a systematic and fundamental approach to sustainable investing. From The Episode:“To […]
Global Macroeconomics
May 2022
55 minutes
Bridgewater’s Greg Jensen on Why Markets Have Further to Fall
Odd Lots
Jensen shares his thoughts on inflation, Fed policy, and why he believes markets prices are still too optimistic given the […]
Global Macroeconomics
May 2022
36 minutes
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Capital Allocators
Drobny is the Founder and Managing Partner of Clocktower Group, an alternative asset management platform. He discusses: • Why global macro […]
Global Macroeconomics
May 2022
48 minutes
Jim Grant: ‘Rising Interest Rates Are the Kryptonite of Financial Assets’
The Long View
Jim Grant is the founder and editor of Grant’s Interest Rate Observer. He discusses: • Inflation, interest rates, and bonds• […]
Global Macroeconomics
May 2022
45 minutes
Louis-Vincent Gave: Macro Consequences of Government Sanctions
Capital Allocators
Gave is the Founding Partner and CEO of GaveKal, an independent provider of macro research, and GaveKal Capital, which manages $2.7 […]
Global Macroeconomics
May 2022
53 minutes
Jim Rogers on Commodities
Behind the Markets Podcast
Jim Rogers is a long-time commodity investor and creator of the Rogers International Commodities Index (interview begins at 7:00). He […]
Global Macroeconomics
April 2022
38 minutes
#277 — How Does the War in Ukraine End?
Ian Bremmer touches on Ukraine war trajectory, sanctions impact, and Europe’s push to reduce energy dependence.
Global Macroeconomics
March 2022
73 minutes
#876 The Truth Behind The Russia vs. Ukraine War w/ Peter Zeihan
Peter Zeihan discusses the geopolitical implications of Russia’s invasion of Ukraine, how sanctions and military realities shift global power, and […]
Global Macroeconomics
March 2022
79 minutes
Luke Gromen — FULL EPISODE
Luke Gromen discusses the dollar’s role in global finance, how sanctions exposed system weaknesses, and what that means for commodities, […]
Global Macroeconomics
March 2022
42 minutes
James Aitken – Market Implications of the Situation in Ukraine
James Aitken discusses market implications of the Ukraine invasion, energy markets, and shifting investor risk tolerance.
Global Macroeconomics
March 2022
49 minutes
Energy Transition & Geopolitics with Daniel Yergin
Daniel Yergin discusses the energy transition, shifting geopolitics around peak demand, and how global energy policy reshapes economic power.
Global Macroeconomics
February 2022
52 minutes
Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
Mohamed El-Erian discusses monetary tightening risks, Federal Reserve policy missteps, and how deglobalization and excess liquidity are reshaping global asset […]
Global Macroeconomics
January 2022
104 minutes
TIP410: The Changing World Order W/ Ray Dalio
Ray Dalio discusses shifting global power dynamics, the macro effects of low interest rates, and how Bridgewater’s principles shaped his […]
Global Macroeconomics
December 2021
65 minutes
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
Jesse Felder discusses inflation versus deflation risks, commodity cycles, and why he believes investors may be underestimating a potential shift […]
Global Macroeconomics
December 2021
78 minutes
TTU117: Strategic Risk Management ft. Cam Harvey & Rob Carver
Campbell Harvey and Rob Carver discuss protecting portfolios from large losses, navigating market crises, and the global outlook for investors.
Global Macroeconomics
December 2021
56 minutes
Dan Egan: Noisy Successes and Silent Failures
Betterment’s Dan Egan discusses behavioral biases in investing, how technology shapes investor decisions, and practical ways to improve financial decision-making.
Global Macroeconomics
November 2021
58 minutes
TIP396: China and the Macro Impact w/ Kyle Bass
Hayman Capital’s Kyle Bass discusses shorting the 2008 housing bubble, risks within China’s financial system, and geopolitical implications for global […]
Global Macroeconomics
October 2021
44 minutes
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Goldman Sachs’ Jeff Currie discusses the drivers behind surging commodity prices, supply constraints, and why further upside may lie ahead.
Global Macroeconomics
September 2021
40 minutes
Ray Dalio on Changing World Order: Current Economic & Geopolitical Challenges
Bridgewater’s Ray Dalio discusses the changing world order, big debt cycles and geopolitics, and structural challenges facing modern capitalism.
Global Macroeconomics
September 2021
72 minutes
Our inescapable experiences
Ulrike Malmendier discusses how personal experiences shape economic decisions, influence views on inflation and investing, and affect how policymakers form […]
Global Macroeconomics
August 2021
43 minutes
Mitu Gulati and Ugo Panizza on Haiti’s Odious Post-Colonial Debt
Mitu Gulati and Ugo Panizza discuss Haiti’s post colonial debt, how odious debt works, and why historical financial agreements still […]
Global Macroeconomics
August 2021
80 minutes
TIP370: Inflation Masterclass w/ Cullen Roche
Cullen Roche discusses how inflation actually works, why money supply alone doesn’t explain it, and how fiscal policy shapes inflation […]
Global Macroeconomics
August 2021
70 minutes
Michael Munger on Free Markets
Michael Munger discusses what free markets really mean, where they work well, and when government intervention can still make sense.
Global Macroeconomics
July 2021
9 minutes
Shrinkflation: Inflation’s Sneaky Cousin
The Indicator team explains shrinkflation, how inflation shows up through smaller product sizes, and why consumers often miss these subtle […]
Global Macroeconomics
July 2021
56 minutes
The Labor Episode: How the Omni Hotel Chain Is Dealing With Hiring Right Now
The Omni Hotels CFO discusses labor shortages, rehiring challenges after pandemic layoffs, and which workforce trends may persist versus fade.
Global Macroeconomics
July 2021
57 minutes
#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
Kiril Sokoloff discusses cutting through noise in macro research, identifying major structural trends, and how reshoring and the green transition […]
Global Macroeconomics
June 2021
23 minutes
Used Car Talk
Planet Money discusses how supply and demand imbalances stalled the used car industry and distorted pricing dynamics.
Global Macroeconomics
May 2021
25 minutes
How To Fix Credentialism and The Student Debt Crisis with Todd Zywicki
Todd Zywicki discusses rising college costs, flaws in student loan policy, and how credentialism distorts incentives in higher education.
Global Macroeconomics
May 2021
63 minutes
Fourth Turning Update: The Pandemic’s Impact on Demographics, the Economy, and Society
Neil Howe discusses demographic inflection points, generational impacts of the Fourth Turning, and implications for housing, migration and political polarization.
Global Macroeconomics
May 2021
40 minutes
Jim Rogers: Identifying Opportunities While Markets Are Up to A Fever Pitch
Jim Rogers discusses parallels to past market excesses, the importance of independent thinking, and China’s potential as a future growth […]
Global Macroeconomics
April 2021
79 minutes
Jesse Livermore — What Now?
Jesse Livermore discusses MMT and asset valuations, Bitcoin bull and bear cases, and contrasting transactional versus intrinsic valuation frameworks.
Global Macroeconomics
April 2021
60 minutes
Why the Price of Lumber Has Soared Day After Day After Day
Stinson Dean discusses the surge in lumber prices, structural quirks of the lumber market, and supply-demand imbalances driving volatility.
Global Macroeconomics
April 2021
87 minutes
491: Ray Dalio | The Changing World Order
Ray Dalio discusses historical debt and empire cycles, the shifting global order between the West and China, and lessons from […]
Global Macroeconomics
April 2021
75 minutes
Tyler Cowen on the Pandemic, Revisited
Tyler Cowen discusses pandemic lessons, revisiting his early predictions, and how policymakers and markets might better prepare next time.
Global Macroeconomics
February 2021
105 minutes
Mike Green: The Fourth Turning and Reimagining the American Dream
Mike Green discusses central bank distortions, political incentives and inequality, and philosophical frameworks for restructuring capitalism and monetary policy.
Global Macroeconomics
February 2021
65 minutes
#40: Grant Williams On Focusing On What’s Important
Grant Williams discusses curating financial wisdom, lessons from interviewing top investors, and reshaping RealVision’s focus and mission.
Global Macroeconomics
January 2021
41 minutes
20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
Howard Marks and Bill Gurley discuss investing through cycles, sustained low interest rates, and the shifting landscape of public and […]
Global Macroeconomics
December 2020
73 minutes
The Investment Portfolio that Grows and Preserves Wealth for 100 Years (w/ Jason Buck & Chris Cole)
Chris Cole discusses volatility strategies, critiques the traditional 60/40 portfolio, and outlines his “dragon portfolio” for navigating inflationary and deflationary […]
Global Macroeconomics
December 2020
35 minutes
Geopolitical Alpha: A Framework for Investors
Marko Papic discusses his constraints-based geopolitical framework, U.S. politics and US-China relations, and shifting dynamics across Europe and the Middle […]
Global Macroeconomics
November 2020
50 minutes
S9 E5 James Grant, Founder – Grant’s Interest Rate Observer
James Grant discusses paradoxical market conditions, central banking and interest rates, and lessons from Walter Bagehot for modern monetary policy.
Global Macroeconomics
November 2020
74 minutes
Jeffrey Gundlach — Waiting for the Next Big Trade
Jeffrey Gundlach discusses multi-asset macro positioning, managing risk in late-cycle markets, and his outlook on the dollar, bitcoin and insolvency […]
Global Macroeconomics
November 2020
94 minutes
Steven Levitt on Freakonomics and the State of Economics
Steven Levitt reflects on Freakonomics’ unexpected impact, the controversies it sparked, and how incentives shape his approach to economic puzzles.
Global Macroeconomics
October 2020
91 minutes
MacroVoices #242 Stephanie Kelton on Modern Monetary Theory
Stephanie Kelton discusses Modern Monetary Theory, central bank money creation, and how governments can finance spending without relying on taxes […]
Global Macroeconomics
October 2020
88 minutes
Ray Dalio on the Decline of Real Interest Rates
Ray Dalio discusses his economic framework, principles for investing and decision-making, and lessons from building Bridgewater into the world’s largest […]
Global Macroeconomics
September 2020
37 minutes
NYC Taxi Medallions’ steep fare
The Indicator explores the rise and collapse of NYC taxi medallions, reckless lending practices, and the financial fallout for drivers […]
Global Macroeconomics
September 2020
38 minutes
How Traders Used Google Searches To See The Economic Recovery In Real Time
Ben Breitholtz discusses alternative data’s rise, using Google search trends to track the recovery, and identifying leading economic sectors.
Global Macroeconomics
August 2020
96 minutes
Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth
Lyn Alden, Luke Gromen and Jeff Booth discuss dollar liquidity risks, reserve currency dynamics, expanding monetary policy and Bitcoin’s role […]
Global Macroeconomics
August 2020
69 minutes
GM07: The father of the Yield-Curve indicator ft. Campbell Harvey
Professor Campbell Harvey discusses the yield curve’s recession signals, crypto and blockchain innovation, and lessons from decades of academic finance […]
Global Macroeconomics
July 2020
63 minutes
Dan Egan: Market Shrink
Dan Egan discusses investor behavior in practice, the role of nudging versus manipulation, and applying behavioral insights to portfolio construction.
Global Macroeconomics
May 2020
96 minutes
294: Cullen Roche Explains The Ultimate Breakdown Of The Federal Reserve
Cullen Roche discusses how the Fed actually operates, inflation versus deflation risks, and the market implications of QE, Bitcoin, and […]
Global Macroeconomics
April 2020
50 minutes
Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
Jim Leitner discusses navigating macro across asset classes, the path of the dollar and China, and central bank policy risks.
Global Macroeconomics
December 2019
49 minutes
How Online Dating Is Reshaping the Entire Economy
Dan McMurtrie discusses online dating’s economic impact, shifts in family formation, and broader implications for demographics and commerce.
Global Macroeconomics
November 2019
55 minutes
Kyle Bass | The Present Danger: America, China, and the Second Cold War
Kyle Bass discusses China’s geopolitical ambitions, risks within U.S. capital markets, and vulnerabilities in Hong Kong’s currency peg and banking […]
Global Macroeconomics
October 2019
25 minutes
The Yield Curve Indicator
Campbell Harvey discusses the inverted yield curve as a recession signal, its historical accuracy, and how changing behavior can amplify […]
Global Macroeconomics
September 2019
54 minutes
Mastering the Four Pillars of Investor Psychology for Better Decision-Making
Daniel Crosby discusses the four pillars of investor psychology, behavioral biases that derail decision-making, and practical frameworks for improving outcomes.
Global Macroeconomics
August 2019
37 minutes
What Negative Interest Rates Mean for the World
Viktor Shvets discusses rising negative-yielding debt, the erosion of money’s time value, and implications for capitalism and Modern Monetary Theory.
Global Macroeconomics
August 2019
35 minutes
How Science Fiction Explains the U.S.-China Trade War
Laban Yu discusses US-China tech tensions, historical and sci-fi parallels to technological suppression, and implications for economic development.
Global Macroeconomics
June 2019
82 minutes
Andrew McAfee on the future of our economy
Andrew McAfee discusses technology’s impact on economic growth, labor markets and inequality, and why the future economy is both promising […]
Global Macroeconomics
February 2019
71 minutes
Vanguard’s Joe Davis Discusses Global Economics
Joseph H. Davis discusses global macroeconomic outlooks, Vanguard’s investment strategy framework, and managing fixed income portfolios in uncertain environments.
Global Macroeconomics
November 2018
54 minutes
Ray Dalio Discusses Major Financial Crises
Ray Dalio discusses global macro investing, understanding debt cycles, and the principles guiding decision-making at Bridgewater.
Global Macroeconomics
November 2018
70 minutes
Michael Munger on Sharing, Transaction Costs, and Tomorrow 3.0
Michael Munger discusses lowering transaction costs through technology, the economics of Uber and Airbnb, and the future expansion of the […]
Global Macroeconomics
September 2018
54 minutes
Behind The Markets Podcast: Special w/ James Bullard of the Federal Reserve
James Bullard discusses interest rate hikes, monetary policy strategy, and his outlook on the labor market and broader economy.
Global Macroeconomics
September 2018
53 minutes
Behind The Markets Podcast: Leonard Nakamura
Leonard Nakamura discusses excess production, the economics of education and healthcare, and how human capital shapes long-term economic growth.
Global Macroeconomics
August 2018
87 minutes
William Janeway on What’s Needed for the Innovation Economy
William Janeway discusses government’s role in seeding breakthrough technologies, the interplay between markets speculators and the state, and innovation-driven capitalism.