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, […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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.

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