Is the AI trade officially dead and where can investors hide while we wait and see? This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape..

Is the AI trade busting or is the market just catching its breath? This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing..

The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading..

Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil..

Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven..

Is the AI trade now the only thing standing between the economy and a slowdown? This week, we unpack why bonds are rallying through scalding inflation data and what that says about..

Are onchain markets about to become the default way the world trades? This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence..

Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening..

The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would..

What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support,..

Historically low volatility may be masking a meaningful shift in market risk and the AI trade. This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock..

Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing..