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..

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join..

The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy,..

Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade. This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields..

Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets. Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a..

Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next. This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking..

Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention. This week, we're joined by Jared Dillian, editor of The Daily Dirtnap and..

AI’s leverage-fueled boom is colliding with a Fed determined to tighten conditions without touching short-term rates. This week, we dig into the Situational Awareness liquidation, the Fed meeting, and whether markets have reached..

AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to..

The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We..