This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe..

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs,..

CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism, neutral..

We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore..

Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates..

This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on..

This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real..

Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second..

This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the..

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all..

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure..

In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually..