Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors have relied on for decades. This week, we break down the latest Fed meeting..

AI may be the most powerful economic force since the internet, but its true impact remains deeply uncertain. Steve Hou, Senior Quant Researcher at Bloomberg and a macroeconomist by training, joins us..

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the..

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice..

Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how..

AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks? We speak with Jan Szilagyi, CEO of Reflexivity and former global macro..

Markets are sending mixed signals with geopolitics, inflation, and positioning all pointing in different directions, raising concerns about whether this rally is real or just a temporary squeeze before the next leg..

A war few expected to last this long is exposing how fragile global systems really are, raising a deeper question about whether we're witnessing a temporary disruption or the end of a..

AI is much more than another tech cycle. It’s a structural break that’s rewriting how economies function, how markets price assets, and how humans create value. We sit down with Jordi Visser of..

Markets appear frozen, but under the surface, positioning shifts and macro pressures suggest something far more unstable is unfolding. We’re back with the trio dissecting market structure, geopolitical risks, and the growing disconnect..

Policy may be reacting to the wrong signals, as powerful structural forces quietly reshape inflation and the economy beneath the surface. In this episode live from the Digital Asset Summit, we sit down..

Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investors are prepared for. Felix and Quinn sit down with Joseph Wang..