In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement..

Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today. This week, we discuss how policy intervention, systematic flows, and AI-driven capital..

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins..

While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion. David Cervantes of Pinebrook Capital joins to explain how AI spending is reshaping..

This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be..

This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion..

Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control. This week, we unpack the AI-driven melt-up in equities, the hidden stress..

AI is holding up the economy, but the foundation underneath is getting harder to read. Neil Dutta of Renaissance Macro joins Forward Guidance to unpack why inflation, labor, and AI capex are reshaping..

Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asset prices and the economic reality facing most people. This week, we break..

Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint. Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind..

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..