Best Alex Pal Podcasts (2024)

1
Why The Fed Shouldn’t Cut Rates | Eric Wallerstein 57:51

2h ago57:51

57:51

In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Ya…

1
NVIDIA Passing The Baton From Growth To Value | Weekly Roundup 1:07:00

3d ago1:07:00

1:07:00

This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc92…

1
The world after the West: Lynn Kuok on south-east Asia 38:32

1h ago38:32

38:32

South-east Asia is a culturally and geographically diverse region, notable for its proximity and economic ties to China. Though the political structure of the region’s 11 countries varies from democracy to autocracy, many cooperate through organisations such as the Association of Southeast Asian Nations (ASEAN), the Comprehensive and Progressive Ag…

1
Who We Are Right Now: The Benefits of Making New Friends and Starting Over with Leannda Shearer 59:02

1h ago59:02

59:02

There’s no better way to test your friendship skills than to move to a new city, and today’s guest, Leannda Shearer, has moved to a new city not once or twice but eight different times! So, at this point, you could say she’s an expert at building a support system. With each new move, she’s learned that it takes not just the right skillset but also …

1
The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell 1:01:28

29m ago1:01:28

1:01:28

In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael…

1
The Fed Put Is In & Global Easing Has Begun | Weekly Roundup 1:03:54

13m ago1:03:54

1:03:54

This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https…

1
The World after the West: Alex Velez-Green on the United States 32:41

7d ago32:41

32:41

In American foreign policy debates, prioritisers argue that the US should focus on deterring Chinese expansion, consequently shifting its resources away from Europe and towards the Indo-Pacific. But questions are also emerging about the US presence in the Middle East, as well as the country’s commitment to NATO – which the looming election has thro…

1
How to Not Live Vicariously Anymore with Christine Hetzel 48:53

2h ago48:53

48:53

Sometimes, when our social lives feel lacking, we find ourselves living vicariously through others and wondering: how come they’re all living their lives and I’m not? This is the experience today’s guest, Christine Hetzel, found herself in during a kind of quarter-life crisis. To turn her friendship situation around, she took the initiative and beg…

1
Generating Alpha In Macro | Capital Flows 54:42

3h ago54:42

54:42

In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital…

1
Has The Dust Settled? | Weekly Roundup 56:09

6m ago56:09

56:09

This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-…

1
The world after the West: Rana Mitter on China 34:22

2h ago34:22

34:22

In recent years, China has overtaken the United States as the largest trading partner of the Association for Southeast Asian Nations (ASEAN). Not only has Beijing played a bigger role in the region’s economic order, it is also taking the lead in creating new institutions in Asia. China is known for BRICS or its eponymous Shanghai Cooperation Organi…

1
How to Stop Dreading Parties and Take Charge of Your Guest Experience 27:48

2h ago27:48

27:48

If you’re somebody who dreads going to a party, then this episode is for you. Sometimes the couch feels more appealing than going out into the world and socializing, and I get it. Attending a gathering takes energy. Sometimes it feels awkward. But gatherings can also make us feel inspired and supported and invigorated. Today I offer an approach tha…

1
The Mystery Behind The Stock Market Sell-Off | Alex Campbell 49:59

23h ago49:59

49:59

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…

1
Recession vs Rebound Debate | Weekly Roundup 1:13:59

3d ago1:13:59

1:13:59

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…

1
East meets West in Ankara: Inside the prisoner swap with Russia 30:34

19d ago30:34

30:34

The prisoner exchange between the West and Russia last week was the largest swap since the end of the cold war. At Turkey’s Ankara airport, Russia and Belarus released 16 detainees, while the United States, Poland, Germany, Slovenia, and Norway released 8. In this week’s Europe in 30 Minutes special episode, deputy director of ECFR Vessela Tchernev…

1
Dear Men: Stop Living on Autopilot and Strengthen Your Social Circle with Antonio Neves 56:25

15d ago56:25

56:25

Do you know men who don’t have close friends? It’s a common problem (one that I cover in Episode 31 and Episode 32 of this podcast) with major implications. Poor social and mental health in men is connected with all kinds of other issues ranging from suicide and depression to gun violence. Joining me to talk about this issue is Antonio Neves, a lea…

1
GC & Ric host, Francis Ngannou’s return for PFL PPV, UFC 305 look ahead, OTN 2:22:12

22d ago2:22:12

2:22:12

With Ariel Helwani at the Olympics around (5:07), Eric Jackman and Conner Burks discuss the return of Francis Ngannou and Cris Cyborg on the PFL pay-per-view and what kind of impact it will have. In the latest On The Nose around (25:06), they discuss skateboarding, McGregor vs. Chandler, fishing, UFC 307, UFC Vegas 95, Tony Ferguson vs. Nick Diaz, …

1
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm 46:01

27d ago46:01

46:01

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…

1
UFC Abu Dhabi and Crawford vs. Madrimov post-fight show, Topuria vs. Holloway announced, weekend recap, more 1:19:14

8d ago1:19:14

1:19:14

Ariel, GC and NewYorkRic recap a busy weekend in combat sports, featuring UFC Abu Dhabi and Crawford vs. Madrimov. Then they discuss what’s next for the big winners, including Umar Nurmagomedov, Deiveson Figueiredo and Terence Crawford. Next they react to the announcements for UFC 308 in Abu Dhabi, headlined by Ilia Topuria vs. Max Holloway. Finall…

1
Why Are Markets Unwinding? | Weekly Roundup 48:06

11d ago48:06

48:06

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…

1
The world after the West: Matias Spektor on Brazil 36:00

11d ago36:00

36:00

Brazil is a middle-power powerhouse. The largest and most populous country in Latin America, this founding member of BRICS+ wields strong cultural, economic, and diplomatic influence among other middle powers and beyond. No assessment of non-Western powers would be complete without a trip to Brazil. In this episode of our special Re:Order series, M…

1
The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan 43:17

12d ago43:17

43:17

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter…

1
Want a Couch Friend? You Need to Be a Couch Friend 42:13

21d ago42:13

42:13

Today I talk about two friendship terms I’ve been hearing more about lately: the “couch friend” and the “errand friend.” Lots of people want these kinds of friendships because they’re supposed to be easy. You do life’s responsibilities together or you do absolutely nothing together – no planning or panic cleaning required. But how do you find these…

1
GC & Ric host, Aljamain Sterling joins, UFC Abu Dhabi and PFL Playoffs preview, OTN, betting 3:00:04

22d ago3:00:04

3:00:04

Aljamain Sterling around (5:52) discusses his Karate Combat debut, the new MMA rules, a birthday social post by Movsar Evloev, Evloev’s popularity around (49:09), what’s at stake for the fight at UFC 307, the UFC Abu Dhabi main event, the first staredown between Merab Dvalishvili and Sean O’Malley, Jake Paul vs. Alex Pereira, Muhammad Mokaev’s issu…

1
UFC 304 post-fight show, Noche UFC card reaction, weekend recap, more 1:31:47

29d ago1:31:47

1:31:47

Ariel kicks things off with a recap of his time so far in Paris for the Olympics. Then GC and NewYorkRic join to react to UFC 304, an early morning in Manchester that featured big wins by Tom Aspinall, Belal Muhammad and Paddy Pimblett, as well as the bizarre situation with Muhammad Mokaev. The trio also discusses the title fights announced for Noc…

1
Is It Time To Be Bullish? | Weekly Roundup 1:02:15

25d ago1:02:15

1:02:15

This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow F…

1
China’s new ideas: People, power, progress 44:33

19d ago44:33

44:33

Following two years of research, ECFR has released its new book, “The Idea of China: Chinese Thinkers on Power, Progress, and People”. Whether demography, AI, feminism, or green transition philosophies, “The Idea of China” seeks to enhance Western understanding of the current discourses and debates within China. After all, a Chinese perspective on …

1
Realizing It’s Just Not the Same Anymore With Sarah Marie Paige 39:31

1M ago39:31

39:31

Have you ever gone back to an old friend, only to realize it’s not the same as it was? This is the experience of today’s guest, Sarah Marie Paige, who in this episode shares about her amazing high school friend group – a group she assumed she’d be able to re-enter without a hitch post law school. Instead, she learned they couldn’t actually pick up …

1
GC & Ric Takeover! UFC 304 preview, OTN, Parlay Pals 3:08:35

1M ago3:08:35

3:08:35

With Ariel Helwani in Paris for the Olympics, Eric Jackman and Conner Burks host the show. After kicking it off, Ariel around (5:06) calls in to discuss the Olympics and UFC 304. They chat about Belal Muhammad’s recent comments and Leon Edwards’ viral soccer clip. GC and Eric then around (38:43) take a closer look at UFC 304, discussing what’s next…

1
The Rise Of Fiscal Dominance | Lyn Alden 48:52

20d ago48:52

48:52

In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.co…

1
Terence Crawford, Kayla Harrison, Arnold Allen, Oban Elliott, Jake Paul vs. Alex Pereira?, weekend recap 3:32:57

1M ago3:32:57

3:32:57

Ariel Helwani around (17:28) discusses the Paul vs. Perry fight week, the performances by Jake Paul and. Mike Perry, a possible Paul vs. Alex Pereira fight, the aftermath between Paul, Perry, and McGregor, what’s next for Paul and Perry, and more. Arnold Allen around (1:00:47) discusses his upcoming UFC 304 fight against Giga Chikadze, how he has a…

1
The Stock Market & Crypto Are Turning | Weekly Roundup 1:06:13

2M ago1:06:13

1:06:13

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.co…

1
The world after the West: Pramit Pal Chaudhuri on India 42:43

1M ago42:43

42:43

As a founding member of BRICS and a member of the Shanghai Cooperation Organisation, India is a leading middle power. With its strategic geographic and economic position, and historical associations with the nonaligned movement, India cannot be ignored when discussing the world’s rapidly shifting global order. In this episode of ‘The world after th…

1
Spring Cleaning Friendships Through Life’s Transitions with Emily Rogers 48:56

1M ago48:56

48:56

There are some friendships we just need to let go of. In some instances, this means letting go of an aspect of a friendship. In others, this actually means letting go of an entire friendship. Today’s guest is Emily Rogers, a transition and leadership coach and the host of the Leap to Lead podcast (which I was recently a guest on; link in the show n…

1
Zhilei Zhang in studio, Jasmine Jasudavicius, Burt Watson, Jared Anderson, OTN, weekend preview 4:13:35

1M ago4:13:35

4:13:35

In the latest On the Nose around (10:46), Ariel Helwani discusses the MLB All-Star Game uniforms, Dustin Poirier’s next fight, UFC 306 fights, Mysterious Frank and his audio clips, Ariel’s past Olympics trip, Jasmine Jasudavicius around (34:15) discusses her recent UFC Denver win, fighting a prospect, her post-fight interview, who she wants next, t…

1
A Soft Landing Is Unrealistic | Andy Constan 38:01

1M ago38:01

38:01

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy! -- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Ma…

1
Tom Aspinall, Rose Namajunas, Julianna Peña and Skye Nicolson in studio, updates on the Sphere card and Conor McGregor's future 4:07:51

1M ago4:07:51

4:07:51

Ariel Helwani around (1:02) reacts to the news of Nate Diaz’s lawsuit against Fanmio, and the possible UFC 306 leak during one of the international UFC Denver broadcasts. He gives the latest on this anticipated UFC Noche fight card. Skye Nicolson around (29:33) discusses her recent performance against Dayana Vargast this past weekend, weigh-ins, he…

1
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup 59:21

1M ago59:21

59:21

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps an…

1
NATO at 75: The future of European defence 32:36

1M ago32:36

32:36

The 75th NATO summit has begun. Taking place in Washington, this year the conference welcomes new member country, Sweden, with talks focusing on how NATO allies can continue to defend Ukraine from Russian attacks. But, with a presidential election looming in November, it is unclear what the United States’ future position on NATO will be – and, if t…

1
How to Embody Main Character Energy in Friendship 30:00

1M ago30:00

30:00

Have you ever met someone truly magnetic? They walk into the room, and suddenly, the energy shifts. People are drawn to them. Some might argue that this is just the way some people were born. They inherited some gene that the rest of us didn’t. But I believe magnetic individuals are just people who are doing the thing, putting themselves out there …

1
Dustin Poirier in studio, Rose Namajunas, Michael "Venom" Page, Brendan Loughnane, Amanda Serrano, OTN 4:06:23

1M ago4:06:23

4:06:23

Rose Namajunas around (5:34)discusses her upcoming UFC Denver main event, facing Tracy Cortez than instead of Maycee Barber, getting Miranda Moverick’s opponent, what’s next if she wins, beekeeping, the local dog park, her motivation, and more. Michael Page around (27:16) discusses his UFC 303 performance against Ian Machado Garry, England’s perfor…

1
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

1M ago57:18

57:18

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dile…

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