Best Lets Talk Macro The Podcasts (2024)

1
Navigating Change and Life Transitions (Part 2) 9:32

4h ago9:32

9:32

Welcome back to the second part of my series on life transitions! In this episode, I dive deeper into how to navigate these challenging periods with an open mindset. As I await the arrival of my baby, I'm sharing insights on using transitions as opportunities for growth and renewal. We’ll explore the difficulties that come with change, strategies t…

1
Feeling It Without Being It 21:14

1h ago21:14

21:14

So, it's time for another feelings episode on The Transforming Anxiety Podcast BUT! This week we're going to explore how we can feel things without having those feelings ooze into our words and actions... Have you ever totally lost your mind with your kid because you were feeling impatient? Or slammed a door out of frustration at work because you…

1
The Grant Williams Podcast: Shifts Happen - Episode Eight FULL EPISODE 54:33

14m ago54:33

54:33

In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his predictions suggest that their industry may become obsolete. We also discuss the possibility that policymakers eit…

1
The End Game Ep. 51 - Cem Karsan PREVIEW 12:50

3h ago12:50

12:50

In this episode of The End Game, Bill and Grant are joined by returning guest, Cem Karsan, founder of Kai Volatility, for a mind-bending conversation about the importance and influence of structural flows passive investing and structured products. Cem explains that the market is currently being supported by these structural flows, which have kept t…

1
Pregnancy Q&A: Personal Insights, the Struggles, Gender Reveal, Baby Moon and More! (Part 3) 25:33

12h ago25:33

25:33

Welcome to the final episode of my three-part pregnancy Q&A series! In this special episode of Embrace Your Real, I’m diving into some of the most personal and intriguing questions you’ve asked about my pregnancy journey. From the challenges I've faced and my least favorite symptoms to how Joshua will hear the baby at night and whether we plan to t…

1
The End Game Ep. 50 - Le Shrub PREVIEW 12:50

2h ago12:50

12:50

In this episode of The End Game, Bill and Grant are joined by the excellent “Le Shrub,” an anonymous Twitter account both of us have followed religiously for several years. Le Shrub discusses his approach to investing and his use of social media as a feedback loop mechanism. He also shares his views on Japan’s monetary policy, the role of gold and …

1
This Week In Doom Ep. 19: Chicken In A China Shop PREVIEW 12:50

20m ago12:50

12:50

In the latest episode of This Week In Doom, Grant and Doomberg turn their focus to China’s strategic push to become self-sufficient in semiconductor technology, drawing parallels to its successes in electric vehicles and solar energy. Along the way, Doomberg highlights China’s use of intellectual property theft and internal competition to establish…

1
The End Game Ep. 49 - Paulo Macro PREVIEW 12:50

10h ago12:50

12:50

Joining Bill and me for the latest episode of The End Game is fintwit superstar Paulo Macro as we pick apart the problems facing a series of central banks and try to handicap the various outcomes they face as The End Game approaches. On the slate are the Japanese economy, the yen, the Chinese renminbi, and the outlook for gold, with Paulo suggestin…

1
Inflation Has Officially Given the Fed An Excuse to Start Cutting 15:14

22h ago15:14

15:14

Inflation came in cooler than expected this week. This has opened the door to the Fed cutting rates sooner than expected as rates are at 5.5% while inflation is now at 3%. This is extremely bullish for stocks as even lagging indices (the Dow Jones Industrial Average and the Russell 2000) are finally catching a bid. In simple terms, there is NOTHING…

1
Navigating Change and Life Transitions (Part 1) 10:13

5d ago10:13

10:13

How do you navigate life transitions, especially when they bring a mix of excitement and uncertainty? In this episode of Embrace Your Real, I kick off a new series on navigating life transitions. As I eagerly await the arrival of my baby, I want to share insights on how to handle major life changes with an open mindset. Whether you're excited or ap…

1
A Few Thoughts to Live By 21:48

3d ago21:48

21:48

Welp, we've reached mid-summer and I thought it was time to take a pause...breathe...and ground ourselves with a few go-to, tried-and-true ideas. I wanted to share a few thoughts to live by that have supported me through good times and really tough times. These are quotes, poems, and lessons I have been practicing with for *years*. These are all …

1
Pregnancy Q&A: Avoiding Weight Gain, Nutrition, and Body Image Advice (Part 2) 23:12

5d ago23:12

23:12

Welcome back to another episode of the Embrace Your Real podcast, I’m diving into the second part of our three-part series on pregnancy Q&A, where I answer your burning questions about how to navigate the incredible journey pregnancy while maintaining your fitness and nutrition goals. With so many of you curious about how to manage weight gain, sta…

1
Is a Recession Finally Here? 10:32

8d ago10:32

10:32

Stocks have closed at new all-time highs in four of the last five weeks. But the economic data has taken a sharp turn for the worse. Estimated GDP growth for the second quarter cratered from 3% down to 1.5% in the last two weeks. And the unemployment rate is now ticking higher, suggesting a potential Sahm Rule Trigger which would mean a recession h…

1
5 Unexpected Things Body Confident Women Do 13:26

9d ago13:26

13:26

When was the last time you put on an outfit you loved without second-guessing how your body looked in it? What would your life be like if you stopped letting your body image dominate your thoughts? In today’s episode of Embrace Your Real, I’m peeling back the layers of what real body confidence looks like. It’s not about having a “perfect” body or …

1
31. How To Approach Eating At Holidays and Celebrations 23:30

9d ago23:30

23:30

This is a special recording, as tomorrow is MK’s first birthday! I thought this was the perfect time to talk about how to handle food at holidays and celebrations. In today’s episode, I’m sharing strategies and tips for pre-planning and participating in these life moments. I chat with my clients a lot about this, and I always come back to the quest…

1
Doing Silly Hard Things 22:34

11d ago22:34

22:34

I just got back from a week hiking in Colorado and I got to thinking (while I was out of breath on the side of a 14,000+ foot mountain): why do we do these silly hard things? Over and over again, humans seek ease, comfort, simplicity, and relaxation in life. We'll adjust the thermostat by *one* degree to get more comfortable. We fall back on old …

1
Pregnancy Q&A Part 1: Working Out During Pregnancy 20:37

12d ago20:37

20:37

How can you honor your body with movement during pregnancy while embracing the changes and challenges it brings? In this special episode of Embrace Your Real podcast, I’m diving into Part 1 of my 3-part series on working out during pregnancy. As I approach my due date, I’m sharing candid insights on how I’ve adapted my workouts through each trimest…

1
15: Ep 015 - Global Economic Pulse: June 2024 19:47

13d ago19:47

19:47

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024. Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights…

1
Get Ready For a Major Buying Opportunity 12:37

16d ago12:37

12:37

Stocks just hit new all-time highs, but I anticipate a growth scare to trigger a MAJOR buying opportunity within the next six weeks. One of the most accurate predictors of a recession is the Sahm Rule. And I believe we'll get darn close to a Sahm Rule trigger sometime before August 10th. When this happens, the investment world will panic, pushing s…

1
5 Things You Think You “Shouldn’t” Do When Building the Body You Want (But Should!) 16:14

23d ago16:14

16:14

Have you ever felt guilty for enjoying dessert or worried that snacking might derail your progress? Many of us believe that building the body we want means following a strict list of rules. But what if some of the things you think you should avoid are actually key to your success? Welcome to a new episode of Embrace Your Real. Today, we’re flipping…

1
Resentment 21:36

19d ago21:36

21:36

Oh goody, we have a fun one today on The Transforming Anxiety Podcast...we're talking about resentment. Yes. I know. But this is an important conversation for us to have. Let's be honest: we're already feeling resentful about SOMETHING with SOMEONE. We all do. It's part of the underbelly of relationships. Resentment isn't one of those things a …

1
9 Ways to “Fix A Broken Metabolism” (Part 2) 21:42

19d ago21:42

21:42

Welcome back to Embrace Your Real podcast. In today’s episode, we continue our deep dive into how you can revitalize and boost your metabolism. This is part two of our series on “fixing your broken metabolism.” We’ll explore five more powerful strategies to get your metabolism humming and debunk the myth of the “broken metabolism.” Whether you're f…

1
Is It Time to Get Out of Stocks? 16:51

29d ago16:51

16:51

Is a recession about to unfold, crushing stocks? The calls for a recession are growing by the week. However, for those focused on making money from the markets, it's important to note that things are in fact different this time: the pandemic and subsequent monetary/fiscal interventions have badly warped the economic data in the U.S. As a result of …

1
Struggling to Love Your Body? 3 Underrated Reminders… 8:53

30d ago8:53

8:53

We all have those days when loving our bodies feels like an impossible task. Maybe it’s after a tough week or a glance in the mirror that leaves you feeling less than confident. You’re not alone in this struggle. This episode is dedicated to every woman who has ever felt disconnected from her body or judged herself harshly. In today’s episode of Em…

1
Broaden & Build 27:14

27d ago27:14

27:14

Hi again...I've missed you. And I have a GOOD one for you today on The Transforming Anxiety Podcast. Y'know when you have those days where everything just clicks? Things are going your way and you feel like some luck or magic or your benevolent angels must have a hand in ushering good things to you. Aaaand then there's the days where it feels alm…

1
9 Ways to “Fix A Broken Metabolism” (Part 1) 22:16

1M ago22:16

22:16

Have you ever wondered why maintaining your weight feels effortless for some but like a constant battle for others? The secret often lies in metabolism. In this episode of Embrace Your Real, we’re diving into the fascinating world of metabolism. I’ll be breaking down what metabolism is, common misconceptions about having a "broken metabolism," and …

1
Disinflation Arrives... Is a Recession About to Crash the Markets? 21:06

1M ago21:06

21:06

The market is sending us clear signals that is it focused on the inflation data, which is trending down. This, combined with a drop in Treasury yields, is signaling disinflation. What does this mean for stocks going forward? And are the recessionary signals people are so worked up about on social media REALLY worth paying attention to? We cover all…

1
Why Cellulite Doesn’t Mean You Are Fat 13:25

1M ago13:25

13:25

Cellulite – it's a term that brings up a lot of insecurities, especially as summer approaches. But what if we told you that cellulite is completely normal and up to 90% of women experience it at some point in their lives? Whether you're dealing with it now or have in the past, this episode will help you understand that cellulite is a natural part o…

1
7 Tips on How to Get Summer Ready 22:29

1M ago22:29

22:29

Summer is here, and with it, a wave of anxiety and insecurities about our bodies. But what if this summer could be different? In this episode of Embrace Your Real, we tackle the concept of getting “Summer Ready” with a fresh, empowering approach. Forget crash diets and unrealistic body standards. Instead, learn how to feel confident and enjoy your …

1
Don't Overthink Things, Stocks Remain "Risk On" 13:25

1M ago13:25

13:25

The macro picture is shifting from higher growth and inflation to lower growth and disinflation. This will benefit certain key sectors and open the door to additional profits for those who play this right. However, in the big picture, stocks remain in "risk on" as there are ZERO red flags or signals of systemic risk in the financial system today. D…

1
What People Think Body Acceptance Is vs. What It Actually Is 9:27

1M ago9:27

9:27

Have you ever felt pressured by societal standards to love every part of your body all the time? Do you struggle with negative thoughts about your appearance? In this enlightening episode of Embrace Your Real, we dive into the concept of body acceptance and debunk common myths. Discover what true body acceptance looks like and how it differs from p…

1
30. My Postpartum Body Recomposition Journey: Part 2 25:30

1M ago25:30

25:30

This episode is the second part and wrap-up of my postpartum body recomposition journey. I'm sharing more about my personal journey and what it took to maintain consistency. If your goal is body recomposition or fat loss, this episode covers how you must be in a caloric deficit, following the laws of energy balance, and staying consistent to see re…

1
Macro Counting Q&A: Creatine, Fat Loss Phase, Protein Goals, Evening Snacks + More 32:37

2M ago32:37

32:37

Have you ever felt confused about macros or struggled to hit your protein goals? Do you find yourself wondering if you're eating the right amount for your body and goals? Many women are on this journey, and this episode is here to provide you with the answers and support you need. In this exciting episode of Embrace Your Real, I dive into some of t…

1
Probabilities Lead to Profits... and How to Think About and Invest in AI 23:49

2M ago23:49

23:49

This week we dive into the probabilities aspect of investing... and why you should NEVER bet the farm on a crash. We also explore AI from a technological and historical framework using the build out of the Internet in the late '90s as a reference point. If you're interested in making money from the markets... and navigating AI from an investment pe…

1
Find Freedom From Your Negative Body Image 20:21

2M ago20:21

20:21

Do you spend countless hours obsessing over your body and striving for an unattainable goal? Welcome to the Embrace Your Real podcast. In this episode, we dive into the journey of overcoming body image issues and finding true self-acceptance. If you've ever felt like your body is a constant "work in progress," this episode is for you. I'll share th…

1
5 Health Myths that Need to be Busted Immediately 29:23

2M ago29:23

29:23

Nowadays, with so much information readily available at the tip of your fingers, it can be challenging to decipher which ones are facts and fakes. That's why, in this episode of Embrace Your Real, we dive into the world of health myths that are often misleading and confusing. We'll tackle five prevalent myths and shed light on the truth, helping yo…

1
Let's Talk About Making REAL Money From the Stock Market 23:31

2M ago23:31

23:31

This week we are obliterating some of the myths surrounding the economy and stock market. If you've ever wondered why the economic data doesn't "feel" right... or why stocks go up despite BAD news... or what REALLY matters when it comes to making money from the stock market, this episode is for you. Oh, and we also break down AI and its true releva…

1
29. 3 Components of Successful Body Recomposition 23:54

2M ago23:54

23:54

In today's episode, I'm sharing the three main components of successful body recomposition. I dive deeper into each one: being in a steady caloric deficit, eating 0.75 to 1 gram of protein per pound of body weight daily, and consistent resistance training. I'm reflecting on my own postpartum journey using these three components and what it can look…

1
3 Things You Need if You’ve Been Neglecting Yourself 17:24

2M ago17:24

17:24

Do you often find yourself at the bottom of your priority list, constantly putting others' needs ahead of your own? In the hustle and bustle of daily life, it's easy to neglect your well-being. This episode is for every woman who feels overwhelmed and wants to reclaim her time and energy. Join me as we explore how to shift this mindset and start pr…

1
Let's Talk About Self-Compassion 16:29

2M ago16:29

16:29

Something we haven't talked about for a while, but need to return to every so often, is self-compassion. On this week's episode of The Transforming Anxiety Podcast, I'm sharing a talk from a mindfulness class I taught a while back. The foundation for growth, change, and transformation HAS TO BE self-compassion. Otherwise, it'll never stick. And…

1
14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn? 28:08

2M ago28:08

28:08

Join us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.…

1
How to Perfect Your Deadlift Form (Part 2) 26:09

2M ago26:09

26:09

Welcome back to Part 2 of our mini-series on perfecting your deadlift form! In this episode, we dive deeper into the nuances of deadlifting, covering advanced tips for maintaining proper form and exploring various deadlift variations. In this episode, I will guide you through each variation with step-by-step instructions, ensuring you understand ho…

1
I've Got a New Book Out... and Stocks Are At New All-Time Highs... What Comes Next? 22:36

2M ago22:36

22:36

Bulls Bear and BS is back. I am beyond thrilled to announce that my new book Into the Abyss: Life After the Bubble is now available to purchase at Amazon. You can purchase it by CLICKING HERE. This book is the sequel to my 2017 best-seller The Everything Bubble. It is divided into two sections (The Everything Bubble Has Burst and How to Invest Afte…

1
The Truth About Weight Loss + Your Confidence 17:20

2M ago17:20

17:20

Have you ever felt pressured by societal beauty standards or social media to lose weight in hopes of feeling more confident? In this episode of Embrace Your Real, we tackle the pervasive myth that weight loss leads to confidence. We live in a world where messages about achieving the "perfect" body are constant, making us believe that conforming to …

1
I Believe You 19:21

2M ago19:21

19:21

Something *super* simple (but of course these things are never all that easy) for you this week on The Transforming Anxiety Podcast...3 little words that can change relationships AND anxiety. In a good way. I. Believe. You. When we are willing to say this, I believe you, it creates space for understanding and compassion. When we offer this, I bel…

1
How to Perfect Your Deadlift Form (Part 1) 23:50

2M ago23:50

23:50

Are you curious about deadlifts but unsure where to start? Do you struggle with perfecting your deadlift form or understanding the benefits? Join us in this episode of Embrace Your Real as we unpack the world of deadlifts. From understanding the different types of deadlifts to mastering the essential techniques, we've got you covered. Discover why …

1
The Grant Williams Podcast Ep. 79 - Mark J. Higgins 12:50

2M ago12:50

12:50

Joining me for this episode of The Grant Williams Podcast, is author Mark J. Higgins who has just published his excellent new book ‘Investing in US Financial History.’ We begin by discussing the overall importance of understanding financial history and segue into a conversation about the comprehensive narrative of the US financial system from 1790 …

1
Why Women Need a Certain Amount of Fat on Their Body to Be Healthy 14:33

2M ago14:33

14:33

Society has led us to believe that having little to no body fat is what we should be striving for. But, what you should know is that maintaining a certain level of body fat is crucially important for overall health and proper bodily function - especially for women. In this episode of Embrace Your Real, we're diving into the misconceptions surroundi…

1
28. How to Increase the Protein Ratio of Your Diet 27:42

2M ago27:42

27:42

In today's episode, I'm walking you through the difference between increasing your protein vs. increasing your protein ratio in your diet. Adding protein or supplements won't get the results you may be looking for if your meal's protein, fat, and carbohydrate ratio is off. I'll share a real-world example of an actual meal one of my clients had and …

1
Macro vs. Micro People Pleasing 21:08

2M ago21:08

21:08

Happy Wednesday. 😊 I had this interesting epiphany a few weeks ago in a conversation with a friend of mine and thought, yup, we need to talk about that on The Transforming Anxiety Podcast. I think most of us can find ourselves somewhere on the spectrum of *people pleasers*. It's pretty ingrained in us from a young age that making the people aroun…

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Lets Talk Macro The Podcasts

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