show episodes
 
Macroeconomics has never been so ... delish! Macro and Cheese explores the progressive movement through the lens of Modern Monetary Theory, with hot and irreverent political takes, spotlights in activism, and the razor sharp musings of Real Progressives Founder and host Steve Grumbine. The cheese will flow as experts come in for a full, four course deep dive into the hot queso. Comfort Food for Thought!
 
Fed Watch is a weekly podcast with Bitcoin Magazine's Podcast Editor CK and Historian/Economist Ansel Lindner of Bitcoinand Markets.com. Ck and Ansel interview the best analysts, traders, and thinks in both Macro economics and Bitcoin as well as give the audience their takes of important news and press conferences in the macro space. This is the perfect podcast to learn about and stay on top of Bitcoin, Macro Economics, and the world at large.
 
BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Dan Belton, Ben Jeffery, Greg Anderson, Stephen Gallo, Ben Reitzes and other special guests provide weekly and monthly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on topics ranging from U.S. Interest Rates to macro focused subjects like the progress toward replacing LIBOR and the p ...
 
Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
 
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On the Margin

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On the Margin

Michael Ippolito | Blockworks

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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
 
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
 
Inside Wall Street with Morris Sachs. Your trip is short. Recommended viewing: The Sting Trading Places Groundhog Day YouTube: Charlie DiFrancesca Full Length Speech 1989 Recommended Reading: 1.Modern Times - Paul Johnson 2. Atlas Shrugged- Ayn Rand 3. *redacted* 4. Reminiscences of a Stock Operator- Edwin Lefevre 5. Lessons of History - Will Durant Daily Reading : 13D, Grant’s, GaveKal, Macro Tourist, Daily Shot, Anthony Peters, Lyn Alden, David Zervos, John Authors, FT, WSJ, NYT, SCMP, Chi ...
 
Nutrition, fitness, life coaching, amateur comedy, with a dash of self-deprecation come together in a recipe for creating a life you ACTUALLY love. We're coming at you raw and unedited here at the butter dish, where we believe a goal-driven life can ALSO be delicious.
 
Transformation Thursday is hosted by American comedienne Amy Stephens (She/Her) from Rochester, New York, and Canadian comedienne Natalie Walker (She/Her) from Vancouver, British Columbia. Transformation Thursday discusses societal transformation at the macro and micro level Plus, Transformation Thursday's General Counsel Francesca Rodriguez (She/Her) examines legal issues affecting LGBTQ+ communities in the United States. The BIG VOICE of the podcast is Bill Satre and marketing assistance i ...
 
Being a mom is tough, but it doesn't have to mean your fittest days are behind you. Each week, join host Amber Brueseke, founder of Biceps After Babies, as she brings you the fitness tips, nutrition strategies, mindset hacks, and real-life tangible takeaways that can help YOU take the guesswork out of healthy eating and exercise. This podcast includes episodes covering weight loss, IIFYM, wellness, workout, exercise, weight lifting, fat loss, counting macros, healthy living, mindset, mom fit ...
 
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Midas Letter

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Midas Letter

James West and Ed Milewski

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Midas Letter RAW is the irreverent, intelligent show about investing for the little guy. Ed Milewski, former stock broker and reformed accountant brings his cynical and off-beat chart observations into focus while James West - investment writer and macro-focused fundamental scrutinizer - offers plain language critique of the machinations, shennanigans and subterfuge foisted on retail investors by the institutions we call capital markets.
 
A show focused on Asian and Asian-American related films where each episode presents discussions from a variety of angles, both in the micro- & macro-views of Asian American culture and pop culture. We analyze and unpack the what, how, and why these films are worth talking about. Follow on fb.com/ReelAsianPodcast | instagram.com/ReelAsianPodcast Support for this podcast: www.reelasianpodcast.com/support https://anti-asianviolenceresources.carrd.co/ Fung Jen Productions, LLC.
 
When chaos begins to emerge, where can we go to reminds ourselves of the humans helping to create a more compassionate, just world? Each month, tune in here as we feature thought leaders creating innovation and healing -centered work on the macro and micro level in our schools, healing spaces and beyond. I am Julie Johnson, founder of Integrate Network and this is The Restorative Pulse Podcast
 
“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
 
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
 
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show series
 
We call this episode “Duality” because it covers what Bill Mitchell describes as separate realities experienced by the elites and the masses. We do not occupy the same universe. The results of this duality are reflected in the manufactured divisions within the working class itself and in the unequal economic power relations between countries. There…
 
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Se…
 
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit…
 
Table of Contents​ Introduction: 00:00 – 1:23​ State of Geopolitical Risk in 2022: 1:24 – 6:23​ Macro Perspective: End of an Era: 6:24 – 8:08​ India and Central/South America: 8:09 – 13:45​ Supply Chains, Cyber, and ESG: 13:46 – 22:39​ Space and Nuclear Weapons: 22:40 – 30:12​ Other Areas of Concern: 30:13 – 38:28​ Conclusion: 38:29 – End…
 
In this episode, Mike discusses the exact path that he would take to lose 20 lbs. This applies to any goal you're trying to pursue and really hits the core of how behavior change happens in the most sustainable way possible. Want 20% off any Organifi product? This is an exclusive offer for Mind Over Macros listeners. Simply go to organifi.com/popfa…
 
This episode is sponsored by Nexo, Abra and FTX US. Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative tightening). In today’s episode, NLW looks at how the markets are internalizing this new informa…
 
A Fed shift from QE to QT and a political battle over austerity and inflation. This episode is sponsored by Nexo, Abra and FTX US. Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative tightening). In t…
 
Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more! We focus quite a bit on advice for less experienced investors, however there should be some good information for those who are more experienced too As always, please send me any …
 
Lorie Logan is an executive vice president in the Markets Group of the Federal Reserve Bank of New York. In that role, she’s the manager of the System Open Market Account (SOMA), for the Federal Open Market Committee (FOMC), and she is also the head of the market operations, monitoring, and analysis. Lorie joins Macro Musings to talk about the oper…
 
In this episode of Bitcoin Magazine’s “Fed Watch'' podcast, Christian Keroles and Ansel Lindner record LIVE on their YouTube channel as part of their nearly daily livestream. During these shows, Alex McShane hosts a multi-hour collection of content producers live recording and community events like contests and raffles. Follow CK or myself on Twitt…
 
It's a tell all on today's episode! Join us as we discuss why self-acceptance is actually your best success strategy, how to build awareness around everything from your conditional closet to your own limiting beliefs and of course: how to love yourself at ANY weight. Where to find us Instagram @butteryourmacros The Internet www.butteryourmacros.com…
 
Ever attended a Hedge Fund Christmas Party? We've super charged the subtitles as we welcome back the Scottish tornado, Chris Sweeney to once more chronicle the inner workings of Hugh's orthogonal Eclectica Fund. The boys use his monthly client letters as a Hedge Fund boot camp to reveal what he was really thinking at the time and why he made the de…
 
2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages, there was a serious shift in realized inflation and the broader inflation outlook. This has ramifications, potentially, for risk assets, bonds, and, of course, the Fed. To help break things down, and how to think about the situation, we speak with J…
 
This episode is sponsored by Nexo, Abra and FTX US. This week’s “Long Reads Sunday” reading is Max Baucus’ “The Urgent Need for Regulatory Clarity on Stablecoins.” Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-…
 
A reading of Max Baucus’ recent essay. This episode is sponsored by Nexo, Abra and FTX US. This week’s “Long Reads Sunday” reading is Max Baucus’ “The Urgent Need for Regulatory Clarity on Stablecoins.” - Nexo is a powerful, all-in-one crypto platform where you can securely store your crypto. Invest, borrow, exchange and earn up to 17% APR on Bitco…
 
This episode is sponsored by Nexo, Abra and FTX US. In today’s “Weekly Recap,” NLW looks at a slew of funding rounds announced this week, including: Near Protocol, $150 million ZeroHash, $105 million Checkout.com, $1 billion SEBA, $119 million DeFi Alliance (now Alliance DAO), $50 million FTX Ventures, $2 billion Enjoying this content? SUBSCRIBE to…
 
In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, what are the implications for asset prices?" We started off by taking a look at which categories were driving CPI inflation. We took a look at which of th…
 
Startups raised $1.5 billion and funds raised $2 billion in just the last week. This episode is sponsored by Nexo, Abra and FTX US. In today’s “Weekly Recap,” NLW looks at a slew of funding rounds announced this week, including: Near Protocol, $150 million ZeroHash, $105 million Checkout.com, $1 billion SEBA, $119 million DeFi Alliance (now Allianc…
 
This episode is sponsored by Nexo, Abra and FTX US. This was, NLW argues, a very good week for crypto. He covers: The mayor of Rio announcing big bitcoin/crypto support this week Strike launching in Argentina Northwest Arkansas offering tech workers $10,000 in BTC and a bike to move to the region A congressman introducing legislation to ban the Fed…
 
Macro Confessions Part XX II (October 2005) The Scottish tormentor, Chris Sweeney, is pumped to the max as he seeks to understand the inner workings of Hugh's orthogonal Eclectica Fund. The boys use his monthly client letters as a Hedge Fund boot camp to reveal what he was really thinking at the time and why he made the decisions he did. No new Hed…
 
And putting 1% of their treasury into crypto. This episode is sponsored by Nexo, Abra and FTX US. This was, NLW argues, a very good week for crypto. He covers: The mayor of Rio announcing big bitcoin/crypto support this week Strike launching in Argentina Northwest Arkansas offering tech workers $10,000 in BTC and a bike to move to the region A cong…
 
Inflation hit 7% in the US, a 40 year high. We can expect a similar print coming to Canada very soon. Meanwhile, the Canadian bank execs are pleading with the Bank of Canada to begin hiking rates in order to suck the speculative euphoria out of the housing market. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spoti…
 
Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a buy side generalist, lessons from the Fixed Income World, how conviction is the raw material for long term investing, differences between conviction and overconfidence, Sleepweell’s research process, wi…
 
In this episode of Forward Guidance, Jack once again sits down with former senior Federal Reserve trader Joseph Wang, more commonly known by his moniker “Fed Guy.” In the interview, the two go deep into the leadership, policy, and future of the Federal Reserve, as well as look at how textbook concepts such as the Fed controlling inflation through t…
 
In today’s “I Did It” episode, I'm bringing you, Kristie Goode. In her mid-40s, she came into MACROS101 and saw such an evolution – I’m excited for her to share about her journey with weight training, her reverse diet, and the mental shifts she acquired during the process. So without further ado, let’s dive into today’s bonus episode! Find show not…
 
This episode is sponsored by Nexo, Abra and FTX US. On today’s episode, NLW covers: The new Bitcoin Legal Defense Fund from Jack Dorsey and others Crypto nuggets from 250 pages of former Treasury Secretary Steven Mnuchin’s emails The latest out of the Agriculture and Energy committees in Congress as it relates to crypto regulation Crypto hedge fund…
 
A new approach to helping Bitcoin developers fight frivolous lawsuits. This episode is sponsored by Nexo, Abra and FTX US. On today’s episode, NLW covers: The new Bitcoin Legal Defense Fund from Jack Dorsey and others Crypto nuggets from 250 pages of former Treasury Secretary Steven Mnuchin’s emails The latest out of the Agriculture and Energy comm…
 
In a Nutshell: One of the beautiful things about Bitcoin is its interdisciplinary nature. To really “get” Bitcoin, you have to have at least a working knowledge of a wide variety of disciplines. That’s one reason why I love talking to academic philosophers who are also Bitcoiners. They have frameworks to help us understand the expansive and interco…
 
The Afghanistan economy was already in bad shape, with heavy reliance on foreign dollars, prior to the collapse of the government and the takeover by the Taliban. Since the fall, things have gotten even worse, with inflation accelerating and GDP plunging. There are multiple factors at work, though the main one is the cutting off of outside sources …
 
This episode is sponsored by Nexo, Abra and FTX US. Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmation hearings, Fed Chair Jerome Powell tried to soften the Fed’s stance on QT, saying nothing had been decided. T…
 
It all comes down to market expectations. This episode is sponsored by Nexo, Abra and FTX US. Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmation hearings, Fed Chair Jerome Powell tried to soften the Fed’s stance…
 
Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative tightening, and how to position given a near-term constructive tone against a backdrop of significant risks later on in the year.…
 
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