Best London Pie Podcasts (2024)

1
The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish 1:01:22

1h ago1:01:22

1:01:22

In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Fo…

1
The Scott Pendlebury Centre and 'sing the song properly!': IN OR OUT 17:00

31m ago17:00

17:00

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - disappointment in the Dusty move, Sicily's shoulder, honouring Pendles and how the songs have changed. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy…

1
Eddie details how Hinkley's fine is an AFL cover up 58:17

32m ago58:17

58:17

Eddie McGuire and Jimmy Bartel go through the biggest issues from the weekend of finals footy: Ken Hinkley's fine, dangerous tackles, 7's broadcast and drugs. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

1
Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup 1:08:25

10m ago1:08:25

1:08:25

This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthom…

1
Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell 51:39

19h ago51:39

51:39

In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…

1
Dees 'external' review, London Tavern and 'Boo Hoo' to Robinson: IN OR OUT 21:57

11d ago21:57

21:57

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - unprofessional player, Melbourne's 'external' review, former players in rooms and extending MOTY and GOTY. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandj…

1
There were people in Port Adelaide barracking for that result 1:02:59

4d ago1:02:59

1:02:59

Eddie McGuire and Jimmy Bartel pick apart the first weekend of finals and discuss what it could mean for the coaching landscape. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

1
Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup 56:49

6d ago56:49

56:49

This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc…

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

9d 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
Players and drugs 'still going nuts' and Footy Show revival: IN OR OUT 21:18

10d ago21:18

21:18

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - the forgotten pieces of the AFLPA's drug policy and Eddie has a Footy Show exclusive. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See …

1
'Petracca's on a one-year deal in his mind' and Stringer to the Pies 53:36

12d ago53:36

53:36

Eddie McGuire and Jimmy Bartel try unpack and solve the mess that is the Melbourne Football Club, applaud the Bombers and a potential blockbuster move. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

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

13d 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
Eddie vs Jimmy: Who had it better? 10:43

17d ago10:43

10:43

Eddie McGuire and Jimmy Bartel debate who's era was better growing up and falling in love with footy? Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.By 9Podcasts

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

16d 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
Pre finals and GF byes and Razor in commentary: IN OR OUT 18:42

25d ago18:42

18:42

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - the need for TWO finals byes, where does the pressure land at North Melbourne and the next job for Razor Ray. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddiea…

1
There isn't professionalism in footy and Jimmy's laughable $25k job offer 1:02:32

25d ago1:02:32

1:02:32

Eddie McGuire and Jimmy Bartel give their reviews on the 10 non finalists and discuss the AFLs reluctance to set up the best people in the best jobs AND pay them appropriately. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy informati…

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

26d 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
Generating Alpha In Macro | Capital Flows 54:42

23d 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
Comeback player of the year and ULTIMATE Football: IN OR OUT 12:38

1M ago12:38

12:38

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - introducing a new award, a new version of Footy and why does no one want the West Coast job? Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.…

1
Eddie's back! 'Legal actions that result in injury, you're suspended - are we okay with that?' 1:04:24

1M ago1:04:24

1:04:24

Eddie McGuire and Jimmy Bartel dissect the AFL's lack of communication and clarity when it comes to where they are trying to take the game. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

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

27d 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
Pre finals bye and Jimmy is to blame for Essendon's fall: IN OR OUT 11:01

1M ago11:01

11:01

Anthony Hudson and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - positional experts taking preference over midfielders in the AA team, pre-finals bye setting up a spectacular September and why Jimmy is to blame for Essendon's downfall. Ask Eddie and Jimmy a question: X - x.com/…

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

1M 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
'Don't rule their year out' 1:01:24

1M ago1:01:24

1:01:24

Anthony Hudson fills in for Eddie McGuire. Huddo and Jimmy Bartel, breakdown Carlton's biggest issue of the season as Jimmy gives the Saints a clip for a 'bad week' off field and tells the Dees to put their star on ice. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See om…

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

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

1M 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
A Brownlow threat in waiting and what do Pies fans want more?: IN OR OUT 15:56

2M ago15:56

15:56

Anthony Hudson and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - discuss the best name in the AFL, the worst case scenario for the Blues and how Jai Newcombe can become a Brownlow threat. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine …

1
Which sides can you trust? 55:17

2M ago55:17

55:17

Anthony Hudson fills in for Eddie McGuire. Huddo and Jimmy Bartel, discuss the chances of no MCG finals and debate who you can actually trust in 2024. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

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

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

2M 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
What happened to this footy staple? and Pendle's 400: IN OR OUT 17:04

2M ago17:04

17:04

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - what has happened to a staple of Aussie Rules and celebrating one of the greatest ever Magpies. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.c…

1
It looks a bit like the old Blues 48:51

2M ago48:51

48:51

Anthony Hudson fills in for Eddie McGuire. Huddo and Jimmy Bartel, discuss what is behind the free falling Bombers and Blues and tell the AFL to take some ownership instead of always pointing the finger. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/lis…

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

2M 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
The Rise Of Fiscal Dominance | Lyn Alden 48:52

2M 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
Bombers are like the CFMEU and whinging WA teams: IN OR OUT 23:38

2M ago23:38

23:38

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - traveling Vic teams, curtain raisers and who are the real Bombers. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/list…

1
We have to get control of our game again - 'I've had enough' 49:57

2M ago49:57

49:57

Eddie McGuire and Jimmy Bartel feel the AFL has lost control of the game and are completely out of step with how the 'considered fan' is feeling. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

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
A Soft Landing Is Unrealistic | Andy Constan 38:01

2M 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
Season over for loser and stand up tackles only: IN OR OUT? 12:57

2M ago12:57

12:57

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - the ramifications of the Hawks v Pies game, Curnow's big game performances and where tackling is heading. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandji…

1
'You're there to work WITH the clubs not against the clubs' 40:32

2M ago40:32

40:32

Eddie McGuire and Jimmy Bartel call out the AFL for their lack of communication with the 18 clubs and Deep Dive into the current relationship between Footy Media and Footy Departments. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy i…

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

2M 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
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

2M 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…

1
Simpson's replacement and Curnow's work rate: IN OR OUT? 10:35

2M ago10:35

10:35

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - holding the ball, the Bombers drought, Charlie's work rate and who replaces Adam Simpson. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au …

1
Tassie 'don't rush it!' and Eddie's worried about the Pies 56:34

3M ago56:34

56:34

Eddie McGuire and Jimmy Bartel detail how Tasmania can go perfectly or become a mess, and Eddie confesses he has been worried about the Pies for a while. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

1
The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal 54:26

2M ago54:26

54:26

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: …

1
Eddie's reaction to Maynard 'staging': IN OR OUT? 16:24

3M ago16:24

16:24

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - Eddie's response to comparing May and Maynard, chips in balls, Max King, Dusty, cheer squads, Will Day, Pink Boots and more. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine…

1
'It is incumbent on us as football presenters, to KNOW THE RULES' 57:47

3M ago57:47

57:47

Eddie McGuire and Jimmy Bartel point out that a lot of the free kick hysteria stems form commentators not knowing the rules. And the solutions for Non-Vic clubs in the GF. Ask Eddie and Jimmy a question: X - x.com/FootyonNine FACEBOOK - facebook.com/FootyonNine EMAIL - eddieandjimmy@nine.com.au See omnystudio.com/listener for privacy information.…

1
Rate Cuts Are Coming | Weekly Roundup 1:12:45

3M ago1:12:45

1:12:45

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in…

1
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes 41:28

3M ago41:28

41:28

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On…

1
Port fans will boycott and Bombers are pretenders: IN OR OUT? 10:25

3M ago10:25

10:25

Eddie McGuire and Jimmy Bartel answer listener questions and take sides of some of the biggest issues in the game right now including - whether or not the ladder is representative of where Essendon is and will the famous Port Adelaide tarps make a comeback? See omnystudio.com/listener for privacy information.…

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