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Recommended Episodes
The Macro Minute
Tuesday August 26, 2025
Is investor consensus adequately positioned for regime change at the Fed?
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The Macro Minute
Monday August 25, 2025
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
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The Macro Minute
Friday August 15, 2025
How are tariffs impacting the US economy, part III?
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The Macro Minute
Thursday August 14, 2025
How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
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The Macro Minute
Wednesday August 13, 2025
What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
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The Macro Minute
Tuesday August 12, 2025
How are tariffs impacting the economy thus far?
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Pro to Pro
Wednesday April 16, 2025
The Mechanics of Markets with David Levenson
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The Macro Minute
Monday August 11, 2025
Can the market continue looking through adverse trade policy outcomes?
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The Macro Minute
Friday August 8, 2025
Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?
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Pro to Pro
Wednesday March 12, 2025
Eurodollar Matrix Masterclass with Hugh Hendry
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