Revolutionize your strategy with the 42 Macro podcasts and stay ahead of the markets.
Wednesday June 4, 2025
Will the one big, ugly bill survive Senate scrutiny?
Markets are digesting the political theater surrounding the “One Big Ugly Bill” as bipartisan brinksmanship ramps up. Despite high-profile opposition—from Elon Musk to fiscal hawks in the Senate—our base case remains that the bill survives largely intact, with a reasonable probability of expanding further. Investors should fade the noise and focus on the fiscal impulse embedded in Paradigm C: growth-first policy that props up asset markets. We also tackle a client’s question on KISS versus buy-and-hold through the lens of risk management, taxes, and real-world market experience.
The Macro Minute Episodes
The Macro Minute
Tuesday June 10, 2025
Is the US-China trade dispute about to materially disrupt the tech sector?
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The Macro Minute
Monday June 9, 2025
How should investors respond to Trump breaking up with Elon Musk, mentally replacing Jay Powell, and kowtowing to President Xi?
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The Macro Minute
Friday June 6, 2025
Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?
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The Macro Minute
Wednesday June 4, 2025
Will the one big, ugly bill survive Senate scrutiny?
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The Macro Minute
Tuesday June 3, 2025
Which asset class(es) does the Trump administration want you to invest in?
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The Macro Minute
Monday June 2, 2025
Are markets too sanguine regarding the strategic decoupling of the US and China?
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The Macro Minute
Friday May 30, 2025
Are asset markets sleepwalking into a turbulent summer?
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The Macro Minute
Thursday May 29, 2025
How will President Trump respond to adverse court rulings and being called a TACO?
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The Macro Minute
Wednesday May 28, 2025
Will the hard data catch down to the soft data or will the soft data catch up?
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The Macro Minute
Wednesday May 21, 2025
What is the weak US dollar signaling for broader asset markets?
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The Macro Minute
Tuesday May 20, 2025
When will the Fed revise its inflation target higher?
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The Macro Minute
Monday May 19, 2025
Should you downgrade the US in your portfolio?
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The Macro Minute
Friday May 16, 2025
Will tariffs lead to second-round inflation impacts?
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The Macro Minute
Thursday May 15, 2025
How did the US economy perform during the peak of the trade war in April?
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The Macro Minute
Wednesday May 14, 2025
Will “SALTY Republicans” knock over Bessent’s three-legged stool?
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The Macro Minute
Tuesday May 13, 2025
Is it too late to position for Paradigm C?
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The Macro Minute
Thursday May 8, 2025
Who’s right—President Trump or Fed Chair Powell?
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The Macro Minute
Wednesday May 7, 2025
Can the market look through trade talks to continue pricing in Paradigm C?
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The Macro Minute
Tuesday May 6, 2025
Will Trump’s “Paradigm C” catalyze a bigger boom than Biden’s “Paradigm A”?
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The Macro Minute
Friday May 2, 2025
Is the labor market about to fall off a cliff?
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The Macro Minute
Thursday May 1, 2025
Whose stock market and economy is it—Biden’s or Trump’s?
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The Macro Minute
Wednesday April 30, 2025
Will President Trump's policy pivot sustain the bull run?
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The Macro Minute
Monday April 28, 2025
What does a “W-shaped market in a U-shaped economy” mean?
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The Macro Minute
Thursday April 24, 2025
Can risk assets achieve escape velocity without QE?
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The Macro Minute
Wednesday April 23, 2025
Did the Trump Administration Abandon Main Street?
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The Macro Minute
Monday April 21, 2025
Will the Trump administration’s policies trigger a balance of payments crisis?
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The Macro Minute
Thursday April 17, 2025
Will the Fed HIKE rates during an economic downturn like an EM central bank?
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The Macro Minute
Wednesday April 16, 2025
Will risk assets retest the lows?
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The Macro Minute
Tuesday April 15, 2025
Is President Trump catalyzing a “golden age” of investing in non-US assets & GLD?
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The Macro Minute
Monday April 14, 2025
Is President Trump losing his own trade war?
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The Macro Minute
Friday April 11, 2025
Is this the beginning of the end of the U.S.’s exorbitant privilege?
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The Macro Minute
Thursday April 10, 2025
Did the bond market break President Trump?
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The Macro Minute
Wednesday April 9, 2025
Is the US heading into another emerging crisis that forces the Fed to supply QE?
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The Macro Minute
Tuesday April 8, 2025
Tradeable Low or Market Bottom—Round II?
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The Macro Minute
Thursday April 3, 2025
Technical recession or actual recession?
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The Macro Minute
Wednesday April 2, 2025
Will Liberation Day Make America Wealthy Again at the Expense of Global Wall Street?
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The Macro Minute
Tuesday April 1, 2025
Tradable Low or Durable Bottom? Macro Insights on Recent Market Reversal
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The Macro Minute
Monday March 31, 2025
Will Trump’s ‘Liberation Day’ Transform Global Trade Policy?
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The Macro Minute
Friday March 28, 2025
Will tax cuts bail out the slowing U.S. economy?
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The Macro Minute
Thursday March 27, 2025
Revisiting the Trump Put: Macro Implications and Portfolio Strategies
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The Macro Minute
Wednesday March 26, 2025
Navigating a Complex Macroeconomic Landscape
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The Macro Minute
Tuesday March 25, 2025
Macro Market Outlook: Tariffs, Inflation, and Earnings Risks
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The Macro Minute
Monday March 24, 2025
Evaluating the 'Trump Put' and Tariff Strategies in Today's Market
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The Macro Minute
Thursday March 20, 2025
Fed Liquidity, SLR Adjustments, and the QE Debate
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The Macro Minute
Wednesday March 19, 2025
Consensus Offsides: AI Innovations, BOJ Policy, and Fed Strategy
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