Aug 28, 2026
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
50 minutes
Episodes
Ordered by publication date.
Aug 21, 2026
Ep. 372: Branko Milanović on China's Rise, the Shift to National Market Liberalism, and Inequality
55 minutes
Aug 14, 2026
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
46 minutes
Aug 7, 2026
Ep. 370: Eric Beinhocker on Market Humanism, the End of Neoliberalism, and Human Flourishing
49 minutes
Jul 31, 2026
Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis
44 minutes
Jul 24, 2026
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
40 minutes
Jul 17, 2026
Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
45 minutes
Jul 10, 2026
Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
44 minutes
Jul 3, 2026
Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
55 minutes
Jun 26, 2026
Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
1 hour 5 minutes
Jun 19, 2026
Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
52 minutes
Jun 12, 2026
Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
35 minutes
Jun 5, 2026
Ep. 361: Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth
31 minutes
May 29, 2026
Ep. 360: Dirk Willer on Trading Global Macro Regimes, the End of QE, and Navigating Equity Bubbles
39 minutes
May 22, 2026
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
41 minutes
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