Episodes (Page 25)
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Red Sea shipping faces escalating attacks from Houthi militants.
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Focus on Fed's interest rate decisions and balance sheet reduction.
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Examined how the US avoided recession and the reliability of Fed's data.
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Discussed the recent US unemployment rate uptick and its implications for the Sahm Rule.
Claudia Sahm
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Explored the resurgence of betting against market volatility using derivatives.
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Discussed China's efforts to create an alternative to the US dollar.
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Chronicled the wild past few years in the corporate debt credit market.
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Identified three major macro turning points according to Brevan Howard's chief economist.
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Recounted the Alaska Airlines 737 Max 9 incident as a symptom of deeper issues.
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Analyzed the unexpected boom in US oil production and its global impact.
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Assessed the potential economic consequences of a Chinese invasion of Taiwan.
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Covered key trends and buzz at JPMorgan's annual Health Care Conference.
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Harley Bassman discusses the recent volatility in bond markets.
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Lael Brainard discusses the US economy's soft landing prospects.
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Private credit is growing rapidly, rivaling traditional lending.
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Houthi attacks in the Red Sea are disrupting global trade routes.
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The episode highlights the top 10 surprising insights from 2023.
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Brad Jacobs plans to build a billion-dollar company in building supplies.
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Hosts Joe and Tracy answer listener questions in a special episode.
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Anna Wong discusses why many predicted a US recession in 2023.