Episodes (Page 29)
✨
European farmers protest due to climate, economic, and regulatory pressures.
✨
Red Sea shipping faces escalating attacks from Houthi militants.
✨
Focus on Fed's interest rate decisions and balance sheet reduction.
✨
Examined how the US avoided recession and the reliability of Fed's data.
✨
Discussed the recent US unemployment rate uptick and its implications for the Sahm Rule.
Claudia Sahm
✨
Explored the resurgence of betting against market volatility using derivatives.
✨
Discussed China's efforts to create an alternative to the US dollar.
✨
Chronicled the wild past few years in the corporate debt credit market.
✨
Identified three major macro turning points according to Brevan Howard's chief economist.
✨
Recounted the Alaska Airlines 737 Max 9 incident as a symptom of deeper issues.
✨
Analyzed the unexpected boom in US oil production and its global impact.
✨
Assessed the potential economic consequences of a Chinese invasion of Taiwan.
✨
Covered key trends and buzz at JPMorgan's annual Health Care Conference.
✨
Harley Bassman discusses the recent volatility in bond markets.
✨
Lael Brainard discusses the US economy's soft landing prospects.
✨
Private credit is growing rapidly, rivaling traditional lending.
✨
Houthi attacks in the Red Sea are disrupting global trade routes.
✨
The episode highlights the top 10 surprising insights from 2023.
✨
Brad Jacobs plans to build a billion-dollar company in building supplies.
✨
Hosts Joe and Tracy answer listener questions in a special episode.