How Do You Solve a Problem Like Stagflation?

Andreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break down why today's AI investment cycle may be fundamentally different from the late 1990s, and what that ...  Show more

Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framework will regulate payment stablecoin issuers, including reserve requirements, re ...  Show more

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ...  Show more

Stagflation has returned—and it’s a nightmare! Rising unemployment, slow economic growth, and persistent inflation are hurting economies, especially the US. Why is this combination so dangerous, and why are experts worried now? Explore how the Fed’s dual mandate is failing, uncov ...  Show more

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut ...  Show more