Up next

The New Fed vs The Good Old Bond Market

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incenti ...  Show more

US Dollar Hedging: A Real Risk or Just a Narrative?

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encoura ...  Show more

Recommended Episodes

Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
The Derivative

What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF s ...  Show more

How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
Hidden Forces

<span style="font-weight: 400;">In Episode 251 of</span> <span style= "font-weight: 400;">Hidden Forces</span><span style= "font-weight: 400;">, Demetri Kofinas speaks with Tony Greer, the founder of <a href="https://tgmacro.c ...

  Show more

Investment Masterclass: The case for investing in AI
Money Clinic with Claer Barrett

Investors are expecting artificial intelligence to power the next tech revolution - but are they right? Positive numbers from AI chipmaker Nvidia have powered a global stock market rally in recent weeks, with valuations of the so-called Magnificent Seven soaring as AI enters the ...  Show more

Andreessen Horowitz Part I
Acquired

We kick off Season 9 with a classic: Part I of the a16z story. How did this brand new venture firm charge out of the gates in 2009, going from zero to disrupting the entire venture industry overnight? You probably know Marc & Ben's history with Netscape and Loudcloud/Opsware... b ...  Show more