From Inflation to AI: Diego Parrilla’s Framew...

Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shoc ...  Show more

Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!? Today’s sponsor is Pl ...  Show more

In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the US dollar. We also delve into the regulatory changes he’s most excited for, the generational shift upon us, and much more. Enjoy! _ ...  Show more

This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy! — Follow Capital Flows: https://x.com/Globalflows Capital Fl ...  Show more

This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy! — Follow Quinn: https://x.com/qth ...  Show more

In this episode, hosts Luke and Ronnie welcome AI enthusiast Jerome Johnson to explore how traders can harness artificial intelligence as their personal trading coach. Discover how to create your own team of AI specialists - from "Risk Rachel" to "Growth Gary" - that can analyze ...  Show more