How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

How Macro Trading Veterans Are Thinking About...

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Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup

This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and wh ...  Show more

Will Trump's New Fed Chair Crash Markets? | Joseph Wang

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ...  Show more

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