SI127: Bitcoin's rise to $50,000 & new Ethere...

As Kevin Warsh prepares to take the reins at the Federal Reserve, a deeper question emerges: has the Fed reached the limits of what monetary policy can achieve? Cem Karsan sits down with Danielle DiMartino Booth to explore the growing tensions between inflation, debt, financializ ...  Show more

Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us to explore why managed futures have historically performed well during periods of geopolitical stress and why investors often mis ...  Show more

<span>In this insightful </span>Market Mondays<span> clip, hosts Troy Millings and Ian Dunlap break down why </span>now<span> might be the greatest era for investing—and it’s far from just talk. They revisit their own journeys, from buying Bit ...

US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ...  Show more

This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ...  Show more

<span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ...