Forward Guidance

In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t find its footing. We also explore why traditional recession playbooks are breaki ...  عرض المزيد

This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book’s warnings on employmen ...  عرض المزيد

In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways traditional macro models can’t capture. He hints at why AI, deflation, and political i ...  عرض المزيد

This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ...  عرض المزيد

In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ...  عرض المزيد