Ep. 251: Phil Suttle on Fed Hiking in 2025

Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0

Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk

Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)

Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities

Ep. 246: Tomasz Nadrowski on Navigating Global Chaos

Ep. 245: Frank Kelly on Why Everyone Underestimates Trump

Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World

Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Ep. 236: Sean McMeekin on the Return of Communism

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

Ep. 228: Liang Ding on China’s Economy and Markets

Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)