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Top Tracks
1
Boring but sexy (stocks)
2
The ethics of investing for dictators
3
Are emerging markets back?
4
Is AI creating jobs?
5
GameStop again?
6
Disinflation, demographics, Doge
7
Looking at 2025
8
Picking stocks for 2025
9
The return of crypto
10
The Bitcoin National Strategic wha?
11
Trump dump?
12
Make America Gyrate Again
13
What do bond markets know about the election?
14
Where’s the commercial property meltdown?
15
Anatomy of a rout
16
How inflationary are tariffs, really?
17
Nvidia’s bad day
18
Is Nvidia really worth $4tn?
19
Wildest day for oil ever
20
How will Europe pay for its new weapons?
21
Guns and butter and credit
22
Bridgewater’s new boss
23
How to fix the housing market
24
The Fed: will it be 25 or 50?
25
Can Boeing come back?
26
Are US stocks too expensive?
27
What can Trump do about the price of oil?
28
Vibrational movements in the market
29
What does CoreWeave’s IPO say about the market?
30
Vibes vs data
31
GDP goes negative
32
The ‘big beautiful’ budget vs the bond market
33
Outlook 2026
34
The case against stablecoins
35
Energy prices up, markets down
36
Uncomfortable moments in private credit
37
Can China rebound in 2024?
38
Learning to love the boom
39
The gamma squeeze
40
Magnificent 7 report
41
Is the IPO market broken?
42
WeWork rework
43
What’s next for Trump’s tariffs?
44
Why are markets listening to Trump?
45
What has changed?
46
Two stock markets, two takes
47
What’s up with Bill Ackman?
48
Is the China stimulus package enough?
49
The listeners have questions
50
Will Trump’s tariffs make Europe great again?
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