Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Global Liquidity, Debt, and the Four Horsemen
|
Mar 27, 2026 |
|
The New "Hemispheric Doctrine"
|
Mar 13, 2026 |
|
Double the Return with Lower Volatility
|
Mar 06, 2026 |
|
Bonds Don't Lie
|
Feb 27, 2026 |
|
Why Everyone Was Wrong About the Global Oil Glut
|
Feb 20, 2026 |
|
Emerging Markets Are En Vogue
|
Feb 13, 2026 |
|
The GeoMacro Era Is Here
|
Feb 06, 2026 |
|
The Great Geopolitical Re-Anchoring
|
Jan 23, 2026 |
|
FOMO Is Not an Investing Strategy
|
Jan 16, 2026 |
|
The Real Risk from Taiwan
|
Jan 09, 2026 |
|
The Fully Invested Bear
|
Dec 11, 2025 |
|
The New VC Playbook
|
Dec 05, 2025 |
|
The Mania Begins
|
Nov 26, 2025 |
|
Will OpenAI be the Yahoo! of the AI Era?
|
Nov 21, 2025 |
|
Will the AI Bubble Squeeze the Middle Class?
|
Nov 14, 2025 |
|
We're Back to 1997/98?
|
Oct 30, 2025 |
|
The Fatal Mistake Handing the AI Race to China
|
Oct 24, 2025 |
|
Ed Yardeni: Why the Recession Still Isn't Here
|
Oct 20, 2025 |
|
Why Your Landlord Is Getting RICH (And You're Not)
|
Sep 12, 2025 |
|
Large-Cap Growth Gives Way to Small-Cap Value
|
Aug 22, 2025 |
|
Could Another Tariff Meltdown Lie Ahead?
|
Jul 25, 2025 |
|
A Regime Change for Global Trade
|
Apr 25, 2025 |
|
Will the trade war become a currency crisis?
|
Apr 18, 2025 |
|
Too Late for Portfolio Insurance?
|
Apr 11, 2025 |
|
Private Equity: Too Big to Fail?
|
Apr 04, 2025 |
|
Ukraine's Playbook for Defeating Russia
|
Mar 28, 2025 |
|
Inflation Is Over
|
Mar 14, 2025 |
|
More Geopolitical Chess with George Friedman
|
Mar 12, 2025 |
|
Deflationary Tariffs?
|
Mar 07, 2025 |
|
It's Bird Flu Season
|
Feb 28, 2025 |
|
Ending a Catastrophe for Ukraine and Russia
|
Feb 21, 2025 |
|
The Years of Plenty
|
Feb 13, 2025 |
|
The China Problem
|
Feb 07, 2025 |
|
The Opium War in Reverse
|
Jan 31, 2025 |
|
The Global Race for the Arctic
|
Dec 23, 2024 |
|
Is the Big Market Shift of 2025 Already Here?
|
Dec 20, 2024 |
|
Felix Zulauf: Where to Invest in 2025
|
Dec 17, 2024 |
|
Jared Dillian's State of the Union
|
Nov 21, 2024 |
|
US-China Trade War—Round 2
|
Nov 15, 2024 |
|
Election 2024: How Russia et al. Warp Your Vote
|
Nov 01, 2024 |
|
The End of Old Age (and Social Security)
|
Oct 25, 2024 |
|
Hard Times
|
Oct 04, 2024 |
|
Real Solutions to Runaway Energy Demand
|
Sep 27, 2024 |
|
A Natural Mayhem Hedge
|
Sep 20, 2024 |
|
The Next Oil Boom
|
Sep 13, 2024 |
|
Is China More Capitalistic Than the US?
|
Aug 30, 2024 |
|
When the $8 Trillion Private Equity Bubble Pops
|
Aug 23, 2024 |
|
Sept. 11, Russian Oligarchs & the Death of the Middle Class
|
Aug 09, 2024 |
|
The Age of Scarcity
|
Aug 02, 2024 |
|
The End of Trust
|
Jul 26, 2024 |
|
Cold War II
|
Jul 19, 2024 |
|
Kuppy's "Great Macro Dreamscape"
|
Jun 28, 2024 |
|
Economic Fairy Dust
|
May 24, 2024 |
|
The New Warfare: When AI Partners with Cybercrime
|
May 17, 2024 |
|
DiMartino Booth on Stagflation, AI, and "Condo-mageddon"
|
May 10, 2024 |
|
How to Build a Great Macro Portfolio
|
Apr 19, 2024 |
|
McBride: "99% of crypto is absolute garbage."
|
Apr 12, 2024 |
|
You're Feeling the Aftermath of "War Financing"
|
Apr 05, 2024 |
|
McCourt's Plan to End Digital Servitude
|
Mar 26, 2024 |
|
Clean, Abundant, and Cheap—Dr. Zubrin's "Case for Nukes"
|
Mar 15, 2024 |
|
India Could Dominate the World or "Collapse in on Itself"
|
Mar 08, 2024 |
|
Friedman on the "Two Chinas" and How Putin Saves Face
|
Feb 13, 2024 |
|
How This 45-Year Industry Vet Is Investing in Nuclear Energy
|
Feb 09, 2024 |
|
One Financial Decision Trumps Everything
|
Feb 02, 2024 |
|
We're in a "Rivalry That Could Go Hot"
|
Jan 26, 2024 |
|
Are We on a Collision Course with China?
|
Jan 19, 2024 |
|
AI Helps Spread China's "Techno-Authoritarianism"
|
Jan 12, 2024 |
|
Presidential Politics Is a Bleak Place
|
Dec 21, 2023 |
|
No One Sees the Good Stuff Happening
|
Dec 15, 2023 |
|
Felix Zulauf: The Unipolar World Is Over
|
Dec 08, 2023 |
|
Argentina Finally Did Something Right
|
Dec 01, 2023 |
|
De-risking Is a Two-Way Street
|
Nov 10, 2023 |
|
Brushfires Everywhere
|
Oct 27, 2023 |
|
We're talking to General Petraeus about Israel
|
Oct 17, 2023 |
|
We Haven't Done This Since Eisenhower
|
Sep 29, 2023 |
|
It Started with a Mini Tire/Poultry Trade War
|
Sep 22, 2023 |
|
The Only Thing Jerome Powell Cares About
|
Sep 15, 2023 |
|
What the WSJ Gets Wrong About China, with Louis Gave
|
Aug 31, 2023 |
|
Are Uranium Bulls Too Early to the Party?
|
Aug 24, 2023 |
|
The Space Wars Are Here
|
Aug 18, 2023 |
|
China's Deadliest Export: Fentanyl
|
Aug 11, 2023 |
|
The Zombies Are Coming
|
Aug 04, 2023 |
|
Who Benefits at the End of a Rate Hiking Cycle?
|
Jul 28, 2023 |
|
How to Profit Like Pelosi—Get Elected
|
Jul 21, 2023 |
|
ESG: Trillions Squandered and Zero Progress
|
Jul 14, 2023 |
|
Qué Pasa, Markets
|
Jun 30, 2023 |
|
Coping with a Higher Education Cost Spiral
|
Jun 16, 2023 |
|
AI Is an Unstoppable Disruptive Trend That Will Affect All of Us
|
Jun 09, 2023 |
|
The US Must Overcome Its Four Addictions
|
Jun 02, 2023 |
|
Debt Debacle Costs $1 Billion per Day
|
May 26, 2023 |
|
Everything, Everywhere, All at Once
|
Apr 06, 2023 |
|
Bank Failures and the Return of MBS
|
Mar 24, 2023 |
|
Can the Fed Achieve Its Goal Without Causing a Massive Recession?
|
Mar 10, 2023 |
|
We're Getting Smuckered
|
Mar 03, 2023 |
|
Bruce Mehlman: We're in a State of Disequilibrium
|
Feb 24, 2023 |
|
Bank's Loss, Your Gain: $40B Pro Jason Brady on Fixed Income & Distressed Debt
|
Feb 03, 2023 |
|
The Inflation Dip: Why it Matters and How to Shield Your Wallet & Portfolio, with Peter Boockvar
|
Jan 27, 2023 |
|
Andy Greenberg: Risks of Digital Dependency
|
Jan 20, 2023 |
|
Andrew Yang: This Bizarre and Dysfunctional System
|
Dec 15, 2022 |
|
Felix Zulauf: US Markets—Systemic Calamity
|
Dec 09, 2022 |
|
Pro Investor: "The US Dollar Is a Joke"
|
Dec 01, 2022 |
|
Billionaire David Rubenstein Reveals Key Insights from Top Investors
|
Nov 25, 2022 |
|
Invest in the Best, with Keith Fitz-Gerald
|
Nov 18, 2022 |
|
Serious Threats to Global Financial Markets
|
Nov 10, 2022 |
|
Ex-Wall Street Trader Explains Why Now Is the Time to Fight the Fed
|
Nov 04, 2022 |
|
2023 Stagflation Scenarios… and 3 Sectors to Own Now
|
Oct 28, 2022 |
|
A Toxic Brew for Pension Funds
|
Oct 21, 2022 |
|
Real Estate Expert: Mortgage Rates Heading Below 5%
|
Oct 14, 2022 |
|
Is Global Unhappiness Affecting Your Investments?
|
Oct 07, 2022 |