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| Episode | Date |
|---|---|
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Episode 78: Global Supply Chains' Shocks & Shifts
|
May 14, 2026 |
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Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
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May 12, 2026 |
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Episode 77: FinTech Frontiers, Digital Dollars & Disruption
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May 08, 2026 |
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Episode 76: Private Credit – What Goes Up, Must Come Down
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Apr 30, 2026 |
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Episode 75: The Ripple Effect of AI on the Global Job Market
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Apr 30, 2026 |
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Markets Edition: Geopolitics in the Driver’s Seat
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Apr 28, 2026 |
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Markets Edition: Iran, Petro$ & IMF
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Apr 21, 2026 |
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Episode 74: China’s AI-Driven New Economy
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Apr 16, 2026 |
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Markets Edition: Active ETFs Move to Center Stage
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Apr 14, 2026 |
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Episode 73: A Potential Solution for AI’s Memory Crunch?
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Apr 09, 2026 |
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Episode 72: Wild Cards – Tail Risk in an Increasingly Fragile World
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Apr 02, 2026 |
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Markets Edition: The Middle East Conflict – Stagflation Risk
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Mar 31, 2026 |
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Episode 71: Infleqtion and the Quantum Opportunity
|
Mar 26, 2026 |
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Markets Edition: Winds of Stagflation
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Mar 24, 2026 |
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Episode 70: Consumer – From a Want to a Need
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Mar 19, 2026 |
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Markets Edition: Energy – Independence or Interdependent?
|
Mar 17, 2026 |
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Episode 69: The Reality of Real Estate
|
Mar 12, 2026 |
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Markets Edition: The Iran Playbook
|
Mar 10, 2026 |
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Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
|
Mar 06, 2026 |
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Markets Edition: Geopolitics on Edge – What Middle East Risks mean for Oil and Markets
|
Mar 04, 2026 |
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Episode 67: Megawatts & Megatrends – Nuclear’s Second Act
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Feb 27, 2026 |
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Markets Edition: The Revenge of Risk Parity
|
Feb 25, 2026 |
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Episode 66: Japan General Election and Macro Implications
|
Feb 20, 2026 |
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Markets Edition: What About the Consumer?
|
Feb 19, 2026 |
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Episode 65: You Can’t Spell Industrials Without “AI”
|
Feb 12, 2026 |
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Markets Edition: Mr. Warsh Goes to Washington
|
Feb 10, 2026 |
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Episode 64: Banking on the Future
|
Feb 05, 2026 |
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Markets Edition: Hurdles to “Priced to Perfection”
|
Feb 04, 2026 |
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Episode 63: China & India Equities — Market Drivers and Risks in 2026
|
Jan 29, 2026 |
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Markets Edition: Lessons and Views Post-Davos
|
Jan 28, 2026 |
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Markets Edition: Expect a Persistent, But Volatile Bull
|
Jan 22, 2026 |
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Episode 62: The Rise of Physical AI and What It Means for Us
|
Jan 15, 2026 |
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Markets Edition: How to Navigate 2026 Where Is Consensus for 2026 and What to Do About It?
|
Jan 14, 2026 |
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Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
|
Jan 08, 2026 |
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Episode 60: What’s Next for Quantum Computing with Noelle Ibrahim from IBM
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Jan 02, 2026 |
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Episode 59: The U.S. Economy's Future: Soft Landing... or Hard Reality?
|
Dec 18, 2025 |
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Markets Edition: European Outlook for 2026: When Cyclical Pickup Meets Fiscal Tailwinds
|
Dec 18, 2025 |
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Episode 58: Airline Volatility - Smooth Skies or Turbulence
|
Dec 11, 2025 |
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Markets Edition: How to Navigate 2026
|
Dec 09, 2025 |
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Episode 57: Decoding Gold's Surge, Crude Outlook & 2026 Commodity Power Plays
|
Dec 04, 2025 |
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Markets Edition: The Model Moment
|
Dec 02, 2025 |
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Special Markets Edition: Boom or Bubble? The AI Debate
|
Nov 24, 2025 |
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Episode 56: Thankful for Health - AI, Vaccines, and Weight loss
|
Nov 20, 2025 |
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Markets Edition: Shutdown Over - Why Investors Should Care
|
Nov 18, 2025 |
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Episode 55: In The Lap of Luxury
|
Nov 13, 2025 |
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Markets Edition: When Markets Wobble…
|
Nov 12, 2025 |
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Episode 54: Private Credit’s Trillion-Dollar Takeover — Growth, AI, & the Future
|
Nov 06, 2025 |
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Markets Edition: A Jobless Recovery?
|
Nov 04, 2025 |
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Markets Edition: AI – No Bubble, Yet
|
Oct 28, 2025 |
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Episode 53: APEC at a Crossroad
|
Oct 23, 2025 |
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Markets Edition: The Debasement Trade
|
Oct 21, 2025 |
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Episode 52: Government Shutdown vs. the U.S. Economy
|
Oct 16, 2025 |
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Markets Edition: Volatility is Back
|
Oct 14, 2025 |
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Episode 51: Are US Consumers Still Consuming?
|
Oct 09, 2025 |
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Markets Edition: The Bubble Playbook
|
Oct 07, 2025 |
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Episode 50: The Internet – Nothing's Going to be the Same
|
Oct 02, 2025 |
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Markets Edition: The AI Impact on U.S. Equities
|
Sep 30, 2025 |
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Episode 49: Back to School on Biotech
|
Sep 25, 2025 |
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Markets Edition: Cutting Into a Soft Landing – Lessons and Limits
|
Sep 23, 2025 |
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Episode 48: Productivity & the AI Revolution
|
Sep 18, 2025 |
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Markets Edition: Every Cloud Has a Silver Lining
|
Sep 16, 2025 |
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Episode 47: Quantum Computing — Closer than You Think?
|
Sep 10, 2025 |
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Markets Edition: Back to School – Navigating September Macro Headwinds
|
Sep 09, 2025 |
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Episode 46: AI – The Apex Technology of the Information Era?
|
Aug 28, 2025 |
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Markets Edition: A Structural Bull Case for the S&P 500
|
Aug 26, 2025 |
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Episode 45: U.S. Economy and the Fed – What’s Next?
|
Aug 20, 2025 |
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Episode 44: The Great Energy Expansion
|
Aug 13, 2025 |
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Episode 43: Where to Find a Safe Harbor In Turbulent Times
|
Jul 23, 2025 |
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Episode 42: What's Next for Oil, Gold, and Metals? Part II
|
Jul 16, 2025 |
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Episode 41: Riding The Rotation – Latin America’s Untapped Potential
|
Jul 09, 2025 |
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Episode 40: Big Beautiful Bill – Where is it heading?
|
Jul 02, 2025 |
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Episode 39: Latin America – Where Politics Meets Prosperity
|
Jun 25, 2025 |
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Episode 38: Renewable Energy – Headwinds and Tailwinds
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Jun 18, 2025 |
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Episode 37: U.S. Economy – Debt, Duty & Dollars
|
Jun 11, 2025 |
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Episode 36: Beyond the Basics in Financial Services
|
Jun 04, 2025 |
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Episode 35: European Equities — What’s the Next Trade?
|
May 28, 2025 |
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Episode 34: Follow the AI Chips to the Data Centers
|
May 21, 2025 |
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Episode 33: U.S. Economy Vital Signs — Making Sense of Recent Data
|
May 14, 2025 |
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Episode 32: Inside Wealth with Kate Moore
|
Apr 30, 2025 |
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Episode 31: Snack Attack — The U.S. Migration to a Healthier Diet
|
Apr 23, 2025 |
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Episode 30: Tariffs — The Global Chain Reaction
|
Apr 16, 2025 |
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Episode 29: Europe’s Historic Growth Model Shift
|
Apr 09, 2025 |
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Episode 28: Quantum & Chips — NVIDIA Conference Takeaways
|
Apr 02, 2025 |
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Episode 27: What’s Next for the U.S. Economy?
|
Mar 26, 2025 |
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Episode 26: The Future of Crypto
|
Mar 12, 2025 |
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Episode 25: Well Spent — A Consumer Health Check
|
Mar 05, 2025 |
|
Episode 24: REIT or Wrong — Is Now the Time to Buy U.S. Real Estate?
|
Feb 26, 2025 |
|
Episode 23: Built to Last — Five Themes Shaping the Industrials Sector
|
Feb 19, 2025 |
|
Episode 22: Can Autos Survive a Triple Threat?
|
Feb 05, 2025 |
|
Episode 21: Trade with China under Trump 2.0
|
Jan 22, 2025 |
|
Episode 20: The Resilient Global Economy & Trump 2.0
|
Jan 16, 2025 |
|
Episode 19: 2025 Outlook — Expecting a Volatile Bull
|
Jan 09, 2025 |
|
Episode 18: Cybersecurity — New Risks, Expanding Threats
|
Dec 11, 2024 |
|
Episode 17: Dawn of a Healthcare Revolution?
|
Dec 04, 2024 |
|
Episode 16: Tectonic Shifts — The New Era for Industrial Policy
|
Nov 20, 2024 |
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Episode 15: UK — Charting a Better Path
|
Nov 13, 2024 |
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Episode 14: Trump 2.0 and the Markets
|
Nov 08, 2024 |
|
Episode 13: Money and Might — Financing the Future of Defense
|
Oct 23, 2024 |
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Episode 12: The Evolution of Sustainable Investment
|
Oct 09, 2024 |
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Episode 11: U.S. Consumer — Dining Out or Dining In?
|
Sep 25, 2024 |
|
Episode 10: What’s Next for Oil, Gold and Copper?
|
Sep 11, 2024 |
|
Episode 9: AI in Software — A Multiplier or Subtractor?
|
Aug 28, 2024 |
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Episode 8: The Digital Transformation of the Global Economy
|
Aug 14, 2024 |
|
Episode 7: The Big Picture Across Africa
|
Jul 31, 2024 |
|
Episode 6: U.S. Consumer — What’s in the Cart?
|
Jul 17, 2024 |
|
Episode 5: How ETFs Will Earn More of Your Assets
|
Jul 01, 2024 |
|
Episode 4: Inflation, Jobs, and the Path to U.S. Rate Cuts
|
Jun 20, 2024 |
|
Episode 3: Is the U.S. Housing Market Broken?
|
Jun 05, 2024 |
|
Episode 2: Gridlock — The Global Power Problem
|
May 22, 2024 |
|
Year of the Dragon—China’s Place in the World
|
May 14, 2024 |
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Research @ Citi: S1 Trailer
|
Apr 19, 2024 |