We have a fascinating conversation with Dave column, professor at Cornell University and contributor at Zero Hedge. We start by looking at the global and geopolitical view, then the macroeconomic picture and financial markets. We talk about the Russia-Ukraine war, Putin, NATO, the US's involvement, the World Economic Forum, the macroeconomic cycle, the Fed's ... Show More
Oct 7
AI Agents Could Start the Next Bank Run
Julia Duzon joins Mark Moss to explain why the next bank run may not look like a panic, why banks are sitting on even bigger losses than in 2023, and why cheap deposits are the real fight behind the Genius Act. They discuss the SVB and First Republic collapse, fractional reserve ... Show More
51m 59s
Sep 30
Lyn Alden: Nothing Stops This Train. Not Even AI.
Lyn Alden joins Mark Moss to explain why nothing stops the fiscal train, why AI will cheapen some prices while scarce assets keep rising with the money supply, and why the next few years look like a gradual print, not a collapse. They discuss 7% of GDP deficits, debt-to-GDP after ... Show More
1h 3m
Feb 2022
Episode #95 - David Collum and the Drone Strike of Truth
Cornell Professor of Chemistry and Gadfly Extraordinaire David Collum joins me for a long talk on the Trucker strike, COVID narrative collapse, Russia, the state of capital markets, whether the Fed is lying (yes!) and what happens over the next five years.
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2h 15m
May 2023
State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs
Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the wa ... Show More
58m 55s
Mar 2022
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Researc ... Show More
27m 34s
Jun 2022
Inside Davos + Understanding the Geopolitical Recession
Ian Bremmer, a political scientist and the president and founder of Eurasia Group, the world's leading political risk research and consulting firm, joins Scott to discuss the state of our global economy. We hear about his key takeaways from Davos, the war in Ukraine, and which ec ... Show More
54m 58s
Mar 2022
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expa ... Show More
1h 35m
Aug 2025
Dave Collum: Financial Crisis, Diddy, Energy Weapons, QAnon, and the Deep State’s Digital Evolution
There aren’t many Ivy League professors as bold as Dave Collum. It’s amazing he still has a job. (00:00) How Collum Predicted the 2008 Financial Crisis (11:00) Collum’s Mission to Uncover the Truth About Covid (19:36) Government Experiments Being Conducted on Foster Care Children ... Show More
2h 23m