Macro Signals Are All Flashing Warnings| Listen on Anghami

Aug 24

Crypto Narratives Becoming Reality

On this Long Read Sunday, NLW turns to Byron Gilliam’s Breakdown newsletter for a discussion of whether crypto narratives are finally becoming reality. From gold’s millennia-long hold on value perception to new empirical evidence linking sovereign risk and crypto adoption, the co ... Show More

9 m

Aug 23

Markets Hold Their Breath in Wyoming

Markets turned their attention to Jackson Hole for Jerome Powell’s final speech as Fed Chair, while crypto and AI narratives kept investors on edge. NLW unpacks how Powell’s tone could shift rate cut expectations, the signals from Wyoming’s new state stablecoin, and why the crypt ... Show More

22m 31s

Aug 22

Fed Governor Waller Says Crypto Adoption Is Nothing to Fear

At the Wyoming Blockchain Summit, Federal Reserve Governor Christopher Waller delivered one of the most striking pro-crypto speeches ever from a senior central banker. Waller argued that decentralized finance is simply the next iteration of financial technology, praised stablecoi ... Show More

12m 7s

Sep 2024

Will the Fed go big? Gold hits new records amid rate cut speculation

Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More

11m 43s

Sep 2024

The Fed Finally Cut Rates. What Does That Mean?

The Federal Reserve cut interest rates this week, after a two year battle with inflation. David Uberti explains how that will impact the economy and we hear from two couples about what they hope this means for their finances. Further Listening: - A Fed Insider on the Looming Rat ... Show More

21m 25s

Aug 12

All eyes on today’s US inflation report

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality chec ... Show More

11m 32s

Feb 2025

Prof G Markets: Is Reddit Undervalued? + Netflix Goes After Podcasts

Did you know we have a separate Markets feed? Follow Prof G Markets for additional episodes: Apple Podcasts Spotify Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Re ... Show More

1h 2m

Aug 2024

Stocks rise further on tame inflation readings – now it’s all about the Fed

This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent of ... Show More

14m 2s

May 5

What’s News in Earnings: Consumer Shakiness Worries Food and Drink Companies

Bonus Episode for May 5. Consumers are in belt-tightening mode. Many are buying less, reconsidering their purchases and feeling rattled by volatile markets and the Trump administration’s shape-shifting tariff policies. For soda makers like Pepsi and restaurant chains like McDonal ... Show More

9m 26s

Aug 2024

466: How Japan's Inflation Problem Became a U.S. Stock Market Problem

Why did Japan’s interest rate hike have such a big impact on the U.S. stock market? Earlier this month I discussed the stock market chaos that led to a sharp drop in prices. I mentioned that Japan’s decision to raise interest rates played a part in this, but how? This episode I’m ... Show More

8m 27s

Jun 2023

Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

To get $1,000 off an annual subscription to QI Pro, Danielle DiMartino Booth’s institutional-grade research service, go to https://quillintelligence.com/register/qi-pro-friends-of-farley/. $3,000 instead of $4,000 for the first year, offer ends in July. Interested parties may req ... Show More

45m 9s

Jul 2023

Will The Fed Get Their Soft Landing? | Weekly Round Up

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX__This episode is taken from the weekly roundup edition of the On The Margin podcast hosted by Mike I ... Show More

58m 55s

Apr 2025

This Is What Capitulation Feels Like | Weekly Roundup

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ... Show More

47m 53s