This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.
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Jan 28
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ... Show More
53m 1s
Jan 23
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ... Show More
53m 20s
Jan 21
Markets Are Entering A Wartime Economy | Cem Karsan
In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ... Show More
48m 5s
Nov 2024
This is why China is gaining global influence, while USA loses it
US politicians and media outlets complain about China's growing global influence, but offer no alternatives to help countries develop. China has the world's largest economy, produces inexpensive manufactured goods everyone wants, invests trillions in infrastructure, and doesn't i ... Show More
29m 14s
Sep 2024
Why China’s economy is struggling
After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ... Show More
19m 2s
Aug 2025
How does China's system really work? This famous Chinese professor explains
How do China's government, political system, and socialist market economy actually work? How does China see democracy, the USA, and Donald Trump's trade war? Renowned Chinese scholar Zhang Weiwei explains the China model in this interview with Ben Norton. VIDEO with subtitles her ... Show More
29m 49s