My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of this situatio ... Show More
Nov 21
Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70]
My guest today is Cosmo Jiang, Partner at Pantera Capital. Pantera was one of the earliest institutional voices to embrace digital asset treasury companies, or DATs, and helped catalyze the Solana DAT wave. We begin by unpacking the DAT investment thesis using a traditional funda ... Show More
46m 50s
Nov 7
Chris Boettcher: Health Without Hacks - [Making Markets, EP.69]
My guest today is Chris Boettcher, co-founder of Boettcher Health. Chris has a rule: if a health plan isn’t sustainable, it’s not worth doing. Today, he breaks down how to build a health system that actually lasts. We talk about the myth of willpower, how modern food and medicine ... Show More
39m 23s
Oct 24
Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]
My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul an ... Show More
38m 45s
Nov 2024
Tariffs: Not the Turkey We Want This Thanksgiving - Ep 994
<p>Peter Schiff discusses Thanksgiving's capitalist roots, the Pilgrims' failed socialism, tariffs' economic impact, and recent market trends.</p><p><br></p><p>Cut your wireless bill to $15/month at http://mintmobile.com/gold.</p><p>Visit http://indeed.com/peter to st ... Show More
55m 46s
Mar 2025
Tariffs remain top of mind
<p>Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ... Show More
12m 27s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Apr 2025
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More
58m 57s
Nov 2024
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dolla ... Show More
1h 8m
Apr 2025
The Trump Tariffs Poised to Remake Global Trade
<p>In a history-making day of tariffs, President Trump imposed charges of at least 10 percent on nearly all of America’s trading partners.</p><p>Ana Swanson, who covers trade for The Times, discusses who will be affected most and looks at how the levies effectively ended one era ... Show More
21m 6s