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
Aug 15
Charlie Shrem: The Journey of Bitcoin - [Making Markets, REPLAY]
Today, we are replaying my conversation with Charlie Shrem. Charlie was a founding member of the Bitcoin Foundation and BitInstant - one of the earliest Bitcoin exchanges. In this episode, he takes us through his incredible life story-starting with how an Orthodox Jew from Brookl ... Show More
49m 29s
Aug 1
Zac Townsend: Insurance for the Crypto Era - [Making Markets, EP.64]
My guest today is Zac Townsend, co-founder and CEO of Meanwhile. Insurance is a product nearly everyone touches, but few understand, and even fewer try to reinvent. Meanwhile is doing just that, building a fully licensed life insurance carrier that holds its reserves in Bitcoin. ... Show More
48m 41s
Jul 18
Quarterly Market Recap: Q2 2025 - [Making Markets, EP.63]
Eric and Matt dive into the fascinating dynamics of the market from the past quarter. Despite a 10% rise in the S&P 500, the quarter was marked by significant early volatility due to unexpected tariff announcements. The discussion covers the impact of tariffs on markets, the infl ... Show More
48m 49s
Nov 2024
After Trump Win, Where Do Markets Move from Here?
With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy.
----- Transcript -----
Welcome to Thoughts on the Market. I’m Michael Zezas, Morgan Stanley’s Global Head o ... Show More
3m 10s
Nov 2024
Tariffs: Not the Turkey We Want This Thanksgiving - Ep 994
Peter Schiff discusses Thanksgiving's capitalist roots, the Pilgrims' failed socialism, tariffs' economic impact, and recent market trends.
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Peter Schif ... Show More
55m 46s
Mar 2025
Tariffs remain top of mind
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 pa ... Show More
12m 27s
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
1h 2m
Nov 2024
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s 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 dollar, and muc ... Show More
1h 8m
Apr 2025
The Trump Tariffs Poised to Remake Global Trade
In a history-making day of tariffs, President Trump imposed charges of at least 10 percent on nearly all of America’s trading partners.Ana Swanson, who covers trade for The Times, discusses who will be affected most and looks at how the levies effectively ended one era of global ... Show More
21m 6s
Apr 2025
Global stock markets plunge deeper as trade war escalates
As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the decl ... Show More
20m 12s