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May 2025
55m 17s

The Next Big Trade Is Hiding In Plain Si...

Blockworks
About this episode
In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robo ... Show More
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Today
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a ... Show More
1h 5m
Yesterday
Introducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structu ... Show More
1h 3m
Mar 4
The AI Productivity Boom Is Here | Luigi Buttiglione
CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism, neutral rates and monetary policy risks, leverage in the AI buildout, public de ... Show More
51m 53s
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