In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more. Enjoy!
__
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https:/ ... Show More
Yesterday
The Financial Repression Endgame | Weekly Roundup
This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & public pensions. We also game out different tariff scenarios, the impact of the TGA re ... Show More
56m 35s
Aug 6
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold water via its QRA policy, and a fiscal impulse that looks contractionary once tariff ... Show More
1h 11m
Jul 30
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell’s press conference, and what it all means for markets going forward. __ Follow Jo ... Show More
51m 4s
Mar 2024
How JPMorgan thrived amid a banking crisis
It’s been a year since Silicon Valley Bank’s collapse left everyone worried that the US’s banking sector sat on shaky ground. Despite that turmoil, one bank stands out: JPMorgan Chase. The largest bank in the country, JPMorgan took home record profits in 2023, and its dominance l ... Show More
17m 51s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send us a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rip ... Show More
1h 13m
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may have gaine ... Show More
12m 28s
Jul 16
France In ‘Mortal Danger’, Ring-Fencing Shake Up, Prime Brokerage Rush
Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) French Prime Minister Francois Bayrou proposed scrapping two national holidays, part of a drastic effort to repair public finances that’s set to unleash a parliamentary backlash in the fal ... Show More
19m 14s