China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discussion. Plus, Grant Williams and Alex Rosenberg trade Saudi leadership, California ... Show More
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Oct 2025
China Decode: China’s Next 5-Year Plan & Xi’s Possible Successor
In this episode of China Decode, Alice Han and James Kynge break down Xi Jinping’s next five-year plan and the politics behind it, explore the US-China soybean trade war and its impact on American farmers, and dive into the rise of a viral “Chinese Trump” comedian. Learn more abo ... Show More
40m 48s
Mar 2022
Inside China and Russia's Battle Against the US Dollar
This episode is sponsored by Nexo.io, Arculus and FTX US.
NLW explores how the global monetary order is shifting. Specifically, he looks at Putin’s demand that Russian energy now be paid for in rubles, as well as the growing discussion between Saudi Arabia and China to pri ... Show More
17m 51s
Dec 2016
P&L: Making America Great Again Will Need a Weaker Dollar
Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to Pimm Fox and Lisa Abramowicz about the news that\u0010Platinum Partners' co-foun ... Show More
25m 59s
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s