Highlights from some of the most interesting conversations on The Breakdown from the last two months. 4/1 - Peter Zeihan on why the world we’ve known for 30 years is changing forever
4/6 - Emerson Spartz on a moment of punctuated equilibrium
4/17 - Jared Dillian on the political football of stock buy backs
4/21 - Joe McCann on how financial engi ... Show More
Jul 2025
Talking Heads – Any viable alternatives to a US dollar in the doldrums?
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro a ... Show More
6m 56s
Aug 2024
The Fed Makes Its Biggest Mistake Yet - Ep 976
Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ... Show More
55m 3s
Aug 2022
This Is What The Fed Will Do | David Woo
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show. Recording ahead of Jackson Hole, David shares his outlook on a US recession, Fed policy vs economic growth, whether or not the Fed will be able to slay th ... Show More
56m 29s
May 2022
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
Nick Glinsman, macro hedge fund manager and author at Intelligence Quarterly, joins Joseph Wang (“Fed Guy) and Jack Farley to explore whether the Federal Reserve is at all disturbed by the vicious sell-off in risk assets, or if the carnage in equities and credit is actually in se ... Show More
1h 14m
Jul 2025
Tech giants lift markets after Fed-induced decline
Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with the ... Show More
12m 45s