Mind the Macro

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Episodis

102 episodis

1. November Rain fa 2 dies 22:10
2. The Heat is On fa 2 setmanes 20:53
3. The Unwelcome Return of Stagflation fa 4 setmanes 21:01
4. Yields Don't Lie fa 1 mes 24:15
5. Pressure: Bonds, Buildings and the AI Boom fa 1 mes 27:27
6. Livin' on a Prayer: The Bond Market Edition fa 2 mesos 23:03
7. August 31 Episode fa 2 mesos 19:29
8. Back at It! fa 3 mesos 21:50
9. Warsh Fumbles, Bonds Tumble fa 3 mesos 23:16
10. Rising Rates and the Bigger Picture fa 4 mesos 23:56
11. Economic Fatigue fa 4 mesos 22:06
12. The Headline Illusion Continues fa 5 mesos 24:00
13. Warsh's Withdrawing Guidance fa 5 mesos 26:44
14. One Small Step for SpaceX, One Giant Leap for Speculation? fa 5 mesos 20:41
15. The Rally Meets Reality fa 5 mesos 29:53
16. Getting Better? fa 5 mesos 24:06
17. Higher Inflation, Higher Yields, Higher Stakes fa 6 mesos 24:21
18. Payrolls and Patience fa 6 mesos 24:17
19. The Narrow Road Ahead fa 6 mesos 27:07
20. Behind Blue Skies fa 7 mesos 27:26
21. Dancing in the Dark fa 7 mesos 23:54
22. All That Glisters Is Not Gold fa 7 mesos 25:41
23. Flows over Fundamentals fa 7 mesos 21:55
24. The Gathering Storm fa 8 mesos 25:08
25. Inflation, Iran, and the Fed That Cannot Cut fa 8 mesos 27:29
26. Oil's Whiplash and Stagflation's Squeeze fa 8 mesos 22:49
27. Inflation, Iran and the Ghost of Executive Life fa 8 mesos 23:54
28. Inflation Intensifies Amid Credit Cracks fa 9 mesos 23:44
29. Stagflation Creeps Back Into View fa 9 mesos 24:28
30. Markets Catch On to the One Legged Stools fa 9 mesos 24:53
31. Earnings Beat, Shares Retreat fa 9 mesos 19:32
32. More Red Flags fa 10 mesos 24:33
33. Beneath the CPI Calm fa 10 mesos 26:29
34. More Questions Than Answers fa 10 mesos 18:28
35. Lies, Damned Lies, and Statistics fa 1 any 23:43
36. The Monetary Mission Impossible fa 1 any 30:45
37. Strengthening Signs of Stagflation fa 1 any 23:39
38. Double Trouble: Payrolls and Processors (Nov 21 Episode) fa 1 any 20:53
39. Stress Rising in the Shadows (Nov. 14 episode) fa 1 any 24:01
40. Signs of Weakness in the Shutdown Fog fa 1 any 24:12
41. Losing Steam fa 1 any 26:36
42. The Bear Narrative: The Fast After the Feast fa 1 any 24:14
43. The Beige and the Bruised fa 1 any 21:25
44. Toil and Trouble fa 1 any 21:06
45. Weakness in the Labor Market: Confirmed! fa 1 any 22:39
46. Mixed Signals: Housing & Regional Fed Presidents fa 1 any 24:47
47. Highs that Haunt: Margin and Markets fa 1 any 24:57
48. Rising Inflation and Unemployment fa 1 any 24:32
49. Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025) fa 1 any 27:54
50. Powell Pivot: August 28, 2025 fa 1 any 27:30