Mind the Macro

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Episodi

102 episodi

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