Castuner

Mind the Macro

Michael Roberts and Jeff Baldwin

Weekly economic insights from Professional Forecasters in under 20 minutes

Strona podcastu

Słuchaj w swojej aplikacji

Odcinki

102 odcinki

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