GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Maurice Obstfeld joins Alan Dunne for a clear-eyed look at how the foundations of the global monetary system are shifting - and why much of the world is quietly preparing for a future without a stable...
15 Loka 20251h 1min
SI369: Liquidity, Leverage, and the End of Safety ft. Mark Rzepczynski
Gold is ripping, but it’s not about inflation. It’s about trust - or the slow erosion of it. Mark Rzepczynski returns to map out the shifting terrain as central banks quietly step away from sovereign ...
11 Loka 20251h 16min
GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne
Argentina’s history is one of recurring promises and painful resets. Nicolas Dujovne has lived that cycle from the inside, serving as Finance Minister during a rare attempt at fiscal repair before mar...
8 Loka 202558min
SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne
Cem Karsan joins Alan Dunne to chart a market running on more than just momentum. Beneath the surface: a structural liquidity engine, political incentives aligned with asset reflation, and a surge in ...
4 Loka 20251h 5min
SI367: Portfolio Design in a Distorted World ft. Andrew Beer
Equities are up more than 50% since the April lows, yet the world feels anything but stable. In this episode, Niels Kaastrup-Larsen and Andrew Beer examine the widening disconnect between market behav...
27 Syys 20251h 7min
UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev
Vlad Tenev, CEO of Robinhood joins Cem Karsan at the Hood Summit in Las Vegas, for a timely conversation about the shifting edge in markets. From memories of hyperinflation in Bulgaria to unlocking t...
24 Syys 202541min
SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver
Rob Carver is back from summer break for a conversation that moves between past and present through the lens of lived experience. Starting with the anniversary of Lehman’s collapse, Rob and Niels unpa...
20 Syys 20251h 2min
