Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets
What if the economy you think you’re living in… doesn’t exist anymore?In today’s episode, EB Tucker drops one of the most non-consensus macro takes you’ll hear all year: capitalism isn’t dying, it’s a...
4 Des 202544min
The Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman
In today’s episode, we get into the story behind gold’s surge, why nations are standing for physical delivery like never before, and how BRICS are building a SWIFT-free, gold-settled financial order t...
2 Des 202550min
The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring productivity, softening labor markets, and the rise of ...
27 Nov 202540min
Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
In this episode, Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run into 2026. He breaks down the real macro forces at pl...
25 Nov 202539min
Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And according to him, the demographic math is flashing ...
20 Nov 202543min
The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the investment opportunity of the century. From stablecoins...
18 Nov 202543min
Is the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp
The Powell era may be coming to an end, and what comes next could flip markets upside down. In this episode, macro veteran Barry Knapp breaks down why the Federal Reserve is misreading inflation, igno...
13 Nov 202553min
China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser
What really happened in Trump’s latest “deal” with China? In this episode, global trade expert Brad Setser breaks down the high-stakes handshake between the U.S. and China, and reveals why it might no...
11 Nov 202553min
