The Unanchored Central Banker: Manoj Pradhan on Inflation, Demographics, and Why AI Won't Save Us
Today, Manoj Pradhan of Talking Heads macro and Fundamenta capital returns to the show to discuss his new book, co-authored with Charles Goodhart, which serves as a highly anticipated sequel to their ...
6 Maj 50min
Is Inflation About to Get Much Worse?
U.S. consumer sentiment has fallen to a 74-year low. Brent crude is above $125 a barrel. And several highly credible economists had been warning that inflation was coming back — long before the first ...
3 Maj 32min
Energy Markets are on the Verge of a Disaster
The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made...
26 Apr 28min
The Bizarre World of Prediction Markets
Prediction markets like Kalshi and Polymarket have been described as "truth machines" that produce more accurate forecasts than traditional polling. In this video we look at how they actually work, wh...
19 Apr 29min
How Did the Metaverse Fail So Badly?
In October 2021, Mark Zuckerberg stood in front of the world and announced that the future of human interaction would be something called the metaverse. He was so confident about this that he renamed ...
12 Apr 30min
Canada is a Warning to the Rest of the World!
Canada has every advantage a country could ask for — vast natural resources, a stable democracy, world-class universities, and a highly educated population. So why has its GDP per capita fallen from 8...
8 Apr 32min
The Crisis Hidden Inside the Iran War
Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the P...
29 Mars 28min
Is Private Credit a Threat to The Financial System
While the world is distracted by global conflict, a panic is building in the private credit market. In this video, we go inside the opaque world of Private Credit - examine the "Golden Age" of lending...
21 Mars 25min
