The Interview - Don't Hate the Fed, Hate the Game

The Interview - Don't Hate the Fed, Hate the Game

Recently the Federal Reserve has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the “rules of the game,” and inciting arguably justifiable outrage from others. Matt Rowe, CIO of Headwaters Volatility, and Jared Dillian, editor of The Daily Dirtnap, debate the utility of this outrage and explore whether the level of shock is justified considering the long history of the “rules changing”. Additionally, they examine the misaligned incentives for investors and governments, try to make sense of the recent rally in equities and the bifurcation of the high-yield market, and look forward at the potential for big surprises like bailouts or the Fed stepping into the equity market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Avsnitt(2146)

Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold | Macro Mondays

Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break down why today's AI in...

26 Okt 29min

The GENIUS Act Is Here — What Changes for Stablecoins?  w/ Jonathan Gould, U.S. Comptroller of the Currency

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Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framew...

22 Okt 24min

Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026

Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026

Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs ri...

19 Okt 31min

How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026

How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026

Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up...

5 Okt 33min

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the condit...

21 Sep 27min

Bitcoin’s Next Move Comes Down to the Fed?  | Trading The Market: September 16, 2026

Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk asse...

16 Sep 1h

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is start...

14 Sep 32min

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matte...

9 Sep 55min

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