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Recommended Episodes
The Macro Minute
Wednesday July 30, 2025
Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?
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The Macro Minute
Tuesday July 29, 2025
Will Mag-7 earnings interrupt our Paradigm C party? Will the US Treasury’s debt issuance plans interrupt our Paradigm C party?
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The Macro Minute
Monday July 28, 2025
Is the Trump administration successfully renegotiating global trade?
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The Macro Minute
Friday July 25, 2025
How will the “President Trump vs. Powell Fed” saga play out?
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The Macro Minute
Thursday July 24, 2025
How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?
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The Macro Minute
Tuesday July 22, 2025
Are markets adequately pricing in regime change at the Fed, part III?
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Pro to Pro
Wednesday April 16, 2025
The Mechanics of Markets with David Levenson
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The Macro Minute
Monday July 21, 2025
How is Q2 earning season shaping up thus far? What is the key risk of Japan’s LDP losing its seven-decade stranglehold on Japanese parliament?
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The Macro Minute
Wednesday July 16, 2025
Are markets adequately pricing in regime change at the Fed?
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Pro to Pro
Wednesday March 12, 2025
Eurodollar Matrix Masterclass with Hugh Hendry
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