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From 10 epsHosts
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Recent episodes
Global Liquidity, Debt, and the Four Horsemen
Mar 27, 2026
44m 56s
The New "Hemispheric Doctrine"
Mar 13, 2026
42m 46s
Double the Return with Lower Volatility
Mar 6, 2026
44m 09s
Bonds Don't Lie
Feb 27, 2026
28m 51s
Why Everyone Was Wrong About the Global Oil Glut
Feb 20, 2026
37m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/27/26 | Global Liquidity, Debt, and the Four Horsemen✨ | global liquiditydebt+3 | Michael Howell | GL IndexesCapital Wars | — | global liquiditydebt refinancing+3 | — | 44m 56s | |
| 3/13/26 | The New "Hemispheric Doctrine"✨ | geopoliticsUS-Israel relations+4 | Jacob Shapiro | USIsrael+1 | Gulf statesStrait of Hormuz+1 | geopolitical strategymilitary campaign+5 | — | 42m 46s | |
| 3/6/26 | Double the Return with Lower Volatility✨ | emerging marketsbonds+4 | Eric Fine | VanEck | Middle Eastdollar | emerging marketsbonds+5 | — | 44m 09s | |
| 2/27/26 | Bonds Don't Lie✨ | economic indicatorsrecession narrative+4 | Neil Dutta | Renaissance MacroKevin Warsh+1 | — | yieldseconomy+6 | — | 28m 51s | |
| 2/20/26 | Why Everyone Was Wrong About the Global Oil Glut✨ | global oil marketsoil glut+3 | Jan Stuart | Piper Sandler | ChinaUS | oil marketsglobal oil glut+3 | — | 37m 51s | |
| 2/13/26 | Emerging Markets Are En Vogue✨ | emerging marketsChina+3 | Louis Gave | Gavekal | CanadaUS+2 | emerging marketsChina manufacturing+3 | — | 43m 19s | |
| 2/6/26 | The GeoMacro Era Is Here✨ | GeoMacro analysisinvestment strategies+5 | Marko Papic | Mauldin Economics | Europe | GeoMacroinvestment+6 | — | 27m 33s | |
| 1/23/26 | The Great Geopolitical Re-Anchoring✨ | geopoliticsglobal order+4 | George Friedman | Geopolitical Futures | RussiaUkraine+2 | geopolitical re-anchoringglobal power+3 | — | 34m 25s | |
| 1/16/26 | FOMO Is Not an Investing Strategy✨ | geopolitical eventsAI investment themes+2 | Liz Ann Sonders | NvidiaCharles Schwab | — | geopolitical eventsAI+3 | — | 35m 36s | |
| 1/9/26 | The Real Risk from Taiwan✨ | Taiwanglobal markets+3 | Lyric Hughes HaleEric Huang | EconVue | Taiwan | Taiwaninsurance companies+4 | — | 46m 57s | |
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| 12/11/25 | The Fully Invested Bear | This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does. | — | ||||||
| 12/5/25 | The New VC Playbook | Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facing AI, what went wrong with crypto's original promise, and Lord's advice for founders trying to raise capital in today's market. | — | ||||||
| 11/26/25 | The Mania Begins | CrossBorder Capital founder Michael Howell built his framework for tracking global liquidity while at Salomon Brothers. His central thesis: the ratio between debt and liquidity predicts financial crises and asset bubbles. Howell explains why the $350 trillion global debt pile requires $70 trillion in annual refinancing, how ZIRP created the "everything bubble," and what happens when the bill comes due. | — | ||||||
| 11/21/25 | Will OpenAI be the Yahoo! of the AI Era? | While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google. | — | ||||||
| 11/14/25 | Will the AI Bubble Squeeze the Middle Class? | Bruce Mehlman unpacks the government shutdown, the recent Democratic sweep, and the AI bubble. Then he pulls out his crystal ball for the 2026 midterms and 2028 presidential predictions. | — | ||||||
| 10/30/25 | We're Back to 1997/98? | Everyone is wondering if we're in another tech bubble. There's a mad rush to invest in AI, and tech companies are breaking valuation records, with Nvidia leading the charge. My friend Jared Dillian believes we're back in 1997/98. Hear why on today's episode. | — | ||||||
| 10/24/25 | The Fatal Mistake Handing the AI Race to China | Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race, India's potential as a tech superpower, and how drug cartels impact Mexico's relationship with the US. | — | ||||||
| 10/20/25 | Ed Yardeni: Why the Recession Still Isn't Here | There's a pattern with Dr. Ed Yardeni's predictions: he's usually right. Today, Dr. Ed explains AI's impact on the labor market, how boomers are propping up consumer spending, and what the Fed should do next. You'll also hear his take on China, rising gold prices, and the Mag 7 by listening now. | — | ||||||
| 9/12/25 | Why Your Landlord Is Getting RICH (And You're Not) | MBS Highway founder Barry Habib says mortgage rates could drop below 6%, warns about supply-demand imbalances, and unpacks emerging threats from AI job displacement that could impact homeownership and wealth creation. | — | ||||||
| 8/22/25 | Large-Cap Growth Gives Way to Small-Cap Value | Large-cap growth has been on fire for 15 years, but that streak may finally be coming to a close. As Big Tech's summer rally fizzles out, small-cap value stocks are showing signs of life. In this interview, Jared Dillian breaks down the concept of a "style-box rotation," explaining why small-cap value may be poised for a powerful turnaround. | — | ||||||
| 7/25/25 | Could Another Tariff Meltdown Lie Ahead? | "Anytime Trump says something, it is harmful to my positions." For commodities trader Jared Dillian, the spring tariff meltdown broke the market for good. And we may be due for a second tariff-driven sell-off this fall. | — | ||||||
| 4/25/25 | A Regime Change for Global Trade | The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: "Once an action has been taken, you can remove the action, but then there's still going to be some damage." | — | ||||||
| 4/18/25 | Will the trade war become a currency crisis? | All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn't believe China is using US treasuries as a weapon—and where the trade war will hurt most. | — | ||||||
| 4/11/25 | Too Late for Portfolio Insurance? | There's no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending the past few months positioning himself for a week like this one. Part of his strategy involves using options, but not for speculation… | — | ||||||
| 4/4/25 | Private Equity: Too Big to Fail? | Private equity is buying up America—everything from nursing homes to the local plumbing business. Some are calling it a bubble, with the value of global private equity deals reaching $2 trillion in 2024. Brendan Ballou, author of the new book Plunder, says the real trouble with PE comes from weak regulations that incentivize bad decisions. | — | ||||||
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