Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 37 chart positions in 37 markets.
By chart position
- 🇬🇧GB · Investing#6630K to 100K
- 🇦🇺AU · Investing#1665K to 30K
- 🇺🇸US · Investing#1955K to 30K
- 🇮🇳IN · Investing#3430K to 100K
- 🇸🇪SE · Investing#8310K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
64K to 225K🎙 Daily cadence·131 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
214K to 750K🇬🇧13%🇮🇳13%🇰🇪13%+34 more - Active Followers
Loyal subscribers who consistently listen
118K to 413K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
Recent guests
No guests detected in recent episodes.
Recent episodes
Macro Investing In A Post-Hormuz World
May 8, 2026
33m 31s
New All-Time Highs Are Here: Now What?
Apr 17, 2026
37m 12s
Frameworks To Trade The Hormuz Crisis
Apr 10, 2026
33m 20s
How To Trade Macro In A War
Mar 20, 2026
33m 07s
Hormuz & The Terms of Trade Shock
Mar 6, 2026
37m 02s
Social Links & Contact
Official channels & resources
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/8/26 | Macro Investing In A Post-Hormuz World✨ | macro investingtrading frameworks+3 | — | Palinuro CapitalSpectra Markets+1 | IranUS+1 | macro investingHormuz+4 | — | 33m 31s | |
| 4/17/26 | New All-Time Highs Are Here: Now What?✨ | Iran-US dealrates+3 | — | — | IranUS | Iran-US dealrates+3 | — | 37m 12s | |
| 4/10/26 | Frameworks To Trade The Hormuz Crisis✨ | trading frameworksmarket analysis+3 | — | Palinuro CapitalSpectra Markets | — | Hormuz crisistrading frameworks+3 | — | 33m 20s | |
| 3/20/26 | How To Trade Macro In A War✨ | macro tradingrisk management+3 | — | — | — | macro tradingwar+3 | — | 33m 07s | |
| 3/6/26 | Hormuz & The Terms of Trade Shock✨ | terms of trademarket scenarios+3 | — | — | Strait of Hormuz | terms of tradeStrait of Hormuz+3 | — | 37m 02s | |
| 1/30/26 | The New Fed vs The Good Old Bond Market✨ | Federal Reservebond market+3 | — | FedJapanese investors | US | Fed Chairbond market+3 | — | 37m 14s | |
| 1/23/26 | US Dollar Hedging: A Real Risk or Just a Narrative?✨ | US DollarHedging+3 | — | USDTACO+1 | — | US DollarHedging+3 | — | 37m 12s | |
| 1/16/26 | Japanese Macro Tails✨ | Japanese macropolicy intervention+4 | — | Bank of JapanMoF | JapanJPY | Japanese macroMoF intervention+4 | — | 36m 34s | |
| 1/9/26 | The Everything SuperCycle?✨ | macro asset classesequities+5 | — | Fed | — | macroequities+5 | — | 37m 59s | |
| 11/23/25 | More Pain Ahead Or Buy The Dip?✨ | market analysisinvesting strategies+3 | — | Nasdaq | — | Nasdaqsell-off+3 | — | 30m 17s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 11/14/25 | ''Run It Hot'': The Comeback?✨ | fiscal stimulusmarket strategy+3 | — | Bloombergthemacrocompass.com+1 | — | run it hotTrump+3 | — | 28m 29s | |
| 10/31/25 | We Have A Deal: Now What? | Alf and Brent discuss the market reaction to the ''deal'' between Trump and Xi: what happens next? The duo also covers the Fed and BoJ decisions, the state of the AI trade, and the Supreme Court hearings on tariffs starting next week. | 31m 10s | ||||||
| 10/23/25 | Momentum Shock: What Next For Markets? | Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week Alf and Brent discuss the vicious momentum unwind which took down precious metals and various speculative stock market sectors: what should we expect now? The duo also discusses the upcoming US CPI, and take a step back to assess the big picture macro setup we will likely face for the next 6-9 months. | 29m 10s | ||||||
| 10/17/25 | Gold & Cockroaches | Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets? | 31m 40s | ||||||
| 10/10/25 | Buy The Bubble or Watch It Burst? | Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD? | 35m 03s | ||||||
| 9/6/25 | Cracks In The US Labor Market - What Next? | Alf and Brent discuss the recent NFP print and its implications for markets. They also reflect on the right framework to apply to RSI and options when dealing with asset classes having skewed return distributions. | 33m 22s | ||||||
| 8/29/25 | The Truth Behind Fiscal Dominance | Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes. They also discuss the JPY and the political situation in France. | 29m 12s | ||||||
| 8/23/25 | Run It Hot Hot Hot | Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026? | 35m 01s | ||||||
| 8/8/25 | Is The Fed Ready To Capitulate Dovish? | Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong. | 33m 46s | ||||||
| 8/1/25 | The Tariff Mismatch Theory | Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead? | 32m 04s | ||||||
| 7/25/25 | Carry & Options In A Trump World | Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking. | 37m 05s | ||||||
| 7/18/25 | Macro Crossroads: What's Next For Markets? | Alf and Brent discuss the crossroads ahead of us for the economy and markets: the USD selling seems to have lost steam, and tariffs' impact on the economy won't be easy to judge for months. So, what lies ahead of us? | 36m 18s | ||||||
| 6/13/25 | Time For The Fed To Turn Dovish? | Alf and Brent discuss the recent soft CPI print and the state of the US labor market. They highlight the odds of a dovish Fed pivot, and what that might entail for markets. Transcript: https://www.spectramarkets.com/tmtf-transcript-11jun25/ | 32m 59s | ||||||
| 5/16/25 | Another $5 Trillion of US Deficits in 10 Years: Now What? | Alf and Brent discuss recent market developments with a focus on the ''big beautiful bill'' that Republicans are trying to pass in the House and Senate. The initial estimate suggest new tax cuts would increase US budget deficits by about $500bn per year for the next decade. Will the market give another free pass to US deficits, or will the bond/USD vigilantes show up this time? | 22m 42s | ||||||
| 5/2/25 | Recession Risks & Reflexivity | Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and a gameplan to approach rates, FX and equity markets. Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/ | 36m 18s | ||||||
Showing 25 of 132
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
44 placements across 37 markets.
Chart Positions
44 placements across 37 markets.