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
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Total monthly reach
Estimated from 11 chart positions in 11 markets.
By chart position
- 🇬🇧GB · Investing#1585K to 30K
- 🇨🇦CA · Investing#1875K to 30K
- 🇮🇹IT · Investing#1461K to 10K
- 🇮🇳IN · Investing#1621K to 10K
- 🇫🇮FI · Investing#2310K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
13K to 53K🎙 Daily cadence·131 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
42K to 176K🇬🇧17%🇨🇦17%🇫🇮17%+8 more - Active Followers
Loyal subscribers who consistently listen
17K to 70K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 13 epsHosts
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Recent episodes
The Rebasement Trade
Jun 26, 2026
30m 57s
The Inflation Ghost, Gold and Options
May 22, 2026
37m 25s
Process, Process, Process
May 15, 2026
33m 07s
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
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | The Rebasement Trade | Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse? | 30m 57s | ||||||
| 5/22/26 | The Inflation Ghost, Gold and Options✨ | macro environmentgold options+3 | — | Palinuro CapitalSpectra Markets | — | inflationgold+5 | — | 37m 25s | |
| 5/15/26 | Process, Process, Process✨ | investment processrisk management+3 | — | Palinuro CapitalSpectra Markets | — | investmentrisk management+3 | — | 33m 07s | |
| 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 | |
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. | |||||||||
| 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 | |
| 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 | ||||||
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Chart Positions
14 placements across 11 markets.
Chart Positions
14 placements across 11 markets.