Macro Mondays

93 Episodes

1. What Could Reverse This Market Meltdown?

   Published: 4/8/2025
2. No more safe havens? Well, maybe...

   Published: 4/1/2025
3. How to Trade the Geopolitical Firehose

   Published: 3/25/2025
4. How to trade the inflation schism

   Published: 3/18/2025
5. Have We Reached the Bottom in Equities?

   Published: 3/11/2025
6. Why reciprocal tariffs are a GOOD thing

   Published: 2/17/2025
7. Could Trump actually bring global tariffs DOWN?

   Published: 2/11/2025
8. 3 Good Tariff Trades for a Crazy Week!

   Published: 2/3/2025
9. DeepSeek panic or opportunity?

   Published: 1/28/2025
10. Trump Inauguration Preview - And everything NOT Trump

    Published: 1/20/2025
11. Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

    Published: 1/13/2025
12. These Are the TOP Trades for 2025

    Published: 1/7/2025
13. 5 good trades for 2025

    Published: 12/16/2024
14. Macro Mondays: Global Stimulus Signals

    Published: 12/10/2024
15. Trump vs. China: What’s Next for Global Markets?

    Published: 12/3/2024
16. Markets Are Screaming for Liquidity

    Published: 11/25/2024
17. Will the Fed Finish the Job?

    Published: 11/19/2024
18. Macro Mondays #74 - When the Trump bet dies, here's what to look for

    Published: 11/11/2024
19. Macro Mondays #73 - What the f*ck is happening to Bonds?

    Published: 11/4/2024
20. Macro Mondays #72 - Are markets prepared for a liquidity tsunami?

    Published: 10/28/2024