The Flip Side

70 Episodes

1. Will tariffs trigger a recession?

   Published: 4/11/2025
2. Is there too much hype for AI and the hyperscalers?

   Published: 3/18/2025
3. Will European equities outperform the US in 2025?

   Published: 2/6/2025
4. Does inflation still matter?

   Published: 1/15/2025
5. Will Trumponomics be incremental or transformational?

   Published: 12/11/2024
6. Is China’s economic stimulus a game-changer or window dressing?

   Published: 10/10/2024
7. Does market volatility risk a US hard landing?

   Published: 8/14/2024
8. Will investors benefit from the 'equitification' of credit markets?

   Published: 7/10/2024
9. Can consumers curb their carbon addiction?

   Published: 4/24/2024
10. Can the Fed take credit for declining inflation?

    Published: 3/12/2024
11. Can AI solve the modern productivity puzzle?

    Published: 2/8/2024
12. Is US debt reaching crisis levels?

    Published: 12/14/2023
13. Are equity markets out of sync with the economy?

    Published: 10/17/2023
14. Are US house prices set to fall?

    Published: 9/28/2023
15. Will Electric Vehicles Break the Electric Grid?

    Published: 8/2/2023
16. Can the US economy outrun a recession?

    Published: 7/6/2023
17. Is the bank crisis over or is more fallout ahead?

    Published: 5/16/2023
18. What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC)

    Published: 3/31/2023
19. Will inflation stall at a high level or decline much further?

    Published: 2/2/2023
20. Will the Fed crash the US into recession in 2023?

    Published: 12/8/2022