Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse

Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy

Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability