Interviews

Interview: Talking Macro With Guy Adami on Risk Reversal Podcast.

I am honored to be invited back by @g onto his Risk Reversal Podcast. We packed a lot into 30 minutes: USD, Oil, Gold, Markets, Macro/Geopolitics and…

Apr 26 •

Interview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.

First time interview with Paul Sankey. This was a wide-ranging conversation about the current tumultuous Macro and Geopolitical environment, with…

Apr 19 •

Interview: Discussion of Trump 2.0 with Veriten's COBT Panel.

I am very honored to be a first-time guest to Veriten’s COBT Podcast to talk about the “method behind the madness” behind Trump 2.0’s seemingly random…

Apr 2 •

Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.

Why are Bonds bottoming and USD weakening despite recent blowout Inflation numbers? Maggie and I discuss how Trump 2.0 Policies are net net DEFLATIONARY…

Feb 15 •

Interview: Forward Guidance with Felix Jauvin + EXTRAS.

I’m grateful to be invited as a first-time guest of the new host of Forward Guidance, Felix Jauvin. Macro is very tricky right now, as there could be…

Nov 29, 2024 •

Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.

It was a pleasure to sit down once again with Maggie. We covered a lot of different topics in a short time: Equities, Bonds, Tariffs/National Security…

Nov 3, 2024 •

Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.

I had the honor of giving a guest lecture to Dr. Scott Smitson's class on "The Geopolitics of Energy: Commodities, Competition, and Global Supply…

Oct 6, 2024 •

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Interview: A Macro Conversation with Andrew Brill of Wealthion + Positioning Update.

Here is an interview I did this week with Wealthion's Andrew Brill discussing the implications of the Return of Pusillanimous Powell. I include a…

Sep 15, 2024 •

Twitter Space: July FOMC Panel with Unusual Whales - A Pivotal Moment?

Most folks agree that we are getting closer to a real Fed Pivot, although not for this meeting. This was a wide-ranging discussion on Inflation…

Aug 1, 2024 •

Interview: Dale Pinkert/TradeGATEHub Discussion - The Macro Bogeymen of Shadow Banking, Institutional Illiquidity, Sovereign Bonds, USD…

Dale and I had a rapid-fire discussion of a myriad of Macro Bogeymen, from Shadow Banking Risks, Institutional Illiquidity, Sovereign Bonds, and of…

Jun 30, 2024 •

Interview: Palisades Gold Radio with Tom Bodravics - Pot Pourri Discussion.

This was my 3rd time chatting with Tom, who always asks deep, probing questions. We talked about Macro, Gold/BTC as potential Reserve Assets, Fiat vs…

Jun 18, 2024 •

Interview: "Week Ahead" Panel with Tony Nash on Economic Divergences & Geopolitical Risks.

Very pleased to join Tony, Albert and Tracy on this timely and wide-ranging Macro/Geopolitical Discussion. Detailed Show Notes included for your reading…

Jun 9, 2024 •

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