Interviews

Interview: China Tariff Wars with Charles Payne on Fox Business.

Honored to be on "Making Money with Charles Payne" on Fox Business to discuss the Tariff War with China. We discuss how we got here, and I gave some…

May 11 •

Twitter Space: May FOMC Panel with Unusual Whales - Pusillanimous Powell Becomes Parsimonious Powell.

This was a wide-ranging discussion on Inflation, Unemployment, the USD, Bonds, etc. We had a hearty debate on the persistence of Inflation and its…

May 10 •

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 •

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