Revolutionize your strategy with the 42 Macro podcasts and stay ahead of the markets.
Wednesday June 10, 2026
Is the market’s dovish interpretation of the May CPI data correct?
We discuss why sticky inflation remains intact despite a favorable CPI print, why the Fed may still be one to two rate hikes behind the curve, and how KISS and Dr. Mo are designed to systematically manage risk by focusing on price and volatility rather than trying to predict every macro outcome.
The Macro Minute Episodes
The Macro Minute
Tuesday June 23, 2026
Is it time to take some chips off the AI table, part II?
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The Macro Minute
Monday June 22, 2026
Will the disintegrating global economy continue to support the global stock market?
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The Macro Minute
Thursday June 18, 2026
How long will the Fed pretend to be hawkish?
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The Macro Minute
Wednesday June 17, 2026
Is Kevin Warsh a dove in hawk’s clothing or a hawk in dove’s clothing?
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The Macro Minute
Tuesday June 16, 2026
When should investors care about the “circular financing” aspects of AI?
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The Macro Minute
Monday June 15, 2026
Did the US government just rubberstamp the AI bubble?
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The Macro Minute
Thursday June 11, 2026
Should the Fed “look through” the current bout of accelerating, above-target inflation?
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The Macro Minute
Wednesday June 10, 2026
Is the market’s dovish interpretation of the May CPI data correct?
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The Macro Minute
Tuesday June 9, 2026
Should investors chase the pending wave of trillion-dollar IPOs?
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The Macro Minute
Monday June 8, 2026
Is POTUS correct to push back on Fed tightening?
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The Macro Minute
Friday June 5, 2026
Should the Fed tighten monetary policy?
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The Macro Minute
Wednesday June 3, 2026
It is time to take some chips off the AI table?
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The Macro Minute
Thursday May 28, 2026
How is the US consumer faring amid the latest adverse policy shock?
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The Macro Minute
Wednesday May 27, 2026
Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?
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The Macro Minute
Tuesday May 26, 2026
Should the Fed look through the latest inflationary supply shock?
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The Macro Minute
Thursday May 21, 2026
Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation of the rally?
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The Macro Minute
Monday May 18, 2026
Is the US economy being run too hot, Pt. III?
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The Macro Minute
Friday May 15, 2026
Is this the start of a correction or crash?
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The Macro Minute
Thursday May 14, 2026
Where are we in the global liquidity cycle?
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The Macro Minute
Wednesday May 13, 2026
Is the US economy being run too hot, Pt. II?
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The Macro Minute
Monday May 11, 2026
Will President Trump anchor on soaring stock prices or soaring gas prices in negotiations with China and Iran this week?
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The Macro Minute
Thursday May 7, 2026
Is US productivity growth still booming?
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The Macro Minute
Wednesday May 6, 2026
Is the US Treasury still keenly focused on supporting asset markets?
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The Macro Minute
Tuesday May 5, 2026
Are we nearing the end of US exceptionalism in asset markets?
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The Macro Minute
Thursday April 30, 2026
Did the most impactful 24-hour period of macro and micro data in history support a continuation of the risk-on Market Regime?
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The Macro Minute
Tuesday April 28, 2026
When will the BOJ act forcefully enough to tone down volatility in the long end of the JGB market?
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The Macro Minute
Monday April 27, 2026
Is it time for investors to take profits?
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The Macro Minute
Friday April 24, 2026
When does our Jobless Recovery theme stop being bullish for stocks?
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The Macro Minute
Thursday April 23, 2026
Is the consensus bullishness regarding the earnings outlook justified?
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The Macro Minute
Tuesday April 21, 2026
What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?
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The Macro Minute
Monday April 20, 2026
Should investors de-risk ahead of Kevin Warsh’s Senate confirmation hearing tomorrow?
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The Macro Minute
Friday April 17, 2026
Has the stock market fully priced a positive resolution to the US-Israel-Iran conflict?
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The Macro Minute
Thursday April 16, 2026
Is the stock market underpricing a deterioration in the US-Israel-Iran ceasefire?
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The Macro Minute
Wednesday April 15, 2026
Why would POTUS attempt to fire Fed Chair Powell?
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The Macro Minute
Tuesday April 14, 2026
Are “dumb money” bulls going to leave “smart money” bears behind again?
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The Macro Minute
Monday April 13, 2026
How should investors respond to the US blockade of the Strait of Hormuz?
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The Macro Minute
Thursday April 9, 2026
Are the US and global economies worthy of reinvesting into?
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The Macro Minute
Wednesday April 8, 2026
Does the US–Israel–Iran ceasefire signal a pending RORO phase transition to a risk-on Market Regime?
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The Macro Minute
Monday April 6, 2026
Are investors sleepwalking into another GFC?
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The Macro Minute
Friday April 3, 2026
Did the White House just signal WWIII?
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The Macro Minute
Tuesday March 31, 2026
Did “TACO Trump” just permanently cede control of global energy markets to Iran, part III?
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The Macro Minute
Wednesday March 25, 2026
Should investors chase or fade rallies?
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