Ranked #1

Podcast: 2020 Outlook: Part One
Podcast: 2020 Outlook: Part One
Three tailwinds until 2Q20, and the tail of two halvesListen to our podcast for a summary of the latest weekly note from... Read more
9 Dec 2019
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11mins
Ranked #2

A Cyclical Increase in Inflation Podcast
A Cyclical Increase in Inflation Podcast
With the markets fixated on the implications of the Chinese Central Committee’s attempts to contain the coronavirus on g... Read more
17 Feb 2020
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13mins
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Ranked #3

Macro Trends for 2020 & Beyond Podcast
Macro Trends for 2020 & Beyond Podcast
Deglobalization, China, Innovation, Energy Stability and Rate SuppressionListen to our podcast for a summary of the late... Read more
16 Dec 2019
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12mins
Ranked #4

GI Joe with the Kung Fu Grip Podcast
GI Joe with the Kung Fu Grip Podcast
They're panicking out there, don't fight the Fed and the consumer falloutListen to our podcast for a summary of the late... Read more
2 Mar 2020
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11mins
Ranked #5

Podcast: QE4 & the Dollar Shortage
Podcast: QE4 & the Dollar Shortage
A weaker dollar could loosen trade credit and boost global tradePlease listen to our weekly podcast summarizing our Octo... Read more
21 Oct 2019
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7mins
Ranked #6

The Asymmetric Repo Man Podcast
The Asymmetric Repo Man Podcast
An accommodative Fed, trade truce and improving global outlook, what’s not to like? Listen to our podcast for a summary ... Read more
4 Nov 2019
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8mins
Ranked #7

Podcast: Breakout Ahead
Podcast: Breakout Ahead
The markets are signalling an end to the global trade and manufacturing recession, listen to our podcast as we explain t... Read more
28 Oct 2019
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7mins
Ranked #8

Operation Reverse Twist Podcast
Operation Reverse Twist Podcast
Yield curve 'disinversion' is forecasting an end to the global trade recessionListen to our podcast for a summary of the... Read more
11 Nov 2019
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9mins
Ranked #9

Podcast: Central Committee Pressure Builds
Podcast: Central Committee Pressure Builds
Doubling down on state owned enterprises is no way to go through lifeListen to our podcast for a summary of the latest w... Read more
25 Nov 2019
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9mins
Ranked #10

Podcast: Intangible Investment Yields Tangible Results
Podcast: Intangible Investment Yields Tangible Results
Coronavirus clarity remains elusive, stronger productivity and labor participationListen to our podcast for a summary of... Read more
10 Feb 2020
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11mins
Ranked #11

Podcast: Trend growth is better than you think
Podcast: Trend growth is better than you think
Despite the risks to global supply chains, the tailwinds are still blowingListen to our podcast for a summary of the lat... Read more
3 Feb 2020
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11mins
Ranked #12

The More Things Change
The More Things Change
The calendar changed but this week's events highlighted trends that began last decadeListen to our podcast for a summary... Read more
13 Jan 2020
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11mins
Ranked #13

Podcast: 2020 Taxpayer Revolt?
Podcast: 2020 Taxpayer Revolt?
Next year's election is likely to have tax policy as a central issueListen to our podcast for a summary of the latest we... Read more
18 Nov 2019
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9mins
Ranked #14

Chinese Liberalization Podcast
Chinese Liberalization Podcast
Chinese reform occurs when they have exhausted all other possibilitiesListen to our podcast for a summary of the latest ... Read more
21 Jan 2020
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10mins
Ranked #15

The Sanderviks Tail Risk Podcast
The Sanderviks Tail Risk Podcast
A mini-Taper Tantrum, recovery in business confidence and the risks of SandervismListen to our podcast for a summary of ... Read more
23 Feb 2020
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14mins
Ranked #16

Communication Challenge Podcast
Communication Challenge Podcast
The Davos contrarian indicator, Fed's denial, and cyclical manufacturing recoveryListen to our podcast for a summary of ... Read more
27 Jan 2020
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12mins
Ranked #17

2019: The Year in Review Podcast
2019: The Year in Review Podcast
An Echo of ‘88, trade shocks, monetary interventionism and the US economic juggernautListen to our podcast for a summary... Read more
23 Dec 2019
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13mins
Ranked #18

Bank Repression Podcast
Bank Repression Podcast
Reach for yield unwind, targeted fiscal stimulus, interest rate caps and the banksListen to our podcast for a summary of... Read more
9 Mar 2020
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11mins
Ranked #19

Schumpeter's Gale Podcast
Schumpeter's Gale Podcast
Billionaires' row, socialism with Chinese characteristics and creative destructionListen to our podcast for a summary of... Read more
18 May 2020
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9mins
Ranked #20

Seeing is Believing Podcast
Seeing is Believing Podcast
The market is not wrong, workers aren't discouraged, laggard banks and long-run policy risksListen to our podcast for a ... Read more
11 May 2020
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13mins