Episodi

  • Why Everyone Was Wrong About the Global Oil Glut
    Feb 20 2026

    Jan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.

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    38 min
  • Emerging Markets Are En Vogue
    Feb 13 2026

    Gavekal CEO Louis Gave is here this week to discuss emerging markets, China's manufacturing edge, Japanese bond yields, and the broken relationship between Canada and the US. If you're discovering emerging markets for the first time (or think you already understand them), this conversation is for you.

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    43 min
  • The GeoMacro Era Is Here
    Feb 6 2026

    Marko Papic discusses the evolving landscape of GeoMacro analysis, emphasizing the integration of political and geopolitical factors into investment strategies. He highlights the rapid changes in market dynamics, the implications of dollar debasement, and the shifting focus of investors toward global opportunities, particularly in Europe. Papic also explores the structural reforms and economic potential within Europe, as well as the importance of defense spending in the current geopolitical climate.

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    28 min
  • The Great Geopolitical Re-Anchoring
    Jan 23 2026

    George Friedman of Geopolitical Futures discusses the shifting global order in this essential conversation. He explains why the world is "re-anchoring" away from the Cold War framework, how Russia's failure in Ukraine has ended its status as a global power, and why the US-China relationship is now the defining geopolitical dynamic of our era.

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    34 min
  • FOMO Is Not an Investing Strategy
    Jan 16 2026

    Charles Schwab Chief Investment Strategist Liz Ann Sonders joins us to discuss why geopolitical events rarely move markets long-term, how AI investment themes are evolving, and why 74 stocks outperformed Nvidia in 2025. Plus, Sonders shares her jigsaw puzzle philosophy on investing and more.

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    36 min
  • The Real Risk from Taiwan
    Jan 9 2026

    "Even before a single missile or shot at Taiwan, the market will already react." Ed sits down with Lyric Hughes Hale, editor-in-chief of EconVue, and Taiwan-based analyst Eric Huang to discuss a hidden vulnerability in global markets: Taiwanese insurance companies.

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    47 min
  • The Fully Invested Bear
    Dec 11 2025

    This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.

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    47 min
  • The New VC Playbook
    Dec 5 2025

    Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facing AI, what went wrong with crypto's original promise, and Lord's advice for founders trying to raise capital in today's market.

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    39 min