| May 17 | A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally |
| May 16 | Why Andy Constan Says The AI Bubble is in Earnings, Not Price |
| May 15 | “You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities |
| May 13 | Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay) |
| May 12 | Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market? |
| May 10 | Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting |
| May 6 | Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility and Commodity Chaos | Harris Kupperman and Roderick van Zuylen |
| May 4 | Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban) |
| May 1 | Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks |
| May 1 | Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay |
| Apr 30 | SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam |
| Apr 29 | From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners |
| Apr 26 | “Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs) |
| Apr 19 | Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research |
| Apr 18 | Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments |
| Apr 15 | Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle |
| Apr 14 | "I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co |
| Apr 9 | "The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners |
| Apr 8 | Debunking Private Credit "Doom" | Michael Haynes of Beach Point Capital |
| Apr 7 | Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy |
| Apr 4 | “Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario |
| Apr 1 | Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices |
| Mar 31 | The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante |
| Mar 29 | The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives |
| Mar 27 | How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman |
| Mar 25 | Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock |
| Mar 23 | “Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital |
| Mar 22 | A Fertilizer Crisis is Brewing (Quickly) | StoneX’s Josh Linville on How Iran War & Strait of Hormuz Closure Has Shut of Critical Fertilizer Chemical Feedstocks That Threaten Global Grain Supply |
| Mar 19 | “This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oil Could Trigger Depression If De-Escalation Does Not Occur In Iran War |
| Mar 19 | “We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Priced In To Markets |
| Mar 18 | Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit |
| Mar 17 | The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners |
| Mar 15 | “Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market |
| Mar 13 | Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf |
| Mar 11 | Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation |
| Mar 9 | Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked |
| Mar 5 | The Economic Effects of Technological Disruption & Artificial Intelligence | Nobel Laureate in Economics Peter Howitt |
| Mar 4 | Jobless Growth, Euphoria, and a Manufacturing Recovery: How Iran Could Force a Macro Regime Change | Tian Yang |
| Mar 1 | How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market |
| Feb 15 | “A Huge Problem for Everybody” | Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More |
| Feb 10 | The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks |
| Feb 4 | Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum |
| Feb 3 | Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI) |
| Feb 1 | Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags |
| Jan 31 | Trump’s Hidden Mortgage Stimulus from Fannie & Freddie | Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging |
| Jan 29 | “Software Earnings Massacre” While Precious Metal Vol Explodes | Jack & Max on Silver, Fed Meeting, and Earnings |
| Jan 28 | The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals That Matter in 2026 | Deiya Pernas |
| Jan 27 | How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree |
| Jan 25 | U.S. Stocks Are Overvalued, But Not In A Bubble | Professor Aswath Damodaran on Equity Valuations, AI Data Center Boom, and “Big Market Delusions” |
| Jan 24 | Breaking Down the Precious Metals Bull Market, Natural Gas, Intel’s Disappointment, & the Small Cap Surge | Jack & Max |
