| 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 |
| Jan 22 | Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing Need, and Bull Case For Short-Term Rates |
| Jan 18 | The Triumphs & Crises of China’s Economy | Professor Barry Naughton on China’s Debt, Deflation, and “Industrial Policy 3.0” |
| Jan 14 | Banks Under Fire From Executive Action | Jack & Max on Trump's Threatened 10% Credit Card Cap and How Executive Action Is Shaping Markets in Defense, Housing, Payments, Central Banking, and More |
| Jan 13 | The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA |
| Jan 12 | How China Could Dominate U.S. AI | Dr. Michael Power on Open Source and "The Three Assassins" of Moore's Law |
| Jan 11 | Why Venezuela Won’t Solve America’s Real Energy Crisis | Michael Kao on AI, Electrification, and the Natural Gas Bottleneck |
| Jan 7 | The Global Bull Market: Examining the Dramatic Outperformance of Global Stocks vs. the US | Jack & Max |
| Jan 4 | The Convexity Maven’s Biggest Macro Trades of 2026: Why Bonds, Gold, and Debasement Matter Again in 2026 | Harley Bassman |
| Dec 31 | Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More |
| Dec 30 | Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage |
| Dec 29 | Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations |
| Dec 24 | China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh |
| Dec 21 | How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko |
| Dec 20 | From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation |
| Dec 18 | Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck |
| Dec 17 | How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital |
| Dec 15 | The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants |
| Dec 10 | “Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market |
| Dec 9 | Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management |
| Dec 8 | Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More |
| Nov 30 | China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation |
