Jan 29, 2021
Jon is the author of the widely followed Cheap Convexity blog and always has excellent insights on Fed policy, rates markets and the dollar. In this podcast, we discuss:
- How to think about the Fed’s new framework.
- The rates trade that captures this shift – the Brainard steepener!
- Why a taper tantrum is less likely...
Jan 22, 2021
This episode is supported by private equity platform Moonfare.
Barry Eichengreen is one of the leading thinkers on international economics and exchanges rates. He is Professor of Economics and Political Science at the University of California, Berkeley. He is a prolific author including most recently The Populist...
Jan 15, 2021
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and Opportunity at Utah State University. Before that he was head of global policy at Boon supersonic. In this podcast, we discuss:
- Why we haven’t a replacement for Concorde (yet)
- How vaccine/mRNA...
Jan 8, 2021
Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from our listeners. They’re a smart bunch so well worth listening to. Here are the ideas discussed:
- Buying clean energy (Invesco Wilderhill Clean Energy ET [PBW]) –...