Episodes

  • A Look at the Fed, the Treasury and the Banks

    A Look at the Fed, the Treasury and the Banks
    Jan 17 2024
    Ayesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government’s 2024 budget, Treasury issuance and what’s going on with bank earnings and the Bank Term Funding Program.
    Show More Show Less
    30 mins
  • Mission Accomplished?

    Mission Accomplished?
    Dec 15 2023
    A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem
    Show More Show Less
    32 mins
  • Oil, China and Global Markets

    Oil, China and Global Markets
    Dec 7 2023
    40 mins
  • Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery

    Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery
    Nov 29 2023
    23 mins
  • Swing Trading Space: Momentum, Discipline, and a Systematic Approach

    Swing Trading Space: Momentum, Discipline, and a Systematic Approach
    Oct 31 2023
    Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.
    Show More Show Less
    59 mins
  • Global Rates, Equities and Earnings

    Global Rates, Equities and Earnings
    Oct 24 2023
    A wide ranging discussion on what we’re watching in the US and overseas, and where we think we are in the bond bear market and supposed equity bull Learn more about MacroVisor by visiting us at https://www.macrovisor.com where you can find our regular insights, ideas, and more.
    Show More Show Less
    35 mins
  • A Discussion about Rates, Japan and China with Weston Nakamura

    A Discussion about Rates, Japan and China with Weston Nakamura
    Oct 20 2023
    We have an in-depth discussion with special guest Weston Nakamura of Across the Spread about interest rates, Japan and China’s respective economies and markets, as well as the impact of policy decisions and market forces in Asia on the global picture To learn more about Weston’s work and to follow him, please see the links […]
    Show More Show Less
    1 hr and 29 mins
  • Divergent Economic Outcomes: Japan, China, Europe and the US

    Divergent Economic Outcomes: Japan, China, Europe and the US
    Aug 29 2023
    A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, […]
    Show More Show Less
    Less than 1 minute