Aug 17, 2018
Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.
Aug 10, 2018
Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.
Aug 3, 2018
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”
Jul 27, 2018
Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders.
Jul 20, 2018
Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.