May 13, 2025
Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets.
This podcast episode was recorded on May 8, 2025. An ‘actionable highlights’ reel was published that day for premium subscribers, who...
May 6, 2025
Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities…