New episodes processed by Podwise, ready to search, skim and continue in the full app.
Read what each episode covers before you press play.
AI summary Macroeconomic headwinds and structural market fragility define the current financial landscape, driven by a combination of persistent inflationary pressures, shifting policy incentives, and unsustainable debt-funded capital expenditure. Cem Karson, founder of Kai Asset…
EnglishSummary · Transcript
AI summary Gold market dynamics are shifting as investors navigate volatile risk assets, rising interest rates, and geopolitical uncertainty. Joe Cavatoni, senior market strategist at the World Gold Council, highlights that while Western retail investment in gold has slowed, central bank…
EnglishSummary · Transcript
AI summary The "End of Either Or" philosophy in portfolio construction challenges the traditional constraint of choosing between core assets and diversifiers. By utilizing return stacking, investors can maintain exposure to core equities and bonds while layering on uncorrelated return…
EnglishSummary · Transcript
AI summary The current affordability crisis stems from a disconnect between stagnant household incomes and surging costs for essential goods like baby formula, energy, and housing. Rather than indicating a resilient economy, these price hikes trigger demand destruction, forcing families to…
EnglishSummary · Transcript
AI summary The global economy faces significant risks as the AI-driven market bubble becomes increasingly fragile under the pressure of rising interest rates and massive fiscal deficits. The US economy currently relies heavily on the "wealth effect," where stock market gains fuel consumer…
EnglishSummary · Transcript
AI summary Economic growth has gained momentum, yet persistent inflation necessitates a shift in monetary policy focus toward price stability. While labor markets have stabilized, inflationary pressures—exacerbated by geopolitical tensions in the Middle East and rapid AI-related capital…
EnglishSummary · Transcript
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
The Journal.
Follow your shows in Podwise and read each new episode before you decide to listen.
