Archive - Thematic Markets

June 2025

Career lessons & what markets have wrong

Macro Hive podcast with Bilal Hafeez on my career lessons and current markets

Jun 29 •

1:10:49

Revolutionary money & banking

US embrace of stablecoins has revolutionary potential

Jun 26 •

May 2025

Observations: Have you understood nothing?

Markets struggle to differentiate setbacks from reversals

May 30 •

Observations: Damn the torpedoes!

“Admiral Farragut” Trump orders full speed ahead

May 23 •

Observations: Navigating the consensus

Insights gleaned from business and central bank economists

May 14 •

Reflections on Trump's revolution

Grant Williams' Gold Tier conversation with me on the new world order

May 10 •

Observations: 100 days of turmoil, unknown unknowns

Preparing for the unknown is hard if you don’t know what it is

May 7 •

Observations: 100 days of turmoil, known unknowns

Markets know what they don’t know, but are all unknowns the same?

May 4 •

Observations: 100 days of turmoil, the knowns

Assessing the known knowns of the revolution, 100 days in

May 2 •

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