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Cullen Roche on the Art of Building a Perfect Portfolio
Jan 12, 2026 54 min

Cullen Roche on the Art of Building a Perfect Portfolio

For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in Treasuries. The stocks generally went up. The T...

This Is What Maduro's Arrest Means for the Oil Market
Jan 07, 2026 46 min

This Is What Maduro's Arrest Means for the Oil Market

Venezuela is sitting on, by some measures, the biggest oil reserves in the world. And yet, in the immediate wake of Maduro's capture by US forces, the actual price of oil has moved very little. So ...

What Really Happens at a Fed Research Conference
Jan 05, 2026 41 min

What Really Happens at a Fed Research Conference

Every year, regional Federal Reserve banks host some of the most substantive — and under-the-radar — events in the central banking world: research conferences. Behind the formal papers and dense ma...

Tracy and Joe Answer All Your Questions
Jan 01, 2026 34 min

Tracy and Joe Answer All Your Questions

It's that time of the year. On this episode, Tracy and Joe answer questions from listeners that were submitted via voice note. We talk about everything from Chinese history to whales to whether or ...

Goldman's Hatzius and Snider on the Outlook for 2026
Dec 29, 2025 46 min

Goldman's Hatzius and Snider on the Outlook for 2026

2025 was an extraordinary year, with the real economy defying recession worries and equity markets putting up monster returns. So can this be repeated again in 2026? On this episode, we speak with ...

The Booming Business of Chinese Peptides
Dec 19, 2025 48 min

The Booming Business of Chinese Peptides

You probably already know someone doing peptides — the amino acids that form the basis of popular new drug treatments like Ozempic and Wegovy. Today there are peptides meant to help with everything...

Meet the Politician the AI Industry Is Trying to Stop
Dec 18, 2025 47 min

Meet the Politician the AI Industry Is Trying to Stop

The politics of AI are already exploding. Whether we're talking about data centers, electricity prices, labor displacement, water consumption, competition with China, or users of chatbots becoming ...

MeatEater's Steven Rinella on the Economic History of Hunting
Dec 15, 2025 54 min

MeatEater's Steven Rinella on the Economic History of Hunting

When we think about America’s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one of the biggest economic drivers wasn’t crops or...

D.A. Wallach Explains Why Biotech VC Is So Different
Dec 12, 2025 50 min

D.A. Wallach Explains Why Biotech VC Is So Different

Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That’s the world of D....

This Is What It Takes to Get a Data Center Financed
Dec 11, 2025 45 min

This Is What It Takes to Get a Data Center Financed

Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity...

Dan Ivascyn Is Excited About a New Era in Fixed Income
Dec 08, 2025 57 min

Dan Ivascyn Is Excited About a New Era in Fixed Income

In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets...

How Microsoft Excel Conquered Corporate America
Dec 07, 2025 18 min

How Microsoft Excel Conquered Corporate America

Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet software has become synonymous with the bes...

AI Can Tell Us Something About Credit Market Weakness
Dec 04, 2025 44 min

AI Can Tell Us Something About Credit Market Weakness

There have been some wobbles in credit markets lately. It hasn't been too dramatic, but we've had some blowups, leading Jamie Dimon to speculate about the presence of other "cockroaches" lurking in...