Appears On
Episode Appearances
The Compound and Friends · Jul 10, 2026
The Real Ticking Time Bomb with Michael Cembalest
“Referenced as example of dollar basher lacking empirical discipline on reserve currency metrics”
US Dollar Reserve Currency Status and StabilityChinese AI Model Competition and Geopolitical StrategyHyperscaler Capital Expenditure Efficiency and ROI
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Odd Lots · May 15, 2026
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
“Referenced as 'Dr. Doom'; discussed in context of bear analyst branding and media narratives”
Fiscal Dominance and Debt MonetizationDouble-Digit Inflation OutlookCorporate Margin Compression Risk
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