Episode Appearances
The Compound and Friends · Jul 10, 2026
The Real Ticking Time Bomb with Michael Cembalest
“Recent appointment; making hard money statements reinforcing independence from Trump rate cut pressure”
US Dollar Reserve Currency Status and StabilityChinese AI Model Competition and Geopolitical StrategyHyperscaler Capital Expenditure Efficiency and ROI
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Vital Dawn · Apr 29, 2026
Vital Dawn Podcast for Wednesday April 29
“Expected to succeed Powell as Fed chairman, with Powell's post-transition role still undecided”
Q1 2024 Earnings Season Peak VolumeSemiconductor Industry AI Demand TrendsConsumer Spending Resilience
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The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Expected to cut interest rates in Q4; administration official pressuring defense contractors on costs”
Iran War Geopolitical Risk & Strait of Hormuz Supply Chain DisruptionPrivate Credit Market Stress & Leveraged Finance DefaultsMoney Printing & Monetary Policy Expansion
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