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Bloomberg's Simon White on Inflationary Regime, Rising Rate Volatility

Apr 17, 2024 – FS Insider speaks with Simon White, macro strategist at Bloomberg, on the cyclical and structural factors lining up for a higher inflationary regime, how much higher he thinks inflation may head from here...

David Woo on Israel's Next Move, Hawkish Fed

Apr 16, 2024 – Unbound's David Woo joins FS Insider from Israel to discuss the most recent attack and where it fits into the larger geopolitical struggle between the US and China. David calls the Iran drone and missile attack over the weekend...

New EV Mandates for the Trucking Industry – What Could Go Wrong?

Apr 11, 2024 – On March 29th of this year, the EPA passed new federal mandates aiming to switch over heavy-duty trucks to becoming electric. Today, we discuss some of the details of these mandates and why they will likely prove to be...

Gold Surge Signaling Major Central Banking Shift, Says Greg Orrell

Apr 10, 2024 – There's an insatiable demand for gold coming out of China, both by the Chinese central bank and Chinese investors. Why the rush? Greg Orrell from the OCM Gold Fund discusses why gold has seen such a strong move this year and how...

Understanding Markets Through Cognitive Economics

Apr 9, 2024 – FS Insider speaks with cognitive economist Patrick Schotanus to discuss the contrast between the conventional economic view of markets (embodied by the Efficient Market Hypothesis) vs. the post-cognitive view informed by...

The Robots Are Coming!

Apr 4, 2024 – The explosive developments we've seen in the AI space are now giving birth to a robotics revolution. Davos Macro Research's Nick Pardini and FS Insider's Cris Sheridan discuss the range of tasks that robots are now able to do...

Alpine Macro's David Abramson on Energy Outlook, Commodity Rotation

April 2, 2024 – Oil and commodities have climbed by double digits so far this year when looking at the widely-followed commodity CRB index and are now outperforming tech stocks. FS Insider is joined by Alpine Macro Chief US Strategist...

President Xi Meets with US Tech Companies

Mar 28, 2024 – Are US-China relations thawing? China's President Xi told American CEOs this week, including prominent chipmakers Qualcomm and Broadcom, that the US and China must work together and encouraged further...

Christian Takushi: How Geopolitical Shifts Are Shaping Markets

Mar 27, 2024 – In today's FS Insider podcast, Christian Takushi discusses the ongoing strategic competition between the US and China, likening it to a high-stakes chess game involving resources and critical technologies. This geopolitical maneuvering is...

Technocratism or Capitalism 2.0?

Mar 26, 2024 – Why are tech companies the largest in the world today? In our most recent FS Insider podcast, Cris Sheridan and Steven Vincent discuss the surge in tech company valuations as reflective of a new post-capitalistic system...

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