Best Money Macro Talks Podcasts (2025)

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This is Bigger than Crypto 2.0... You NEED To know | Tim Kotzman 34:46

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2d ago34:46

34:46

Tim Kotzman, investor and Bitcoin strategist, joins us to unpack the explosive rise of Bitcoin treasury companies—and why this emerging asset class could reshape how corporations grow, govern, and compete in a post-dollar world. From MicroStrategy’s leveraged playbook to MetaPlanet’s media-first strategy, Tim breaks down how capital markets are bei…

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John Ganz on the Era When America Was Consumed by Panic With Corporate Japan 47:17

3d ago47:17

47:17

These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there were worries about a rising Asian industrial power. In the 1980s and early 1990s, there was a lot of concern about the rise of corporate Japan. And th…

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Equities Are Back, Baby...! ft. Andreas Steno 1:05:33

4d ago1:05:33

1:05:33

🔥 *The future of finance is here... Join the waitlist:* https://rvtv.io/4mIxWi8⚪ Raoul Pal and Andreas Steno dive deep into the new macro regime — where liquidity, policy, and technology intersect to drive the next great investment cycle. They unpack how private credit creation, AI-driven CapEx, energy transitions, and the “debasement trade” across…

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Why the Price of Money Surged in the Last 6 Years 42:55

4d ago42:55

42:55

What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtually unfathomable that the Fed will return to ZIRP anytime soon? Why do investors expect this rate cut cycle to be so shallow? The answer, theoretically, is that the neutral rate of interest has gone up. But what is the neutral rate of interest, and why…

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Recession Fears, Rate Cuts & Record Highs: Inside This Week’s Market Chaos | Macro Mondays 36:23

6d ago36:23

36:23

By Onyx Capital Group

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James van Geelen on the Next Phase of the AI Buildout 38:38

7d ago38:38

38:38

Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Research. We talk to him about his latest field trip to one of OpenAI's new…

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Will Quantum Computing Ruin The Future of Bitcoin? (This is the answer) 12:58

8d ago12:58

12:58

I get it. It's scary hearing about what quantum computers could do to Bitcoin one day if or when they actually arrive. But here's the thing. Understanding how bitcoins encryption actually works is the key to understanding how quantum can, or more importantly, can't disrupt it. And what I'm about to show you will completely flip the script on your p…

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Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money 27:30

10d ago27:30

27:30

We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or loosens policy are a lot more nuanced. For years now, the Fed's been doing this through the federal funds market — where US banks lend and borrow their excess reserves. But that could be changing. Last …

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DON'T DO THIS... Everyone knows buy low and sell high, but ignore it | Adam Back 1:08:45

10d ago1:08:45

1:08:45

Adam Back, legendary cypherpunk and CEO of Blockstream, joins us to break down why Bitcoin treasury companies are emerging as one of the most disruptive forces in finance—and what this shift means for the future of capital markets. From early skepticism to full-blown corporate adoption, Adam unpacks how Bitcoin’s volatility, asymmetric upside, and …

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AI + Crypto: Building the New Internet of Money ft. Micky Malka 1:16:27

11d ago1:16:27

1:16:27

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFRaoul Pal welcomes Micky Malka, founder of Ribbit Capital, for a wide-ranging conversation on everything from Micky’s experience building brokerages in South America to backing FinTech giants like Robinhood and Coinbase. Plus, they explore how tokenization, AI, and d…

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Terry Duffy on the CME's Big Push into Retail Trading 57:47

11d ago57:47

57:47

CME Group is one of the oldest exchanges around, tracing it's history all the way back to the late 1800s, when it specialized in agricultural commodities. It's best known for things like futures and interest rate swaps that tend to be favored by professional traders. But as retail trading becomes big business, the CME is expanding its footprint in …

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Tarek Mansour on Kalshi's Plan to Create Markets in Everything 44:32

12d ago44:32

44:32

For over 20 years, people have been talking about prediction markets or event markets are the next big thing. But mostly, with some niche exceptions, they haven't taken off, in part due to regulatory constraints. But now they seem to be booming, and the regulatory environment has gotten much more friendly. On this live episode recorded in Chicago, …

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Trump’s 100% Tariffs, U.S. Shutdown Deadline, Dollar Weakens & Gold Surges | Macro Mondays 32:46

13d ago32:46

32:46

In this week’s Macro Mondays, James Todd is joined by Spyridon Kokas and Mita Chaturvedi to dissect a turbulent week in markets. President Trump has unveiled plans for sweeping new tariffs, including a 100% tariff on pharmaceutical imports, just as Washington stares down another potential government shutdown at the October 1st deadline. The Dollar …

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The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil 34:25

14d ago34:25

34:25

Don Wilson has built a career diving into some of trading’s thorniest problems, including figuring out ways to trade new and niche markets. Now, the founder and CEO of DRW has his sights set on the GPUs powering AI, which he thinks could end up being a bigger market than crude oil. In this episode, which was recorded live onstage at our show in Chi…

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September 2025: Raoul Pal The Journey Man's Monthly Recap 31:32

14d ago31:32

31:32

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFJoin us as we revisit the best moments from The Journey Man throughout September. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across standout episodes:⚪ Michael Howell: Mike Howell R…

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Introducing IVF Disrupted: The Kindbody Story 1:37

14d ago1:37

1:37

Kindbody, one of the largest fertility companies in the US, sought to disrupt egg freezing and IVF by combining spa vibes with Silicon Valley efficiency. The startup raised millions, opened dozens of clinics, and became a billion-dollar unicorn. But its ambition came with consequences. In IVF Disrupted: The Kindbody Story, reporter Jackie Davalos t…

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The World's Safest Investment Just Collapsed (Nobody Saw It Coming) 16:46

15d ago16:46

16:46

The world's safest investment just collapsed and almost nobody saw it coming. Wall Street's most trusted investment lost trillions in value, and if you're still holding on to it, your portfolio could be next. But what caused this crash? And more importantly, what should you do now? In the next few minutes, you'll discover why the smartest investors…

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Jack Morris on Finding the Next Big AI Breakthrough 45:29

17d ago45:29

45:29

We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are these researchers actually working on? And how do we know that they're making progress? And furthermore, how can we even measure that progress? On this episode, we speak with Jack Morris, an AI researcher and Ph.D. candidate at Cornell University, w…

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URGENT: The Everything Code UPDATE ft. Julien Bittel 1:32:21

17d ago1:32:21

1:32:21

🔥 The new Real Vision is around the corner... Join the waitlist https://rvtv.io/4nd7U7A🔥 Join FREE today and access the exclusive Q&A with Raoul and Julien: https://rvtv.io/41fVHWF. In this very special edition of The Journey Man, Raoul Pal welcomes GMI head of macro research Julien Bittel for a live presentation of the Everything Code, their big p…

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Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech 40:00

18d ago40:00

40:00

There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving this intense flow? How long can these consensus trades last? On this episode, we speak with Ozan Tarman, the Vice Chair of Global Macro at Deutsche Bank. As part of his role at the bank, Ozan talks no…

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🔴 Liquidity & Timing the Banana Zone: Drinks With Raoul Pal (Round 18) 55:59

18d ago55:59

55:59

🔥 The new Real Vision is around the corner... Join the waitlist https://rvtv.io/4nd7U7A🔥 *Join FREE today and access the exclusive Q&A with Raoul:* https://rvtv.io/41fVHWF. Round 17 of Drinks with Raoul is here — This edition of Drinks with Raoul comes right on time, with markets pulling back, sentiment shaking, and the Banana Zone feeling still ou…

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Jim Cramer on the Retail Trading Revolution 53:54

21d ago53:54

53:54

In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the market, and that the proper way to invest is through low-cost index funds that you don't pay regular attention to. More than anyone else, one man has been…

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Trump's 'One Big Beautiful Bill' Creates New Millionaires (Here's How) 23:10

22d ago23:10

23:10

Trump's 'One Big Beautiful Bill' just passed, and I'm using it to build $5 million while most people don't even know it exists. The OBBB has seven wealth-building provisions that could immediately put money back in your pocket. But here's the kicker—when you layer this with strategic investments in business, real estate, and Bitcoin the way I'm abo…

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Michael Froman on the New 'Polyamorous' Global Trading System 46:11

23d ago46:11

46:11

When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administration erected aggressive trading barriers against China. Then Biden expanded them further. And there were signs of its demise even under Obama. So wh…

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Henry Wang on China's Role in the New Emerging World Order 53:13

24d ago53:13

53:13

There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organization. You also see this with the leaders who went to Beijing recently for the country's military parade. And of course, this comes at a time when the…

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The $300 Trillion Credit Rotation Nobody Sees Coming 21:05

24d ago21:05

21:05

Right now, a $300 Trillion Credit Rotation is forming—and nobody sees it coming. Most investors and even Wall Street think these Bitcoin Treasury Companies are just a bubble, another creative play on Bitcoin, or maybe just a way to quickly generate cash. But… They’ve completely missed the real story—and it’s WAY bigger than anyone realizes. These c…

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Is Bitcoin Giving Way to Altcoin Season? ft. Jamie Coutts from Real Vision PRO 1:09:53

24d ago1:09:53

1:09:53

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFRaoul Pal welcomes Real Vision chief crypto analyst Jamie Coutts to examine the current state of the crypto market, market psychology, and the shift from Bitcoin dominance to high-quality altcoins. Plus, they discuss the importance of metrics like settlement value, a…

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Elon Musk's Pay Package and the Threat to the Delaware Corporation 37:10

25d ago37:10

37:10

If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a business. And in fact, Delaware has catered to these corporate clients, setting up an efficient chancery court to settle corporate disputes and produ…

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“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies 17:41

26d ago17:41

17:41

David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies. ----more---- In this podcast they discuss the prospects for US economy and the financial markets. Dimitris considers the impact of the Trump Administration’s immigration policies on a weakening labour market. He also assesses the outlook for US monetar…

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The Cardboard Boxpocalypse and the State of the US Economy 43:32

28d ago43:32

43:32

Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists use them as an unconventional macroeconomic indicator to gauge retail spending. Now, shipments of boxes are falling dramatically. At the same time, pric…

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“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence 23:01

28d ago23:01

23:01

David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio. ----more---- In doing so, he assesses the importance for investors of the way that the global markets for many individual commodities are fracturing and becoming more fragmented…

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BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton 44:04

29d ago44:04

44:04

Jeff Walton, former reinsurance broker turned Bitcoin thought leader, breaks down why Bitcoin treasury strategy companies are exploding—and what it means for the future of finance. From riding GameStop to the top to identifying asymmetric risk in traditional markets, Jeff reveals how a background in risk management led him to bet big on Bitcoin. In…

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Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now 45:00

30d ago45:00

45:00

Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need to get the disaster state right. Plus, insurance of any sort is costly. This means tail risk hedging is far from a trivial exercise. On this episode, …

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Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US 31:18

1M ago31:18

31:18

In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chairman of Goldman Sachs. We discuss his views on the rate path, and why he does not see the Fed cutting by 50 bps at the next meeting. We also discuss t…

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Mike Howell RETURNS: The Dollar Fix Is In — The Playbook for Gold, Tech & Bitcoin 1:08:52

1M ago1:08:52

1:08:52

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF. You've asked, we listened: On the latest "Journey Man," Raoul Pal welcomes back Michael Howell, CEO of CrossBorder Capital, for an analysis of the global liquidity cycle, with a breakdown of what's going on in the U.S., China, Japan, UK, France, Germany, and how it…

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What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy 40:34

1M ago40:34

40:34

The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between Indian and Pakistan earlier this year), we've gotten fresh data on how certain hardware actually holds up on the battlefield or in the skies. Separately, C…

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August 2025: Raoul Pal The Journey Man's Monthly Recap 26:55

1M ago26:55

26:55

🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFJoin us as we revisit the best moments from The Journey Man throughout July. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across standout episodes:⚪ Tiago Sada from AI Tools for Human…

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Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract 50:40

1M ago50:40

50:40

One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan out, but mostly, the dollar signs just keep piling up. And the AI winners like Nvidia, OpenAI, and Anthropic just keep seeing their market valuations …

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Everybody's Business: The Business of KPop Demon Hunters 44:25

1M ago44:25

44:25

For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal joins Max Chafkin and Stacey Vanek Smith to fact check President Trump’s recent claim that the “stock market needs the tariffs, they want the tariffs." Is it actually possible to tell how markets feel about tariffs? Do the markets even know themselves? The trio dives deep. …

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THIS is the Future of Central Banks | Brian Dixon 34:37

1M ago34:37

34:37

Brian Dixon, CEO at Off the Chain Capital, shares how investors are using Buffett-style value investing to outperform Bitcoin itself—focusing on discounted assets, protocol-layer dominance, and long-term theses. In this episode, we explore why the base layer is winning, how Bitcoin and AI are converging, and why sovereign wealth funds and instituti…

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Lots More on the Big Problem With the Monthly Jobs Report 24:04

1M ago24:04

24:04

We've been in a strange labor market for a while now. The unemployment rate is still nice and low at 4.2%. But the pace of job creation has been slowing markedly. And furthermore, not only has the pace of job creation been slowing, it seems almost every monthly Non-Farm Payrolls number ends up getting revised lower. Of course, this comes at a time …

1
Why Solana Built a Smartphone (And Why it Might Work) 1:03:17

1M ago1:03:17

1:03:17

🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenXVY🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFRaoul Pal welcomes Emmett Hollyer, general manager of Solana Mobile, to chat about how Solana’s Seeker phone could transform Web3 with self-custody, airdrops, and crypto-native payments. From bat…

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What's Behind the Boom in Buy Now Pay Later 36:08

1M ago36:08

36:08

Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought installment payments into everyday life, while big banks and tech firms also now racing into the space. With the market growing so rapidly, there are obvious concerns over whether BNPL is adding a new layer of 'hidden leverage' to the economy, giving …

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Dan Wang on China's Breakneck Economic Growth 49:59

1M ago49:59

49:59

In the past couple of years, the world has fully awoken to the incredible economic and technological growth exhibited by China. But what lessons are there for America? Are there even lessons for America? Dan Wang, research fellow at Stanford University's Hoover History Lab, has probably been one of the foremost commentators and observers on China's…

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Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade 15:27

1M ago15:27

15:27

Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swift and Travis Kelce’s engagement — betting on everything from their wedding timeline to her next single. On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg personal finance reporter Francesca Maglione and wealth reporter Annie Mas…

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Emi Nakamura on Central Bank Credibility and the Taylor Rule 36:25

1M ago36:25

36:25

The post-Covid inflation will prove to be a treasure trove for academic economists, as they study what drives inflation, and the power that central banks have to contain it once it gets going. At this year's Jackson Hole Economic Symposium, UC Berkeley professor Emi Nakamura presented a new paper — co-authored with her Berkeley colleagues Jón Stein…

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Raoul Pal: The Golden Age of Crypto Has Begun ft. Keith Grossman 1:11:38

2M ago1:11:38

1:11:38

🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenXVY🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFMoonpay president Keith Grossman joins Raoul Pal to discuss the evolution of crypto adoption, regulation, and infrastructure. From stablecoins and tokenization to banking clarity and memecoins, t…

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Liz Truss on the 'Doom Loop' Engulfing the UK Economy 58:22

2M ago58:22

58:22

These days, everyone is talking about high interest rates across the rich, developed world, while warning of eventual fiscal disaster. But we may have gotten an early glimpse of this anxiety in October 2022, when then-UK Prime Minister Liz Truss unveiled her mini-budget that spooked the gilt market. Well today, rates at the long end of the British …

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Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook 28:42

2M ago28:42

28:42

Criticism and threats to Federal Reserve independence have been building for some time in this administration. But it was taken to a new height on August 25, when Trump posted that he intended to fire Fed Governor Lisa Cook, a Biden appointee. According to our guest, Columbia Law Professor Lev Menand, this is a big deal that has created an immediat…

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Adam Posen on a Surreal Jackson Hole in a Post-American World 57:41

2M ago57:41

57:41

The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and central bankers gather to discuss the most important, cutting edge ideas in monetary policy. But there was certainly a different feel this year because of the relentless attacks on Fed Chairman Jerome Powell coming from President Trump. The whole premise…