Best David Beckworth Podcasts (2025)

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We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth 1:01:51

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24m ago1:01:51

1:01:51

In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over price stability. He explains the historical context of fiscal dominance, the warning signs we’re seeing today, and why current debt levels, persistent…

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Ben Harris on the Fiscal Health of the US Government 55:39

2d ago55:39

55:39

Ben Harris served in numerous high-ranking roles as a public sector economist and is now the vice president and director of economic studies at the Brooking Institution. In Ben’s first appearance on the show, he discusses the fiscal health of the US government, including the rising primary deficient, the impact of the Big Beautiful Bill, the propos…

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The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel 1:10:31

7d ago1:10:31

1:10:31

In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at ~8% annually, meaning only tech stocks and crypto have outperformed over time, while gold just preserves purchasing power. They discuss th…

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Luis Garicano on the Future of Digital Money and Lessons Learned from the History of the Euro 56:46

9d ago56:46

56:46

Luis Garicano is a former member of the European Parliament and a professor at the London School of Economics. In Luis’s first appearance on the show he discusses his new book, Crisis Cycle: Challenges, Evolution, and the future of the Euro, the ever-changing landscape of digital money, his suggested reforms to the Euro, and much more. Check out th…

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Unpacking The Crypto Treasury Meta 35:09

12d ago35:09

35:09

In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate crypto faster, analyze premium-to-NAV dynamics, discuss the evolution from equity issuance to innovative debt structures like converts and moving s…

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All Roads Lead To Debasement | Weekly Roundup 1:13:23

12d ago1:13:23

1:13:23

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasemen…

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Bringing The Long Tail Of Markets Onchain 36:22

14d ago36:22

36:22

In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissionless synthetic dollars and on-chain leveraged trading. We cover stablecoin demand dynamics, the future of tokenized structured products, how perps outperform options for retail, the practical limits o…

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The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap 33:56

16d ago33:56

33:56

In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wro…

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Mark Blyth on the Winners and Losers from Inflation 1:02:41

16d ago1:02:41

1:02:41

Mark Blyth is a professor of international economics at Brown University. In Mark’s first appearance on the show, he discusses his new book Inflation: A Guide for Users and Losers, the concept of angrynomics, a new way to look at price controls, demographic decline, and much more. Check out the transcript for this week’s episode, now with links. Re…

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The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup 43:12

19d ago43:12

43:12

In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts toward fiscal dominance, Trump’s pressure on FOMC board members, and the effects of tariffs and buybacks on equities. We also explore the implications of a weakening dollar, capital flows out of the U.S., an…

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DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell 38:44

21d ago38:44

38:44

In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He discusses navigating the 2022 crypto credit collapse, the trade-offs between fixed and variable lending, why traditional institutions are finally entering DeFi, and how composability, transparency, and t…

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Sam Schulhofer-Wohl on Reforms in the Treasury Market and Developments with Central Bank Operating Systems 50:34

23d ago50:34

50:34

Sam Schulhofer-Wohl is a senior vice president and the senior advisor to President Lorie Logan of the Federal Reserve Bank of Dallas. Sam returns to the show to discuss recent macroeconomic conferences in the context of changes in the Treasury market and with central bank operating systems around the globe. Check out the transcript for this week’s …

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The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup 55:10

26d ago55:10

55:10

In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’s apparent commitment to being “late” with rate cuts. We debate what an SLR exemption means for bond markets, how Treasury issuance and TGA refills could spike yields, and why 2026’s Fed chair pick coul…

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Andy Levin on the Importance of an Independent Inspector General at the Federal Reserve - BONUS 20:02

27d ago20:02

20:02

Andy Levin is an advisor to many central banks around the world and professor of economics at Dartmouth College. Andy returns to the show for a special bonus episode to discuss his pervious appearance and accompanying policy brief where he calls for an independent inspector general at the Federal Reserve. Check out the transcript for this week’s ep…

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Empire | Introducing the Token Transparency Framework 1:09:12

28d ago1:09:12

1:09:12

In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to …

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Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta 37:48

28d ago37:48

37:48

In this episode of Forward Guidance, Vishal Gupta—former head of USDC at Circle and Coinbase Exchange—joins to discuss his journey from Goldman Sachs to building crypto-native market infrastructure with his new venture, True Markets. He shares how stablecoins are reshaping market plumbing, the growing relevance of perpetual futures vs. options, and…

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Matthew Pines on the Future of Money, AI, and Monetary Policy 53:08

30d ago53:08

53:08

Sign up for the Bitcoin Policy Summit with our special Macro Musings Discount Code! Matthew Pines is the executive director of the Bitcoin Policy institute. Matthew returns to the show to discuss the future of Bitcoin as a strategic reserve, US stablecoin regulation, geopolitics under Trump, monetary policy at the Fed, and much more. Check out the …

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The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup 50:22

1M ago50:22

50:22

This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com…

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Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench 59:13

1M ago59:13

59:13

In this episode, Robert Bench – former Fed official, USDC co-creator, and now founder of Radius – joins to unpack the real story behind Project Hamilton and the Fed’s digital dollar pivot. He explains why CBDCs became politically radioactive, how stablecoins are replacing the card networks, and why America must act fast or lose the future of money …

1
Peter Conti-Brown and Sean Vanatta on the History of Bank Supervision in America 1:03:28

1M ago1:03:28

1:03:28

Peter Conti-Brown is a historian and legal scholar of the Federal Reserve System, and an associate professor at the Wharton School of Business at the University of Pennsylvania. Sean Vanatta is a senior lecturer in financial history and policy at the University of Glasgow. Peter and Sean join the show to discuss their new book titled: Private Finan…

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The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup 56:19

1M ago56:19

56:19

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradF…

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The New Regime People Don’t Want To Accept | Jim Bianco 1:05:23

1M ago1:05:23

1:05:23

In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to mislead markets, and why 5% yields are now the new normal. He explains why everyone got April wrong, what the return of bond vigilantes means for fiscal policy, and how the Fed is out of step with real…

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George Selgin on Contextualizing the Great Depression and its Implications on Monetary Policy Today 1:12:35

1M ago1:12:35

1:12:35

George Selgin is a senior fellow and director emeritus at the Center for Monetary and Financial Alternatives at the Cato Institute, as well as the author of the new book titled False Dawn: The New Deal and the Promise of Recovery, 1933-1947. George returns to the show to discuss the complicated economic history of the Great Depression, how that his…

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Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup 54:43

2M ago54:43

54:43

This week, we discuss the federal court injunction against Trump’s tariffs and whether this marks a true policy shift or just legal theater. The crew also dives into stealth bailouts via Treasury bill issuance, Japan’s inflation puzzle, AI’s productivity promises, and the looming housing and credit crunch. Plus, stablecoins are emerging as major bu…

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The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes 56:04

2M ago56:04

56:04

In this episode, David Cervantes from Pinebrook Capital breaks down 2025’s shifting macro landscape, covering fiscal stimulus, inflation, Fed policy, and market positioning. He highlights strong US deficits supporting growth, labor market shifts from immigration, and the chances of a June rate cut. He compares US vs. global equities, fixed income c…

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Daniel Bunn on Fiscal Issues Currently Facing the US Government 49:51

2M ago49:51

49:51

Daniel Bunn is the president and CEO of the Tax Foundation. In Daniel’s first appearance on the show, he discusses the history of tax models, the threat that tariffs make to the US economy, where we currently stand with budget reconciliation, how he would fix the tax code if he was president, and much more. Check out the transcript for this week’s …

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America’s Debt Spiral Is Accelerating | Weekly Roundup 54:47

2M ago54:47

54:47

This week, we discuss the U.S. fiscal pivot, soaring deficits, and what it means for bond markets, Bitcoin, and global capital flows. We also debate whether Japan is the canary in the coal mine for sovereign debt risks, if QE is still politically viable, the housing market crisis, and why Bitcoin and foreign equities may be the only rational long-t…

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America Is Risking A Liz Truss Moment | Kevin Muir 1:11:35

2M ago1:11:35

1:11:35

In this episode, author of the MacroTourist newsletter Kevin Muir joins the show to unpack why fiscal dominance is the defining force in today’s markets. He explains how MMT helped him rethink macro, why higher interest rates have recently been stimulative, and how the U.S. deficit is fueling both market resilience and long-term risk. We also dive …

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Luca Fornaro on Hysteresis, Endogenous Growth, and Aggregate Demand Policies 1:00:02

2M ago1:00:02

1:00:02

Luca Fornaro is a senior researcher at CREI and professor at both UPF and the Barcelona School of Economics. In Luca’s first appearance on the show, he discusses his expansive work on, hysteresis, stagnation traps, endogenous growth, aggregate demand policies, the medium run, population growth and much more. Check out the transcript for this week’s…

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The Fiscal Spiral Has No Off Switch | Weekly Roundup 52:31

2M ago52:31

52:31

This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill, and widening fiscal deficits. We also dig into the repatriation of foreign capital, the yield curve's breaking point, and how AI-driven productivity might justify tech valuations. Enjoy! — Follow Quinn…

David Beckworth Podcasts

1
Macro Musings with David Beckworth

Mercatus Center at George Mason University

1
Forward Guidance

Blockworks

1
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth 1:01:51

1
Ben Harris on the Fiscal Health of the US Government 55:39

1
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel 1:10:31

1
Luis Garicano on the Future of Digital Money and Lessons Learned from the History of the Euro 56:46

1
Unpacking The Crypto Treasury Meta 35:09

1
All Roads Lead To Debasement | Weekly Roundup 1:13:23

1
Bringing The Long Tail Of Markets Onchain 36:22

1
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap 33:56

1
Mark Blyth on the Winners and Losers from Inflation 1:02:41

1
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup 43:12

1
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell 38:44

1
Sam Schulhofer-Wohl on Reforms in the Treasury Market and Developments with Central Bank Operating Systems 50:34

1
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup 55:10

1
Andy Levin on the Importance of an Independent Inspector General at the Federal Reserve - BONUS 20:02

1
Empire | Introducing the Token Transparency Framework 1:09:12

1
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta 37:48

1
Matthew Pines on the Future of Money, AI, and Monetary Policy 53:08

1
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup 50:22

1
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench 59:13

1
Peter Conti-Brown and Sean Vanatta on the History of Bank Supervision in America 1:03:28

1
The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup 56:19

1
The New Regime People Don’t Want To Accept | Jim Bianco 1:05:23

1
George Selgin on Contextualizing the Great Depression and its Implications on Monetary Policy Today 1:12:35

1
Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup 54:43

1
The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes 56:04

1
Daniel Bunn on Fiscal Issues Currently Facing the US Government 49:51

1
America’s Debt Spiral Is Accelerating | Weekly Roundup 54:47

1
America Is Risking A Liz Truss Moment | Kevin Muir 1:11:35

1
Luca Fornaro on Hysteresis, Endogenous Growth, and Aggregate Demand Policies 1:00:02

1
The Fiscal Spiral Has No Off Switch | Weekly Roundup 52:31