S1E43 - The New Rules
Published: February 3, 2026
Duration: 1:37:15
The old playbook is dead. Iran isn’t collapsing quietly, Europe is finally admitting unanimity is a fantasy, Japan may be waking up politically and financially, and the UN is drifting toward irrelevance. Macro is no longer about central banks and spreadsheets... it’s about power, coercion, and political risk. If you’re still reading FOMC minutes to understand the world, you’re missing the point entirely.
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Timestamps:
(00:00) - Introduction
(00:47) - Current Events
(02:00) - US-India Trade Deal Analysis
(04:58) - Iran-US Tensions and Potential Conflict
(38:45) - German...