Noise and Signals

The beans are spilled on uranium, and the session explores other metals. Martin shares his take on Warren Buffett and his position on the dollar.

Anna and Martin break down their financial strategies, Atlas and Cygnus, and question if the US can push for both a strong and weak dollar simultaneously. Markets, Bessent, chaos, clarity. This is therapy for them, not for you.

Macro Therapy dissect the role of central banks, dig into inflation, and discuss where the gold price might be headed. They also uncover the investments they’re watching, and reveal the secret sauce behind a Quattro Stagioni portfolio.

Anna and Martin are joined by renowned investment manager and economist Daniel Lacalle for a deep dive into tariffs and Trump’s agenda of reshoring the American industrial base, along with the consequences that follow.