Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we speak to Vincent Deluard, the Director of Global Macro for INTL FCStone Inc., who argues that the endless bid for ETFs have helped fuel a bubble in megacap stocks, which continue to outperform the market.

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
28:54

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
30:49

Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
47:26