Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the period in the wake of 9/11, and other moments of extreme turbulence. This week's special episode was recorded on Monday March 16 with Naufal Sanaullah, a macro strategist at EIA All Weather Alpha Partners. He walked us through his thinking on the market, and even discussed how he was trading things, right then, during the market open.

The French Political Crisis That's Turning Into a Debt Crisis
47:33

Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
58:00

Nate Soares on How AI Really Could Kill Us All
1:16:10