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.

How Substack Creators Are Covering This Strange Markets Era
31:13

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
1:06:26

Jeremy Grantham on How to Tell If a Bubble Is About to Burst
59:40