Today's episode unpacks the accelerating convergence of macroeconomic volatility, geopolitical risks, and technological disruption, revealing vulnerabilities beneath the surface of global systems. Maya and Alex explore how private credit, AI security, and shifting central bank policies are interconnected, drawing parallels to the structural challenges that ultimately led to the decline of the Roman Empire. 0:00 - Introduction 1:00 - Financial Markets & Private Credit 8:44 - AI Disruption & Security Concerns 14:15 - Geopolitical Risk & Energy Markets 17:34 - Macroeconomic Volatility & Central Bank Policy 19:47 - Blockchain & Decentralization Challenges 22:00 - Conclusion Referenced podcasts (for further listening): - "BI Weekend GM, Starbucks, UPS Earnings (Podcast)" (Bloomberg Intelligence) - "What would Kevin Warsh’s Federal Reserve look like" (FT News Briefing) - "Trump’s Hidden Mortgage Stimulus from Fannie & Freddie Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging" (Monetary Matters with Jack Farley) - "100,000 AI Agents Joined Their Own Social Network Today. It's Called Moltbook." (The AI Daily Brief: Artificial Intelligence News and Analysis) - "30,000 AI Agents Joined Their Own Social Network Today. It's Called Moltbook." (The AI Daily Brief: Artificial Intelligence News and Analysis) - "248. How Iran’s uprising has been driven by economic failure" (The Rest Is Money) - "Bits + Bips The Most Dangerous Type of Asset to Trade on Weekends" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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28 mins