With the country in lockdown, we’ve decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what’s going in dollar cash markets, what the Fed can do and whether we could enter a depression. I also review some of the pieces we’ve put out on Macro Hive over the past week including ones on tracking the COVID virus, the odds of a US recession, the importance of real yields and the possibility of stagflation. Please subscribe to the show and spread the word! Bilal