Best Julian Shapiro Podcasts (2025)

1
Adam Met (AJR) with Julian Shapiro-Barnum (Recess Therapy) 45:27

5d ago45:27

45:27

On this week’s Talkhouse Podcast we’ve got a couple of guys who found huge followings—on the internet and elsewhere—in different ways, but with similar outlooks: Adam Met and Julian Shapiro-Barnum. Met is one-third of the brother band AJR, who’ve found massive pop hits over the past decade with cheeky but sometimes deceptively deep songs like “Bang…

1
Episode 61: Are Commodities Grossly Undervalued? With Mish Schneider. 35:33

18h ago35:33

35:33

Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks commodities are "grossly undervalued." From uranium to silver to soybeans, Mish sees a ton of tactical opportunities in the commodities space (with clear targets and tight stops). They also discuss signs o…

1
Episode 60: Geopolitical Threats & Opportunities. With Jacob Shapiro and Dee Smith. 26:43

2d ago26:43

26:43

In this special episode of Talking Markets, Maggie Lake is joined by Strategic Insight Group CEO and founder Dee Smith, and Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, to dig into the Operation Spider's Web and its ricochet effects for not just the rules of war but potentially the rules of commerce. The three get into the fa…

1
Episode 59: The Elon Effect on Gold. With Tony Greer 33:06

6d ago33:06

33:06

"Elon Musk is a living, breathing, gold and Bitcoin endorsement right now," TG Macro's Tony Greer said this morning. He joins Maggie Lake on Talking Markets to discuss why Musk is a gold salesman, his outlook for markets, his thoughts on tariffs and the "big beautiful bill," and whether he still sees the bond market as the Jaws-esque risk on the ho…

1
Episode 58: Is The Dollar Bear Trade Too Crowded? With Dale Pinkert 42:11

8d ago42:11

42:11

It's been an eventful start to June, with stocks down slightly, Treasury yields inching up, oil up, and the dollar weakening against the euro, pound, and yen. So it's the perfect day to have TradeGateHub coach Dale Pinkert back on Talking Markets to share his outlook on TLT, DXY, Mag 7, and more. In this episode, we break down the price action, fro…

1
Episode 57: Recession, Then More QE. With David Rosenberg 1:00:19

8d ago1:00:19

1:00:19

David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investors have written off bonds as “uninvestable,” Rosie argues that recession risk is underpriced, the term premium is rising for structural reasons, and valuations now offer an attractive risk-reward, even…

1
9: Pink Pantheress, Being Present, and Applesauce 35:36

8d ago35:36

35:36

In this episode of Gems, Miles and Julian are joined by special guest Pink Pantheress! They talk about mountain adventures, her new mixtape “Fancy That," and British accents.By Julian Shapiro-Barnum and Miles

1
Matt Berninger (The National) with Alan Sparhawk (Low) 50:54

6d ago50:54

50:54

This week's Talkhouse Podcast is kind of a dream episode for me, because I managed to wrangle two of my favorite songwriter/performer/lyricists ever into a conversation, Matt Berninger and Alan Sparhawk. Sparhawk first came to my attention way back in the early ‘90s with his band Low. Over the course of 30-ish years, he and his wife, Mimi Parker, c…

1
Episode 56: Gold vs. Bitcoin. With Rick Rule. 31:02

13d ago31:02

31:02

Gold slipped earlier this week as President Trump delayed tariffs on the European Union and the US dollar strengthened. Is this just a short-term wobble, or the start of something more serious? Rick Rule, CEO of Rule Investment Media, joins Maggie Lake to talk about the macro risks and outlook for gold and metals. They also discuss whether Bitcoin …

1
Podcast Preview: SubwayTakes Uncut with Michael Shannon 31:57

19d ago31:57

31:57

"People are real down on the subway lately but I still like taking it!!" Kareem and Michael continue on the train and talk about Michael's directorial debut, Eric Larue, directing as a way of developing every character in a movie, Kareem and Michael's future buddy comedy where they open an indie Target (and also their buddy drama where they're room…

1
Episode 55: Are Central Banks Losing Control of Bond Markets? With Julian Brigden. 51:56

20d ago51:56

51:56

The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, joins Maggie Lake today to share his take on …

1
Episode 54: Is it Time To Sell America? With Jeremy Schwartz. 36:51

22d ago36:51

36:51

Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill (which would increase projected budget deficits by nearly $3 trillion through 2034) passed a key hurdle last night. Jeremy Schwartz, Global CIO at WisdomTree, joins Maggie Lake on Talking Markets to t…

1
8: Joe Jonas, Pokemon, and Making Music 33:50

22d ago33:50

33:50

In this episode of Gems, Miles and Julian are joined by special guest Joe Jonas! They talk about jellyfish, his new album “Music for People Who Believe in Love," and... you guessed it, flash floods.By Julian Shapiro-Barnum and Miles

1
Episode 53: Is The Market Mispricing Risk Again? With Nancy Davis. 35:55

25d ago35:55

35:55

The bond market isn’t behaving the way it used to, and investors can no longer rely on old correlations to hold, according to Nancy Davis, founder of Quadratic Capital and portfolio manager of IVOL and BNDD. The former Head of Credit, Derivatives, and OTC Trading at Goldman Sachs joins Maggie Lake on Talking Markets to explain why this shift is hap…

1
Nobody’s Ever Asked Me That: Lili Taylor 47:19

26d ago47:19

47:19

On the latest episode of the Talkhouse Podcast’s spin-off series, host Nick Dawson sits down with iconic actress Lili Taylor, who just published her first book, Turning to Birds, a series of thoughtful, beautifully written and deeply human essays about her consuming passion for birdwatching. In an engrossing conversation, the two discuss how recove…

1
Episode 52: What's Bugging the Bond Market? With Noelle Acheson 33:55

27d ago33:55

33:55

CPI came in soft, stocks cheered… but Treasury yields rose. What’s really going on? Noelle Acheson, author of Crypto Is Macro Now, joins Maggie Lake to unpack why the inflation data may be misleading, why the bond market isn’t buying the narrative, and what the tariff pause could actually mean for markets. She also breaks down what Coinbase enterin…

1
Episode 51: Is The Worst Of The Trade War Over? With Rupert Mitchell 37:52

29d ago37:52

37:52

With China and the US drastically cutting reciprocal tariffs, is the worst of the trade war over? Rupert Mitchell, A.K.A. The Blind Squirrel on Substack, thinks so: "The administration clearly cares more about stocks than they were pretending," he said this morning. Rupert joins Maggie Lake on Talking Markets today to discuss the likely effects of …

1
7: Lin-Manuel Miranda, Fools Gold, and Being Afraid of Failure 43:42

29d ago43:42

43:42

In this episode of Gems, Miles and Julian are joined by the amazing Lin-Manuel Miranda! They talk about action movies, writing music, and (of course) gemstones.By Julian Shapiro-Barnum and Miles

1
Episode 50: Trade Talks & The Risks To US Treasuries. With Harry Melandri. 44:08

1M ago44:08

44:08

With President Trump saying today that an 80% tariff on Chinese goods “sounds right,” but that it's "up to Scott [Bessent]," what can we expect from the US/China trade talks this weekend - and how might markets react? Harry Melandri, senior advisor to Arque Advisors and author of Respice Finem, joins Maggie Lake to unpack the latest tariff news, wh…

1
Chris Carrabba (Dashboard Confessional) with Evan Weiss (Pet Symmetry, Into It. Over It.) 56:54

1M ago56:54

56:54

On this week's Talkhouse Podcast we’ve got two old friends who’ve contributed more than their fair share to the emo world and beyond and lived to tell the tale: Evan Weiss and Chris Carrabba. Carrabba is of course the main creative force behind Dashboard Confessional, whose early albums—specifically The Swiss Army Romance and The Places You Have Co…

1
Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard. 36:40

1M ago36:40

36:40

The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/v…

1
Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar. 39:46

1M ago39:46

39:46

"We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: …

1
Episode 47: Is Another Sell Off Looming? With Dale Pinkert. 38:01

1M ago38:01

38:01

Stocks rallied today after a better-than-expected jobs report, with 177,000 new positions added despite ongoing tariff uncertainty. Treasury yields are climbing, and the Fed is likely to stay patient—so what does it all mean for markets? TradeGateHub coach Dale Pinkert joins Maggie Lake to break down today’s moves in SPX, gold, silver, and bond mar…

1
Nobody’s Ever Asked Me That: Michel Gondry 32:41

1M ago32:41

32:41

On the latest episode of this new Talkhouse Podcast spin-off series, host Nick Dawson sits down with visionary writer-director Michel Gondry, whose delightful new film, Maya, Give Me a Title – a hand-drawn 60-minute feature he originally made just for his young daughter – is currently on the festival circuit. In a wide-ranging conversation, the two…

1
Episode 46: GDP, META and MSFT. With Tommy Thornton 36:20

1M ago36:20

36:20

US GDP growth slowed sharply in Q1, marking the biggest drop since early 2022—and markets are feeling it. Stocks are under pressure ahead of key earnings from Microsoft and Meta after close today, while President Trump marks his 100th day back in office. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to break down what the GDP …

1
Episode 45: Markets Still "Full of Dry Tinder". With Rudy Havenstein. 1:04:34

1M ago1:04:34

1:04:34

We’ve got something a little bit different for you this week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact…

1
Episode 44: Is The Consumer Sector Bottoming? With Mish Schneider. 35:24

1M ago35:24

35:24

Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake. They discuss the outlook for the consumer sector, key levels for the Russell 2000, transportation's struggles, and why $95,000 is now a critical level for Bitcoin. Also up for discussion: the dollar, commodities, and an update on …

1
6: Harvey Guillén, Wisdom Teeth, and Dealing with Sadness 38:22

1M ago38:22

38:22

In this episode of Gems, Miles and Julian are joined by the incredible Harvey Guillén! They talk about the five second rule, their ins and outs, and his new movie “Companion” streaming nowBy Julian Shapiro-Barnum and Miles

1
Kurt Vile with Francie Medosch (Florry) 51:35

2M ago51:35

51:35

On this week’s Talkhouse Podcast we’ve got a lively chat between Philly friends Kurt Vile and Francie Medosch. Medosch is the singer and main creative force behind the band Florry, which exists in the same sonic universe as Courtney Barnett and the currently exploding MJ Lenderman—loose, rocking, a little bit jammy, a little bit indie, and frequent…

1
Episode 43: Will the US be a "Crypto Superpower"? With Jeff Dorman. 41:21

2M ago41:21

41:21

Now that crypto-friendly Paul Atkins has been sworn in as SEC chair, will we see the US become a "crypto superpower"? Joining Maggie Lake today on Talking Markets to give his take is Jeff Dorman, CIO of Arca. Also up for discussion: why there are still a lot of misconceptions around crypto, where innovation and change in the space is ACTUALLY comin…

1
Podcast Preview: How Long Gone x Bon Iver 1:03:26

2M ago1:03:26

1:03:26

A bonus interview by How Long Gone's Chris Black and Jason Stewart with Justin Vernon (Bon Iver). Watch the companion video version on YouTube. Subscribe to How Long Gone. Find more illuminating podcasts on the Talkhouse Podcast Network. Visit talkhouse.com to read essays, reviews, and more. Follow @talkhouse on Instagram, Bluesky, Twitter (X), Thr…

1
Episode 42: Will Trump Force Powell's Hand? With Ben Miller. 41:54

2M ago41:54

41:54

Today on Talking Markets, Fundrise CEO and co-founder Ben Miller joins Maggie Lake to break down the state of US real estate — and the growing pressure on the Fed. As the President publicly demands rate cuts, Ben discusses the real estate landscape, how Fundrise is positioning through this historic uncertainty, the impact of tariffs, and more.Find …

1
5: Liz Gillies, Milo Manheim, and Haunted Things 28:06

2M ago28:06

28:06

In this episode of Gems, Miles and Julian are joined by special guests Liz Gillies and Milo Manheim! They talk about their Off-Broadway show Little Shop of Horrors, aliens, and their morals.By Julian Shapiro-Barnum and Miles

1
Clairo with Hannah Cohen 41:36

2M ago41:36

41:36

On this week’s episode of the Talkhouse Podcast, we’ve got a pair of fantastic songwriters and friends who travel in the same musical circles, and who’ve both released disarmingly charming records recently: Clairo and Hannah Cohen. Clairo has been making music since she was a teen, and her songs and sounds have a remarkable depth and breadth of inf…

1
Episode 41: Time to Get On Offense? With Erik Renander. 38:48

2M ago38:48

38:48

The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be f…

1
Episode 40: Don't Buy The Dip 'Til The Insiders Do. With Jesse Felder. 34:38

2M ago34:38

34:38

If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether "BTFD" is over, the future for the "Fed put," and why yo…

1
4: Jonathan Groff, Gracie Lawrence, and Facing Your Fears 43:55

2M ago43:55

43:55

In this episode of Gems, Miles and Julian are joined by special guests Jonathan Groff and Gracie Lawrence! They talk about their new Broadway show Just In Time, scary bird stories, and their hopes and dreams for the future.By Julian Shapiro-Barnum and Miles

1
Episode 39: More Pain Ahead? With Jared Dillian. 32:19

2M ago32:19

32:19

Well, we made it through the week. On Talking Markets today, Maggie is joined by Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. They chat about the lower-then-expected CPI number and what it means for the dollar, whether there's more upside in gold, why Jared thinks the bond market is still "a mess," and what he sees…

1
That's How I Remember It: Adam Granduciel (The War on Drugs) 1:02:59

2M ago1:02:59

1:02:59

This episode originally aired on April 8, 2025. Subscribe to That's How I Remember It. Adam Granduciel is my guest on this episode That’s How I Remember It. Adam is the principal behind the amazing band The War on Drugs and also produced my new record Always Been. We’ve been friends since a 2009 THS/TWOD tour which we spoke about here. We also got …

1
Episode 38: Is the US Stock Rout Over? With Tony Greer. 37:16

2M ago37:16

37:16

It was one for the history books. The trading day started with fears of a treasury market event, only to see that give way to a massive stock market rally, fueled by President Trump announcing a pause in tariffs for many countries. What happens next? Is the bottom in for stocks? Are treasuries on more solid footing? Veteran trader and editor of the…

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Julian Shapiro Podcasts

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