Best David Beckworth Podcasts (2025)

1
Paul Kupiec on Problems with the Fed’s Balance Sheet and Calls to End Interest on Reserves 50:50

4d ago50:50

50:50

Paul Kupiec is a senior fellow at the American Enterprise Institute. In Paul’s first appearance on the show, he discusses life at a think tank, the insolvency of the Fed, theories on how to fix the Fed’s balance sheet, Ted Cruz’s call to end interest on reserves, and much more. Check out the transcript for this week’s episode, now with links. Recor…

1
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth 1:01:51

16d ago1:01:51

1:01:51

In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over price stability. He explains the historical context of fiscal dominance, the warning signs we’re seeing today, and why current debt levels, persistent…

1
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot 51:04

1d ago51:04

51:04

In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell’s press conference, and what it all means for markets going forward.__Follow Joseph: https://x.com/FedGuy12Follow Brent: https://x.com/donnelly_brentFo…

1
The Fed Is Fueling A New Inflation Wave | Danny Dayan 55:33

1d ago55:33

55:33

In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He explains why traditional rate transmission mechanisms are breaking down, how immigration and tariffs are distorting the labor market and inflation, and why the Fed may be behind the curve. Danny also lays …

1
Welcome to Peak Monetary Policy Theater | Weekly Roundup 51:53

6d ago51:53

51:53

This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA. They discuss how inflation expectations are diverging from commodities, why real yield correlations are breaking down, and how the dollar’s regime ma…

1
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig 57:02

7d ago57:02

57:02

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.…

1
George Hall on the Fiscal Consequences of the US War on COVID 52:51

11d ago52:51

52:51

Check out David's Substack: Macroeconomic Policy Nexus for a special 500th episode post! George Hall is a professor of economics at Brandeis University and formerly worked as an economist at the Chicago Federal Reserve Bank. George returns to the show to discuss the current fiscal status of the US, how the Big Beautiful Bill will impact the fiscal …

1
The Great Ponzi-fication Of Markets | Weekly Roundup 1:05:34

13d ago1:05:34

1:05:34

This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and why crypto—especially ETH—is gaining traction as the new high-yield frontier. We also cover risk scenarios like Japan yield shocks, Powell’s potential fir…

1
Ben Harris on the Fiscal Health of the US Government 55:39

18d ago55:39

55:39

Ben Harris served in numerous high-ranking roles as a public sector economist and is now the vice president and director of economic studies at the Brooking Institution. In Ben’s first appearance on the show, he discusses the fiscal health of the US government, including the rising primary deficient, the impact of the Big Beautiful Bill, the propos…

1
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel 1:10:31

23d ago1:10:31

1:10:31

In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at ~8% annually, meaning only tech stocks and crypto have outperformed over time, while gold just preserves purchasing power. They discuss th…

1
Luis Garicano on the Future of Digital Money and Lessons Learned from the History of the Euro 56:46

25d ago56:46

56:46

Luis Garicano is a former member of the European Parliament and a professor at the London School of Economics. In Luis’s first appearance on the show he discusses his new book, Crisis Cycle: Challenges, Evolution, and the future of the Euro, the ever-changing landscape of digital money, his suggested reforms to the Euro, and much more. Check out th…

1
Unpacking The Crypto Treasury Meta 35:09

28d ago35:09

35:09

In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate crypto faster, analyze premium-to-NAV dynamics, discuss the evolution from equity issuance to innovative debt structures like converts and moving s…

1
All Roads Lead To Debasement | Weekly Roundup 1:13:23

28d ago1:13:23

1:13:23

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasemen…

1
Bringing The Long Tail Of Markets Onchain 36:22

30d ago36:22

36:22

In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissionless synthetic dollars and on-chain leveraged trading. We cover stablecoin demand dynamics, the future of tokenized structured products, how perps outperform options for retail, the practical limits o…

1
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap 33:56

1M ago33:56

33:56

In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wro…

1
Mark Blyth on the Winners and Losers from Inflation 1:02:41

1M ago1:02:41

1:02:41

Mark Blyth is a professor of international economics at Brown University. In Mark’s first appearance on the show, he discusses his new book Inflation: A Guide for Users and Losers, the concept of angrynomics, a new way to look at price controls, demographic decline, and much more. Check out the transcript for this week’s episode, now with links. Re…

1
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup 43:12

1M ago43:12

43:12

In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts toward fiscal dominance, Trump’s pressure on FOMC board members, and the effects of tariffs and buybacks on equities. We also explore the implications of a weakening dollar, capital flows out of the U.S., an…

1
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell 38:44

1M ago38:44

38:44

In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He discusses navigating the 2022 crypto credit collapse, the trade-offs between fixed and variable lending, why traditional institutions are finally entering DeFi, and how composability, transparency, and t…

1
Sam Schulhofer-Wohl on Reforms in the Treasury Market and Developments with Central Bank Operating Systems 50:34

1M ago50:34

50:34

Sam Schulhofer-Wohl is a senior vice president and the senior advisor to President Lorie Logan of the Federal Reserve Bank of Dallas. Sam returns to the show to discuss recent macroeconomic conferences in the context of changes in the Treasury market and with central bank operating systems around the globe. Check out the transcript for this week’s …

1
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup 55:10

1M ago55:10

55:10

In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’s apparent commitment to being “late” with rate cuts. We debate what an SLR exemption means for bond markets, how Treasury issuance and TGA refills could spike yields, and why 2026’s Fed chair pick coul…

1
Andy Levin on the Importance of an Independent Inspector General at the Federal Reserve - BONUS 20:02

1M ago20:02

20:02

Andy Levin is an advisor to many central banks around the world and professor of economics at Dartmouth College. Andy returns to the show for a special bonus episode to discuss his pervious appearance and accompanying policy brief where he calls for an independent inspector general at the Federal Reserve. Check out the transcript for this week’s ep…

1
Empire | Introducing the Token Transparency Framework 1:09:12

1M ago1:09:12

1:09:12

In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to …

1
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta 37:48

1M ago37:48

37:48

In this episode of Forward Guidance, Vishal Gupta—former head of USDC at Circle and Coinbase Exchange—joins to discuss his journey from Goldman Sachs to building crypto-native market infrastructure with his new venture, True Markets. He shares how stablecoins are reshaping market plumbing, the growing relevance of perpetual futures vs. options, and…

1
Matthew Pines on the Future of Money, AI, and Monetary Policy 53:08

2M ago53:08

53:08

Sign up for the Bitcoin Policy Summit with our special Macro Musings Discount Code! Matthew Pines is the executive director of the Bitcoin Policy institute. Matthew returns to the show to discuss the future of Bitcoin as a strategic reserve, US stablecoin regulation, geopolitics under Trump, monetary policy at the Fed, and much more. Check out the …

1
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup 50:22

2M ago50:22

50:22

This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com…

1
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench 59:13

2M ago59:13

59:13

In this episode, Robert Bench – former Fed official, USDC co-creator, and now founder of Radius – joins to unpack the real story behind Project Hamilton and the Fed’s digital dollar pivot. He explains why CBDCs became politically radioactive, how stablecoins are replacing the card networks, and why America must act fast or lose the future of money …

1
Peter Conti-Brown and Sean Vanatta on the History of Bank Supervision in America 1:03:28

2M ago1:03:28

1:03:28

Peter Conti-Brown is a historian and legal scholar of the Federal Reserve System, and an associate professor at the Wharton School of Business at the University of Pennsylvania. Sean Vanatta is a senior lecturer in financial history and policy at the University of Glasgow. Peter and Sean join the show to discuss their new book titled: Private Finan…

1
The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup 56:19

2M ago56:19

56:19

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradF…

1
The New Regime People Don’t Want To Accept | Jim Bianco 1:05:23

2M ago1:05:23

1:05:23

In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to mislead markets, and why 5% yields are now the new normal. He explains why everyone got April wrong, what the return of bond vigilantes means for fiscal policy, and how the Fed is out of step with real…

1
George Selgin on Contextualizing the Great Depression and its Implications on Monetary Policy Today 1:12:35

2M ago1:12:35

1:12:35

George Selgin is a senior fellow and director emeritus at the Center for Monetary and Financial Alternatives at the Cato Institute, as well as the author of the new book titled False Dawn: The New Deal and the Promise of Recovery, 1933-1947. George returns to the show to discuss the complicated economic history of the Great Depression, how that his…

Podcasts Worth a Listen

David Beckworth Podcasts

Podcasts Worth a Listen

1
Macro Musings with David Beckworth

Mercatus Center at George Mason University

1
Forward Guidance

Blockworks

1
Paul Kupiec on Problems with the Fed’s Balance Sheet and Calls to End Interest on Reserves 50:50

1
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth 1:01:51

1
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot 51:04

1
The Fed Is Fueling A New Inflation Wave | Danny Dayan 55:33

1
Welcome to Peak Monetary Policy Theater | Weekly Roundup 51:53

1
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig 57:02

1
George Hall on the Fiscal Consequences of the US War on COVID 52:51

1
The Great Ponzi-fication Of Markets | Weekly Roundup 1:05:34

1
Ben Harris on the Fiscal Health of the US Government 55:39

1
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel 1:10:31

1
Luis Garicano on the Future of Digital Money and Lessons Learned from the History of the Euro 56:46

1
Unpacking The Crypto Treasury Meta 35:09

1
All Roads Lead To Debasement | Weekly Roundup 1:13:23

1
Bringing The Long Tail Of Markets Onchain 36:22

1
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap 33:56

1
Mark Blyth on the Winners and Losers from Inflation 1:02:41

1
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup 43:12

1
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell 38:44

1
Sam Schulhofer-Wohl on Reforms in the Treasury Market and Developments with Central Bank Operating Systems 50:34

1
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup 55:10

1
Andy Levin on the Importance of an Independent Inspector General at the Federal Reserve - BONUS 20:02

1
Empire | Introducing the Token Transparency Framework 1:09:12

1
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta 37:48

1
Matthew Pines on the Future of Money, AI, and Monetary Policy 53:08

1
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup 50:22

1
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench 59:13

1
Peter Conti-Brown and Sean Vanatta on the History of Bank Supervision in America 1:03:28

1
The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup 56:19

1
The New Regime People Don’t Want To Accept | Jim Bianco 1:05:23

1
George Selgin on Contextualizing the Great Depression and its Implications on Monetary Policy Today 1:12:35

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