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🎙 Friday Macro Debrief - When Bridges Become Collateral
The Yen Carry Wobbles, China Steps Back, and Sovereign Duration Stops Feeling Frictionless
11 hrs ago
•
Neil Winward
5:28
When Bridges Become Collateral
The Yen Carry Wobbles, China Steps Back, and Sovereign Duration Stops Feeling Frictionless
17 hrs ago
•
Neil Winward
1
Macro Debrief: When The Precious Metals Market Went on Tilt
Beneath the volatility sat structural stress, not a broken conviction.
Feb 6
•
Neil Winward
1
4:25
When The Precious Metals Market Went on Tilt
Why January’s silver crash wasn’t a fundamentals story — and what it revealed about leverage, liquidity, and the architecture of modern markets.
Feb 6
•
Neil Winward
1
January 2026
Global Energy: Narrative vs. Reality
Why the energy transition looks clean on slides — and breaks down in the real system
Jan 30
•
Neil Winward
1
4:38
Global Energy: Narrative vs. Reality
Why the energy transition looks clean on slides — and breaks down in the real system
Jan 30
•
Neil Winward
1
1
Why AI Is Reshaping American Power and Modern Warfare | Liz Young McNally
Episode 8 | MacroMashup Podcast
Jan 29
•
Neil Winward
2
1
33:59
🎙 Friday Macro Debrief
Space Power, Greenland Metals: Building the Resource Stack for AI Beyond Earth
Jan 23
•
Neil Winward
2:27
Space Power, Greenland Metals: Building the Resource Stack for AI Beyond Earth
Energy, compute, and the next phase of sovereign industrial power
Jan 23
•
Neil Winward
2
1
🎙 Friday Macro Debrief - Mamdani Is Repeating a Failed Housing Playbook
The Great Gen Z Buyer’s Remorse: When “Vibes” Meet Macro-Prudential Reality
Jan 16
•
Neil Winward
1
2
3:39
Mamdani Is About to Screw Up NYC Housing. Surprised?
The Great Gen Z Buyer’s Remorse: When “Vibes” Meet Macro-Prudential Reality
Jan 16
•
Neil Winward
1
1
Pentagon Inc.: Owning the Pipes of Power
A new era of industrial policy and why it makes sense
Jan 9
•
Neil Winward
1
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