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Making Markets

Making Markets

By: Colossus | Investing & Business Podcasts
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 Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning. Economics Management Management & Leadership Personal Finance
Episodes
  • Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]

    Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]
    May 23 2025
    My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren’t ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:43) The Changing Role of Oil in the Economy (00:01:56) Financialization and Speculation in Oil Markets (00:04:55) Impact of Renewables and ESG on Oil (00:07:01) Government Policies and Oil Prices (00:14:45) Strategic Petroleum Reserve and Market Manipulation (00:17:38) Recession Risks and Corporate Earnings (00:23:35) Media Coverage of Commodities (00:24:36) Investment Strategies in Energy (00:25:19) Oil Market Dynamics and Bankruptcies (00:26:46) Buffett's Investment in Occidental (00:28:28) Renewable Energy and Carbon Capture (00:30:37) Nuclear Energy Investments (00:37:27) Geopolitics and Oil Supply (00:39:47) OPEC's Challenges and Strategies (00:42:46) Future of Oil Prices Learn more about your ad choices. Visit megaphone.fm/adchoices
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    46 mins
  • Quarterly Market Recap: Q1 2025 - [Making Markets, EP.60]

    Quarterly Market Recap: Q1 2025 - [Making Markets, EP.60]
    May 9 2025
    In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff announcements completely upended market expectations, the bond market's volatile reaction, and potential implications for corporate earnings and economic growth. The conversation explores the complex relationship between the US and China, concerns about capital flight, the Fed's challenging position between inflation and growth concerns, and how political decisions are creating unprecedented uncertainty in global markets. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:04) First Quarter 2025 Market Recap (00:02:10) Market Reactions and Expectations (00:07:09) Tariffs and Trade Tensions (00:08:51) Impact on Global Trade and Economy (00:21:14) China's Role and Market Dynamics (00:24:31) The US-China Economic Strategy (00:25:10) Trump's Tariff Tactics (00:26:50) The Federal Reserve's Focus (00:28:11) Impact of Tariffs on Inflation (00:29:53) Negotiation Strategies and Global Trade (00:32:52) Market Reactions and Investor Strategies (00:41:32) Private Credit and Equity Concerns (00:43:14) Political Shifts and Tariff Policies (00:44:16) Future Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 mins
  • Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]

    Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
    Apr 18 2025
    My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of this situation. We recorded this episode on Thursday, the 10th of April, and talked about the general principle behind tariffs, the global trading system, the goals of President Trump, and the market reaction. Please enjoy this conversation with Mark Dow. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Invest Like the Best (00:00:07) Understanding Tariffs: Historical Context and Rationale (00:01:05) China's Role in Global Trade (00:01:54) Impact of Automation on Jobs (00:03:07) Trump's Trade Policies and Their Implications (00:04:20) Challenges with Current Tariff Approaches (00:05:37) Global Trade Imbalances and Misconceptions (00:06:07) Market Reactions and Economic Consequences (00:21:35) Political Shifts and Economic Policies (00:25:56) Trump's Economic Policies and Wage Stagnation (00:26:42) Tariffs and Their Impact on Small Businesses (00:27:20) Market Reactions and Economic Surprises (00:28:41) Equity and Credit Market Dynamics (00:30:59) China's Strategic Moves and Market Implications (00:33:49) The Fed's Role in Economic Stability (00:39:00) Global Trade Relations and Soft Power (00:49:08) Negotiating with Trump: Strategies and Challenges Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 mins

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