Hey there! I'm Paul Yen and welcome to Straight Guy Queer Eye. I've been a long time ally of the queer community, a big fan of RuPaul's Drag Race and beyond. Thanks for joining me on this journey to explore why I believe supporting and embracing the queer community and queer content may be the key to living your best life.
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Cooperative/Collaborative project [ origins with Katherine Legge/K. Kalkhoven from Champcar 2005/2006 ]
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Speed is Life
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Long Beach Grand Prix [ 2006 ]
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We talk economics and markets with leading policymakers and investors.
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Weekly monetary, economic, geo-political news and events
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Digital Learning & Teaching Victoria (DLTV) provides leadership, support, services, programs and resources to anybody with an interest in emerging technologies and Information Communication Technology teaching & learning.
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Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
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Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely …
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Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
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Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team fo…
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Ep. 231: J. Doyne Farmer on Making Sense of Chaos
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J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making…
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Ep. 230: Shawn Edwards on How Bloomberg Is Using AI
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Shawn Edwards is Bloomberg’s Chief Technology Officer. Based in New York, he oversees the development of Bloomberg’s global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns…
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Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
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Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where…
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Send us a Text Message. Down and out with Covid this week so we're trying something a little different. Getting Buzzed you might say... Not all straight guys are created equal. Being "Alpha" just isn't worth it. Be your authentic self and be much happier!!! Support the Show. Websites || www.aclu.org www.glsen.org www.lgbthotline.org www.hrc.org Con…
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Compounding Your Assets Without Adding New Money
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McAlvany Weekly Commentary Increase Your Ounces Of Precious Metals Through Prudent Trading Decline Number One (Last Week) To Be Followed By Decline Number Two Japan Spooked Out Of Interest Rate Increase The post Compounding Your Assets Without Adding New Money appeared first on McAlvany Weekly Commentary.…
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Ep. 228: Liang Ding on China’s Economy and Markets
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My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently retu…
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Yen Carry Trade Cracking Like Humpty Dumpty
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McAlvany Weekly Commentary $6.4 Million Million Lost In Recent Weeks Powell Is Caught Between Wall Street & The World Economy Legendary Central Banker Tells David Gold Is A Good Thing To Own The post Yen Carry Trade Cracking Like Humpty Dumpty appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Send us a Text Message. Now you see me... now you don't! As we delve into season 3 of RuPaul's Drag Race - we are also excited for our inaugural video podcast on Youtube! As we continue to figure things out, you can meet the Queens of season 3, meet Paul Yen, and meet a garbage person. Support the Show. Websites || www.aclu.org www.glsen.org www.lg…
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Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)
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Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University…
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Goodhart, Weldon, & Christian All Gold Bulls
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McAlvany Weekly Commentary Charles Goodhart’s Central Bank Experience Leans Towards Gold Greg Weldon Is A Current Gold Bull Analyst Jeffrey Christian Sees Gold Higher The post Goodhart, Weldon, & Christian All Gold Bulls appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Send us a Text Message. We're back baby!!! So updates, excuses, and renewed excitement! Check out the latest episode for the rundown on what's taken so long, the lowdown on RuPaul's Drag Con LA 2024, and the importance of voting... if you're down. Websites || www.aclu.org www.glsen.org www.lgbthotline.org www.hrc.org Connect || Follow Straight Guy …
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Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments
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Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government f…
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Jeffrey Christian: There’s A Lot Of Upside To Gold
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McAlvany Weekly Commentary If You’re Not Afraid, You’re Not Paying Attention We Are Halfway Through The Next Leg Up On Gold Financial Markets Are Divorced From Economic Reality The post Jeffrey Christian: There’s A Lot Of Upside To Gold appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech
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Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon re…
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McAlvany Weekly Commentary Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall The post Greg Weldon: Silver Looks Good Here appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
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Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)’s Global Chief Economist and a managing director and partner in the firm’s New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, ‘Shocks, C…
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McAlvany Weekly Commentary Inflation & Interest Rates Higher For Much Longer Aging Population Is A Paradigm Shift Your Best Investment Is In Skills For Your Children The post An Interview With Charles Goodhart appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake
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My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Counc…
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McAlvany Weekly Commentary Labor Costs To Spike Worldwide Inflation Higher For Decades Long-Term Interest Rates Higher For Much Longer The post The Economic “Sweet Spot” Reversal appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
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Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Gold…
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Gold Will Play A Role In The New Monetary Regime
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McAlvany Weekly Commentary Steph Pomboy: “The U.S. Fantasy Is That The World Needs The Dollar” Government’s Big Mistake Is Financing Our Debt On The Short End Of The Curve “My Hunch Is That What’s Coming Will Make 2008 Look Like Child’s Play” The post Gold Will Play A Role In The New Monetary Regime appeared first on McAlvany Weekly Commentary.…
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Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
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Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research …
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Apple Mentions A.I. & Gets Free Pass On Falling Earnings
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McAlvany Weekly Commentary Buffett Selling His Apple, Holding His Energy Stocks Developed Nations Central Banks Increase Gold Reserves MAG 7 Stocks Cap $15 Trillion The post Apple Mentions A.I. & Gets Free Pass On Falling Earnings appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
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George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books, including ‘The Theory of Free Banking’, ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Rec…
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Global Discord: Paul Tucker Interview
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McAlvany Weekly Commentary China’s Document 9 reveals China’s clear differences with western society Rule OF Law vs. Rule BY Law Will the Dollar lose it’s Reserve Currency Monopoly? The post Global Discord: Paul Tucker Interview appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
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Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, …
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McAlvany Weekly Commentary Japan throws away 62 Billion in effort to save Yen from meltdown The Mexican Peso: Harsh judge of Mexico’s new President? Gold above $2300 gives the miners an abundance of profitability The post Currencies are Tattletales appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
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Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon’s current research addresses the causes and consequences of regional jo…
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McAlvany Weekly Commentary China’s Document 9 erases the freedom we hold dear Can the Western freedom model Coexist with a Coercive Eastern World Order? We have entered a New Economic Cold War The post What if China Ruled the World? appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
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Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liabilit…
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McAlvany Weekly Commentary Kamran Bokhari: Russia & Iran’s Shared Motivations & Desired Outcomes North Korea & Iran Send Arms For Russian Offensive Will Israel Preemptively Strike A Nuclear Iran? The post A New International Order… appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
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Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode cov…
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McAlvany Weekly Commentary Inflation IS The Policy Of The Fed Government Uses Inflation To Pay Down Its Debt You Are Buying The Government’s Debt Every Day The post Gold Is Stupidity Insurance appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
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Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. Prior to founding TRG in 2002, Nick spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan’s executive management team, ho…
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Wimpy FED “I’ll Gladly Pay You On Tuesday”
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McAlvany Weekly Commentary Can This Be Called Another Powell Pivot? Chinese Selling Of U.S. Treasuries To Buy Gold Cannot Be Ignored FED “Slows” Tightening Instead of Cutting Rates The post Wimpy FED “I’ll Gladly Pay You On Tuesday” appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
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Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess i…
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What Will Happen When China Devalues?
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McAlvany Weekly Commentary Nietzsche “The World Is The Will To Power And Nothing Else” 88 Countries Are In An “Election Year” – Unlimited Deficit Spending Tactical Short 1st Quarter Recap Call The post What Will Happen When China Devalues? appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
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Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business Scho…
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Long Term Gold Bull Takes A Short Breath
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McAlvany Weekly Commentary Western Investor Remains Absent From Gold Market How “Rate of Change” Can Signal Tops & Bottoms Ray Dalio, Stanley Druckenmiller, John Paulson Give Gold An Air Of Respectability The post Long Term Gold Bull Takes A Short Breath appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
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Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS. Previously, he was a lecturer in finance at Imperial College Business School, a visiting lecturer at …
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Executive (Insiders) Unloading Their Own Stocks
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McAlvany Weekly Commentary Insider Equity Selling 50/1 Over Buying BOA “We Cannot Allow The Markets To Determine Interest Rates” Private Equity Nightmare: 28,000 Unsold Companies Worth $3 Trillion Dollars The post Executive (Insiders) Unloading Their Own Stocks appeared first on McAlvany Weekly Commentary.…
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Ep. 211: John Coates on How a Few Financial Institutions Control Everything
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John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions. He has testified before Congress and provided consulting services to the Department of Justice, the Department of Treasury, and the New York Stock…
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The Fourth Turning Is Here: Neil Howe
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McAlvany Weekly Commentary Mania bubbles happen In 3rd Turnings, War In 4th Turnings Why Do Large Scale Disasters Such As WWII Produce Mentally Healthy Generations? Inflation Is Always The Policy Tool Of A 4th Turning The post The Fourth Turning Is Here: Neil Howe appeared first on McAlvany Weekly Commentary.…
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Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
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This podcast is sponsored by Supernormal (Supernormal - AI That Writes Your Meeting Notes/https://supernormal.com/). Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relations…
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Gold Rises, Dollar Rises, What That Means
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McAlvany Weekly Commentary Three Iranian Generals Dead In Damascus Airstrike 75% Of Financial Advisors Have Less Than 1% Exposure To Gold Gold Is Hitting Highs Without The Western Investor The post Gold Rises, Dollar Rises, What That Means appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
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Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University. He has been on the finance faculty at Stanford since receiving his Ph.D. from Stanford in 1984. He is author of several books, including ‘Fragmenting Markets: Pos…
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McAlvany Weekly Commentary Gold Soars In Yen, Euro, Swiss Franc, You Name It Turkey: Inflation 67%… Raises Interest Rates To 50% How “Celebrity Endorsed” Gold Companies Are Paying For The Endorsement The post Powell On Inflation: “Dismissive” appeared first on McAlvany Weekly Commentary.بقلم McAlvany Weekly Commentary
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Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
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David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsib…
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