Guests

Dave Collum is the Betty R. Miller Professor of Chemistry at Cornell University and the author of an annual Year in Review that has covered markets, money and politics every December since 2009. A self-described gold bug who came to macro through the dot-com bubble, he has been a guest on TFTC seven times since 2023, often alongside Rudy Havenstein.

7 episodes

Luke Gromen is a macro analyst and the founder of Forest for the Trees (FFTT), the research firm he started in 2014 after eighteen years in institutional equity research. He is best known for arguing that the post-1971 dollar system is ending and that gold has already replaced the Treasury bond as the world's primary reserve asset. He has appeared on TFTC since 2020.

3 episodes

Michael Howell is the founder and managing director of CrossBorder Capital, the London research firm he set up in 1996 to track money flowing through the world's financial markets, and the author of Capital Wars: The Rise of Global Liquidity. His Global Liquidity Index is the most widely cited measure of that flow. He has been on TFTC four times since April 2025.

4 episodes

Whitney Webb is an investigative journalist, the founder of Unlimited Hangout, and the author of One Nation Under Blackmail, a two-volume investigation into how organized crime, US intelligence agencies and the Jeffrey Epstein network overlap. She has been interviewed on TFTC eight times since 2023, usually alongside her collaborator Mark Goodwin, and has written for the site.

8 episodes