
Jon Turek
Macro trader and author of the Cheap Convexity blog, offering insights into global economics and financial markets.
Top 5 podcasts with Jon Turek
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70 snips
Feb 28, 2025 • 18min
Lots More on the Growing Risks to the US Labor Market
In this discussion, Jon Turek, founder and CEO of JST Advisors, shares his expertise on the current state of the US labor market and its increasing vulnerabilities. He highlights concerning trends, including a decline in sectors adding jobs and struggles within the housing market. Turek also delves into the implications of government efficiency and fiscal conditions that may hinder employment growth, cautions about the risks of an economic slowdown, and stresses the importance of monitoring these developments closely.

25 snips
Sep 18, 2025 • 41min
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Jon Turek, Founder and CEO of JST Advisors, delves into the intricacies of the US labor market's slowdown and its implications for Fed policy. He discusses the significant influence of AI-driven capital expenditures on US growth and potential inflation risks. Turek also shares insights on FX trends, particularly his bearish view on the dollar and the upcoming UK budget risks. Additionally, he explores how political dynamics, particularly from the Trump era, have shaped Fed narratives, hinting at evolving market pricing as Powell's succession looms.

6 snips
Dec 19, 2022 • 50min
Where Things Stand Now With Inflation and the Fed
Jon Turek, founder of JST Advisors and author of the Cheap Convexity blog, joins Tim Duy, Chief US Economist at SGH Macro and an economics professor, for an engaging discussion on inflation and the Fed. They analyze the recent CPI report showing cooler inflation and the Fed's shift to a 50 basis point hike. The guests explore the challenges of monetary policy, labor market dynamics, and the global economic impact of recent central bank actions, emphasizing the importance of adapting investment strategies in this uncertain landscape.

Jul 18, 2022 • 47min
Why the US Dollar Is Booming And Creating A Possible Doom Loop
Jon Turek, founder of JST Advisors and author of the Cheap Convexity blog, dives into the strength of the U.S. dollar amid global crises. He discusses how the dollar is hitting a 20-year high against the euro and the yen, raising concerns about a looming recession. Turek explains the 'doom loop' that strengthens the dollar while stifling economic growth. He also touches on the adaptive strategies of central banks, particularly in Europe and Japan, highlighting the complex landscape of global macroeconomics and currency dynamics.

Dec 23, 2021 • 49min
Jon Turek on the Macro Outlook for 2022
Jon Turek, author of the Cheap Convexity blog and founder of JST Advisors, shares his insights on the macroeconomic landscape. He delves into the implications of rising inflation and its effects on risk assets and bonds. Turek discusses challenges in navigating the post-pandemic economy, including wage growth and changing consumer behaviors. He also uncovers the Federal Reserve's strategies regarding interest rates, examining their impact on market dynamics and the bond market, all delivered with a touch of humor.