Podcast

The Probability Desk

The Probability Desk is a Universal Asset Owners show that turns the world's most important daily events into probability-weighted scenarios for long-horizon capital. Each episode looks at the news…

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Latest episodes

  1. The Frontier - Weekly Recap | The 49-Gigawatt Deficit | June 21, 202621 Jun 2026
  2. The Probability Desk — June 19, 2026: Lebanon Breaks the Nuclear Calendar20 Jun 2026
  3. The Vanishing Cut — and the Hike Nobody’s Ready For17 Jun 2026
  4. The Vanishing Cut — and the Hike Nobody’s Ready For17 Jun 2026
  5. The Probability Desk — 2026-06-15: Will the Hormuz Reopening Hold?15 Jun 2026
  6. The Frontier — The Power Wall13 Jun 2026
  7. The Probability Desk — 2026-06-09: The 5% Anchor — Has the Risk-Free Rate Reset for a Decade?9 Jun 2026
  8. The Probability Desk — 2026-06-08: A Trickle Into a Tight Market — Where Does Brent Settle?8 Jun 2026
  9. The Probability Desk - 2026-06-05: The Hot-Jobs Trap - Will Warsh’s Fed Cut at All in 2026?5 Jun 2026
  10. The Probability Desk — 2026-06-03: The $13 Trillion Door and the Cracking Asset Class3 Jun 2026