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Attention report

Macro Musings with David Beckworth

AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
57
Ideas extracted
1
Tickers covered
3
Theses first heard here

Top names · share of all tracked discussion

NVDA1 OF 186 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

DTCC canonical tokens threaten third-party equity wrappersPICKED UP BY A16Z PODCAST, BANKLESS, THE POMP PODCAST, UNCHAINED, WHAT BITCOIN DID, ON THE MARGIN, SMARTERMARKETS, MONETARY MATTERS WITH JACK FARLEY, THE OPTIONS INSIDER RADIO NETWORK, COMMODITY CULTURE, THOUGHTFUL MONEY, MACROVOICES
China's record trade surplus a headwind for EuropePICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, EURODOLLAR UNIVERSITY, MARKETPLACE
Demographics and debt limit Western economic growthPICKED UP BY WEALTHION - BE FINANCIALLY RESILIENT, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, THE POMP PODCAST

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION