Colossus | Investing & Business Podcasts
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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
Based on 6 episodes we listened to · September 2026
Eric Golden makes market narratives easier to test by tracing them back to incentives, institutional mechanics and the evidence beneath confident forecasts.
Making Markets treats financial markets as systems built from incentives, institutions and human judgment. Eric Golden uses one-on-one guest conversations to move from crypto venture capital and Bitcoin's early history to fixed income, tariffs and global logistics.
A great investor can be a lousy forecaster; you get the awkward distinction without the TV countdown.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A quarter-end market sweep that keeps asking what is already priced in.
Eric Golden's quarter-end market recap stays close to mechanism. Tariffs, geopolitical tensions, AI, crypto, private credit, private equity, and the larger push into private markets are treated less as headline noise than as questions about how prices move and what the market…
A grounded look at how B2B trade changes when trust, visibility, and onboarding have to work at larger scale.
Sid Malati and Eric Golden frame a familiar B2B problem: as vendor and customer networks expand, the old trust model gets slower and messier. Nuvo is presented as a way to speed onboarding, improve visibility, and make those relationships easier to manage.
A practical look at how asset management changes when scale, technology, and consolidation collide.
Robby Cannon's visit to Making Markets is a clear look at asset management and the changes since he founded Horizon Investments in 1999 and sold it in 2021.
A sober third-quarter market read on resilient markets, late-cycle strain, and private-market pressure.
The review reads the third quarter of 2025 as a stress test for how long strength can outrun a slowing economy. It opens with the S&P's roughly 10% quarter-to-date gain, then keeps pressing on the harder issue underneath it: late-cycle conditions, tariff shock, and inflation…
A measured look at Solana DATs, reflexivity, and the capital allocation logic behind Pantera's thesis.
Cosmo Jiang and Eric Golden treat digital asset treasuries as a capital allocation problem, not just another crypto market story. That framing gives the conversation some weight.
A clear look at logistics through market structure, container economics, and technology shifts.
Making Markets treats logistics as a market structure story, and that framing suits the show well. Eric Golden and Eric Johnson keep circling back to the economics of moving goods, with container cost, cargo density, and product value doing much of the analytical work.
A practical look at how taxes, structure, and breadth change the after-tax math of investing.
Taxation is the thread running through this episode, and the conversation keeps circling back to how portfolio construction changes once after-tax math is taken seriously.
A Bitcoin story that ties identity, politics, and money together.
The episode uses Charlie Shrem's story to connect Bitcoin with identity, politics, entrepreneurship, and distrust of the existing system. Eric Golden keeps the discussion focused on how markets work, which helps it move past biography.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Eric Golden introduces Making Markets and interviews Zach Townsend, co-founder and CEO of Meanwhile, a Bermuda life insurer that holds reserves in Bitcoin.
Eric Golden and his guest step back from the second quarter while there is still time left in it and ask what has really mattered in markets.
Eric Golden sits down with Barry Ritholtz.
The episode opens with a third quarter 2025 market review recorded on Monday, September 15.
Eric Golden opens Making Markets by framing markets as a mix of psychology and structure.
Eric Golden speaks with Robby Cannon, who founded Horizon Investments in 1999 and grew it to $7 billion in assets under management before selling in 2021.
Eric Golden opens by framing Making Markets as a show about how money changes hands.
Eric Golden sits down with Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, for a conversation about how markets, and especially bonds, get shaped by policy and psychology.
Eric Golden sits down with Mark Dow to unpack tariffs, trade, and the Trump policy moment through a market lens.
Eric Golden sits down with Charlie Shrem to look back at Bitcoin's early days through one of its earliest exchanges.
Charlie Shrem traces his path from Orthodox Brooklyn to the early days of Bitcoin.
Containers make value brutally legible.
Dan Dicker says oil has fallen from a major macro signal to a much smaller part of the S&P 500, dropping from roughly 35%–36% of the world oil economy’s influence to under 11% in today’s market structure.
Eric Golden opens Making Markets with John Birnbaum, founder and CEO of OpenYield, on why bond trading still lags equities by roughly two decades.
Eric Golden speaks with Cosmo Jiang about digital asset treasuries and the investment thesis behind them.
Eric Golden opens with 2024 market numbers: the S&P 500 rose 23%, Bitcoin rose 150%, and volatility stayed low, which he frames as a rare combination for risk assets.
Sam Rines, macro strategist at WisdomTree, tells Eric Golden that the biggest election surprise may be the one markets are not pricing: Congress, not the president, controls tax policy and regulatory change.
Eric Golden frames Q1 2025 as a market that entered the year already weak, with the S&P down 4.5%, the Nasdaq down 10.5%, and Bitcoin down almost 12% before April 1.
Eric Golden uses this replay on Investing in Startups to explain Canopy Capital, a startup asset-management platform focused on “tax individualized investing,” and why he thinks after-tax portfolio construction matters as much as gross returns.
Evan Tindell says value investing still works because the spread between cheap and expensive stocks remains wide, even after years of better information flow and automated data access.
Ritik Malhotra says Savvy was built after he sold two technology startups, including a cloud storage company sold to Box in 2014 and a fintech sold in 2019.
Phil Huber says Cliffwater spent 15 of its 20 years as an alternatives consultant before becoming an asset manager, and that history shapes how it sells private credit and other private-market products.
AI comes across here as something people get pushed into, not something they casually choose.
Chris Boettcher, co-founder of Boettcher Health and a doctor of physical therapy, argues that health plans only matter if they are sustainable.
Eric Golden, CEO of Canopy Capital, discusses his journey from Fidelity to entrepreneurship, compares public and private market investing, and analyzes Federal Reserve policy.
Eric Golden recaps Q3 2024 markets, discussing the Fed's aggressive rate cuts, leverage versus income cycles, and government debt risks.
SEC Commissioner Hester Peirce discusses the newly formed crypto task force, the need to rebuild regulatory trust, and her vision for a framework that fosters innovation while providing clarity.
Eric Golden speaks with Darren Fiske, founder and CEO of Forum Investment Group, about how real estate cycles change when financing shifts under a deal.
Eric Golden sits down with Eric Sufert to unpack digital advertising.
Eric Golden speaks with Haseeb, a managing partner at Dragonfly Capital.