The podcast episodes discuss how market expectations have evolved in response to various economic and policy developments, such as data on inflation, the Federal Reserve's interest rate decisions, and central bank actions around the world.

For example, episode A looming deadline for student loan forgiveness examines how market expectations for earlier interest rate cuts than intended by the Fed contributed to looser financial conditions and higher inflation.

Episode How markets are responding to central bank moves focuses on how investors are pricing in the latest moves by the Bank of Japan and US Federal Reserve, while Growth shocks, not just inflation, to be a primary driver of markets discusses how the market's focus is shifting from inflation to growth concerns as the drivers of volatility.