Podcast
MacroMashup
Hosted by Neil Winward · EN
Neil Winward is the founder of Macromashup®, which focuses on green investing. In every episode, we cover topics like energy investing and macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. We host solo episodes where Neil shares insights as well as interviews with smart, trusted, vetted subject matter experts on these topics so you can feel better prepared with your money in ever-fluctating markets. Please subscribe to our newsletter so you stay informed directly in your inbox: https://www.macromashup.com
8episodes
Episodes
Newest firstAll episodes
Why AI Is Reshaping American Power and Modern Warfare | Liz Young McNally
Jan 1500:34:00Tap to summarizeUpdate:This episode was recorded in December 2025. In January 2026, the U.S. Department of Defense announced a major realignment of its defense innovation structures, prioritizing speed, clarity, and commercial adoption under direct defense leadership. This shift reinforces many of the themes discussed in this conversation.Full announcement:https://www.war.gov/News/Releases/Release/Article/4376441/the-war-department-overhauls-innovation-ecosystem-to-accelerate-technology-to-t/ What does the next era of American power actually look like?America’s Next Power Shift Is Already Underway.In this episode of MacroMashup, Neil Winward speaks with Liz Young McNally — combat veteran and former Deputy Director of Commercial Operations at the Defense Innovation Unit (DIU) — about how AI, defense technology, and geopolitics are reshaping U.S. power faster than institutions can adapt.From modern warfare and autonomous systems to supply chains, capital markets, and Pentagon reform, this conversation explores where real power is moving next — and why most investors and policymakers are behind the curve.This was Liz Young McNally’s message in this conversation.Topics discussed include:• AI as a force multiplier in modern warfare• Defense innovation and Pentagon reform• Public vs private capital in national security• Rare earths, supply chains, and U.S.–China risk• Defense technology, returns, and long-term competitiveness📍 Recorded December 2025Subscribe for more deep macro conversations that go beyond headlines and into real-world mechanics.Timestamps00:00 – Why warfare is changing faster than governments can adapt03:45 – The geopolitical inflection point reshaping global security07:20 – AI as the biggest force multiplier in modern defense10:55 – How Silicon Valley and the Pentagon began working together14:30 – Venture capital’s expanding role in defense technology17:50 – Rare earths, supply chains, and strategic vulnerabilities21:40 – Autonomous systems and the economics of warfare24:55 – Public–private capital partnerships and industrial policy28:40 – What investors misunderstand about defense tech returns32:10 – Leadership lessons from the US Army, McKinsey, and DIU----------------------------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:YouTube: https://www.youtube.com/@MacroMashupNewsletter: https://www.macromashup.com/
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Episode 7 | Neil Winward on How Clean Energy Deals Get Done | MacroMashup Podcast
Dec 800:29:46Tap to summarizeIn this special episode of MacroMashup, Krista Mollion produced and interviews Neil Winward, CEO of Dakota Ridge Capital and usual host of the show. Neil reveals the real blueprint of how clean energy projects go from idea to construction to investment success. From hydrogen production and data center energy to tax credits and major financing mistakes, this conversation is an insider look at where the future of energy investment is heading. What you will learn in this episode:• What makes a clean energy project finance ready• How tax credits and capital stacks actually work• Red flags that stop sophisticated investors immediately• Why data centers are a massive emerging energy opportunity• How lenders and family offices are moving differently right now• A simple playbook for both developers and investors entering the market Subscribe for more MacroMashup episodes and visit macromashup.com to join the newsletter.For help structuring energy deals or aligning project finance with incentives, visit Dakota Ridge Capital.Timestamps00:00 What makes clean energy projects finance ready01:00 Who is Neil Winward and what Dakota Ridge Capital does03:00 How developers prove demand and project credibility04:05 Anaerobic digester project success case06:00 Clean hydrogen project in California and its incentives08:00 How the capital stack works in clean energy finance13:00 Why some clean energy deals never get built19:00 Political shifts and new clean energy opportunities22:00 Where investors with 5 to 10 million should deploy capital23:00 Why data centers are the next big clean energy market28:00 Final advice for investors and developers entering the space----------------------------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:YouTube: https://www.youtube.com/@MacroMashupNewsletter: https://www.macromashup.com/
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Episode 6 | Howard Belk on Trust, Clarity & Authenticity in Finance | MacroMashup Podcast
Oct 600:32:21Tap to summarizeWhat can financial brands learn from the man who rebranded the U.S Army? In this episode of MacroMashup, host Neil Winward sits down with Howard Belk, Co-CEO and Chief Creative Officer at Siegel+Gale, to explore the power of authenticity, simplicity, and trust in finance and investing.From Vanguard’s clarity to Robinhood’s missteps and Goldman Sachs’ trust gap, Howard breaks down what makes or breaks a financial brand. They discuss:How to build authentic financial storytellingWhy clarity beats complexity in wealth managementLessons from rebranding the U.S. ArmyThe future of AI and human connection in branding🎧 Listen for insights on brand trust, macroeconomics, and marketing strategyTimestamps:00:00 – Intro: The myth of “new” financial ideas02:00 – Why clarity and simplicity matter in finance05:00 – The danger of empty brand promises07:00 – Authenticity lessons from rebranding the U.S. Army10:00 – How Vanguard mastered trust and simplicity12:30 – Robinhood’s rise, drift, and branding mistakes15:00 – Goldman Sachs vs. JPMorgan: trust and leadership18:00 – How consistency builds lasting financial brands20:00 – The importance of staying true to your value proposition----------------------------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:YouTube: / @macromashup Newsletter: https://www.macromashup.com/
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Wall Street's Blind Spot with Phil Rosen
Aug 1300:26:28Tap to summarizeWall Street is full of noise. Phil Rosen is here to cut through it.In this episode of MacroMashup, we sit down with Phil Rosen, co-founder of Opening Bell Daily and former Business Insider journalist, to uncover the truth behind today’s biggest financial narratives.We dive into:-Why the media often gets inflation and tariffs wrong-The danger of chasing headlines instead of data-How Bitcoin compares to the U.S. dollar in a world of currency debasement-What investors should actually be paying attention toPhil also shares how writing fiction sharpened his financial journalism—and why thinking like an investor is the key to separating signal from noise.📉 Markets. 📊 Narratives. 💥 Truth bombs.🔔 Subscribe for more bold insights from the front lines of finance.----------------------------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:YouTube: https://www.youtube.com/@MacroMashupNewsletter: https://www.macromashup.com/
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Escaping the 1% Prison: Manish Jain on Fixing Wealth Management with AI
May 2100:37:25Tap to summarizeWhy do most investors overpay for underperformance—and how can AI help fix that? In this episode of MacroMashup, host Neil Winward sits down with Manish Jain, former JP Morgan exec and CEO of Mezzi, to discuss the hidden flaws in traditional wealth management and why retail investors are stuck in what he calls “the 1% prison.” You’ll hear: Why most financial advice is broken The powerful story behind Mezzi’s founding How AI is revolutionizing personal finance Real strategies for managing your wealth like a pro Whether you’re managing six figures or just starting out, this episode will challenge how you think about your money. Watch now and break free. Find out more about Manish at https://www.mezzi.com/. 👉 Subscribe for no-spin insights into macro trends, finance, and geopolitics. 🔔 Turn on notifications so you never miss an episode ----------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.Please subscribe to our channels: YouTube: https://www.youtube.com/@MacroMashup Newsletter: https://www.macromashup.com/The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com
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Can America Survive Its Debt Bomb? with David Walker
Apr 29, 202500:42:26Tap to summarizeAmerica is racing toward a fiscal cliff—and few people understand the stakes better than David Walker.As the former Comptroller General of the United States and CEO of the Government Accountability Office (GAO), David served nearly a decade at the highest levels of federal oversight, with unanimous Senate confirmation across three Presidential appointments.A globally recognized expert in fiscal responsibility, government transformation, and retirement security, David brings over 40 years of leadership experience across public, private, and nonprofit sectors—including chairing the Defense Business Board and teaching Economics of National Security at the U.S. Naval Academy.In this gripping episode, David warns about bond market cracks, runaway U.S. deficits, the Fed’s shrinking power, the global shift away from the dollar, and why America urgently needs a fiscal constitutional amendment.Drawing insights from his latest book, America in 2040: Still a Superpower?, he shares a powerful roadmap for restoring the nation’s economic future before it's too late.Find out more about David at https://americain2040.com/Timestamps:00:01 – Breaking the bond market: Warning signs you can't ignore06:00 – BRICS, gold, and the unraveling of dollar dominance14:00 – The constitutional fight to limit America's debt18:00 – Is the Fed cornered and powerless?24:00 – Hidden liabilities and accounting tricks exposed34:00 – A hard money era: Are we heading back to gold?39:00 – David Walker’s 3-step rescue plan for America 👉 Subscribe for no-spin insights into macro trends, finance, and geopolitics. 🔔 Turn on notifications so you never miss an episode ----------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.Please subscribe to our channels: YouTube: https://www.youtube.com/@MacroMashup Newsletter: https://www.macromashup.com/The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com
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Bitcoin: America’s Secret Weapon with Steve Bellotti
Mar 29, 202500:26:14Tap to summarizeIn this powerful episode of MacroMashup, host Neil Winward sits down with Steve Bellotti, ex-Wall Street insider and digital asset investor, to break down the global macroeconomic shifts shaping our future. From U.S. debt bubbles to AI-driven productivity and the rise of Bitcoin as a strategic reserve, Steve shares hard-hitting insights from decades in global finance. What You'll Learn: -Why sovereign debt is the biggest threat to the global economy -How AI and innovation might be the "magic trick" to escape inflation -Why Bitcoin and stablecoins like Tether are reshaping Treasury markets -The role of the U.S. in building a Bitcoin-backed future -How quantum computing could threaten blockchain security -Why self-custody is the future of wealth protection Whether you're a macro investor, crypto-curious, or a student of markets—this is one episode you won't want to miss. Don’t forget to like, comment, and subscribe for more episodes exploring the intersection of macroeconomics, investing, energy, and digital assets. ----------------------------------------------------------------------Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels: YouTube: / @macromashup Newsletter: https://www.macromashup.com/
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Shocking Truths Investors Are Ignoring (At Their Own Risk!) with David Murrin
Feb 15, 202500:28:46Tap to summarizeToday on MacroMashup, we have the privilege of speaking to Global Forecaster and polymath David Murrin. David began his career as a seismologist in Papua New Guinea, barely surviving his first day of work as he had to face down an angry crowd of cannibals. Wall Street seemed tame by comparison. He used his skills in geophysics and seismology to map the internal dynamics of financial markets and develop JP Morgan's first proprietary, price-based risk trading model. David went on to found his own hedge fund, where he used his deep knowledge of price movements and human behavior to manage money for clients. He continues to manage his own money and advises institutional investors and hedge funds on trading and portfolio management. David is a published author and frequent public speaker on macroeconomics and geopolitics. Please enjoy this conversation with David Murrin. --------------------------------------------------------------------------------- Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help investors feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.Please subscribe to our channels:YouTube: https://www.youtube.com/@MacroMashupNewsletter: https://www.macromashup.com/The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com/
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