Podcast Episodes
Back to SearchALERT: AI Credit Spreads Are Suddenly Blowing Out... Just Like 2008?
Episode 1447
Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one …
4 hours ago
BREAKING: The Fed Just Made a SHOCKING Statement
Episode 1446
Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertain…
2 days, 8 hours ago
This Could Trigger the Next Global Trade War
Episode 1445
When people hear the words “trade war,” they usually think of one person: Donald Trump. But while everyone has been watching Washington and Beijing, …
3 days, 11 hours ago
The “Safest” Companies Are Warning the Consumer Is Breaking
Episode 1444
There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate…
5 days, 11 hours ago
Is This the Beginning of an Asian Financial Crisis 2.0?
Episode 1443
Most people believe another Asian financial crisis can’t happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their …
6 days, 5 hours ago
Google Issues a Dire Warning About the “AI Boom”
Episode 1442
Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small declin…
1 week, 1 day ago
BREAKING: The Private Credit Crisis Just Reached Amazon
Episode 1441
When people hear the words *private credit stress*, they usually imagine small, struggling companies loaded with debt—businesses most investors have …
1 week, 3 days ago
The Oil Market and Yield Curve Just Did Something Really Strange
Episode 1440
The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the marke…
1 week, 5 days ago
The Fed Hasn’t Done This in Over 40 Years!! Here’s What You Must Know
Episode 1439
Is Kevin Warsh about to finally put money back in the Federal Reserve? That might sound like a strange question. After all, this is the Federal Reser…
1 week, 6 days ago
The Biggest Gas vs. Oil Divergence in History (Here's What It Means)
Episode 1438
The divergence between oil and gas prices is now historic, and one simple calculation explains everything. That calculation is at a record high, and …
2 weeks ago