Podcast Episodes

Inside the $1 TRILLION Shadow Banking Bomb That’s About to Blow

Episode 1258

There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward. We’ve gotten past the initial shock, the Tri…

Published on 2 hours ago

This Is the Scariest Consumer Data I’ve Ever Seen

Episode 1257

The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late.

I'm hosting a free webinar to break down what's happening and what it means fo…

Published on 1 day, 2 hours ago

You Won’t Believe What Just Happened in Japan

Episode 1256

The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not sinking. It’s got the government in Tok…

Published on 2 days, 2 hours ago

The Most Important Economic Revision in Years Just Happened

Episode 1255

After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market has spoken. We know right now what the FO…

Published on 4 days, 2 hours ago

This Is the First Time in 50 YEARS We’ve Seen This Happen…

Episode 1254

November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k jobs last month, the most yet in the cycle.…

Published on 5 days, 2 hours ago

The Company With Better Data Than the Government Just Sent a Dire Warning

Episode 1253

Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide detergent, Mr. Clean, Pampers, Gilette a…

Published on 5 days, 18 hours ago

Holy Sh*t… Did You See What Just Happened in The Markets?!

Episode 1252

December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7% drop to what would be a new recent low. Wh…

Published on 1 week ago

The REAL Crisis Just Started (And the Fed Is Hiding It)

Episode 1251

HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the mainstream and social media attention, call it…

Published on 1 week, 1 day ago

WTF! You Won’t Believe What China Just Did to the Dollar

Episode 1250

China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form o…

Published on 1 week, 1 day ago

OMG! You Won’t Believe What Just Happened in the Repo Market

Episode 1249

Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-of…

Published on 1 week, 4 days ago