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Something Is Breaking in Private Credit
Episode 1284
Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action s…
7 months ago
This Chart Explains Why America Is Breaking
Episode 1283
This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t…
7 months ago
HOLY SH*T! Did You See Commodity Prices
Episode 1282
Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good s…
7 months, 1 week ago
This Shouldn’t Be Possible...
Episode 1281
Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updat…
7 months, 1 week ago
The TRILLION Dollar AI Debt Bubble Is Bursting
Episode 1280
The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly sta…
7 months, 1 week ago
Ok, Now It's Official...The Sh*t Is Hitting The Fan
Episode 1279
Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum a…
7 months, 1 week ago
HOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again
Episode 1278
There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. Thi…
7 months, 1 week ago
OMG! You Won’t Believe What Just Happened in the Treasury Market
Episode 1277
The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expect…
7 months, 1 week ago
The Most Dangerous Phase of an Economy Has Begun
Episode 1276
Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the mo…
7 months, 2 weeks ago
WARNING: Something Big Just Broke in Repo Markets
Episode 1275
Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beverid…
7 months, 2 weeks ago