Podcast Episodes
Back to Search
You Won’t Believe What Just Happened to Chinese Banks
Episode 1216
Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial re…
7 months, 4 weeks ago
Oil Just Entered Super Contango. That’s Bad. Really Bad.
Episode 1215
Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these thing…
8 months ago
BREAKING: Banks Are COLLAPSING... Again
Episode 1214
Two US regional banks rocked the markets with more potential loan losses tied to private credit and shadow banks. But it is NOT really about them or …
8 months ago
WTF Is Happening to Silver Right Now?! (You Won’t Believe This)
Episode 1213
Silver has gone absolutely vertical, even more than gold has. There is an historic squeeze going on in the silver market, centered in London. It star…
8 months ago
Jamie Dimon Just Said the Quiet Part Out Loud…
Episode 1212
With one quote, JP Morgan’s CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On J…
8 months ago
BREAKING: Oil Curve Just Flipped (This Always Ends Badly)
Episode 1211
A big signal we - and the whole market - have been waiting for was triggered. Better still, there is no ambiguity with this one. The oil curve has fl…
8 months ago
WARNING: Something Just Broke in the Financial System
Episode 1210
It’s not just the $2.3 billion that allegedly simply vanished; it’s how and maybe most important of all, why. Second guessing collateral this way doe…
8 months ago
BREAKING: Credit Markets Just Broke (Again)
Episode 1209
Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks se…
8 months, 1 week ago
The Fed JUST Confirmed the U.S. Housing Bust Has Begun
Episode 1208
The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it. I keep telling yo…
8 months, 1 week ago
Germany’s Auto Industry Just Collapsed
Episode 1207
Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction…
8 months, 1 week ago