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Airlines Just Issued a MASSIVE Warning About Consumer Behavior
Episode 1113
Struggling airlines grappling with staycations offer insight into consumer behavior. Meanwhile, the government also showed spending on goods (and cer…
1 year, 1 month ago
This Is What a Banking Crisis Looks Like
Episode 1112
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link bel…
1 year, 1 month ago
Oil Just Said the Quiet Part Out Loud
Episode 1111
Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortion…
1 year, 1 month ago
Everything You’ve Been Told About the Dollar Is Wrong
Episode 1110
When did the dollar stop being a dollar? Most people might answer August 15, 1971, but a more accurate answer would be around a hundred years before …
1 year, 1 month ago
Is the Bond Market Wrong?
Episode 1109
Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for yea…
1 year, 1 month ago
BREAKING: World Bank Issues DIRE Warning to the World
Episode 1108
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link bel…
1 year, 2 months ago
This Is What the Collapse Looks Like
Episode 1107
Central bankers are being forced to reckon with their inflation biases which are not standing up to reality. Deflationary consequences are breaking o…
1 year, 2 months ago
You Won’t Believe What India’s Central Bank Just Did
Episode 1106
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link bel…
1 year, 2 months ago
Something Really Strange Just Happened to the Bond Market
Episode 1105
ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the …
1 year, 2 months ago
URGENT: The Labor Market Just Broke
Episode 1104
The payroll estimates for May were a total mess. The headline was weak, revisions make it totally unreliable anyway, and it only gets worse from ther…
1 year, 2 months ago