Podcast Episodes
Back to Search
Did the Fed Accidentally Leak Their Next Move?!
Episode 877
We know there are Fed rate cuts coming in September and that there is very good chance it will be 50 bps. Could policymakers also surprise by ending …
1 year, 7 months ago
Everything Is Melting Down ALL At Once
Episode 876
More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. S…
1 year, 7 months ago
History Shows us this ALWAYS Ends Badly
Episode 875
Politicians always feel the need to do something even if they don't know why or what's actually wrong. That's all "price controls" really are since t…
1 year, 7 months ago
Japan is PLUNGING and it’s Spreading to the Rest of the World
Episode 874
Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn't at risk of re…
1 year, 7 months ago
You Won’t Believe what Happened at the Discount Window
Episode 873
While the world was focused on financial volatility and liquidations at the start of August, something odd happened at the Federal Reserve's Discount…
1 year, 7 months ago
Gas Prices Are TANKING, Here's What That Means for the Economy
Episode 872
Wholesale gasoline prices plunged in August to their lowest since the start of the year. This sounds like a positive, both for consumers as well as F…
1 year, 7 months ago
Consumers Have NO MORE Savings...
Episode 871
The most significant macro data from the past week certainly wasn't GDP (it wasn't even the most important datapoint within its own series), instead …
1 year, 7 months ago
BREAKING: GDP Explodes Higher (Unless You Look Beneath the Surface)
Episode 870
People keep saying the economy is in the toilet and the US government keeps raising its estimate for GDP. The general public isn't wrong, GDP is. Ho…
1 year, 7 months ago
New Data Shows the ENTIRE Service Economy Is Facing Collapse
Episode 869
New information from various sources all around the US service sector shows a downturn taking hold in that segment with employment signals turning mo…
1 year, 7 months ago
Germany Is in Full Blown "Crisis" Mode, Heres What that Means for the World
Episode 868
German observers are saying the economy has reached crisis proportions and the reason is what the US economy's weakness is doing to the rest of the w…
1 year, 7 months ago