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Collateral Shortage Hits Repo Market – What You Need to Know
Episode 920
Repo fails make sense being an indicator of collateral difficulties. Same for the 4-week US Treasury bill rate when it falls substantially. But how d…
1 year, 9 months ago
The AI Bubble is COLLAPSING in South Korea, The World is Next...
Episode 919
Some unexpected bad news out of South Korea has implications for AI and a lot more. The investment boom triggered by ChatGPT has been a critical supp…
1 year, 9 months ago
Here's What Actually Makes the Price of Gold Go Up
Episode 918
Gold continues to soar to record highs, but why? Most will say inflation though bullion is actually a terrible inflation hedge. The reason why many p…
1 year, 9 months ago
The Fed Just Revealed What They Really Think of the Economy
Episode 917
A lot of people are asking if the Fed now regrets cutting rates by 50 bps in September, or maybe cutting at all. Recent data make it seem as though t…
1 year, 9 months ago
Systemically Important Central Bank Shocks Markets with 50 bps Rate Cut
Episode 916
Another central bank moves up its rate cut plans, accelerating its rate reductions with a 50-bps cut. At the same time the IMF lowers growth projecti…
1 year, 9 months ago
Q&A Live Replay: Banks, Bullion, Rates and Regrets
Episode 915
Huge thanks to Eric Basmajian and train-traveler Mike Green for answering member questions. Member/Subscriber Live Q&A recorded October 22, 2024.
1 year, 9 months ago
The Real Debt Crisis Is Here – And No One Noticed
Episode 914
We are seeing the full effects of the debt crisis paradox. And it only seems like a "paradox" from hte perspective of conventional wisdom on the matt…
1 year, 9 months ago
Global Central Banks Just Panicked (heres what you need to know)
Episode 913
Does the Bank of Canada need to exist? Canada shares a lot more than just a common border with the US, interest rates, inflation, even changes in eco…
1 year, 9 months ago
This Was the Final Straw to the Global Economy!
Episode 912
This may end up being the final straw for what's left of the global economy. With more highly negative signals from copper, gold, oil and swaps, even…
1 year, 9 months ago
BREAKING: 80% of Americans Are Broke and No One’s Talking About It!
Episode 911
A whopping 98% of American voters in one mainstream poll say the economy is a major concern, including 79% who rate it their top worry. Economists, t…
1 year, 9 months ago