Podcast Episodes
Back to Search
Just insane collateral market action today shows deflationary money is getting worse.
Episode 449
Four-week bill yield plummeted by around 60 bps at one point in today's trading. Serious monetary pressures are still there, continue to get worse ev…
3 years, 1 month ago
Turmoil continues as dead canaries pile up in the Euro$ mines. People are noticing the carcasses.
Episode 448
Like Warren Buffett last week, this week Elon Musk issues grave warning about health of global banks. But why? Is it inflation run amok, or the world…
3 years, 1 month ago
Here comes the wrecking ball as everyone is chasing after dollars everywhere.
Episode 447
Brazil's President Lula traveled to Shanghai to finalize bilateral engagement bypassing the US dollar. This is not de-dollarization, rather an acknow…
3 years, 1 month ago
Alarming behavior of the fear ratio over the past two months shows no signs of stopping.
Episode 446
Where are we? Is there still a crisis? Is it over(blown)? The "fear ratio" helps sort out signal from so much noise. Since it sits at the intersectio…
3 years, 1 month ago
We're getting a better idea of how the banking crisis is progressing - no thanks to authorities.
Episode 445
The hawks are back at the Fed doing what Fed hawks always do. Beginning with overestimating their own tools, they then overestimate the resilience of…
3 years, 1 month ago
Warren Buffett didn't just make shocking comments on banking system, he's already acting on them.
Episode 444
This week was a wild one, including how during it legendary investor Warren Buffett said he was selling bank stocks because there were more failures …
3 years, 2 months ago
Startling statement reveals far worse danger than just a recession.
Episode 443
First they said it was a growth scare. They told us to ignore inversions. Then they pointed to the unemployment rate and said there's no way we could…
3 years, 2 months ago
More big trouble in global money system together with US CPI numbers. Major fallout continues.
Episode 442
Just as the interest rate swap market had indicated, big collateral scarcity as 4w Tbill rates yesterday plummeted. Also, Japanese bills for more con…
3 years, 2 months ago
Huge moves in key spreads, massive problems as authorities begin to admit there's real danger.
Episode 441
Alarming compression of interest rate swap spreads indicate more systemic issues in global balance sheet capacities and collateral, too. Also, the IM…
3 years, 2 months ago
New data gives us badly needed details behind bank shock/crisis. What it means moving forward.
Episode 440
The Federal Reserve's H.8 data on US commercial banks shows just how much of a systemic shock the March seasonal bottleneck had produced. Institution…
3 years, 2 months ago