Podcast Episodes
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The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mism…
6 months ago
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff rul…
6 months, 1 week ago
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance …
6 months, 1 week ago
The Market Has Already Picked Its Winners for 2026 | Tony Greer
In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI co…
6 months, 2 weeks ago
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and …
6 months, 3 weeks ago
Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset hol…
6 months, 4 weeks ago
How To Position In A "Slowdown" Regime | Market Radar
In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns ve…
7 months ago
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social press…
7 months ago
The Global Economy Runs on Perpetual Stimulus | Keith Dicker
In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend …
7 months, 1 week ago
AI & Central Planning Are Propping Up the Economy | Weekly Roundup
This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentr…
7 months, 1 week ago