Episode 932
F1 Racing and the markets.
Earnings, economics and the Fed.
The casino – zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTE…
Published on 4 months, 1 week ago
The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: …
Published on 4 months, 2 weeks ago
Episode 930
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!
Tariff Fever – Markets don’t really care.
Bitcoin on the move and we will discuss with our guest –…
Published on 4 months, 3 weeks ago
Episode 929
The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.…
Published on 5 months ago
Episode 928
Jobs Job Jobs – not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest…
Published on 5 months, 1 week ago
Episode 927
PCE – The Fed’s preferred inflation metric…
The VIX – pricing in smooth sailing – how to hedge…
And commodities – The one most interesting trade right now is…?
Commodities on the move – great time to…
Published on 5 months, 2 weeks ago
Episode 926
The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs and Inflation – is it all a hoax?
Our guest this week – David Gaffen, Breaking News editor at R…
Published on 5 months, 3 weeks ago
AI is coming to finance with some major Shifts to the investment landscape
Sumo Politics in full force.
We got a China deal, or did we?
Seeking out innovation with our guest, Steven Sanders – EVP, …
Published on 6 months ago
Episode 924
How to invest, research and do it with skin in the game.
Is the USD vulnerable? You may be surprised by the answer.
How to identify under-the-radar opportunities.
Guest, Frank Curzio – Curzio Researc…
Published on 6 months, 1 week ago
Episode 923
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz We…
Published on 6 months, 2 weeks ago
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