Podcast Episodes
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September 1st, 2026
Season 26 Episode 138
Be a contrarian...you'll live longer
Too many shorts in the system to see a -10% correction
Valuations - market is NOT expensive
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3 weeks, 3 days ago
August 31 2026
Season 26 Episode 137
Yields - saying something...just not what they have been
Bonds NOT doing their job
Bitcoin...getting closer to that bear market bottom
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3 weeks, 3 days ago
August 27th, 2026
Season 26 Episode 136
credit spreads saying everything is ok
US Dollar still in a downward bias confirming everything is still ok
KOSPI - South Korea - telling us that deman…
1 month ago
August 26th, 2026
Season 26 Episode 135
No euphoria in this market
Housing repricing? Median prices dropping.
Oil...probably see a bit of a move up here.
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1 month ago
August 25th, 2026
Season 26 Episode 134
Gold - buy those dips!
Inflate or DIE! You know what governments will do.
Earnings estimates look just fine.
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1 month, 1 week ago
August 20th, 2026
Season 26 Episode 133
Rates out of control? Gov't stepping in to hold rates down.
AI Bubble? No...not yet.
US Dollar down! Good for gold and bitcoin.
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1 month, 1 week ago
August 19th, 2026
Season 26 Episode 132
Energy - breakout
Flows - heavy positive
Bitcoin - big buyers been buying!
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1 month, 1 week ago
August 18th 2026
Season 26 Episode 131
Naz 100 Futures positioning is HUGEly short. Buy!
Insiders buying!
New Lows keep dropping
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1 month, 1 week ago
August 17th, 2026
Season 26 Episode 130
BofA Bull Bear
Oil
Fibonacci
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1 month, 1 week ago
August 14th, 2026
Season 26 Episode 129
Bond market confirming no rate hike
Gold...buy the dips
US Dollar - headed down
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1 month, 1 week ago