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#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next
Episode 346
Macro trends blogger and economist David Woo, CEO of David Woo Unbound and co-author of the upcoming financial thriller Merry Go Round Broke Down, re…
3 weeks, 5 days ago
#345 Chris Whalen: Private Credit Is Blowing Up, Nobody In Washington Is Paying Attention, and the Trump Administration Is Heading Toward a Financial Crisis
Episode 345
In this episode of The Wrap, Chris Whalen warns the Trump administration is heading toward a financial crisis, driven by private credit contagion, hi…
4 weeks, 1 day ago
#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges
Episode 344
In this week's episode of The Wrap, Chris Whalen breaks down the unraveling of private credit and why retail investors were never suitable for these …
1 month, 1 week ago
#343 Bill Fleckenstein: We're in a Completely Unprecedented Market Environment — And When It Changes, It's Going to Be a Really Big Deal
Episode 343
Bill Fleckenstein, founder and president of Fleckenstein Capital, returns for a wide-ranging conversation covering what he calls one of the most conf…
1 month, 1 week ago
#342 Chris Whalen: The Wharf Rats Are Coming Out — And Retail Investors Will Lose Money
Episode 342
In this week's episode of The Wrap, Chris Whalen analyzes the Blue Owl situation as part of a broader pattern in private credit. He argues that priva…
1 month, 2 weeks ago
#341 Danielle DiMartino Booth: Americans' Financial Wellbeing Just Hit a Record Low — And the Fed Is Discussing a Hike?
In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, calls the Federal Reserve "borderline cruel" after FOMC minutes…
1 month, 2 weeks ago
#340 Ted Oakley: New Highs AND New Lows Coming — Why I'm Holding 50% Cash
Episode 340
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, predicts that over the next 18 months, mar…
1 month, 2 weeks ago
#339 Chris Whalen: A Manic, Momentum-Driven Market Meets Reality
Episode 339
In this episode of The Wrap, Chris Whalen argues that the AI narrative is stalling and we're witnessing a sustained rotation from tech, AI, and crypt…
1 month, 3 weeks ago
#338 Warren Pies: The Bearish Narratives Are Overdone — Bull Market Remains Intact
Episode 338
Warren Pies, founder of 3Fourteen Research, lays out his thesis for a "Goldilocks" first half of 2026, characterized by growth inflecting higher alon…
1 month, 3 weeks ago
#337 Chris Whalen: Someone's Going to Be Disappointed — Trump vs. Warsh on the Fed
Episode 337
In this episode of The Wrap, Chris Whalen discusses the structural conflict between President Trump and incoming Fed Chair Kevin Warsh: Trump wants h…
1 month, 4 weeks ago