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#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…
2 months, 3 weeks 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…
3 months 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…
3 months 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…
3 months 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…
3 months, 1 week 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…
3 months, 1 week 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…
3 months, 2 weeks ago
#336 George Noble: The Fiscal Bill Is Coming Due, Gold Could Double From Here, and the Death of Speculation Is Underway
Episode 336
George Noble, CIO of Noble Capital Advisors, lays out his big theme for 2026: rotation. George argues that the debasement trade is the dominant macro…
3 months, 2 weeks ago
#335 Alex Gurevich: Zero Interest Rates Are Not Off the Table, Deflation Is Coming, and the Next Perfect Trade
Episode 335
Alex Gurevich, founder and Chief Investment Officer of HonTe Investments, a Bay Area-based investment management firm, and the author of The Next Per…
3 months, 2 weeks ago
#334 Chris Whalen: Trump's Fed Chair Pick Kevin Warsh Is a Classic Hawk, Why Gold Is Due for a Correction But The Bull Market Isn't Over, & The Private Credit Cesspool
Episode 334
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's nomination of Kevin Warsh as Fed Chair, calling him "the only choice" …
3 months, 3 weeks ago