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#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%
Episode 370
In this episode of The Wrap, Chris Whalen breaks down Kevin Warsh's confirmation as Fed chair and explains why this represents a dramatic shift from …
4 months, 4 weeks ago
#369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming
Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss the frozen spring selling season and reveals dis…
5 months ago
#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First
Episode 368
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche for episode 368 to warn that the three asset …
5 months ago
#367 Chris Whalen: "No Rate Cuts For a While" — Warsh's Fed Earthquake, Silver Shortage, and Why Inflation Is Here to Stay
Episode 367
Warsh's arrival at the Fed actually means in practice — significant personnel changes, new models, and what Chris calls nothing short of an "earthqua…
5 months ago
#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math
Episode 366
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 366 to break down what he calls …
5 months, 1 week ago
#365 Rick Rule: 'All The News I See Is Bad' — Oil Shortage, Gold & Why The Worst Is Still Ahead
Episode 365
Veteran natural resource investor Rick Rule, CEO of Rule Investment Media and co-founder of Battle Bank, returns to break down a rapidly deterioratin…
5 months, 1 week ago
#364: Chris Whalen: Powell Stays to "Block Trump" — Warsh Faces Major Obstacles and "The Fed Caused High Home Prices"
Episode 364
In this episode of The Wrap, Chris Whalen breaks down what he calls one of the most significant weeks in Fed history — Powell's final press conferenc…
5 months, 1 week ago
#363 Danielle DiMartino Booth: Powell's 'Patriotic' Stand Protecting Fed Independence, Fed Should Cut Despite Oil Prices, and Flirting With Liquidity Crisis as Non-Banks Too Big to Fail
Episode 363
In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, explains why she's "less fed up" despite disagreeing with Fed p…
5 months, 2 weeks ago
#362 Chris Whalen: DOJ Drops Powell Probe — "Trump Could Be Attacking Warsh By Thanksgiving," Stagflation Is the Base Case, The Real Private Credit Risk, & Why Distressed Real Estate Is The Next Trade
Episode 362
In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us …
5 months, 2 weeks ago
#361 Dr. Mark Thornton: We're on the Highway to Hyperinflation
Episode 361
Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist, returns to the show to deliver a sweeping macro warning rooted in Aus…
5 months, 3 weeks ago