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#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…
7 months, 3 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…
7 months, 3 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…
8 months 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…
8 months 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…
8 months, 1 week 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…
8 months, 1 week 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…
8 months, 1 week 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" …
8 months, 2 weeks ago
#333 Danielle DiMartino Booth on Powell's Policy Errors, Why Unemployment Is Headed to 6%, and Gold Going Meme
Episode 333
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, breaks down why the Fed's decision to pause was both premature and political, argu…
8 months, 2 weeks ago
#332 Chris Whalen: Trump Doesn't Want Home Prices to Fall — But He Has No Choice
Episode 332
In this week's episode of The Wrap, Chris Whalen breaks down President Trump's Davos speech, noting that despite promises on housing affordability, t…
8 months, 2 weeks ago