Podcast Episodes
Back to SearchCrowd Beginning To Exit Long Dollar Trade – Ep. 242
Summary: Goldman Sachs is no longer recommending a long trade on the dollar. The dollar was previously regarded as a conviction trade, first over spe…
9 years, 2 months ago
Is Donald Trump The Next Jimmy Carter? – Ep. 241
Summary: Donald Trump's promises on healthcare and smaller government appear to be fading behind news of increased military spending, infrastructure …
9 years, 2 months ago
Trump Train Ready To Derail – Ep. 240
Summary: President Trump's campaign promises are falling by the wayside one by one. First the backfire on the replacement for Obamacare, and then, …
9 years, 3 months ago
Trump Needs To Lead Not Oppose The Freedom Caucus – Ep. 239
Summary: President Trump needs to lead, not oppose. He is opposing the very forces who put him in office. By aligning with the mainstream Republica…
9 years, 3 months ago
Over-Confident Republicans Poised For Disappointment – Ep. 238
* On Monday the market got its first opportunity to react to President Trump and the Republican Congress' failure to repeal and replace Obamacare
…
9 years, 3 months ago
Obamacare Lives To Die Of Natural Causes – Ep. 237
* Earlier I talked about the Trump honeymoon, and my belief that it wouldn't last long, in fact I thought it might have ended before the marriag…
9 years, 3 months ago
Why A BAT Will Clobber The Dollar – Ep. 236
* U.S. stocks ended the week with marginal gains
* In fact, the Dow Jones was up only about 12 points on the week
* The real action happened o…
9 years, 3 months ago
Fed Hikes Rates To Feign Confidence – Ep. 235
* Today the Federal Reserve raised interest rates for the third time in 10 years
* Of course, the tightening cycle began with the first rate hik…
9 years, 3 months ago
Trump Lauds Job Statistics He Once Impugned – Ep. 234
* I guess you could say a good jobs report is all in the eye of the beholder
* And when it comes to President Trump's eyes, he is now beholding …
9 years, 4 months ago
Why TrumpCare Won’t Work, Either – Ep. 233
* It looks like the Republicans on Capitol Hill, with the blessing of Donald Trump, are trying to repeal one big healthcare program and replace it…
9 years, 4 months ago