The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
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Patrick Camuso is...
Inflation is up and its down.
We have revisions and a weakening jobs market.
10yr Treasury trying to break below 4%.
And a new top dog is crowned.
Our guest, Peter Schiff of Europacific Global.
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Peter Schiff began his investment career as a financial consultant with Shearson...
We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values – are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Agentic AI – something to...
Markets react to the chance of a rate cut.
Summertime lull was anything but boring.
September and October await – two of the seasonally worst months for markets.
And our guest – Danielle Park, Venable Park Investment Counsel Inc.
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Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
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Noland started in the financial services...
Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment...
The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
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F1 Racing and the markets.
Earnings, economics and the Fed.
The casino – zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
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Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom...
The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
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Jim Rogers,...
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!
Tariff Fever – Markets don’t really care.
Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.
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The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.
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Professional trader Lawrence G. McMillan is perhaps best...
Jobs Job Jobs – not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
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John Pugliano is the author...
