PODCAST · business
Bulls, Bears & BS
by Graham Summers, MBA
Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for traders looking for concise timely market analysis. This is where Graham really cuts loose with his insights, distilling current events and macro developments as only he can.
Episodes
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The SaaSpocalypse: Why the AI Trade Just Flipped on Its Head
The "Mag 7" era of easy gains is over, replaced by a brutal rotation that’s catching investors off guard. This week, Graham Summers, MBA, tackles the growing "CapEx Crisis"—why the market is suddenly punishing Big Tech for their massive AI spending and demanding proof of ROI. We dive deep into…
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What Do Silver, Gold, Critical Minerals and the Trump Doctrine Have in Common?
Gold is about to hit $5,000 per ounce. Silver is over $100 per ounce. Copper is at all time highs. And so on. Meanwhile, Fed Chair Jerome Powell is in legal crosshairs... DOGE is practically non-existent, barely putting a debt in U.S spending... and the US is adding $1 trillion in new debt every…
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Special Episode: How To Become Competent, Confident, and Dangerous With Matt Smith
This week we have a special guest, Matt Smith. Matt is a serial entrepreneur, executive, and co-author of Doug Casey's Crisis Investing newsletter. This week we're talking with him about a book he co-authored with Doug Casey and his son Maxim Smith. The book is titled: The Preparation: How To...
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A Deep Dive Into the Financial Markets With Graham Summers, MBA
Stocks are back near all-time highs, gold and silver are catching a bid, but Bitcoin continues to struggle. What is going on? This week, Chief Market Strategist, Graham Summers, MBA breaks down the current macro environment, explaining why these different moves are happening and what's to come as...
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Is the Bull Market Over... Or Are We Still Early in the AI Story?
Stocks are taking it on the chin. Is this the end of the bull market or is this just a garden variety stock market correction? This week our Chief Market Strategist, Graham Summers, MBA delves into the macro economic framework he is using to show clients the best path forward, namely that the...
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Special Guest: Sound Money Advocate Lawrence Lepard
This week we have a special guest on Bulls Bears and BS. Lawrence Lepard is a sound money advocate, fund manager, and author of the book The Big Print: What Happened To America And How Sound Money Will Fix It. Lawrence and our host Graham Summers, MBA dive deep into the financial system... why…
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The Jobs Market is Rolling Over... is the Fed Too Late and is a Recession Finally Here?
The labor market is cracking, which is going to force the Fed to ease right as inflation is likely bottoming. What does this mean for stocks, precious metals and other risk assets? This week our host Graham Summers, MBA breaks down the latest jobs numbers upset and what it means for the economy…
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Are You Ready For the Next Crisis? (Special Episode with Disaster Expert Dr Chris Ellis).
This week we go deep. Our host Graham Summers, MBA discusses crises: financial, personal and even societal with disaster expert and author, Dr. Chris Ellis. The conversation ranges from personal resiliency, overcoming loss, personal tragedy, preparedness, and even finding purpose in the chaos of...
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Is the U.S. Dollar About to Collapse?
The U.S. dollar staged its worst first half of a year since 1973, losing nearly 12%. As a result of this, the U.S. dollar is now sitting on a multi-decade trendline. If this breaks... the dollar could plunge into a prolonged downtrend, erasing purchasing power and igniting another round of...
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The Correction is Here... Do We Buy the Dip... or Get Out of the Markets?
Stocks are taking it on the chin after rising almost straight up for three months. The big question for investors now is whether this is a buyable dip... or the start of something worse? This week, our host Graham Summers, MBA breaks down the warning signs that prompted him to close out longs and...
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Why Stocks Are Hitting New All Time Highs... and What's Next For the Markets?
The S&P 500 and NASDAQ both have hit new all-time highs. This is extraordinary considering that both indices were down ~20% in early April. What has driven this rapid move and where do stocks go from here? This week, our host Graham Summers, MBA, answers both questions, breaking down the current...
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Special Episode: What's REALLY Happening in the Middle East Today?
What is really happening in the Middle East today? What is the basis of the conflict between Israel and Iran? What are the implications for the balance of power between the U.S., China and Russia? How is this likely to play out? And is there indeed the potential for World War III? To answer these...
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Two Trillion Dollar Phone Calls: One That Happened and One That Didn't
This was a week of trillion dollar phone calls: one that happened and one that didn't. The trillion dollar phone call that did take place was between President Trump of the United States and President Xi Jinping of China. That phone call occurred Thursday and concerned global trade, China's...
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The REAL Reason Why Stocks No Longer Care About the Trade War
The Trump administration reignited the trade war this week, first with Europe and then with China. Despite all this drama, stocks actually ended the week UP. More incredibly, the S&P 500 had its best return for the month of May since 1990! What's going on here? Are stocks no longer taking…
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Is the US About to Enter a Debt Crisis?
Things are getting hairy in the debt markets. The credit rating agency Moody's downgraded the U.S. due to concerns about the latter's debt levels: the U.S. has a Debt to GDP ratio of 120% and is running a fiscal deficit equal to 6% of GDP. Moreover, the "Big Beautiful Bill" making its way through...
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China Taps Out! The Trade War is Paused... Will Stocks Hit New Highs or Roll Over and Crash?
The U.S. and China unveiled a preliminary trade deal on Monday unleashing RABID buying in the stock market. Is this trade deal and subsequent stock market rally legit... or is this all just a headline driven bunch of BS and stocks are about to roll over and crash again? This week, our host Graham...
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Is the Trade War Over... or Is This Just a Temporary Cease Fire?
Stocks have rallied hard from the April 8th lows with the S&P 500 recouping half of its trade war decline on announcements that China and the U.S. will be meeting in Switzerland to begin negotiations of a trade deal. So... is the trade war over... or is this just a temporary cease fire? This week...
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Is This the Start of a Bear Market?
Stocks have been taking it on the chin with many individual companies down over 20% from their recent highs. Is this the start of a bear market, or is this a garden variety market correction? This week, our host, Graham Summers, MBA delves into the market action, outlining several of the tools…
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Did DeepSeek REALLY Upset the AI Applecart?
Stocks took it on the chin on Monday. The official narrative is that a Chinese firm, DeepSeek revolutionized the AI market by creating a highly effective version of AI for just a fraction of the cost. But is this reality... or just another financial media narrative crafted to explain something...
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Is THE Top In... and Are Stocks About to Crash?
The overall indices are only down single digits... but market internals have seen a bloodbath with nine out of 11 S&P 500 sectors breaking down in December 2024. Is this the signal that THE top is in for stocks? This week our host, Graham Summers, MBA performs a deep dive into the market's…
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The Growth Scare Over... So What's Coming in 2025?
The labor market and economy have bounced back from the growth scare of the summer. Stocks continue to hit new all time highs. However, it is clear that 2025 will be quite different from 2024 as the Trump administration takes office and begins implementing its agenda This week our host, Chief...
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It's All About Trump's 2nd Term
The dominant theme in the markets today is Trump's 2nd term: which sectors will benefit, which companies will receive favorable treatment, and which asset classes will get a boost from institutional adoption. In simple terms, the Trump administration and its intended policies are the tide that is...
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The Most Important Developments in the Markets This Week
Inflation data is ticking up while economic growth is slowing. Is stagflation about to appear... or is this just a slight increase in uncertainty that is spooking investors. This week, our host Graham Summers, MBA breaks down the most important developments in the markets, offering his unique...
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Trump Sets His Sights on the Fed
The Fed claims to be politically independent, but that's largely a myth. And no one is more aware of that than the new President of the United States, Donald Tump. This week our host, Graham Summers, MBA, delves into the history of the Fed's political interference, outlining clear examples in…
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A Trump Victory is Sending Stocks Through the Roof
Stocks are exploding higher on the announcement that Donald Trump is officially the 47th President of the United States. Why is this happening? Will it continue? And what's the best means of profiting from a Trump 2nd term. This week our host, Graham Summers, MBA details all of these items and...
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The Market is SCREAMING That Trump Will Win
Numerous asset classes are indicating the same outcome: a Trump 2nd Term begins in early 2025. This week our host, Graham Summers, MBA delves into what he is seeing in the markets, how the markets are anticipating a Trump 2nd term, and what this means for stocks going forward. If you're looking…
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The Market Anticipates a Trump Win... What Does That Mean For Stocks, Gold and Bitcoin?
The stock market is sending very clear signals that it anticipates President Trump will win a second term on November 5th. This will have a seismic effect on asset prices. This week, our host Graham Summers, MBA outlines some of the big picture for what a Trump win means for the markets. For…
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Why Do Stocks Refuse to Break Down?
The Fed, European Central Bank and The People's Bank of China are now all easing monetary conditions. This is having a seismic effect on the financial system, including risk assets such as stocks. This combined with the U.S. running its largest deficit outside of WWII is resulting in a strong…
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Fake Jobs Means a Slower Pace of Rate Cuts... And We're Officially Trading Crypto Now!
The jobs numbers for September came in piping hot. Unfortunately some ~90,000 those 254,000 jobs were created in government spreadsheet, NOT the real economy. This deceit, regardless of its intentions, has resulted in a major shift in expectations of the Fed's future rate cuts. This week, our…
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The Reflation Trade is Back!
China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in easing mode. This will ignite the reflation…
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Rate Cuts Are Here, Stocks Hit New All Time Highs, But What's Going on With Gold?
The Fed cut rates by 0.5% last week. Many commentators are seeing this as a signal that the economy is in recession. We completely disagree. In this week's episode, Chief Market Strategist Graham Summers, MBA outlines why this time "is different" and what it means for risk assets, particularly...
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The Fed Will Start Cutting Rates Today... What This Means For Stocks and the Election
Following the "growth scare" of late July/ early August, stocks have discounted an economy that will keep growing and a Fed that is about to start cutting rates. Today, the S&P 500 is at all-time highs with the Fed expected to cut rates by at least 0.25% at 2PM EST. However, with the Presidential...
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Has a Recession Arrived or Is It Time to Buy the Dip?
The Sahm Rule has triggered, igniting concerns that a recession has arrived. But is this just another false positive in the current unusual business cycle... or is the economy actually rolling over? Moreover, are stocks about to crater into a prolonged bear market... or is this an opportunity to...
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Inflation Has Officially Given the Fed An Excuse to Start Cutting
Inflation came in cooler than expected this week. This has opened the door to the Fed cutting rates sooner than expected as rates are at 5.5% while inflation is now at 3%. This is extremely bullish for stocks as even lagging indices (the Dow Jones Industrial Average and the Russell 2000) are...
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Is a Recession Finally Here?
Stocks have closed at new all-time highs in four of the last five weeks. But the economic data has taken a sharp turn for the worse. Estimated GDP growth for the second quarter cratered from 3% down to 1.5% in the last two weeks. And the unemployment rate is now ticking higher, suggesting a...
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Get Ready For a Major Buying Opportunity
Stocks just hit new all-time highs, but I anticipate a growth scare to trigger a MAJOR buying opportunity within the next six weeks. One of the most accurate predictors of a recession is the Sahm Rule. And I believe we'll get darn close to a Sahm Rule trigger sometime before August 10th. When…
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Is It Time to Get Out of Stocks?
Is a recession about to unfold, crushing stocks? The calls for a recession are growing by the week. However, for those focused on making money from the markets, it's important to note that things are in fact different this time: the pandemic and subsequent monetary/fiscal interventions have badly...
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Disinflation Arrives... Is a Recession About to Crash the Markets?
The market is sending us clear signals that is it focused on the inflation data, which is trending down. This, combined with a drop in Treasury yields, is signaling disinflation. What does this mean for stocks going forward? And are the recessionary signals people are so worked up about on social...
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Don't Overthink Things, Stocks Remain "Risk On"
The macro picture is shifting from higher growth and inflation to lower growth and disinflation. This will benefit certain key sectors and open the door to additional profits for those who play this right. However, in the big picture, stocks remain in "risk on" as there are ZERO red flags or...
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Probabilities Lead to Profits... and How to Think About and Invest in AI
This week we dive into the probabilities aspect of investing... and why you should NEVER bet the farm on a crash. We also explore AI from a technological and historical framework using the build out of the Internet in the late '90s as a reference point. If you're interested in making money from…
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Let's Talk About Making REAL Money From the Stock Market
This week we are obliterating some of the myths surrounding the economy and stock market. If you've ever wondered why the economic data doesn't "feel" right... or why stocks go up despite BAD news... or what REALLY matters when it comes to making money from the stock market, this episode is for...
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I've Got a New Book Out... and Stocks Are At New All-Time Highs... What Comes Next?
Bulls Bear and BS is back. I am beyond thrilled to announce that my new book Into the Abyss: Life After the Bubble is now available to purchase at Amazon. You can purchase it by CLICKING HERE. This book is the sequel to my 2017 best-seller The Everything Bubble. It is divided into two sections…
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The Fed Pivot is Here... the S&P 500 is Going to at Least 5,000
The Fed has abandoned its "higher for longer" narrative and is now talking about cutting rates three if not four times in 2024. There are several reasons for the Fed to do this. Some are HIGHLY questionable. Others are valid. But regardless the Fed Pivot will have a dramatic effect on risk assets...
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New All Time Highs Are Coming
Bonds are telling us that the Fed is done raising rates. The yield on the 2-Year U.S. Treasury peaked in early October and has since fallen from 5.2% to 4.8%. Interest rates are at 5.5%, so the bond market is not only telling us that the Fed is done raising rates, but that the Fed will have cut...
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Is a Debt Crisis About to Unfold in the U.S.?
Bonds continue to break down in anticipation of the U.S. Treasury's Quarterly Refunding Announcement due out next week. We are now getting to the point at which a panic could hit bonds, which would trigger an aggressive drop in stocks. This week we delve into these issues as well as what's...
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War In the Middle East and What to Watch in the Markets
War has broken out in the Middle East... and everyone has an "expert" opinion on it. We're staying in our lane this week and focusing on the markets, specifically, what bonds are telling us about the potential for a full-scale crisis. We also break down the framework we've developed for trading…
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Warning: We're Getting To the Point At Which Something Major Breaks
Treasury yields continue to spike. Regional banks are breaking down. Bank of America is back at the March 2023 lows. Is a bank crisis about to hit? And what does this mean for the broader stock market. Support the show Thanks for listening! Follow us on Twitter and Instagram.
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How the Stock Market Really Works... and Where This Leg Down Will End
This week, Graham Summers, MBA delves into the stock market framework he's developed over the last 20 years of its career. He also explains why stocks are finally dropping, where this leg down will end, and what to do about it. Support the show Thanks for listening! Follow us on Twitter and...
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Weekly Market Broadcast for 9-18-23
Bonds yields are back at the highs, but stocks are refusing to break down. This week we delve into why this is happening, as well as why the U.S. economy refuses to enter a recession despite the fact inflation remains a major problem. We also spend time analyzing the stock market on a relative...
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Stocks Break Out... But Is Inflation Bottoming?
Stocks have broken out to new highs, but there are signs that inflation, as measured by CPI might in fact be bottoming right now. Moreover, the bond market is finally waking up to the fact the Fed will need to keep rates higher for longer, which will ultimately have a profound impact on asset...
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ABOUT THIS SHOW
Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for traders looking for concise timely market analysis. This is where Graham really cuts loose with his insights, distilling current events and macro developments as only he can.
HOSTED BY
Graham Summers, MBA
CATEGORIES
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Frequently Asked Questions
How many episodes does Bulls, Bears & BS have?
Bulls, Bears & BS currently has 62 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Bulls, Bears & BS about?
Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox...
How often does Bulls, Bears & BS release new episodes?
Bulls, Bears & BS has 62 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Bulls, Bears & BS?
You can listen to Bulls, Bears & BS on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Bulls, Bears & BS?
Bulls, Bears & BS is created and hosted by Graham Summers, MBA.
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