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PODCAST · business

Maximus Torres Vs. The World

by Max

Macro commentary and current market updates from an average college student

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Episodes

  1. EPPY 103: Technologic?

    Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!

  2. EPPY 102: Shakedown Street.

    Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening.

  3. EPPY 101: A Castle Made of Sand.

    On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!

  4. EPPY 100: FEARLESS.

    I am back. Time goes on…the ideas never die.

  5. EPPY 99: Soft landing is impossible.

    I recap the recent moves in the market, attempt to decipher the economic data, and rant on the most deadly bear market rally we have seen in a long time. Thanks for listening. Get ready for eppy 100!

  6. EPPY 98: The Ultimate “Rip Your Face Off Rally”

    I recap the recent bear market rally, recent economic data, dive into global yield curves, and share my thoughts on where Mr. Market takes us from here. Things are about to get very interesting. Thanks for listening.

  7. EPPY 97: Winter is coming.

    I recap the FOMC meeting, the recent economic data, currency moves, and most importantly the yield curve. We then take a deep dive into sovereign bonds to digest the major moves. Get ready things are going to get interesting.

  8. EPPY 96: FOMC=CAP

    I share what I am expecting going into the FOMC meeting, recap recent economic data, the latest from FX, and what will be on my radar post FOMC. Don’t miss an epic fed rant. Thanks for listening.

  9. EPPY 95: Growth slowdown.

    I recap the recent economic data, dive into yield curves, and share what action on the markets is on my mind. Thanks for listening.

  10. EPPY 94: 9.1% CPI is not the real story.

    I rant today about inverted yield curves, the CPI print, and what has been going on in currency markets. Thanks for listening!

  11. EPPY 93: Buckle up.

    The markets have been on a wild ride the past month. I recap what I have been playing attention to in the bond and currency markets and share my thoughts on the outlook for the US. Thanks for listening.

  12. EPPY 92: Let’s talk about Japan.

    I recap today’s market, take a deep dive into the current macro backdrop of Japan, discuss commodities, and my moves. Thanks for listening.

  13. EPPY 91: Bonds doing their job.

    I recap today’s nasty sell off, give my thoughts on the bond and FX markets, recap targets gross earnings report, and share what is on my radar. Stay vigilant. Thanks for listening.

  14. EPPY 90: Doubling Down

    I recap the action from the markets, discuss the credit and FX markets, dive into some news stories, and share what is on my macro radar. Thanks for listening.

  15. EPPY 89: Not a bear market…yet.

    I give the case for why the market is not yet a bear and a possible rally on the horizon, dive into the currency moves, bond yield, and of course my thoughts on the fed. Thanks for listening.

  16. EPPY 88: Risk on (for now)

    I dive into the recent market action, yield curve, and currency moves. I share why I think the market can rally in the face of uncertainty, and a long term short idea. Lastly, I share a lesson that I have learned over the past year of trading and watching the markets. Thanks for listening.

  17. EPPY 87: The countdown has begun.

    In today’s podcast, I recap the recent inversion of the US treasury curve and how this is impacting my current outlook for global markets. I dive into the recent wild movements in the Japanese yen, commodity pricing, and my favorite trades. These markets are wild! Thanks for listening.

  18. EPPY 86: 2/10 Spread and what it is telling us about the future.

    2/10 year spread is warning us that things are not all and well in the markets at the moment. I dive into how my macro thesis has evolved over the past 2 months, explore if the U.S is becoming Japan, and of course rant on the Federal Reserve. Thanks for listening.

  19. EPPY 85: Buy the dip…S&P 5k Q2 2022.

    I give a dive into the fed meeting tomorrow, discuss inflation, the recent market action, crypto, and what I see next for the market. Thanks for listening.

  20. EPPY 84: 2 rate hikes this year at the most.

    I recap last weeks bloodbath, give my thoughts on how the markets move from bear, recap the fixed income moves, and discuss what the feds moves will be at this weeks FOMC meeting. Thanks for listening

  21. Episode 83: Bad news is good news.

    I take a deep dive into the poor economic data from Friday, market moves, yield curve, fx markets, fed nominations and their policies, and lastly rant on inflation and discuss inflation adjusted returns. Thanks for listening!

  22. EPPY 82: Outlook for 22’

    I recap recent action in the market and give my outlook for 2022. Thanks for listening.

  23. EPPY 81: James Salerno, Portfolio Kings.

    James Salerno, founder of Portfolio Kings, joins the podcast for a chat on bonds, crypto, and options. Thanks for listening. First podcast of many with James.

  24. EPPY 80: Global Yield Curves Show Major Central Bank Policy Error.

    I recap last weeks markets, global yield curves, why I see a major policy error by global central banks, and what I see happening next week in markets. Coal in our stockings, but central banks will reward us with cancelling the taper and rate hikes. Thank you for listening!

  25. EPPY 79: Santa Claus is NOT coming to town.

    I recap today’s wild markets, take a look beneath the surface into the global bond markets, discuss reverse repo, t-bills, market breadth, crypto, economic data, the latest Fed news, BOE hikes, and why I believe we will not see a Santa Claus rally. Coal for us this year, you know how I’m playing...

  26. EPPY 78: Omicron is the perfect excuse to print.

    I discuss what has been moving markets lately, take a deep dive into the dollar, the new omicron variant, and how I am playing the market. Thanks for listening.

  27. EPPY 77: Labor shortages=Hyperinflation.

    I give my thoughts on the recent market moves, where I see assets heading into the end of the year, and my thesis that labor shortages lead us on one path, and that is hyperinflation. The dollar is extremely manipulated and one must look elsewhere to see what is really going on beneath the…

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  28. EPPY 76: Pick your Poison: Default or Hyperinflation

    I recap the recent moves in the financial markets and give my thoughts on what the yield curve is telling us. I discuss the recent developments for the debt ceiling, and then rant on the government. Lastly, I lay out my portfolio and what I am expecting to play out. Thanks for listening.

  29. EPPY 75: The Great Collateral Crisis.

    This eppy is less focused on current market moves, instead a deep dive into the financial system. I give a timeline of how we got here and what is occurring through reverse repo operations today. I discuss my short term and long term views for credit as well as equities. Beware my friends, I…

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  30. EPPY 74: Ultimate dead cat…too many risks in the market

    I talk about the recent market moves, scramble for collateral pre-market, collateral shortage, the debt ceiling, as well as the eviction aid expiring. I make my case for why one should think twice before buying the recent dip. Thanks for listening.

  31. EPPY 73: Collateral shortage is the real worry not the Delta Variant

    I recap today’s market and discuss why I believe the collateral shortage as shown by reverse repo operations is why we are seeing a dramatic drop in bond yields. I also rant about the main stream media and government. Thanks for listening.

  32. EPPY 72: Is the everything bubble really just a cash bubble?

    It’s been a minute, but I am back! I recap what has been going on in the market for the past couple weeks. I discuss inflation and how I believe it is not transitory and the bond market will eventually price this in. I then dive into the recent reverse repo situation and talk about how this could...

  33. EPPY 71: QE does not work reverse repos prove this.

    I dive into the RRP ponzi that the fed is running, discuss inflation, bubbles, and crypto markets. Thanks for listening

  34. EPPY 70: All in on inflation.

    I recap the FOMC meeting, rant on the fed and inflation, discuss bond yields, and where I see the market heading. Thanks for listening.

  35. EPPY 69: RRP and BTC.

    I give my thoughts on what the reverse repo operations are signaling, discuss inflation, meme stocks, and give my case for why bitcoin can make the world a better place. Happy episode 69 monumental day for Maximus Torres vs. The World. Thanks for listening!

  36. EPPY 68: Labor “shortages”= higher wages=inflation.

    I recap the Friday jobs number, rant about Janet Yellen, the G7 minimum tax rate, reverse repo, and Friday’s move in the market. Thanks for listening.

  37. EPPY 67: Real Rates up is bullish for Gold not bearish.

    I recap today’s market, discuss the yields, amc, and rant about the fed for a bit. Thanks for listening.

  38. EPPY 66: Money is not free, inflation is transitory until it isn’t.

    I go over some ways to defend a portfolio from inflation, Larry finks opinion on inflation, the beige book, recap market moves, and explain why I am buying puts on amc. Irrational exuberance is alive and well...be careful. Thanks for listening.

  39. EPPY 65: Easy money is the problem, not the solution.

    I recap today’s market move, talk about the silver shortage and why prices have not responded, discuss real economic data vs nominal, GameStop and amc and whether it’s retail or the big boys, and my thoughts on how the upcoming increases in wages will lead to an inflationary spiral. Thanks for...

  40. EPPY 64: Fiat system is collapsing as we know it.

    I spent 41 minutes ranting on the reckless monetary and fiscal policy of our the USA. I also recap some stocks and economic data. Get ready for the destruction of the dollar. Have a great Memorial Day and thanks for listening.

  41. EPPY 63: Highest reverse repo operation EVER!

    I recap today’s markets, discuss the historic reverse repo and what it means, my moves today, and why I am 100% in the inflation boat now. Get ready boys and girls. Does the fed make policy changes? Time will tell. Thanks for listening!

  42. EPPY 62: Too much liquidity or shortage of collateral. This is the end.

    I explain the reverse repo market and explain the two possible scenarios. The fed is trapped. Let’s see what happens. Thanks for listening. Let me know what you guys think!

  43. EPPY 61: Reverse repos sending MAJOR signals.

    This is the shortest podcast I have ever made. Get ready for tomorrow...macro thesis update is coming with some DD. Thanks for listening.

  44. EPPY 60: Market waking up to reality?

    I recap economic data, market moves from yesterday, yield curve, and where I think we go from here. Thanks for listening.

  45. EPPY 59: No such thing as a free lunch.

    I talk about some news, dive into debt data, and discuss how manipulated the market has been from fed policy. Thanks for listening

  46. EPPY 58: More QE?

    I recap yesterday’s action, rant on the lack of economic growth, debate if the fed is doing more QE, discuss inflation, and digital assets. Thanks for listening.

  47. EPPY 57: Fed is trapped...look out below

    I recap today’s action, bond auction, explain why today was a dead cat bounce, rant of the fed and the market, and go over what is going on in the crypto space. Thanks for listening.

  48. EPPY 56: Inflation has been here so why is the market reacting now?

    I recap today’s CPI data, ponder on the narrative of transitory inflation, and recap today’s strange movements. I was lacking today, but thanks for listening.

  49. EPPY 55: I see red....

    I recap today’s wild action, go over my thesis for the market, some news, and look ahead to tomorrow’s CPI data. Thanks for listening.

  50. EPPY 54: Labor Shortage or Covid Hangover?

    I ponder upon what is caused the weak jobs number, check up on yields, rant, and go over today’s moves. I love precious metals. Thanks for listening

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ABOUT THIS SHOW

Macro commentary and current market updates from an average college student

HOSTED BY

Max

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Maximus Torres Vs. The World have?

Maximus Torres Vs. The World currently has 99 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Maximus Torres Vs. The World about?

Macro commentary and current market updates from an average college student

How often does Maximus Torres Vs. The World release new episodes?

Maximus Torres Vs. The World has 99 episodes. Check the episode list to see recent publication dates and frequency.

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Who hosts Maximus Torres Vs. The World?

Maximus Torres Vs. The World is created and hosted by Max.
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