1

ETSY, Generac, & Estée Lauder Earnings Scorecards

May 1, 2026

37:04

2

Survive the Euphoria, Win the Long Game

Apr 24, 2026

54:11

3

BofA FMS and Big Tech Suckers Rally

Apr 16, 2026

29:45

4

Estée Lauder: What Wall Street is Missing

Mar 27, 2026

4:55

5

Dow Jones Bearish Indicator TRIGGERED

Mar 17, 2026

31:45

6

Technical Analysis: BABA, PYPL, Yen

Mar 9, 2026

47:01

7

Yen and Market Update

Jan 24, 2026

74:34

8

Mar-a-Lago Accord Behind the Scenes?

Jan 22, 2026

17:39

9

Taiwan Risk, VIX, No Dip Buys in a Recession, LATAM

Jan 14, 2026

45:39

10

Yen and Reverse Carry Trade

Jan 5, 2026

59:37

11

Improvements for 2026

Jan 2, 2026

35:40

12

2026: Repeat of 2025?

Dec 25, 2025

64:06

13

Risk Appetite, Code Red, Sentiment

Dec 18, 2025

44:44

14

FOMC, Oracle, Consumer Checkpoint

Dec 11, 2025

24:04

15

Healthcare—Recession Proof to Recession Sensitive?

Dec 9, 2025

42:28

16

Cash Out of Favour

Dec 3, 2025

76:29

17

Baba-bababanana & Protection

Jul 27, 2025

16:53

18

Nice to Meet You

Jul 14, 2025

16:56

All Episodes