All Episodes

EPPY 103: Technologic?

EPPY 102: Shakedown Street.

EPPY 101: A Castle Made of Sand.

EPPY 100: FEARLESS.

EPPY 99: Soft landing is impossible.

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

EPPY 97: Winter is coming.

EPPY 96: FOMC=CAP

EPPY 95: Growth slowdown.

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

EPPY 93: Buckle up.

EPPY 92: Let’s talk about Japan.

EPPY 91: Bonds doing their job.

EPPY 90: Doubling Down

EPPY 89: Not a bear market…yet.

EPPY 88: Risk on (for now)

EPPY 87: The countdown has begun.

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

EPPY 85: Buy the dip…S&P 5k Q2 2022.

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

Episode 83: Bad news is good news.

EPPY 82: Outlook for 22’

EPPY 81: James Salerno, Portfolio Kings.

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

EPPY 79: Santa Claus is NOT coming to town.

EPPY 78: Omicron is the perfect excuse to print.

EPPY 77: Labor shortages=Hyperinflation.

EPPY 76: Pick your Poison: Default or Hyperinflation

EPPY 75: The Great Collateral Crisis.

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

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

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

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

EPPY 70: All in on inflation.

EPPY 69: RRP and BTC.

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

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

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

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

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

EPPY 63: Highest reverse repo operation EVER!

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

EPPY 61: Reverse repos sending MAJOR signals.

EPPY 60: Market waking up to reality?

EPPY 59: No such thing as a free lunch.

EPPY 58: More QE?

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

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

EPPY 55: I see red....

EPPY 54: Labor Shortage or Covid Hangover?

EPPY 53: Bad news=Stocks to the moon...thank you Jerome Powell.

EPPY 52: Commodities go BANG.

EPPY 51: The great disinflation.

EPPY 50: Yields tell the story.

EPPY 49: Did growth peak?

EPPY 48: Sell in May.

EPPY 47: 420.00 SPY.

EPPY 46: Is the Fed incompetent or just lying?

EPPY 45: Powell is stuck.

EPPY 44: Euphoria

EPPY 43: Bond market just broke.

EPPY 42: Don’t fall for the dead cat.

EPPY 41: Covid Hangover

EPPY 40: Where do yields move from here?

EPPY 39: All fun and games until the music stops.

EPPY 38: Pump it

EPPY 37: A deep dive into the bank earnings.

EPPY 36: Earnings season baby!

EPPY 35: CPI massive gains or flat?

EPPY 34: S&P & VXX rise into the close? Please explain what is going on.

EPPY 33: Higher or lower?

EPPY 32: Divergence

EPPY 31: Running out of steam?

EPPY 30: Madness

EPPY 29: S&P 4K!

EPPY 28: Thin Ice.

EPPY 27: Archegos is just the start. Mark my words.

EPPY 26: Margin calls?

EPPY 25: S&P 4K?

EPPY 24: Weird movements

EPPY 23: Treasuries + dollar up= FEAR

EPPY 22: Happy 1 year QE infinity

EPPY 21: Whats going on under the surface?

EPPY 20: SLR not extended....

EPPY 19: Did the market just crack?

EPPY 18: Market Misreading the Fed

EPPY 17: Calm before the storm.

EPPY 16: Deflation or Inflation?

EPPY 15: Bond carnage.

EPPY 14: Off to the races?

EPPY 13: Decent auction...to my surprise.

EPPY 12: Dead cat bounce? I think yes.

EPPY 11: Market is about to get exposed.

EPPY 10: Friday Fed Rant

EPPY 9: No QE=No gas for the market.

EPPY 8: QE Eve.

EPPY 7: Vaccine priced in or not?

EPPY 6: “Fixed income investors worldwide face a bleak future”- The Oracle of Omaha

EPPY 5: Who bought treasuries today?

EPPY 4: Yields going crazy what happens next.