All Episodes
Mine Print Hash — 74 episodes
I’m the House Now: Treasury Policy, a Volatile Central Bank Week, and Xinbi Guarantee
Quantitative Credit Guidance: G20 Says Growth is the Only Way Out
Operation Economic Outcast: Bessent's D-Day and the Race to Build New Dollar Infrastructure
Canada, Brookfield, and the Geopolitics Surfacing in Markets
Asheville: Bretton Woods for the Stablecoin Dollar Era
Yentervention: Japan as a Critical Nexus in US Monetary and Resource Policy
Reading the Fed Vote Tea Leaves, China Creates a SOFR Bridge, and America’s Defense Cycle
Houthis, the Red Sea, and Sovereign Debt Repricing
GENIUS Act Deadlines, Kimi K3, and the China Competition
SCOTUS on the Fed, Open USD, and Brady Bonds
SpaceX, FHLB Lending, and the Dollar Liquidity Scramble
AI Export Controls and the Warsh Era: Fed Regime Change Amidst AI Sovereignty Challenges
Tokenized Assets: The Market Plumbing Contest
Hawkish Weakness: ECB Hikes, Dollar Flows, and Kalshi/Polymarket as Stablecoin Demand Markets
The Yen Battlefront: Europe's Weak Hand and the Dollar Stablecoin Hierarchy
Treasury Supremacy: Stablecoins, Bitcoin, and the Building New Dollar Rails
The Funding Squeeze: Sovereigns, Money Markets, and AI Compute
The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game
Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition
Gold & Iron ⇢ Bitcoin & Silica
Ceasefire and Contagion
The Return of Productive American Growth
Iran Hyperinflation Signals the Next Step
Money Madness: The Central Bank Competition Heats Up
Major Energy Market Reset Underway
Final Nail in the Coffin for 20th Century Global Trade?
Iran Realignment is the Key Domino to the New Geopolitical Order
Bretton Woods: China Edition
Liquidity Setup Week
The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center
Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts
Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates
Venezuela, Dow Theory, and Western Hemisphere Integration
BITCOIN AND THE INNOVATOR'S DILEMMA - BUILD WEEKLY ROUNDUP - 2025 WEEK #52
GLOBAL SOVEREIGN DEBT SURVEY - BUILD WEEKLY ROUNDUP - 2025 WEEK #51
TRADE ROUTE CONTROL - BUILD WEEKLY ROUNDUP - 2025 WEEK #50
ECB URGES GOLD RETHINK - BUILD WEEKLY ROUNDUP - 2025 WEEK #49
ESLR TILTS THE SCALE - BUILD WEEKLY ROUNDUP - 2025 WEEK #48
REIGNING IN THE OFFSHORE DOLLAR - BUILD WEEKLY ROUNDUP - 2025 WEEK #47
LIKELY SUFFER A COMPLETE LOSS - BUILD WEEKLY ROUNDUP - 2025 WEEK #46
NYC SAYS CUO"NO" - BUILD WEEKLY ROUNDUP - 2025 WEEK #45
CARIBBEAN CHAOS - BUILD WEEKLY ROUNDUP - 2025 WEEK #44
CONTROL THE WORLD - BUILD WEEKLY ROUNDUP - 2025 WEEK #43
DEBASEMENT AWAKENING - BUILD WEEKLY ROUNDUP - 2025 WEEK #42
EQUITY FINANCING BUBBLE? - BUILD WEEKLY ROUNDUP - 2025 WEEK #41
WINDOW OF HEIGHTENED RISK - BUILD WEEKLY ROUNDUP - 2025 WEEK #40
GOVERNMENT SHUTDOWN - BUILD WEEKLY ROUNDUP - 2025 WEEK #39
DOT SLOP - BUILD WEEKLY ROUNDUP - 2025 WEEK #38
CLIMBING THE ESCALATORY LADDER - BUILD WEEKLY ROUNDUP - 2025 WEEK #37
MONEY, CREDIT AND ASSET PRICES - BUILD WEEKLY ROUNDUP - 2025 WEEK #36
PPI BLOWOUT - BUILD WEEKLY ROUNDUP - 2025 WEEK #33
RATE SHORTCUT CONTRACTORS, INC. - BUILD WEEKLY ROUNDUP - 2025 WEEK #30
MONETARY POLICY DISARRAY - BUILD WEEKLY ROUNDUP - 2025 WEEK #29
METALS CONSTRAINING ECONOMIC GROWTH? - BUILD WEEKLY ROUNDUP - 2025 WEEK #28
WEAK DOLLAR IS A GOLD-GRAB - BUILD WEEKLY ROUNDUP - 2025 WEEK # 27
REBALANCE OF POWER - BUILD WEEKLY ROUNDUP - 2025 WEEK #26
BATTLE OF FORDOW - BUILD WEEKLY ROUNDUP - 2025 WEEK #25
LAST CHANCE TO HIT THE EXIT? - BUILD WEEKLY ROUNDUP - 2025 WEEK #24
JPM BENDS THE KNEE TO BITCOIN - BUILD WEEKLY ROUNDUP - 2025 WEEK #23
PLOT DEVELOPMENT WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #22
A PIVOTAL WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #21
NOT YOUR FATHER'S RECESSION - BUILD WEEKLY ROUNDUP - 2025 WEEK #20
HONG KONG DOLLAR SQUEEZE - BUILD WEEKLY ROUNDUP - 2025 WEEK #19
THE ART OF THE (UKRAINE) DEAL - BUILD WEEKLY ROUNDUP - 2025 WEEK #18
BUILD WEEKLY ROUNDUP - 2025 WEEK #17
BNPL FOMO - BUILD WEEKLY ROUNDUP - 2025 WEEK #16
BUILD WEEKLY ROUNDUP - 2025 WEEK #15
BUILD WEEKLY ROUNDUP - 2025 WEEK #14
BUILD WEEKLY ROUNDUP - 2025 WEEK #13
BUILD WEEKLY ROUNDUP - 2025 WEEK #12
BUILD WEEKLY ROUNDUP - 2025 WEEK #11
BUILD WEEKLY ROUNDUP - 2025 WEEK #8
🚨 THE PENNY PEG HAS BROKEN - BUILD WEEKLY ROUNDUP 2025 WEEK #7
BUILD WEEKLY ROUNDUP - 2025 WEEK #6