All Episodes

DICK BOVE Says Government Doesn’t Want US Banks to Grow; Reasons America Skirted Recession; New Untested Era for Global Trade; More Millionaires & Billionaires; SEC Votes for Crypto. America’s Malaise

Labor Data in Doubt: Did US Economy Shed 150K Jobs in December? Most Significant Decline in Money Supply Since Great Depression. ‘Dismal’ Bank Earnings Forecast. Lessons of Nazi Gold & War in Ukraine

How Fed Rate Cuts in 2024 Could Boost Uncle Sam, Unleash New Challenges. End of Corporate ‘Greedflation’? Banks ‘Screwed’ on Mortgage Originations. Manufacturing Investment Surges. A World in Turmoil

Veteran Bank Analyst, DICK BOVE, Upgrades Five Bank Stocks As Interest Rates Forecast to Decline. Banks Are Still In 'Deep Trouble,' And Losing Market Share, BOVE Says

Why Is Stock Market Soaring? Who'll Pay For America's Record Deficit Spending As Foreigners Retreat? How To Defeat Putin. Next Stage Of New World Order. Negative Equity On Auto Loans At Pre-Covid High

Surprising New Buyers for US Treasuries. Money Supply Much Bigger Than Fed Tally. Large Scale Write Offs As Bank Rules Reduce Activity, Hurt Stocks. Russia Doubles Income on Oil Exports

US Home Equity Surges, $95,900 Three-Year Average Gain. Boosts Economy, Spending. Harvard Sees Room for More US Houses. DICK BOVE disagrees. S&P 500 Strong. Investment Banking Hot.

Banks Could Soon See A Wave of Loan Losses in Private Markets. Too Early to Say Fed Has Peaked on Interest Rates. How ‘Doom Loop’ Could Cripple US Budget. A New Millionaire Class. China in Argentina.

US Housing Glut Is Developing, Says DICK BOVE. Housing Peak, Falling Prices & Loan Losses Forecast. Wealth Effect Buoys Americans, Spurs Spending. Retailers See Deflation. Citi Set to Axe 10,000 Jobs

America's Soaring Net Worth & New Millionaires. Inflation Eases. Markets Eye Interest Rate Cuts. Boom or Bust? Japan Embraces Inflation. China Fights Deflation. Wealth Management Faces New Challenges

US Economy Slows 'Meaningfully.' Surge of Workers In Multiple Part-Time Jobs. Wealth Management Assets Explode. Regional Banks 'Upbeat.' Auto Sector Declines. Argentina in Ruins. Money Disappears

Why 'Blockbuster' US Summer Growth Was Mild. Fixing Deficits, Saving America. Capital One Delinquencies Test New Highs. Dick Bove's JP Morgan's Open Letter. Why Is Jamie Dimon Selling JP Morgan Stock?

US Fed Deficit Disaster. Gov Spends Hugely More Than It Collects. Auto & Credit Car Loan Delinquencies Soar. Dick Bove Eyes Troubled China. Bond Legend Predicts Recession. History's Positive Lesson.

Bank Earnings Exceed Expectations. Pressure for More Bank Equity. Loan Losses Skyrocket. Blockbuster Consumer Spending. Most Dangerous Times Maybe in Decades, Says Jamie Dimon. Costly Green New Deal

Why Latest Blow-Out US Jobs Growth Data Is Deceptive. Huge Gains in Government Hiring 'Not Sustainable.' Where Is American Manufacturing? Bank Stocks 'Horrible Performance.' War & Tragedy in Israel

What Is Driving 10-Year Yield to New High? Why Fed’s Losses Matter. Taylor Swift Consumer Mania. US Home Prices Soar. Green New Deal Alarm. Guillaume Pitron's Rare Metal's War. Underwhelming Banks

The Game Has Changed: Fed's Shrinking Balance Sheet, Overwhelmed Consumers, Troubled Banks Dim Economic Outlook. Recession Risks Rise. Is World DIsorder Spreading Fast? Case for Made in America

Is US Economy in Better Shape for Consumers per White House, or Facing Tailwinds, Turmoil & Imminent Recession? Jamie Dimon’s Global Warnings.  China’s Ghost Towns. Disinflation & Bank Capital Rules

New Regulations Shrink Bank Sector, Layoffs Mount, Risks Rise in Financial System. Reduced Lending, Slower Growth Forecast. US Faces Higher Refinancing Costs as Deficit Soars. Trouble in Africa

Debt Driven Recession Inevitable in Next 18 Months, says DICK BOVE. Servicing Debt Costs Hit Record, Interest Rates Soar 50% to 100%. Economy Will Be 'Crushed.' Putin's Tough Grain Talk. African Era

Globe’s Debt Trap. ‘Liberation’ of US Housing Agencies Seen as Solution to Housing Meltdown. Home Prices Soar, Sales Decline. More Bank Branches, ATMs Shutter. Trouble in China & Germany

Housing Crash A 'Very Real' Possibility as Rates Hit 23-Year High. US Banks Squeezed to Extinction. Goldman's Embattled CEO David Solomon Deserves Credit for Leadership, says Dick Bove. China Tumbles

Rising Interest Rates, Faulty Accounting, Buybacks Poison Bank Stocks, Says DICK BOVE. China's Dicey Banks, Troubled Economy. Ruble Plummets As Russia Raises Rates. Good News, Bad News On US Economy

Fed's Stark Choice on Interest Rates As US Debt Baloons, Fitch Downgrades. Regulators Clamp Down, Banks Scale Back Lending. Moody's Cut Ratings of 10 Banks. Restoring Public Confidence in Democracy

Why US Inflation Could Soar, Again. Wages, Rising Asset Price & Strong Labor Markets Could Trigger Higher Interest Rates. Bank Consolidations Forecast To Accelerate. Africa's Demographic Positives.

Investors See Soft Landing, Shrug Off Recession Fear, Dow Surges. Consumers Tap New Credit Line. FDIC Warns Banks On Uninsured Deposits. Bank of Hawaii's Trouble. Population Bust. Europe's Quiet Death

Bank Earnings Drive Rally as Recession Fears, Inflation Ease. What Pundits Are Missing. Risks of Loan Losses in Non-Bank Sector ‘Staggering.' Rise of Home Equity Loans. Bank Capital Rules

New Wave of US Bank Failures Forecast, Consumer Lenders Face Trouble, Analyst Says. Auto Loans Sour. US Labor Numbers Confuse, Once Again. China Diplomacy, Trade in Crosshairs As Yellen Calms Nerves.

Tale of Two Economies: Consumers Propel US Growth, Spend at Fastest Pace in Two Years. Soaring Transfer Payments & Credit Dim Outlook. Banks' Troubles To 'Intensify.' Fed Slammed.

Russia Mutiny, China Fears, India Diplomacy Shake Globe. US Money Supply Plunges to 20% of Globe’s Currencies. Demographic Crisis Worsens, Immigration Offsets US Disaster. Fall of The Great Empires

New Money Supply Report Shows Fed Likely to Hike Rates Twice More in 2023. 'We Are Overwhelmed With Debt,' Says Dick Bove. Financial Services Feeling Stressed. Yellen's Warning on Future of US Dollar

US Banks Losing Market Share, Face Fresh Challenges. Plunge in US Inflation Could Accelerate As Consumers Run Low on Cash. The American Dream? Currency Board Could Save Argentina. New Consumer Lenders

Fed’s Hikes Start to Bite. US Labor Force Data ‘Total Bologna,’ says DICK BOVE. Bank Balance Sheets Mislead Investors. Banks Require More Equity. AI Revolution. Is China Pushing US Companies Around?

Bank of Hawaii at 'High Risk. It Has No Real Equity.' US Grocery Price War Shaping Up. More Rate Rises To Tame Inflation. Financial System Shrinking. Morgan Stanley's Massive Job Cuts in China.

CEO James Gorman's Departure Could Tear Morgan Stanley Apart, Ignite Feuds. JP Morgan Sits Atop $1.4 Trillion in Cash & Securities. KeyCorp's Outlook. Rising Stock Market Linked to Debt Ceiling Crisis

Financial Squeeze on US Banks in China, Local Staff Fired En Masse, Source Says. Unconfirmed Report Links Dollar. Empire Manufacturing Index Signals Recession. Card Loan Losses Grow. Big Banks Hurt

US Banks' Systemic Risks Will Lead to More Failures, DICK BOVE Says. Short Sellers Put Regionals Under Pressure. Almost 50% of Americans Think Their Bank Deposits Are Unsafe. Fed Loses $7M Every Hour

Fed & FDIC 'Screwed' Small Banks in First Republic’s Bargain Sale to JP Morgan, says DICK BOVE. Investors' New Game, Short-Selling Banks. Record Number of High Earners File for Unemployment Benefits

Bank Crisis Not Over. Deposits Still Flee. Some 100-Plus Banks Face S&L-Style Catastrophe, Says DICK BOVE. Data Shows Signs of Imminent Recession. Credit Crunch Coming. Global Military Spending Grows

US Inflation Falling Rapidly. Hard Landing & Rising Unemployment Now 'Possible.' Here's What Really Drove Bank Earnings 'Blowout' Numbers, says DICK BOVE. Consumers Lose Substantial Purchasing Power.

Study by DICK BOVE Reveals More Troubled Banks. Lending Tightens. SVB's 'Incompetence' Blamed By Analyst For Its Downfall. Is Inverted Yield Curve Screaming Recession? Green Shoots for Manufacturing

US Fed Is Now Officially Broke With Negative Net Worth of $1 Trillion. Does It Matter? Who Saved SVB Customers & Bank Sector? Payments on Fed Debt Soars. Where Is America As China Struts World Stage?

BANKING CRISIS Special #3: Grilled in Washington, regulators face lawmakers' wrath. SVB risk management failures, Fed warnings ignored, bonuses. Plus, Is US in a Minsky Moment, facing economic ruin?

BANKING CRISIS Special #2: DICK BOVE assesses the financial strength of US banks after more tumult follows SVB's collapse. Is the sector in a state of rot? Is media seeking to create bank runs?

BANKING CRISIS Special #1: Rise & Fall of SILICON VALLEY BANK, Failures of SIGNATURE & SILVERGATE Banks. 'Depositors Lose Faith in Banks,' says DICK BOVE. Stark Reality of Blanket Deposit Guarantees

Fed's Impossible Balance Sheet, Huge S&L Style Trouble. Clearer Signs of Recession. Urgent Need for Investing Concepts. Auto, Housing & Consumer Sectors Deteriorating. China's Tech Ambitions vs USA.

US Government Off-Balance Sheet Debt Now HUGELY Exceeds National Debt. Why Rising Interest Rates Are Not Going Away. January's Inflation Alarm. What Could Force Return of QE? Goldman Ignores Reality.

Walmart Economy, Wealthier Customers Shop for Basics. US Household Debt Soars. Trade Deficit Improving But Negative, $1 Trillion in 2022. DICK BOVE'S Investing Concepts. Government Accounting 'Fraud.'

State of US Economy From Pandemic Money Printing to Mounting Layoffs. Fed's Financial Tightrope, Rising Rates, Inflation, QE. 'Disappointing' CPI. Recession vs Inverted Yield Curve. New World Order

US Unemployment Rate Lowest in 50 Years! How to Square Mounting Layoffs with Record Job Openings? ‘Data Shows Staggering Scale of Job Losses,’ Dick Bove says. Banks May Face Pressure to Raise Rates

Rising Rates, Soaring Fed Debt Payments, a Train Wreck. Fed Tightens, US Money Supply Shrinks. US Inflation, Real GDP Slows. Deposits Flee Banks. Top 100 US Corporate Pension Funds Post Surplus

Balancing US Budget. Fixing Social Security. Case Against Free Trade. Are US Multinationals Retrenching Overseas, Bringing Jobs Back to US? Fed Competing With US Banks & Private Sector for Deposits

Debt Ceiling Nightmare. Demographic Crisis: China's Population Dips. Yellen Aims to Bolster Relations Between DC & Beijing. Midwestern Banks Looking Attractive. Where is Regulation of Crypto Markets?

Long-Term Outlook Keeps Improving for US Banks. Report Shows How Fundamental Changes in US & Global Economies Is Boon for Banks. Half of US CEOs Plan to Reshore. Labor Markets Weaken. Inflation Peak?

Massive Scale of Wealth Destruction in 2022. How US Reaps Benefits of Global Cyclical Change. Dismal Structure of US Labor Markets. Japan's Puzzling Economy. Putin's Imperialism. Money Supply Shock

DICK BOVE: Out with the Old Consumer-Driven Cycle of Easy Money, Debt & Spending; In with the New Production-Driven Cycle of Fed Tightening, Constraint. Banks are 'over extended,' he says.

A Demographic Disaster Unfolding? Research by DIck Bove on Effect of Collapsing Fertility Rates for Economy & Investments. $1.7T Spending Bill Raises Fed Stakes. Japan's Policy Surprise! FDIC News

Markets Cheer Inflation Numbers. Fed's Next Move. Year-End Rally? M&A Recovery. Impending Crisis, Collapsing Birthrates. China Threat. Immigration Trafficing. Escape from Cuba. Sam Bankman-Fried.

A Crumbling Jobs Market. Why Banks Stocks Have Underperformed Market. A New Model for House Financing. Elon Musk, The Success of Twitter & Free Speech? China's Xi Jinping & The Nation State

US Financial System Facing a 'Huge Problem: Insolvency,' says DICK BOVE. Banks Expected to Launch Products to Raise Capital. Crypto Collapse Massively Shrinks Money Supply. New Era of US Isolationism

FED NERVOUS AT SIGNS OF RECESSION. MONEY SUPPLY PLUNGES. FTX's WIDER $1T CRYPTO MARKET DISASTER. CAN CHINA OVERTAKE THE US? REVOLUTION IN IRAN. Plus, Banks Feel Heat to Raise More Debt & Equity

US Midterm Elections & Markets. Silver Lining & Investor Disaster in Spectacular Collapse of Crypto’s FTX. Accelerated Process of Taming Inflation. Russia’s 20 Oligarchs

US Productivity Dips, Wages Soften, Employers Will Ramp Up Job Cuts, DICK BOVE says. Gridlock & Congress. Germany's Complicated Ties With China & Russia. Fed's 'Illegal' Takeover of Fannie, Freddie

Our Predictions: Runaway Inflation! Housing Crisis! Mortgage Bankers Crash! New Economy! Plus, Investors Expect Fed Pivot. Rising Rates, A Potential Doom Loop. Saudi's $1.4B Credit Suisse Investment

False Earnings & Inflation. Former Goldman Banker Takes Helm in Troubled UK. China Repels Foreign Investors. Japanese Economy & Yen Plunge. US in Catbird Seat. Averting Bank Crisis in Switzerland?

Bad News, says DICK BOVE: Banks' Loan Losses Soar, Assets Plunge, Investors Ignore Piggy Bank. BoA's Brian Moynihan 'Wrong' on Consumers. Investors Punish British PM. High Cost of Green Economy. China

Jamie Dimon's Recession Warning 'Damaging & Unnecessary,' Dick Bove Says. Elon Musk. Ben Bernanke Wins Nobel Prize. Living With His 'Bad' Policy. Decline Of US Consumerist Society. UKs Financial Storm

How Strong Dollar Tames US Inflation, Wreaks Global Financial Havoc. Call for a New Plaza Accord. UK's Real Sterling Problem. Banks' Hurricane Ian Business. Plus, a look at US Housing Slums

Nouriel Roubini’s Dire Warning of ‘Severe Recession & Hard Landing.’ End Game for Escalating US Debt. China’s Troubled Belt & Road Program. Bank CEOs Grilled in Washington. 'Rape' of Fannie & Freddie

BOLD MOVES ON INTEREST RATES. AMERICA'S $100T IN FINANCIAL WEALTH! GOLDMAN & MORGAN FACE BRAVE NEW WORLD. US LABOR SHORTAGE & 2M BORDER CROSSINGS. Plus, Fed Can't Count Money Supply. Ukraine's Success

'WICKED, WEIRD, BRUTAL' DOWNTURN. GOLDMAN HIRES EXEC FOR RECESSION PLANS. INFLATION DATA A 'DOSE OF REALITY.' FED PIVOT? HOUSE FINANCING COULD DRY UP. Plus, Major Fannie & Freddie Court Case

'VERY SEVERE RECESSION FACES EUROPE,' SAYS DICK BOVE. UNEMPLOYMENT EDGES UP. RETAILERS USE MORE SELF-SERVICE TECH. GOLDMAN'S BACK TO OFFICE PUSH. Plus, Case for Bank Preferreds. British Pound Plunges

FED CHAIR STUNS INVESTORS. CURIOUS UPSIDE OF INFLATION. DICK BOVE'S STUDY OF INFLATION TODAY. INSIDE CHINA'S BELT & ROAD INITIATIVE. Plus, Student Loans & Broken Colleges. Manufacturing Jobs Return

HOW THE GREAT SOCIETY FUELED THE STAGFLATION ECONOMY. FED CREDIBILITY ON LINE AT JACKSON HOLE. INFLATION TAKES HUGE TOLL. MORTGAGE INDUSTRY DECLINES. Plus, The Case for Insurance Brokerage Profits

JOBLESS CLAIMS RISING. FED PULLS SUPPORT FOR MORTGAGE SECTOR, CRISIS LOOMS. NEXT BIG INTEREST RATE RISE. PROS & CONS OF INFLATION REDUCTION ACT. Plus: Why Did Argentina Apply to Join the BRICS?

DIRE REALITY OF LABOR DEPARTMENT’S ‘HEADFAKE’ JOB NUMBERS. DECLINING GROWTH SECTORS. INFLATION. CURRENCY INSTABILITY FIX. FED FINALLY TAPERS. RESHORING JOBS. Plus, New Vice Chair, Fed Bank Supervision

BRICS' GLOBAL AMBITIONS, A WARNING FOR US. INVESTORS BET ON FED. PELOSI'S TAIWAN VISIT. PRICE GOUGING!? THE SURE SIGNS OF US ECONOMY SLOWING DRAMATICALLY

RECESSION STORM CLOUDS. FED UNDER PRESSURE TO ABANDON WAR ON INFLATION. WINNERS IN NEW ECONOMY. FINTECHS GET CRUSHED. Plus, Why China residents are protesting mortgage payments

UPBEAT BANKS FACE SKEPTICS ON ECONOMY. JAMIE DIMON RIPS FED. MORTGAGE BANKERS FIRE STAFF. EU COLLAPSE? Plus, Brexit, Peace & Northern Ireland Protocol

WHY SURGING DOLLAR IS GRIM NEWS: It will trigger more social chaos & riots outside US, says DICK BOVE. Case for new Plaza Accord to lower dollar's value. Plus: Russia's military & technological edge?

FED TAPERING. BANKS' CORE BUSINESS GROWS, POISED TO ACCELERATE. COMMODITY PRICES FALL. INFLATION HAS PEAKED, SAYS DICK BOVE. Plus: What History May Be Telling Us About Russia Today

BUYING THE DIPS. CURRENCY WARS. FED BALANCE SHEET OVERSTATED, SAYS DICK BOVE. Plus, Adjustable Rate Mortgages Are Back. Inflation. De-Globalization Heats Up. War in Ukraine

RISE OF THE MILITARY INDUSTRIAL COMPLEX & WAR IN UKRAINE. RUBLE RISES. GLOBAL IMPACT OF STRONGER DOLLAR. Plus: The Inflation Peak? A Rally in Regional Bank Stocks

FED MEANS BUSINESS—IT WILL KILL INFLATION! MARKETS RESPOND & PLUNGE. How far will inflation soar? Shrinking money supply is key, says DICK BOVE. After recession, he says, bank loan business will surge

FED FACING HUGE LOSSES & NEGATIVE EQUITY! China Weakens. Dollar Surges. American Manufacturing Revival. War in Ukraine. Disney Culture Wars

HOUSING SLUMP: Hot Fed fuelled sector in trouble, home prices will peak, sales weaken as government pulls support, says DICK BOVE. Plus: Consumers gripped by fear as war on inflation intensifies

SUPER BANKS: The biggest banks are spending billions of dollars on technology to deliver loans, mortgages, products & services at lightning speed to consumers—as hundreds of smaller banks shutter

BEHIND THIS BRUTAL CRYPTO CURRENCY SELL-OFF! Plus, FINANCIAL OUTLOOK: DICK BOVE presents his case, from money printing to recession & recovery fueled by bank funding on manufacturing & other sectors

JANE FRASER REBUILDS CITIGROUP POWERHOUSE. FANNIE MAE’S AMAZING NEWSPEAK. INFLATION, ENEMY No. 1. Plus, markets tremble, stocks plunge as Fed raises interest rates

THE GREAT RESET: A momentous economic & geopolitcal shift will unleash short-term pain and then open up major opportunities for BANKS. Plus: Recession Talk. Fed Balance Sheet. Culture Wars

BITCOIN DREAMS & NIGHTMARES: Top cryptocurrency has been a great investment for some. But it’s a ‘total failure’ as a substitute for fiat or sovereign money, says DICK BOVE. How is this possible?

BANK EARNINGS. UKRAINE. ELON MUSK: US banks, fueled by more Fed liquidity, face a crossroads this earnings season. Plus, the global consequences of the brutal war in Ukraine. Elon Musk’s Twitter bid

MONEY TROUBLE$ Soaring inflation raises stark choices for US Fed amidst higher prices for housing, rent, food & fuel. At controversial housing giant Fannie Mae, lips are sealed as top leadership exit

SANCTIONS! FED! BANKS! RECESSION! FREDDIE & FANNIE! This CONVERSATION takes on a cornucopia of major topics weighing heavily on the minds of Wall Street & Main

HOUSING MANIFESTO: How America’s nationalization of Fannie Mae and Freddie Mac radically undermines free markets and badly harms prospects for home ownership in today's economy, according to DICK BOVE

FED'S TICKING TIME BOMB$ The cost of servicing our US debt could soon surge with as many as seven interest rate increases this year—and interest payments of a massive $620B

WAR $ PEACE: Have investors insulated themselves from reality as the war in Ukraine brings tragic death and destruction and global financial upheaval?

A NEW BANKING REVOLUTION: Drowning in excess cash, banks are building tech-driven empires and big lending machines unparalleled in history

NEW WORLD ORDER: Russia’s invasion of Ukraine has unleashed war. Here’s how it could impact investors from inflation and interest rates to massive money printing and the Fed

ON THE BRINK: As Russia invades Ukraine and investors on the edge, the future of humanity & capital markets are in the crosshairs of war games, oil, money supply, inflation, interest rates & more