All Episodes

#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party

#393 Chris Irons: Something Will Break The Market, Sharp Deleveraging Ahead, Why The Fed Will Fold, & Gold Could Hit $7,500

#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"

#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning

#390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%

#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis

#388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable

#387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail

#386 Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins

#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree

#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered

#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset

#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse

#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year

#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed

#378 Danielle DiMartino Booth: Warsh Gets 9/10, Finally "Fed Up Too," Removes Dot Plot

#377 Ted Oakley: We're Toward The End, Late Stage Market, Lemmings Everywhere

#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead

#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming

#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%

#373 Chris Whalen: Why We Could See Double-Digit Inflation, Rationing, & Fed Hikes

#372 Ted Oakley: Why Energy Could Surge Like Gold Did Last Year, and Most Investors Don't Own Enough

#371 George Noble: Fed's Hands Tied, Bond Vigilantes Waking Up, Buy the Dip Dead, Margin of Safety Thin

#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5%

#369 Melody Wright: 35-50% Housing Correction Needed, First Wave 10-12% Coming

#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First

#367 Chris Whalen: "No Rate Cuts For a While" — Warsh's Fed Earthquake, Silver Shortage, and Why Inflation Is Here to Stay

#366 Michael Green: Why A 1987-Style Crash Is Now Almost Inevitable — Here's the Math

#365 Rick Rule: 'All The News I See Is Bad' — Oil Shortage, Gold & Why The Worst Is Still Ahead

#364: Chris Whalen: Powell Stays to "Block Trump" — Warsh Faces Major Obstacles and "The Fed Caused High Home Prices"

#363 Danielle DiMartino Booth: Powell's 'Patriotic' Stand Protecting Fed Independence, Fed Should Cut Despite Oil Prices, and Flirting With Liquidity Crisis as Non-Banks Too Big to Fail