All Episodes

#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now

#422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%

#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike

#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed

#419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About

#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze

#417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything

#416 Chris Whalen: Cheap Credit Is Over, K-Shaped Economy Becoming an L, Long Energy & Short Financials

#415 Dr. Mark Thornton: The Bond Market Is Flashing a Warning Nobody in Washington Wants to Fix

#414 Andy Constan: Markets Vulnerable to Disappointment, Cautious on Equities, and the 60/40 Strikes Back

#413 Chris Whalen: Bonds, Gold, Energy, & the Coming Food Shock

#412 Michael Pento: 2027 Will Be a Very Difficult Year – Here's Why

#411 George Noble: Market Is Entering a Dangerous Phase

#410 Chris Whalen: Age of Uncertainty - Falling Home Prices, Cracks in Private Credit, & Sidelined Fed

#409 Danielle DiMartino Booth: Fed Is Hiking Into Recession, Consumers Tapped Out, & Credit Tightening

#408 Jeffrey Gundlach: We've Crossed to the Hard Side of the Street

#407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country

#407 Larry McDonald: The Bond Market's Biggest Contrarian Trade

#406 Chris Whalen Answers Your Questions on Gold, the Fed, and Retirement Risk

#405 Ted Oakley: Gold Still Cheap at $4,600, The Energy Move Could Be Bigger, & 3 Signs of a Stock Market Top

#404 Chris Whalen Answers Your Questions on the Fed, Rates & the Next Bailout

#403 Harry Dent on the Everything Bubble — And the Only Safe Haven Left

#402 Chris Whalen: Private Credit's First Big Unwind — and Why Insurance Is Next

#401 Jim Rickards: The Iran War, "Trump's on the Losing Side of That Bet," The Case for $10,000 Gold, and the Japanese Yen Carry Trade Unwind — The Most Important Financial Story in the World

#400 Michael Howell: The Liquidity Cycle Has Turned, Low Quality Returns for Stocks, The Real Driver Behind Gold

#399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out

#398 Marc Faber: The First Phase Of The Greatest Investment Mania Is Being Pierced

#397 Mickey Maini: What Physics Knows That Markets Don't — And Why the Next 2 Years Are the Toughest

#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe

Danielle DiMartino Booth: Nobody's Happy, Cracks Are Showing, & the Bond Market Already Tightened

#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

#362 Chris Whalen: DOJ Drops Powell Probe — "Trump Could Be Attacking Warsh By Thanksgiving," Stagflation Is the Base Case, The Real Private Credit Risk, & Why Distressed Real Estate Is The Next Trade

#361 Dr. Mark Thornton: We're on the Highway to Hyperinflation

#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us

#360 Michael Howell: We've Hit An Inflection Point — We're In The Speculation Phase And Turbulence Is Coming For Markets

#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold

#358 Danielle DiMartino Booth: The Fed Knows the Data Is Broken, Private Credit Is Contagious, and Nobody Is Fighting for American Families

#357 Henrik Zeberg: "We Have Not Seen The Top Yet" — Why The Nasdaq Could Rally 30%

#356 Chris Whalen: The Fed Can't Fix This

#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins

#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag

#353 Chris Whalen: The Economic Damage Will Become Impossible to Ignore

#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse

#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation

#350 Chris Whalen: Powell Stays, Warsh Waits, and Trump Has Nobody to Blame But Himself

#349 Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History

#347 Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready

#346 David Woo: The Market Is Completely Wrong About Iran, Oil & What Comes Next

#345 Chris Whalen: Private Credit Is Blowing Up, Nobody In Washington Is Paying Attention, and the Trump Administration Is Heading Toward a Financial Crisis

#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges

#343 Bill Fleckenstein: We're in a Completely Unprecedented Market Environment — And When It Changes, It's Going to Be a Really Big Deal

#342 Chris Whalen: The Wharf Rats Are Coming Out — And Retail Investors Will Lose Money

#341 Danielle DiMartino Booth: Americans' Financial Wellbeing Just Hit a Record Low — And the Fed Is Discussing a Hike?

#340 Ted Oakley: New Highs AND New Lows Coming — Why I'm Holding 50% Cash

#339 Chris Whalen: A Manic, Momentum-Driven Market Meets Reality

#338 Warren Pies: The Bearish Narratives Are Overdone — Bull Market Remains Intact

#337 Chris Whalen: Someone's Going to Be Disappointed — Trump vs. Warsh on the Fed

#336 George Noble: The Fiscal Bill Is Coming Due, Gold Could Double From Here, and the Death of Speculation Is Underway

#335 Alex Gurevich: Zero Interest Rates Are Not Off the Table, Deflation Is Coming, and the Next Perfect Trade

#334 Chris Whalen: Trump's Fed Chair Pick Kevin Warsh Is a Classic Hawk, Why Gold Is Due for a Correction But The Bull Market Isn't Over, & The Private Credit Cesspool

#333 Danielle DiMartino Booth on Powell's Policy Errors, Why Unemployment Is Headed to 6%, and Gold Going Meme

#332 Chris Whalen: Trump Doesn't Want Home Prices to Fall — But He Has No Choice

#331 Jim Rickards: Gold Is Going to $10,000 (At Least) — Here's What's Really Driving It

#330 Rick Rule: I Sold 80% of My Silver — Here's Why and Where I'm Putting It Now

#329 Chris Whalen: Private Credit Is a Ticking Time Bomb | Banks Will Take Major Losses in 2026

#328 Peter Boockvar: Why $60 Oil Is One Of The Cheapest Assets In The World

#327 Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold

#326 Chris Whalen: Trump's Idiotic Mortgage Bond Idea & Why Institutional Investors Aren't The Problem - The Fed Is