All Episodes
The Market — 62 episodes
Dollar Strength or "Other" Weakness?
Pros and Cons of Euro Stable.
"Total Return", All That Matters.
In Stablecoins, Don't Bet Against China.
Will The Dollar Get The Yips?
When Interest Rates Bail the Government Out.
US Dollar, Start Moving to the Exit Door?
Brazil's Inflation, New and Improved
Cockroaches And US Treasuries
Will Demand for US Treasuries Fade?
Yield Pick-up Trades and the US Fed
Brazil Tariffs A Big "Nothing Burger"
Has the US Dollar Inflected Upwards?
Brazil and Taco Grande part 2
Brazil and A "Taco Grande"
US Dollar Stablecoin is Too Big!
Stable, The US Dollar, and Reserve Status
Potential Consequences of the Genius Act
The US Government Could “Own” Part of The Next Crypto Crisis.
President Trump Got it Right.
Europe, An Open-Air Museum?
Well Done, Mexico, Keep It Up.
Dollar Decline or Devaluation?
The US and Moody's Blues
Where to from the Dollar?
Time To Leave the Party?
Saving, The Other Consumption.
Crypto, Greater Fools, and Pyrrhic Victories.
Not In Kansas Anymore
It's Policy, Stupid
Peso Pride
Savings Bonds and Christmas Clubs
Dollar Decline, Part 2 What Can You Do?
Core and Explore
Does Bullying Make Sense?
Europe Unites Around Defense Spending!
Go Short The Mexican Peso?
US Dollar Beware
Euro/US Dollar Parity No More?
UK Bonds-A Hot Game, For Now.
Thirty Days & Counting
Rising Uncertainties & Your Portfolio
30 Days & the Mexican Peso
"Skate to Where the Puck is Going!"
Tariffs and Mexico
Investor Confidence Or Concern?
Economic Fundamentals Trump Tariffs
US Food and Energy Prices Matter
Mexican Data and Beyond
Complacency
Europe versus Mexico
The US Fed Versus the Bond Market
Recency and Risk
US Tariffs
Mexico, A Positive Standout
Mexican Resitance
Euro Parity, Here We Come.
Game, Set, and Match For Fewer Interest Rate Cuts in 2025.
The UK Currency and Interest rate problems.
Brazilian Sovereign Bonds and the Currency
European Interest Rates Cuts-Gradual or Not
US Interest Rates 2025