EPPY 87: The countdown has begun.

About this episode

In today’s podcast, I recap the recent inversion of the US treasury curve and how this is impacting my current outlook for global markets. I dive into the recent wild movements in the Japanese yen, commodity pricing, and my favorite trades. These markets are wild! Thanks for listening.

Up next

Nov 2023

EPPY 103: Technologic?

‏Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!

28m 2s

Oct 2023

EPPY 102: Shakedown Street.

‏Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening.

30m 10s

Oct 2023

EPPY 101: A Castle Made of Sand.

‏On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!