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Aug 2022
30m 22s

EPPY 99: Soft landing is impossible.

MAX
About this episode
I recap the recent moves in the market, attempt to decipher the economic data, and rant on the most deadly bear market rally we have seen in a long time. Thanks for listening. Get ready for eppy 100! 
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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! 
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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. 
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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! 
28m 36s
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