In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global trade, the sputnik moment in Europe, and more. Enjoy!
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Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
Nov 13
Bitcoin Sinks Deeper Below $100,000 as Bear Market Grips Crypto
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Bitcoin sank deeper below the $100,000 mark, dragged down by a fresh wave of risk aversion and a selloff in tech stocks that reignited Wall Street jitters.The digital currency fell as much as 3.9% to $97,956, in ... Show More
36m 24s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
<p>Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.</p><p><br></p><p>Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold</p><p><br></p><p>Start your free online vi ... Show More
1h 1m
Jul 2025
Michael Saylor: The Future Is Still Orange
Guy Adami welcomes Michael Saylor, executive chairman and co-founder of MicroStrategy. Saylor shares updates since December, highlighting MicroStrategy's significant Bitcoin investments and the firm’s strategy, owning over 600,000 BTC. The conversation covers key developments inc ... Show More
32m 25s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Dec 2024
Crypto Rundown: Bitcoin $100k, ETH $4k, Altcoins Moving, & Breaking News
<p>In this special edition of the crypto market rundown, hosts Brendan and Tevo discuss the recent surge in Bitcoin and Ethereum prices, the implications of new SEC leadership, and the ongoing issues with celebrity rug pulls in the crypto space. They analyze market trends, highli ... Show More
41m 22s
Aug 11
Why 2025 Will Be a Game Changer for Crypto: Bull Runs, Tokenization, and Market Shifts
<p><span>Welcome back to EYL! In this insightful clip, special guest Austin Haynes sits down with Rashad and Troy to break down the seismic shifts happening in the crypto and financial markets leading up to 2025—and beyond. Are we seeing the end of the traditional four-year crypt ... Show More
8m 28s