This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, and more. Enjoy!
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Today
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-ind ... Show More
1h 3m
Apr 22
Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why ... Show More
58m 49s
Apr 16
Market Structure is Fueling an Inflation Trap | Weekly Roundup
Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning ... Show More
37m 18s
Sep 2025
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Sep 2024
Growth concerns persist, ECB set to cut rates again this week
<p>The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin ... Show More
12m 18s
Sep 2025
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
May 2025
Dollar, Treasuries and Stocks extend slide on fiscal concerns
Send us Fan MailDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, gold and other safe havens gain. Oil pulls back as US and Iran prepare for new round of talks.Risk Warn ... Show More
3m 58s
Sep 2025
Equities rebound and gold reaches another all-time high
Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ... Show More
10m 17s
Nov 2025
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