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© Red Cedar Investment Management
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In depth discussion of global finance, international trade, investing and geopolitics.
27 Episodes
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Chairman Warsh as a Dove in Hawk's clothing, Bitcoin as the ultimate leading market liquidity indicator, accounting shenanigans with the hyperscalers, and the Epstein files collides with high finance.
Epic volatility in the precious metals and crypto markets, a new Fed Chair is named, snap elections in Japan, the SaaSpoclypse, and the Armada is in place around Iran.
Fed independence, dollar debasement, war with Iran, violence in the metaverse and the most magnificent shooting star doji the markets have ever seen.
Japan as the great laboratory of fiat currency experimentation, the Fed is both under political attack and corrupt, Greenland, the WEF, Iran and conspiracy theories in finance.
The Fed gets subpoenaed, Saks Fifth Avenue declares bankruptcy, Fannie and Freddie ordered to buy $200billion in MBS, credit card interest capped at 10% and Greenlanders defend their island, whatever the cost!
A Venezuelan Coup D’etat, the asking price for Greenland, the DOD budget, Medicare fraud, defense contractors, DOGE, SCOTUS and more…….
The Fed restarts QE and cuts rates, while Trump issues warrior dividends. Oracle and Bitcoin both take a bath and a look ahead to 2026.
The Grand Global Economic Re-Ordering and its relationships to the AI/Tech, private equity, and housing markets.
The longest government shutdown in history is over, more trading scandals at the Fed, stimi checks, 50-year mortgages, portable mortgages, assumable mortgages and yet another idiosyncratic credit event......
MAG7 earnings, Venezuela, AI and unemployment, trouble for the ratings agencies, and First Brands goes from chapter 11 to chapter 7
Trump and Xi have a truly amazing conversation, the Fed cuts and ends QT, Argentina is bailed out and Milei wins bigly, the Supreme Court is set to hear the Tariff case and the FBI takes down insider trading in the NBA.
The US/China trade war escalates and spreadsglobally as the TACO trade becomes the dollar debasement trade, and with a surprising parallel to the dot.com boom/bust one of the first monetizable applications of AI is with .…..……P*rn!
Government shutdown, supreme court blocks fed packing, more stimi checks on the way, and another French government falls.......
The Trump Administration continues its pressure campaign on the Fed, stable coins, yield curve control, gold's reintroduction into the monetary system, a grand global economic re-ordering, impacts of a closed border on the real economy, and a looming government shutdown.
Fed cutting rates while stocks are at all time highs, and credit spreads at all time tights – What could wrong? Silver is now a “critically important mineral” according to the Department of the Interior which means the government is planning on stockpiling it, nationalizing it’s supply (i.e the miners) and confiscating it from the public. The French government falls for the 5th time in 3 years, an Arab oil embargo 2.0 or a European sovereign debt crisis 2.0? And a U.S. Ally bombs another U.S. Ally.
JC, Mitch, and Brandon discuss Trump commandeering the Fed, Lisa Cooked, Gold bugs time to shine, an American sovereign wealth fund, Modi ghosts Trump, and a National emergency in the housing market.
JC, Mitch and Brandon discuss who is winning the trade war, if Jerome Powell finishes his term, should the Fed be cutting rates, private equity for the people, the sickly housing market and the BOJ’s destruction of its own government bond market.
JC, Mitch and Brandon discuss the upcoming August 1st Tariff deadline, which countries are likely to get extensions, which are likely to get treated harshly. The lack of inflation (so far?), the June budget surplus, the Fed under political attack, soaring costs of homeownership, the broken housing market and Elon Musk's’ “America Party."
Mitch, JC and Brandon discuss the muted market reaction (initially at least) to the U.S. bombing of Iran, trade deals or the lack thereof 80 days after “liberation day”, the housing market rolling over, Secretary Bessent as the shadow Fed Chair, FICO scores, credit rating erosion, Yale’s project Gatsby and much more.
Mitch, Brandon, and JC discuss the TACO trade, fiscal dominance vs financial dominance, managed currencies, the reintegration of gold into the monetary system, Canadian secession movements, escalating to de-escalate in Ukraine and much much more...
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