Ep. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets)

Ep. 430: AI Is the Only Thing Holding the US Economy Together

Ep. 429: It's Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)

Ep. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession?

Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope

Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole

Ep. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble

Ep. 424: $500 Billion: The Price Tag on AI Euphoria

Ep. 423: Fast Times in Music City

Ep. 422: Speculation Nation: Is Retail FOMO Flashing a Warning?

Ep. 421: Fade Geopolitical Risk at Your Peril

Ep. 420: "Super Bullish" on Commodities: Does a Supercycle Await?

Ep. 419: Twitter Fingers: Trump and Elon Clash + Stocks Surge Back Near Record Levels

Ep. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips

Ep. 417: Fiscal Dominance: Nothing Stops This Train

Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?

Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions

Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?

Ep. 413: Break Glass in Case of Emergency

Ep. 412: Trump's "Liberation Day" Gamble + AI's Pummeling of the Gen Z Job Market