The Liberation Day Liquidation

Update: 2025-04-13

Description

Brandon Bajema, John Cassady, and Mitch Stapley discuss the aftermath of the liberation day tariffs, what comes next in the trade war, the potential for the tech and private equity bubbles to burst, capital outflows, gold, oil and bitcoin.

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In Channel

Warrior Dividends & Trump Babies

2025-12-1856:51

Flushing Money Down the Porta Potty

2025-12-0401:04:31

Grand Global Economic Re-Ordering

2025-11-2601:16:12

Let Them Eat Stimi Checks!

2025-11-1701:01:18

If the truth is the first casualty of war the bond market is the second

2025-11-0755:59

Money for Nothing but this Song is Not Free

2025-10-3058:29

China Goes Rare Earthed

2025-10-1601:05:38

The Gales of November

2025-10-1601:08:52

Jim Bianco Guest Appearance

2025-10-1659:00

History Doesn’t Repeat, but it often Rhymes

2025-09-2201:07:31

You and What Army

2025-09-0457:03

Trade Wars, Private Equity for the People, and a different kind of Housing Bubble

2025-08-1801:02:46

Liberation Day Part 2 – The Quest for More Money

2025-07-1459:01

Midnight Hammer and the Shadow Fed

2025-06-2301:00:34

Trump Always Chickens Out

2025-06-0601:02:44

Turning Japanese

2025-05-2201:00:25

MAGA vs. the MAG7

2025-05-1301:01:42

Private Markets and the looming Nor’easter

2025-04-2401:00:40

The Liberation Day Liquidation

2025-04-1301:01:00

Liberation Day

2025-04-0101:01:32

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The Liberation Day Liquidation

Red Cedar Investment Management

#box-pro-ellipsis-176649354880636{-webkit-line-clamp:2;}The Liberation Day Liquidation

The Liberation Day Liquidation

Red Cedar Investment Management

The Liberation Day Liquidation