Episodes
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The Credit Market Warning That Could Hit Stocks | Jeff Snider
Jeff Snider argues that AI is primarily a debt-and-credit story, not merely a stock-market story, and that credit-market stress began before the AI boom.
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7% Treasury Yields by 2028? The Midterm Warning
Chris Casey predicts Democrats will probably win both chambers, but says the more important consequence is how the election’s issues shape the 2028 presidential race.
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What to Own if the Tech Boom Falters | Steven Feldman
AI adoption and infrastructure demand can continue while AI-related investments produce poor returns; investors must distinguish durable demand from attractive valuations.
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Housing Weakness is spreading to luxury buyers | Ivy Zelman
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Why the 60/40 Portfolio May Not Protect You
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Where Joel Salatin Would Invest $1 Million in Agriculture
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The Treasury’s Gold Revaluation Play | Lyn Alden
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Larry McDonald: S&P 500 Could Crash 30% Over the Next Year
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Arthur Hayes: Stocks Peak in 2027 Before the AI Bubble Bursts
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Gold Could Plunge to $3,600 If This Critical Level Breaks
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Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come
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S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
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AI Is Propping Up the Economy. The Fed Could Break It.
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Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher
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Your Portfolio Is One Big AI Bet — The Diversification Illusion
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Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
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Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit
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Trump Accounts Explained: How $1,000 Could Grow Into Much More
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Everyone’s Bracing for a Crash. The Economy Says Otherwise.
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The CLARITY Act Failed. What Happens to Crypto Now?
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