Incoming Chairman Warsh is confirmed. Inflation is running hot. Stocks are at all-time highs. Trump visits the Great Hall. And the strait is still closed.

Spirit Airlines. Gamestonk. Silicon Valley Bank. OPEC. The housing market. China Summit. And the Strait of Hormuz.

Fireworks at Powell's last press conference, Meta reports earnings, oil retests the highs, the UAE leaves OPEC and the new logo are all discussed.

Treasury Secretary Bessent declares economic war on Iran. The Petrodollar system continues to fracture. Hank Paulson argues for even more bailouts. The government buys an airline and Avis goes full meme stock. 

Tax day special. Breaking down the Federal budget, the tax code, the tax preparation industry, and famous anti-tax figures and their arguments. 

Trump doubles down on the war as the Iranians send a love letter to the American people. WTI is now trading above Brent for the first time since the shale revolution. And SpaceX files for potentially the largest IPO in history.

Trump renames the Straits of Hormuz the Straits of Trump. Bessent taps out on oil sanctions for both Russia and Iran. Jeff Gundlach calls out Larry Fink on poor asset marks. And the difference between cost push and demand pull inflation. 

Powell's last press conference as Chair. It takes two to taco. The Treasury selling oil futures. And the spring selling season is upon us.

Rising oil prices and their impacts on growth and inflation across the world. Why haven’t oil producers benefited from rising equity prices? More problems in private credit. The spring selling season in housing is upon us. And Operation Earnest Will.

The Iranians gate the Straits of Hormuz, while Blackstone gates another private credit fund. New tariffs going into effect and more negative revisions to employment numbers.