Caveat Emptor

Artificial Intelligence, Crypto, Bonds, Oil, the Fed, and what about Japan?

Chairman Warsh's first testimony to Congress, CPI coming in negative for the first time since 2020, ways to play the AI trade and how to avoid it, and the situation in the Middle East are all discussed.

The end of the ceasefire, what could stop the AI bull market, a Persian Gulf Insurance Company, the future of OPEC, and the end of the petrodollar.

The Supreme Court rules on Lisa Cook, Mervyn King named first task force chair, Gold, Bitcoin, Yen, private credit and AI.

Price gouging at the pump. The AI trade. The war is over. Alan Greenspan's legacy as Fed Chairman. And a Super El Niño!

Kevin Warsh announces sweeping changes for the Fed at his first press conference, the US and Iran agree to a 14-point MOU giving us “peace for our time,” and the SpaceX IPO did not disappoint… yet!

The largest IPO in history, a live Fed meeting, the war with Iran, a new crypto winter, and a housing market correction.

Biggest IPO’s in history. Market manipulation. Private credit gates. A profile in courage. And dangerously low oil inventories.

John, Mitch and Brandon are joined by former SEC enforcement accountant Dan Brinks to discuss the recent explosion in public interest in insider trading cases associated with prediction markets as well as traditional commodities and securities markets. 

Data centers, inflation, insider trading, SpaceX, beans and Boeings.