The Grand Global Economic Re-Ordering and its relationships to the AI/Tech, private equity, and housing markets.

The longest government shutdown in history is over, more trading scandals at the Fed, stimi checks, 50-year mortgages, portable mortgages, assumable mortgages and yet another idiosyncratic credit event......

MAG7 earnings, Venezuela, AI and unemployment, trouble for the ratings agencies, and First Brands goes from chapter 11 to chapter 7

Trump and Xi have a truly amazing conversation, the Fed cuts and ends QT, Argentina is bailed out and Milei wins bigly, the Supreme Court is set to hear the Tariff case and the FBI takes down insider trading in the NBA.

Beyond Meat goes parabolic while cockroaches in credit gives bank investors nightmares of 2023.  Japan’s new PM is a modern monetary theorist and the new French government reverses pension reform while new sanctions on Russian sends a jolt into an otherwise oversupplied oil and gas market.

The US/China trade war escalates and spreadsglobally as the TACO trade becomes the dollar debasement trade, and with a surprising parallel to the dot.com boom/bust one of the first monetizable applications of AI is with .…..……P*rn!

Government shutdown, supreme court blocks fed packing, more stimi checks on the way, and another French government falls.......

The Trump Administration continues its pressure campaign on the Fed, stable coins, yield curve control, gold's reintroduction into the monetary system, a grand global economic re-ordering, impacts of a closed border on the real economy, and a looming government shutdown. 

Fed cutting rates while stocks are at all time highs, and credit spreads at all time tights – What could wrong?  Silver is now a “critically important mineral” according to the Department of the Interior which means the government is planning on stockpiling it, nationalizing it’s supply (i.e the miners) and confiscating it from the public.  The French government falls for the 5th time in 3 years, an Arab oil embargo 2.0 or a European sovereign debt crisis 2.0?  And a U.S. Ally bombs another U.S. Ally.

JC, Mitch, and Brandon discuss Trump commandeering the Fed, Lisa Cooked, Gold bugs time to shine, an American sovereign wealth fund, Modi ghosts Trump, and a National emergency in the housing market.