The markets have been on a wild ride the past month. I recap what I have been playing attention to in the bond and currency markets and share my thoughts on the outlook for the US. Thanks for listening.

I recap today’s market, take a deep dive into the current macro backdrop of Japan, discuss commodities, and my moves. Thanks for listening.

I recap today’s nasty sell off, give my thoughts on the bond and FX markets, recap targets gross earnings report, and share what is on my radar. Stay vigilant. Thanks for listening.

I recap the action from the markets, discuss the credit and FX markets, dive into some news stories, and share what is on my macro radar. Thanks for listening.

I give the case for why the market is not yet a bear and a possible rally on the horizon, dive into the currency moves, bond yield, and of course my thoughts on the fed. Thanks for listening.

I dive into the recent market action, yield curve, and currency moves. I share why I think the market can rally in the face of uncertainty, and a long term short idea. Lastly, I share a lesson that I have learned over the past year of trading and watching the markets. Thanks for listening.

In today’s podcast, I recap the recent inversion of the US treasury curve and how this is impacting my current outlook for global markets. I dive into the recent wild movements in the Japanese yen, commodity pricing, and my favorite trades. These markets are wild! Thanks for listening.

2/10 year spread is warning us that things are not all and well in the markets at the moment. I dive into how my macro thesis has evolved over the past 2 months, explore if the U.S is becoming Japan, and of course rant on the Federal Reserve. Thanks for listening.

I give a dive into the fed meeting tomorrow, discuss inflation, the recent market action, crypto, and what I see next for the market. Thanks for listening.

I recap last weeks bloodbath, give my thoughts on how the markets move from bear, recap the fixed income moves, and discuss what the feds moves will be at this weeks FOMC meeting. Thanks for listening