I recap today’s markets, discuss the historic reverse repo and what it means, my moves today, and why I am 100% in the inflation boat now. Get ready boys and girls. Does the fed make policy changes? Time will tell. Thanks for listening!

I explain the reverse repo market and explain the two possible scenarios. The fed is trapped. Let’s see what happens. Thanks for listening. Let me know what you guys think!

This is the shortest podcast I have ever made. Get ready for tomorrow...macro thesis update is coming with some DD. Thanks for listening.

I recap economic data, market moves from yesterday, yield curve, and where I think we go from here. Thanks for listening.

I talk about some news, dive into debt data, and discuss how manipulated the market has been from fed policy. Thanks for listening

I recap yesterday’s action, rant on the lack of economic growth, debate if the fed is doing more QE, discuss inflation, and digital assets. Thanks for listening.

I recap today’s action, bond auction, explain why today was a dead cat bounce, rant of the fed and the market, and go over what is going on in the crypto space. Thanks for listening.

I recap today’s CPI data, ponder on the narrative of transitory inflation, and recap today’s strange movements. I was lacking today, but thanks for listening.

I recap today’s wild action, go over my thesis for the market, some news, and look ahead to tomorrow’s CPI data. Thanks for listening.

I ponder upon what is caused the weak jobs number, check up on yields, rant, and go over today’s moves. I love precious metals. Thanks for listening