HAPPY HOLIDAYS! This is where Danny asks the guests uncomfortable questions…

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HAPPY HOLIDAYS! This is part 2 of our holiday special!

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HAPPY HOLIDAYS! This is part 1 of our holiday special!

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This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear

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This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.

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This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff…

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This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.

Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/ 

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This week Kevin & Patrick welcome, Julien Garran.  They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.

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This week Kevin & Patrick welcome, Paulo Macro & Le Shrub. They discuss Golden Age of Grift, how to navigate the current environment and whether this is starting to resemble 2007.

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This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.

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Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/

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