The Year of the Cow - A Ryan Fair Podcast

The Virtue Volcano: When Beauty Sparks OutrageThe American Eagle ad should’ve been just that—an ad. A beautiful model, a simple statement: “good genes.” But here comes the pitchfork parade, led by the purple-haired Twitter tribunal. Suddenly it’s a civil rights emergency because…a pretty person exists?

Tariff Tsunami: The Whales Forgot Their FloatiesThe market caught a headline about tariffs and immediately folded like a lawn chairin a windstorm. 35% on Canadian goods. 25% on Mexico. And the crowd goes wild—by “wild” I mean institutional investors projectile-vomiting theirportfolios into the ether.

Everything Code" theory—unpacking why traditional recessions might be a thing of the past in a world fueled by debt, liquidity cycles, and financial engineering. We explore how bond yields, the Fed’s constraints, and monetary expansion impact markets, and why Bitcoin, gold, and Ethereum are flashing signals for a new economic era. From interest payment traps to why the SPY may not build wealth, this podcast connects the dots between macro indicators and market behavior. It's a high-level but accessible roadmap for investors trying to decode where we’re headed next—and why everything feels rigged.

In this episode of Year of the Cow, we break down South Park’s latest billion-dollar swing at Donald Trump—and what it says about the future of media. As the show reclaims its crown as the sharpest satire on TV, Stephen Colbert’s late-night legacy may be crumbling under the weight of mergers, fatigue, and irrelevance. We explore why Trump can’t sue South Park, how Comedy Central bet big on irreverence, and what Colbert’s rumored exit means for old-school political comedy. It’s parody versus presidency, and only one seems to be aging well. Spoiler: it’s not the one with a desk.

Alright, listen up. You may not know this yet—but there are two names you need to learn if you give even half a damn about your rent, your retirement, or the price ofground beef. Jerome Powell. Scott Bessant.
These guys might not be on your news feed, but I promise you—they’re writing the rules to the game you’re playing every time you swipe a credit card, cash apaycheck, or try to buy a house.
Now I know what you’re thinking—'Great, another economics podcast...' But no. This isn’t Econ 101. This is a street-level breakdown of how the Fed and Treasury—two bureaucratic titans—are waging a quiet war over your wallet.
And if you’ve ever watched a good buddy cop movie—where one guy plays by the rules and the other’s always one step from getting fired—then congratulations: you already understand U.S. monetary policy.
One guy’s raising interest rates like they’re nun chucks. The other’s selling debt to pay for wars, bridges, and broken promises. They fight. They reconcile. And when they screw it up? We’re the ones cleaning up the mess. So yeah...today we’re diving deep into the Powell-Bessant dynamic. But not like a textbook. More like Lethal Weapon with a Bloomberg terminal. You don’t need a degree to follow along—but after this, you’ll never hear the word 'inflation' the same way again.

Welcome back to Year of the Cow. Today, we’regoing after sacred cows—specifically the Boomer vs. Millennial financial culture war, generational wealth, and why financial literacy for kids is more urgent than ever.

Welcome back to Year of the Cow, where faith meetsfinance and Powell plays God with the weather. Today’s sermon? The gospel according to the Nasdaq, the heresy of the Fed, and why tech stocks have more followers than the Book of Psalms.

Welcome back to Year of the Cow, where the fields are green, the bulls are busy, and the bears are wondering if they should’ve just stayed home. I’m Ryan Fair. After one of the strongest technical Q2s in history, it’s officially harvest season—time to reap gains, bin the weeds, and maybe blame your broker when it all goes sideways.

Folks… it’s July 2025. CPI’s doing the tango at 3.4%, theFed Funds Rate sits like a silent sniper at 5.25%, and Jerome Powell still talks like he’s trying to explain algebra to an emotionally unavailable teenager. “Data dependent,” they say. That phrase is the Fed’s safe word. Meanwhile, M2 money supply is quietly up 11% from last year’s contraction — that’s not stimulus, that’s economic cosplay.

Let’s start with this recurring nonsense I keep hearing from every couch activist between Kansas City and Boulder...

"There should be no billionaires!"