Well what’s going to happen? Are we getting a soft landing or a hard landing. Let’s discuss.

Carnival Cruises will file for bankruptcy in the near term. Listen to this episode to find out how we arrived to this conclusion.

Consumer brands and retail sales look as though they will fall short of the projected growth numbers industry professionals had expected. Lend me your discretionary ear (see what I did there) into this episode to get my views.

😳 As of Nov 2022 Agency Mortgage Back Securities will be traded on the CME. This is a huge indication of what institutions will be doing with the long bond in the future. Let’s Talk about this!!!

Crypto, Bitcoin and it’s disciple of derivatives may be on their last legs of market participant viability. Tune into the episode to get my take.

Food prices are rising and we haven’t even had the fall harvest of soft commodities. In this episode we explore what is happening with food prices.

REVLON is bankrupt and the puts are in play!!! Listen to the sheer chicanery that transpires in private equity which ends up leading to this debacle.

The 10 year and 2 year treasuries are inverting; this signals another major issue for US markets. Tune in for the continuation of the discussion on US treasuries. Reference previous episode.

Most find the discussion of treasuries to be a real snooze fest, but I am here to tell you… this is how you understand what the economy may have in store. In this episode we explore the Invoice Swap Spread to get a handle of how to profit from this dislocation in long dated treasury yields.

Charlie Meaden Of Gembot A.I. gives us his hypothesis on what the new growth cycle will look like going forward. Charlie takes the time to break down where he sees a bottom and what sectors he will be looking to deploy capital.