Caveat Emptor

The end of the ceasefire, what could stop the AI bull market, a Persian Gulf Insurance Company, the future of OPEC, and the end of the petrodollar.

The Supreme Court rules on Lisa Cook, Mervyn King named first task force chair, Gold, Bitcoin, Yen, private credit and AI.

Price gouging at the pump. The AI trade. The war is over. Alan Greenspan's legacy as Fed Chairman. And a Super El Niño!

Kevin Warsh announces sweeping changes for the Fed at his first press conference, the US and Iran agree to a 14-point MOU giving us “peace for our time,” and the SpaceX IPO did not disappoint… yet!

The largest IPO in history, a live Fed meeting, the war with Iran, a new crypto winter, and a housing market correction.

Biggest IPO’s in history. Market manipulation. Private credit gates. A profile in courage. And dangerously low oil inventories.

John, Mitch and Brandon are joined by former SEC enforcement accountant Dan Brinks to discuss the recent explosion in public interest in insider trading cases associated with prediction markets as well as traditional commodities and securities markets. 

Data centers, inflation, insider trading, SpaceX, beans and Boeings. 

Incoming Chairman Warsh is confirmed. Inflation is running hot. Stocks are at all-time highs. Trump visits the Great Hall. And the strait is still closed.

Spirit Airlines. Gamestonk. Silicon Valley Bank. OPEC. The housing market. China Summit. And the Strait of Hormuz.

Fireworks at Powell's last press conference, Meta reports earnings, oil retests the highs, the UAE leaves OPEC and the new logo are all discussed.

Treasury Secretary Bessent declares economic war on Iran. The Petrodollar system continues to fracture. Hank Paulson argues for even more bailouts. The government buys an airline and Avis goes full meme stock. 

Tax day special. Breaking down the Federal budget, the tax code, the tax preparation industry, and famous anti-tax figures and their arguments. 

Trump doubles down on the war as the Iranians send a love letter to the American people. WTI is now trading above Brent for the first time since the shale revolution. And SpaceX files for potentially the largest IPO in history.

Trump renames the Straits of Hormuz the Straits of Trump. Bessent taps out on oil sanctions for both Russia and Iran. Jeff Gundlach calls out Larry Fink on poor asset marks. And the difference between cost push and demand pull inflation. 

Powell's last press conference as Chair. It takes two to taco. The Treasury selling oil futures. And the spring selling season is upon us.

Rising oil prices and their impacts on growth and inflation across the world. Why haven’t oil producers benefited from rising equity prices? More problems in private credit. The spring selling season in housing is upon us. And Operation Earnest Will.

The Iranians gate the Straits of Hormuz, while Blackstone gates another private credit fund. New tariffs going into effect and more negative revisions to employment numbers.

Trump's tariffs shot down by the Supreme Court, the 2028 Intelligence Crisis, private credit issues spilling over into insurance, stablecoins, plumbing problems on the Gerald R. Ford, Cuba Libre, and much more.

A Supreme Court decision on tariffs, the Pam Bondi top, Little Marco on the managed decline of the West, and more private credit issues. 

Chairman Warsh as a Dove in Hawk's clothing, Bitcoin as the ultimate leading market liquidity indicator, accounting shenanigans with the hyperscalers, and the Epstein files collides with high finance. 

Epic volatility in the precious metals and crypto markets, a new Fed Chair is named, snap elections in Japan, the SaaSpoclypse, and the Armada is in place around Iran. 

Fed independence, dollar debasement, war with Iran, violence in the metaverse and the most magnificent shooting star doji the markets have ever seen.

Japan as the great laboratory of fiat currency experimentation, the Fed is both under political attack and corrupt, Greenland, the WEF, Iran and conspiracy theories in finance. 

The Fed gets subpoenaed, Saks Fifth Avenue declares bankruptcy, Fannie and Freddie ordered to buy $200billion in MBS, credit card interest capped at 10% and Greenlanders defend their island, whatever the cost!