Coben Juniper
Coben - Between the lines
Most financial commentary tells you what happened. Between The Lines tells you what it means. Coben Juniper spent decades running a multi-billion dollar hedge fund. He knows how markets are talked about in public — and how they're actually discussed in the rooms that matter. Now he's saying it out loud. Markets. Inflation. Geopolitics. Power. The book was called Fake Bubble . The conversation continues here.
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Épisodes
The Nuclear Trap Trump Walked Into 13.04.2026 8:16
US and Iranian negotiators sat down in Islamabad. Most points were agreed to. Except the only one that mattered. Iran told the United States directly — in formal peace negotiations — that their nuclear program is not on the table. Not under military pressure. Not after losing their navy, their air force, and most of their senior leadership. Not now. That sentence should be on every front page in t...
Private Credit Crisis: Is This Actually Worse Than 2008 13.04.2026 10:02
Wall Street is telling you private credit is fine. It isn't. Here's everything they're not saying. A $3 trillion market is showing the exact same warning signs as the CDO market before the 2008 financial crisis. Fake valuations. Hidden leverage. Ratings agencies under federal investigation. Major funds blocking investors from getting their money out. And at the center of it all — a...
The System has no Exit 13.04.2026 6:55
This isn’t about predicting the end of the world. It’s about understanding the system we’re already in. COBEN breaks down the structural realities behind today’s markets — from central bank policy and leverage to hidden risks in private credit and banking. The Fed is no longer managing a stable system. It’s navigating a fragile, interconnected structure where every decision comes with tradeoffs —...
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