Wall Street Truthbombs Podcast

Trump just dropped a new tariff bombshell on China — and wall street’s reacting like it didn’t see this coming. But the signs were there all along. From escalating trade rhetoric to growing pressure on u.s. manufacturers and currency maneuvers out of Beijing, this move was practically telegraphed. In today’s Truthbomb, Mark Malek breaks down why this latest round of tariffs shouldn’t shock anyone...

GOLD JUST CLOSED AT AN ALL-TIME HIGH—AND SO DID THE S&P 500. FEAR AND FAITH, BOTH SOARING. HOW? SINCE NIXON ENDED THE GOLD STANDARD IN 1971, GOLD’S VALUE HAS RUN ON BELIEF, NOT UTILITY. ONLY 10% OF DEMAND IS INDUSTRIAL—THE REST IS PURE SPECULATION. THE GLOBAL FINANCIAL CRISIS TURNED GOLD INTO A RELIGION, AND THE GLD ETF MADE WORSHIP EASY. EVERY CRISIS SINCE HAS MADE IT SHINE BRIGHTER. BUT GOLD...

The Fed still believes it can fight every kind of inflation with rate hikes—but tariffs just proved them wrong. Tariff-driven inflation isn’t about consumers spending too much—it’s about higher production and import costs that rates can’t touch. You can’t make steel, chips, or coffee cheaper by tightening credit. In this Truthbomb, I break down: Why tariff inflation is supply-push , not demand-pul...

BOND YIELDS ARE TALKING—THE FED’S JUST WATCHING. A 25 bps tweak won’t change how most people spend—but a market rally will. In today’s Truthbomb, I go straight to the source of truth: the yield curve. From my days as a bond trader to today’s “data blackout,” I’ll show why rates only indirectly touch your wallet while asset prices directly move your confidence—and your consumption. What’s inside: W...

FRIDAY WAS SUPPOSED TO BRING CLARITY—INSTEAD, WE GOT SILENCE. No jobs report. No inflation data. No signal from the Bureau of Labor Statistics—thanks to the government shutdown. And that’s no small thing—because the BLS is Wall Street’s lifeline. When the data stops flowing, the markets start guessing. The Fed, traders, analysts—everyone’s flying blind. GDP looks strong, but labor data is weak, an...