Graham Summers, MBA

Bulls, Bears & BS

Business EN ↓ 62 episodes

Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for...

Author

Graham Summers, MBA

Episodes

The Long Awaited Fed Pause is Here. What Does It Mean For Stocks? 15.06.2023 25:21

The Fed has announced it is pausing its rate hikes at a time when there is clearly too much froth in the system and core inflation remains at 5%. This week we delve into what this means for stocks and other risk assets. We also assess whether the U.K. is about to trigger a new debt crisis. Support the show Thanks for listening! Follow us on Twitter and Instagram.

We Are About to Commit the Ultimate "Guru Taboo" 05.06.2023 25:29

This week we assess one of the most important aspects of investing: being wrong and losing money. In an industry in which no one openly admits their mistakes and everyone pretends to have a 100% success rate, this is the ULTIMATE Guru Taboo. We also assess the ongoing battle between the Fed and the Federal Government when it comes to spending/ inflation, why the economy continue to grow, whether...

The Dark Truth About the Debt Deal... and What It Means For Inflation, Stocks and the Economy 31.05.2023 25:29

Ignore what the media is telling you, the debt deal opens the door to even more spending; $6 trillion, to be specific. In this week's episode we delve into the impact this would have on inflation, the economy, the stock market and more. Support the show Thanks for listening! Follow us on Twitter and Instagram.

The Truth About the Debt Ceiling, Why Tech Stocks Are Rallying, and the "D" Word 22.05.2023 25:37

The U.S. will hit its debt ceiling some time in the next 60 days. Stocks are ignoring this and other significant risks. Meanwhile, large divergences are forming "beneath the surface" in the markets. This week we delve into all of these issues in great detail. Support the show Thanks for listening! Follow us on Twitter and Instagram.

Another Major Bank Fails... But Stocks Don't Care. What is Going On!?! 02.05.2023 23:05

Thus far in 2023, banks with a combined $532 BILLION in assets have failed in the U.S.. And yet, the S&P 500 remains near its highs year to date. We delve into the big picture for the markets and why stocks are stuck in a range... for now. Support the show Thanks for listening! Follow us on Twitter and Instagram.

What the Heck is Going On With the Markets... and Is the U.S. Dollar Doomed? 21.04.2023 28:48

The financial system is in the grips of two major macro forces. How this plays out will decide which framework investors will need to use. And once again the "Death of the U.S. Dollar" narrative is taking hold of the investment community. Is the great U.S. Dollar crisis finally here? Support the show Thanks for listening! Follow us on Twitter and Instagram.

What the "Smart Money" is Saying About Buying Stocks Today 10.04.2023 25:00

This week Graham does a deep dive into the "smart money" asset class: bonds. Graham outlines how the bond market works, why it's extremely important for understanding the economy, and what it's saying about buying stocks today. Support the show Thanks for listening! Follow us on Twitter and Instagram.

Is the Bear Market Over? 01.04.2023 22:59

Stocks rallied hard to end the quarter. Is the bear market over? Or is this the result of some short-term developments that will be ending soon? Graham dives deep into the macro picture covering stocks, bonds, gold, and oil. Support the show Thanks for listening! Follow us on Twitter and Instagram.

Is This the Real Reason the Fed and Treasury Are Panicking? 26.03.2023 27:35

The Fed is adamant that everything is fine in the financial system. But its actions don't support this claim: the Fed has expanded its balance sheet by over $400 billion in just two weeks while also opening currency swap lines with other central banks. In this episode, Graham Summers, MBA breaks down the real reason he thinks the Fed is freaking out. Gains, Pains & Capital FREE daily ma...

Why No One, Not Even the Fed, Can Handle Inflation 22.03.2023 19:43

Banks have been dealt a 1-2 punch by inflation. The Fed/ Treasury have moved to calm things. But for the first time in 40+ years, the Fed is truly cornered as far as monetary policy is concerned. Support the show Thanks for listening! Follow us on Twitter and Instagram.

Why Stocks Are Collapsing... and the SIVB Meltdown 13.03.2023 17:04

Bonds have been SCREAMING that trouble was coming for weeks now. As usual stocks are last to "get it." Why the stock market is finally waking up to reality and why Silicon Valley Bank is the match that lit the fuse. Gains, Pains & Capital FREE daily market commentary written by Graham Summers, MBA. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive...

It's All Bulls, Bears and BS 08.03.2023 4:31

An introduction to Bulls Bears and BS , a weekly investment broadcast hosted by Graham Summers, MBA. Originally published only to private clients, Bulls Bears and BS is being made available to the general public for the first time ever. As an introduction to his work and investing framework, Graham is going to be working through the contents of his best-selling book The Everything Bubble: the End...