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The Fed just Chose to raise rates… regional bank contagion has crypto maximalist celebrating for joy… Charlie and I take a moment to look at the pieces on the board and plan what will be the most effective trades within a recessionary environment. --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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The moment of consumer delinquency I have been talking about has begun to materialize in Australia & New Zealand. Adjustable rate mortgages have reset to higher levels; while consumer have become debt ladened. Tune into the episode to get caught up and see how an amazing short has come to fruition by macroeconomic analysis. --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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In annual fashion we discuss the biggest losers of 2022. Brief and to the point. Sometimes you just don’t see what you thought you saw.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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Soro’s did it why can’t I? In this episode we discuss the potential collapse of Tether USD. --- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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The retail investor is still living in times of yore. Nate Coats and I discuss the illogical behaviors of the retail investor.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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In this episode respected analyst Nate Coats of “The Financial Study” joins and gives a comprehensive explanation of the very big issue of off U.S. dollar denominated off balance sheet derivatives. Hope you enjoy the episode.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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So you want the Fed to save your Portfolio… listen to this!--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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With global markets rotating with every rate hike, how are you protecting your portfolio from draw down? GemBot A.I.‘s Chief Portfolio Officer Charlie Meaden gives his systematic approach to losing less when others are losing more. It is Terminate on sight with the Bad Bear 🐻 of Auckland.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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In this episode we explore a segment of the economy not being talked about… auto loans. No everything is not a repeat of the big short but we do have a looming issue within sub prime auto loans and it is starting to come home to roost. Tune into the episode to understand why.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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Well what’s going to happen? Are we getting a soft landing or a hard landing. Let’s discuss.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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Carnival Cruises will file for bankruptcy in the near term. Listen to this episode to find out how we arrived to this conclusion.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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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.--- Support this podcast: https://podcasters.spotify.com/pod/show/gsc/support
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