Wallstreet estimates consumers dying to spend money… but supply chain and lower wages threaten to derail their efforts. This episode explores how retailers are looking to capitalize and how was as a firm are questioning the methodology. Tune in!
The stage is setting… the horizon is becoming clear.. The Fed wants to Deflate the economy but China and Evergrand show a cautionary tale
This episode Gembot.Ai Portfolio Manager Charlie Meaden is back! He gives his opinion on Chinese Credit Contractions threatening global macroeconomic recovery. We also delve into the Chinese tech companies fight to strengthen their balance sheets after the EVERGRAND default crisis just accelerated credit tightening in the Chinese economy.
Speculative actions in the economy are out of hand. People keep partaking in riskier levels of debt because news media and notable people are saying things are going well. Tune in to this episode to comprehend why this is dangerous.
Can you see it? Do you know you are even within in it?… A shocking tale of the over night repurchase agreement shell game and how its being used to stave off the derailment of the U.S. markets.
In this episode we discuss why the Fed Taper can not happen yet or in the near future. Tune in!!!!
There is a dirty secret in the leading indices causing me to believe that markets will fall... tune in to understand why
In this episode we discuss indicators of pending credit contractions from in consumer lending. Continually buying the dip will lull you to sleep and you will miss the credit disruption that is imminent!
On this episode I have Iqbal Singh a 10 year trucking veteran; who’s family has owned and operated freight logistics for 20 years. He gives his insights on the industry while I get candid with my opinion. Tune in!!!!
We are rebalancing the portfolio and here is why...
AMC is back in focus and roaring like the white water rapids of the Colorado River.... do you ride the wave, stand clear or get crushed... let’s discuss
I predicted this already back in 2020 and now it’s bringing to unfold and be spoken about. INFLATIONARY pressure... this episode explains what spells doom for the economy i.e. the real recession is coming!
***** PLEASE FORGIVE PARTS OF AUDIO CUT OFF, ASSUNE WAS HAVIN DIFFICULTY WITH AUDIO we did pic up where he left off***** The avg investor in crypto is playing musicsal chairs in Crpyto. On this episode we have Assune Cotlage (Twitter: @cotlage) Chief information security officers and web3.0 entrepreneur. Assune is a skilled developer and successful investor in Crypto currency. I invited ho, to discuss because he can be a strong contractions to my BTC short thesis. Enjoy the BTC slander and admir...
In this episode we discuss my discovery on how to tell when markets will crash 😳😳😳😳
In this episode we have the profound Charlie Meaden CEO and co-founder of gembot.ai, a futuristic Berkshire Hathaway built on machine-learning, AI and human intelligence. Talking to us about Chinese small cap and medium cap growth stocks. Enjoy the episode!
10 year treasuries are cause for concern in the US equity market. The tension of inflating bond yields is causing equity markets and options to reprice... Tune in for informational insights.
In this episode we have special guest Wildmael Darius giving us the play by play on why he chose to be so early in the second most talk about trade of the moment... SILVER. Tune in to understand how we will be playing the position and it’s benefits to the institutional portfolio.
It took 2 hours and 40 minutes for the titanic to sink... over the next 2 years we should see ominous moves as mass speculation begins to influence the U.S. equity markets... what will be the best way to play the unprecedented short squeezes.
We are shorting BTC in this episode you find out why and what the bet is.
In this episode we speak what is happening with the yield curve and why it’s saying short U.S. equities
In this episode we discuss why U.S. home builders are out pacing the S&P 500
Why is the S&P 500 headed to 4,000 and beyond!
In this episode we explore the loss of value to the Japanese Yen to the US Dollar by way of Crude Oil Prices
Volatility could chop up the V shaped trend of the market... in this episode we look into what will cause it.
This episode is in two segments presented in one episode. I speak on my biggest losing positions of the year. This episode also takes a moment to culmination what the episodes presented say about the markets in 2021.
In this episode we will break down my predictions for the 2021 global market outlook.
The current IPO issuance and why I am avoiding it.
900 Billion dollars Cares act is being voted on and it does not contain state aid!!!! This mag lead to the potential to short weak downgraded municipal bonds that are currently over priced. Tune in as we discuss how this would work.
Bitcoin at 19,000 and running.... what is happening and why has it turned viable?
I’m this episode we speak on the steepening of the 2 year and 10 year treasury. This peculiar situation will cause yields to rotate while giving traders the ability for big gains. Tune it
