Can the Country Be Rescued (or Is It Too Late)? Positive change always begins with awareness and open debate. Join me with our incredible guests as we explore how to create a world worth inheriting. Can the Country Be Rescued (or Is It Too Late)? Positive change always begins with awareness and open debate. Join me with our incredible guests as we explore how to create a world worth inheriting.
Slouching Towards Bedlam PREVIEW Could bond yields double in the next year? Yes, here’s how: My thesis is that bond yields are reacting to oil prices. Slouching Towards Bedlam PREVIEW Could bond yields double in the next year? Yes, here’s how: My thesis is that bond yields are reacting to oil prices.
The Fat Pipe 08/31/26: Hormuz, Trouble at Home, Revolting Bonds, UKR and RUS Pummel Each Other, and Food Prices Launching PREVIEW Well folks, the Iran war is back on the front burner, food prices are finally reacting to all the pressures, and rare and notable dissent is brewing within the Pentagon. This means Trump is getting cornered. Now what? The Fat Pipe 08/31/26: Hormuz, Trouble at Home, Revolting Bonds, UKR and RUS Pummel Each Other, and Food Prices Launching PREVIEW Well folks, the Iran war is back on the front burner, food prices are finally reacting to all the pressures, and rare and notable dissent is brewing within the Pentagon. This means Trump is getting cornered. Now what?
Jay Martin: AI Financing Is the Key (and It’s Bonkers) You’re in for a real treat with this podcast. Grab a cup of coffee, or go mow the lawn with your headphones on, and tune in. Jay Martin: AI Financing Is the Key (and It’s Bonkers) You’re in for a real treat with this podcast. Grab a cup of coffee, or go mow the lawn with your headphones on, and tune in.
Energy Crunches, Bond Pressure, and China’s Gold Vaults with Mike Farris, Dave Collum, and Mario Nawfal Chris appears on Coffee and a Mike with Mike Farris and Dave Collum, then Mario Nawfal’s show, to discuss energy shortages, SPR drawdowns, bond vigilantes, and China’s gold-backed yuan strategy. Energy Crunches, Bond Pressure, and China’s Gold Vaults with Mike Farris, Dave Collum, and Mario Nawfal Chris appears on Coffee and a Mike with Mike Farris and Dave Collum, then Mario Nawfal’s show, to discuss energy shortages, SPR drawdowns, bond vigilantes, and China’s gold-backed yuan strategy.
The Fat Pipe 08/28/26: Is the Straight Opened or Closed?, Will Russia Respond?, Crude Not Tracking Products, Measles, The Big Club, and Grab Bag PREVIEW It’s another huge week of news. I scour the news so you don’t have to…. The Fat Pipe 08/28/26: Is the Straight Opened or Closed?, Will Russia Respond?, Crude Not Tracking Products, Measles, The Big Club, and Grab Bag PREVIEW It’s another huge week of news. I scour the news so you don’t have to….
The Bond Vigilantes Are Back! And Bessent’s Black Magic Is No Match I’m back with another ripping podcast with Philip Pilkington which is not to be missed. Huge events are underway and Philip’s deep experience and broad context are vital to making sense of the world. The Bond Vigilantes Are Back! And Bessent’s Black Magic Is No Match I’m back with another ripping podcast with Philip Pilkington which is not to be missed. Huge events are underway and Philip’s deep experience and broad context are vital to making sense of the world.
Special Scouting Report: This Is Serious PREVIEW This was too urgent to wait. I believe things are about to get extra spicy in the financial markets. Here’s why… Special Scouting Report: This Is Serious PREVIEW This was too urgent to wait. I believe things are about to get extra spicy in the financial markets. Here’s why…
The Oil Supply Shock Hiding in Plain Sight Legendary resource investor and analyst Adam Rozencwajg says the oil investment thesis is now firmly rooted in both the near term due to the Iranian and Russian conflicts, but also the long terms due to massive underinvestment that will need to be remedied. The Oil Supply Shock Hiding in Plain Sight Legendary resource investor and analyst Adam Rozencwajg says the oil investment thesis is now firmly rooted in both the near term due to the Iranian and Russian conflicts, but also the long terms due to massive underinvestment that will need to be remedied.
The Fat Pipe 08/24/26: It’s Iranian Sanction Day, the Continuing Oil Crisis, Bessent Scrambles, and Grab Bag PREVIEW I scour the news so you don’t have to. Here’s what’s important to know that’s transpired since last Friday… The Fat Pipe 08/24/26: It’s Iranian Sanction Day, the Continuing Oil Crisis, Bessent Scrambles, and Grab Bag PREVIEW I scour the news so you don’t have to. Here’s what’s important to know that’s transpired since last Friday…
by sand_puppy 
