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Everyone is calling Kevin Warsh a Trump puppet. They're wrong—and they're missing the biggest monetary shift in 15 years. In this episode, I break down what the new Fed Chair nomination actually means, why the Treasury is secretly running the show, the $40 trillion math problem nobody can solve, an…
Gold just broke $5,000 for the first time in history. Up 90% since Trump's inauguration. Central banks buying at record pace. Meanwhile, Bitcoin is flat.The gold bugs are taking a victory lap. And honestly? They've earned it. But in this video, I explain why gold's best year ever is actually the …
Oil prices are surging. The Strait of Hormuz is effectively closed. The US is at war with Iran. And the Federal Reserve is trapped between a weakening job market and an inflation problem that's about to get worse. In this episode, I break down what's actually happening, why this oil shock is fundam…
Bitcoin dropped from $68,000 to $60,000 in a single day. Everyone called it a crash. Almost nobody explained what actually caused it. In this episode I break down the leverage problem behind February's sell-off — what open interest is, how liquidation cascades work, why $46 billion in borrowed bets…
Bitcoin hit $60,000 this week. The exact price everyone said they were waiting for. And most people didn't buy — they froze, or worse, they sold. In this episode, I break down the psychology behind why this happens every single cycle, what we can learn from investors like John Paulson and Warren Bu…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Stephan, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.