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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…
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 …
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…
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…
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…
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