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Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!

Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening.

On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!

I am back. Time goes on…the ideas never die.

I recap the recent moves in the market, attempt to decipher the economic data, and rant on the most deadly bear market rally we have seen in a long time. Thanks for listening. Get ready for eppy 100!

I recap the recent bear market rally, recent economic data, dive into global yield curves, and share my thoughts on where Mr. Market takes us from here. Things are about to get very interesting. Thanks for listening.

I recap the FOMC meeting, the recent economic data, currency moves, and most importantly the yield curve. We then take a deep dive into sovereign bonds to digest the major moves. Get ready things are going to get interesting.

I share what I am expecting going into the FOMC meeting, recap recent economic data, the latest from FX, and what will be on my radar post FOMC. Don’t miss an epic fed rant. Thanks for listening.

I recap the recent economic data, dive into yield curves, and share what action on the markets is on my mind. Thanks for listening.

I rant today about inverted yield curves, the CPI print, and what has been going on in currency markets. Thanks for listening!

The markets have been on a wild ride the past month. I recap what I have been playing attention to in the bond and currency markets and share my thoughts on the outlook for the US. Thanks for listening.

I recap today’s market, take a deep dive into the current macro backdrop of Japan, discuss commodities, and my moves. Thanks for listening.