Trade Talk From A Hedge Fund Insider

The Fed just Chose to raise rates… regional bank contagion has crypto maximalist celebrating for joy… Charlie and I take a moment to look at the pieces on the board and plan what will be the most effective trades within a recessionary environment.

The moment of consumer delinquency I have been talking about has begun to materialize in Australia & New Zealand. Adjustable rate mortgages have reset to higher levels; while consumer have become debt ladened. Tune into the episode to get caught up and see how an amazing short has come to fruition by macroeconomic analysis.

In annual fashion we discuss the biggest losers of 2022. Brief and to the point. Sometimes you just don’t see what you thought you saw.

Soro’s did it why can’t I? In this episode we discuss the potential collapse of Tether USD.

The retail investor is still living in times of yore. Nate Coats and I discuss the illogical behaviors of the retail investor.