Market Wrap: Recent Episodes
John Perkins
A weekly wrap up of equity, bond, and macro events, with a view to upcoming events, our current market thesis, and one big idea for discussion.
A deep dive into the biggest theme of the year--the weaponization of the U. S. Dollar, likely counter-responses, and game theory on the possible outcomes.
This week we talk about the Fed rug pull on Friday morning courtesy of the Wall Street Journal, and a trade idea based on a potential short squeeze in MicroStrategy.
We talk about the elephant in the room, the evil empire, the death star, the treadmill, the harbinger of all our doom--the fractional reserve banking system and fiat money.
In this episode we discuss Powell's hawkish pivot, September 11, and well, the meaning of life. Enjoy and don't forget, mind the volatility and have conviction (in the market and in life)!
This week we talk the Fed (of course) and what to do in a hyperinflationary environment (RUN!).
We talk the markets and the most hated rally ever. Also the big idea--Civil War 2.0 or will a moderate save us?! We're getting better at this I promise!
This week we talk "Powell Pivot," the hot labor report on Friday, and the upcoming inflation data next week. Here our take on whether the Powell Pivot was real, or if they will be "data driven" to more hikes!
In this weeks show we discuss the big event from last week-the Powell Pivot. And how that may cost the U.S. its global reserve currency status in the long-run.
This week we discuss the bear market rally in equities last week, upcoming events, including the Fed meeting and tech earnings, and the Big Idea--how to identify and avoid manipulative and controlling people.
On this week's show we discuss:
- Market events from last week--inflation buster but stocks go up--what gives?
- What to look forward to next--housing data (and of course earnings)
- The Big Idea: capitalism, socialism, or neither.