The Julia La Roche Show, Released on 2/20/25 0:00 Welcome and introduction 1:10 Analysis of Fed minutes and debt ceiling impact 2:04 Discussion of Treasury general account and liquidity 3:50 MBS rolloff implications 5:18 Private sector layoffs and bankruptcies 8:20 Labor market conditions and Uber driver earnings 9:31 Initial jobless claims analysis and Fed outlook […]
Jimmy Connor – YouTube, Released on 2/22/25 Ed Dowd doesn’t hold back on where the U.S. economy is going (significantly lower) and how to prepare. Edward Dowd is currently a Founding Partner of Phinance Technologies, a global macro alternative investment firm. He is also author of the book “Cause Unknown”: The Epidemic of Sudden Deaths […]
Eurodollar University, Released on Released on 2/23/25 Walmart the latest to issue a warning. SPG’s PMIs crack, particularly services. Consumer confidence tanks. And they call it “uncertainty.” Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for […]
Sachs Realty, Released on 2/22/25 Economic warnings from Economist and Author, John Rubino as Elon Musk and DOGE continue to cut federal jobs and funding. 00:00:00 Introduction 00:01:10 JD Vance Speech 00:11:51 Mass Job Layoffs 00:24:15 Can judges stop the federal layoffs 00:26:28 Cutting federal funding 00:35:50 It’s a leadership problem (back to the office) […]
Soar Financially, Released on 2/20/25 (Recorded on 2/19/25) David Erfle, The Junior Miner Junky, joins Soar Financially for an in-depth conversation on gold, mining stocks, and the broader market. We discuss gold’s march toward $3,000, the impact of central banks, the Fed’s dilemma, and why junior miners are the ultimate stock pickers’ market. We also […]
CapitalCosm, Released on 2/20/25 Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems. Doomberg on Substack: https://doomberg.substack.com.
Sprott Money, Released on 2/21/25 Something BIG is happening in the gold market… and they don’t want you to know about it. Gold is flooding into the U.S. while central banks are scrambling to secure their reserves. But why is there a shortage of physical gold? Is COMEX running low? Are paper gold contracts a […]
ITM Trading, Released on 2/21/25 That’s when you have a gold run or a run on the bank. And that’s what could be—I want to use the word could, not would—taking place right now,” says David Morgan, publisher of The Morgan Report. In an interview with Daniela Cambone, he compares the recent gold supply crunch […]
