ITM Trading, Released on 6/5/26 “US GDP is a hallucination propped up by government spending.” Ex-BlackRock manager Ed Dowd warns 2026’s converging risks—housing, AI bubble, China slowdown—set the stage for a crash. 00:00 Housing market overview 06:27 AI spent – where to go next? 09:22 SpaceX IPO 11:17 China slowdown 14:20 China moving away from […]
Bloomberg Podcasts, Released on 6/3/26 Bridgewater Associates Founder Ray Dalio says the debt burden has passed a “point of no return.” He speaks with Bloomberg’s Dani Burger at the Forbes Iconoclast Summit in New York City about the bond market, a weaker dollar driving gold demand, and AI bubble concerns. Ray Dalio is an American […]
Doug Casey’s Take, Released on 6/3/26 Matt and Doug discuss whether current markets resemble a melt-up fueled by AI enthusiasm, citing massive gains in large-cap tech and AI-related stocks, surging option speculation including same-day expirations, and the growing proliferation of ETFs. They note trillions sitting in money market funds that could re-enter risk assets, but […]
Kitco News, Released on 6/3/26 Is the “Build Phase” of the AI revolution creating a structural inflation shock the market is ignoring? Tavi Costa, Founder and CEO of Azuria Capital, joins Senior Anchor Jeremy Szafron to map out the collision between massive global debt, shrinking physical metal supplies, and the scramble for strategic resources. They […]
Macro Voices, Released on 5/28/26 MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. Dr. Pippa Malmgren is an economist, award-winning, best-selling author, former US Presidential Advisor, advisor to tech startups, and […]
Excess Returns, Released on 5/16/26 Jeremy Grantham joins Excess Returns to discuss The Making of a Permabear, mean reversion, market bubbles, AI, the Magnificent 7, and the long-term lessons investors can take from his career at GMO. We cover why he rejects the simple “permabear” label, how he thinks about valuation and bubbles, why AI […]
Wealthion, Released on 5/6/26 Jesse Felder, founder of The Felder Report, joins Maggie Lake to warn that investors may be dramatically underestimating the risks building beneath today’s market rally. Felder argues the world has entered a new structural inflationary era driven by deglobalization, soaring debt, commodity shortages, and geopolitical instability — with potentially massive implications […]
WTFinance, Released on 4/29/26 (Recorded on 4/27/26) On this episode of the WTFinance podcast I had the pleasure of welcoming back Edward Dowd. Edward Dowd is a former BlackRock portfolio manager and founder of Phinance Technologies. He has been early on several of the most important macro calls of recent years and his January 2026 […]
