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 […]
Commodity Culture, Released on 6/2/26 (Recorded on 6/1/26) Edward Dowd believes that AI companies priced on a hope and a dream are holding up the broad market and when reality finally hits, he expects stocks to crash 30% or more, with the silver lining being a $10,000 price on gold. 00:00 Introduction 00:33 Gold Will […]
USA Watchdog, Released on 5/27/26 Dowd goes into a deep dive on the severe economic problems facing China. Dowd points out big problems in housing and says it’s cheaper to rent a house than to own one. Dowd also predicts the Fed will be forced to cut interest rates in early 2027 because the deflation […]
Adam Taggart | Thoughtful Money, Released on 5/21/26 Today’s guest entered the year pretty bearish on the prospects for the US economy, the global economy, the financial markets and the housing market. Now that we’re 5 months into the year — and embroiled in a new war against Iran — how has his outlook changed, […]
Coffee And A Mike, Released on 5/10/26 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 in 2021 & 2022 & 2023. Edward has worked on Wall Street most of his career, spanning both […]
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 […]
Kyle Chasse crypto, Released on 4/27/26 00:00 Intro 02:07 Recession Signals 04:06 Private Credit Freeze 06:40 How Private Credit Works 09:27 Locked Funds and Markdowns 12:50 Housing and Bank Contagion 15:02 War Oil Shock Scenarios 19:46 Bitcoin Gold and Nasdaq 23:11 AI CapEx Bubble Mechanics 26:22 AI Bubble Financing 35:15 Stealth QE Debate 37:22 Crash […]
Retirement Lifestyle Advocates, Released on 3/30/26 In this episode of the Retirement Lifestyle Advocates Radio podcast, host Dennis Tubbergen sits down with former Wall Street money manager and macro analyst Edward Dowd to discuss the U.S. economic outlook, recession risk, stock market volatility, inflation, debt, and the growing warning signs in today’s financial system. Edward […]
