The David Lin Report, Released on 4/8/26 Todd Horwitz, Founder of BubbaTrading.com, discusses the Iran ceasefire, the oil reversal, and a wide range of warning signs flashing across stocks, credit, and the broader economy. 0:00 – Intro. 0:47 – Ceasefire, oil, stagflation 4:28 – Overbought assets 5:36 – Big selloff and positioning 9:00 – Midterms […]
Christian White – YouTube, Released on 4/3/26 (Timestamps are below the video) 2:24 Why Most People Remain in the Dark 3:00 Everything Is a Lie – Sovereign States & Narratives 4:08 Iran Conflict: Who’s Winning & US Military Issues 5:03 Centralized Power, Theater & Shifting Mental Models 9:17 Generational Views on Israel & Losing Support […]
“Coffee and a Mike” Show, Released on 3/10/26 Ed Dowd and Melody Wright discuss private credit, Blackrock/Blackstone, commercial/residential real estate, why AI backed loans will blow up, and much more. Melody Wright is an analyst in real estate, macro, and technology. She began her mortgage career at GMAC ResCap (RFC) in 2006 and helped manage […]
Doug Casey’s Take, Released on 3/6/26 Doug and Matt answer subscriber questions, focusing first on an escalating conflict involving Iran and the Gulf that they view as extremely serious despite a muted market response; Doug says stock and bond markets are overpriced, warns of a potential crash, criticizes demands like “unconditional surrender,” questions U.S. involvement […]
ITM Trading, Released on Released on 3/6/26 “This could be one of the biggest busts we’ve ever seen on Wall Street,” warns Chris Whalen, Chairman of Whalen Global Advisors. In this interview with Daniela Cambone, Whalen unravels how the private credit market has become a ticking time bomb for the financial system. He explains how […]
USA Watchdog, Released on 3/4/26 Bill Holter was a stockbroker for 23 years and a branch manager for 12. He retired and moved his family out of the U.S. to Costa Rica in late 2006. He returned to Texas in 2011. He was a contributor to GATA since 2007 and began writing for Miles Franklin […]
Rebel Capitalist Interviews, Released on 3/2/26 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 credit […]
Commodity Culture, Released on 2/28/26 (Recorded on 2/27/26) Edward Dowd sees a massive storm on the horizon when it comes to the broad market and he thinks that when reality finally sets in, we’re headed for a 40 to 50% correction as capital flees overvalued tech. Ed outlines which areas of the market he thinks […]
