“Coffee and a Mike” Show, Released on 6/4/26 Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He joins organic chemist Dave Collum to discuss Strait of Hormuz being closed until Labor Day, market reaction since the war started, what Kevin […]
CapitalCosm, Released on 6/2/26 (Recorded on 6/1/26) John Rubino is the founder of the popular financial website DollarCollapse.com which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street […]
Peter Grandich – YouTube, Released on 5/26/26 Gregory Weldon is CEO of Weldon Financial and Editor of the influential newsletters “Weldon’s Money Monitor,” the “Commodity and Currency Monitor,” the” Metal Monitor,” and the “ETF Playbook.” He launched these macro-market publications, covering supply-demand fundamentals, along with technical, intermarket, and psychological insights, after building a successful career […]
Hedgeye, Released on 5/19/26 (Recorded on 5/14/26) In a market environment defined by whiplash, uncertainty, and rapidly shifting narratives, clarity is more valuable than ever. Join us for a Real Conversation between Hedgeye CEO Keith McCullough and New York Times bestselling author Jim Rickards. From wild swings across equities, bonds, gold, currencies, and commodities to […]
Financial Repression Authority, Released on 5/2/26 Article discussed: https://www.oftwominds.com/blogapr26/turn-bullish4-26.html Charles Hugh Smith writes the Of Two Minds blog which covers an eclectic range of timely topics: finance, housing, Asia, energy, long-term trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month. Charles […]
Miles Franklin Media – YouTube, Released on 4/18/26 Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, sits down with Chris Vermeulen, CEO of TheTechnicalTraders.com, to break down what he calls the final “euphoric phase” in the U.S. stock market and why it could be a major warning sign. With stocks hitting record highs, Vermeulen […]
Excess Returns, Released on 4/13/26 This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explains why inflation is ultimately driven by monetary debasement and why war, fiscal policy, and central bank actions may be setting the stage for a more persistent […]
Fox Business, Released on 4/6/26 Mohamed El-Erian is the President of Queens College, Cambridge and the Chief Economic Adviser of Allianz, a multinational financial services company. He is the former CEO and co-Chief Investment Officer of PIMCO, a global investment firm and one of the world’s largest bond funds in the world. Dr. El-Erian […]
