30:58

MACRO ANALYTICS - 11-01 24 - NOVEMBER - The Slow Death of the Single FAMILY Home

22:20

UnderTheLens- 09-25-24 - OCTOBER - A Destabilizing Food Shock

16:01

LONGWave - 09-11-24 - SEPTEMBER - The BRICS and Their Commodity Producers

15:52

UnderTheLens - 08-21-24 - SEPTEMBER - The Road to Regulatory Repression

21:29

LONGWave - 08-07-24 - AUGUST - The Japanese Carry Trade

36:47

MACRO ANALYTICS - 08 29 24 - AUGUST - IS THE EVERYTHING BUBBLE ABOUT TO POP?

25:31

UnderTheLens- 07-24-24 - AUGUST - The Exploding Cost of Regulations

29:06

LONGWave - 07 10 24 - JULY - An Inflationary Depression

26:27

UnderTheLens - 06 26 24 - JULY - The US Inflationary Black Hole

18:22

LONGWave - 06 12 24 - JUNE - The Great Debt for Equity Swap

21:56

UnderTheLens - JUNE - 05 22 24 - Election Economics by the Unelected, Indentured Triumvirate

42:12

MACRO ANALYTICS - 05 30 24 - JUNE - Financial Nihilism, Inflation & The Collapsing American Dream

23:32

LONGWave - 05 08 24 - MAY - The Credit Crisis v A Debt Crisis

26:29

UnderTheLens - 04 24 24 - MAY - Yellen's China Showdown

15:37

LONGWave - 03 10 24 - APRIL - Economic Stagnation Will Soon Turn to Stagflation

21:06

UnderTheLens - 03 27 24 - APRIL - The Future Is Coming Into Focus

22:31

LONGWave - 03 13 24 - MARCH - False Beliefs & Market Shocks

23:36

MACRO ANALYTICS - 03 14 24 - MARCH - Self Reliance & The Importance of Choice

21:55

UnderTheLens - 01 24 24 - FEBRUARY - Macro Themes for 2024

21:32

LONGWave - 02-07-24 - FEBRUARY – Investment Themes for 2024

25:49

UnderTheLens - 02 21 24 - MARCH - Today's Flawed GDP Formula

45:21

MACRO ANALYTICS - 01-11-24 - Self Reliance

17:36

LONGWave - 12-13-23 - DECEMBER – TECHNICAL SIGNALS: Yield Curve, US$ & Gold

15:57

UnderTheLens - 11 22 23 - DECEMBER - The Road To Instability

21:36

LONGWave - 11 08 23 - NOVEMBER - The Slow Choking of Credit

28:46

UnderTheLens -10 25 23 - NOVEMBER - What Is the Fed's QT Balance Sheet Target

43:54

MACRO ANALYTICS - 10 27 23 - OCTOBER - Is a 70% Consumption Economy Sustainable?

16:38

LONGWave - 10 11 23 - OCTOBER - Yields - How High Is Too High?

21:33

UnderThelens - 09 20 23 - OCTOBER - Can China Rescue the World Again

20:09

LONGWave - 09 06 23 - SEPTEMBER - Why Are Central Banks Buying Gold?

19:19

UnderTheLens - 08 23 23 - SEPTEMBER - The Realities of Bidenomics

17:33

LONGWave - 08 09 23 - AUGUST - The Inflation Fighter--Volcker v Powell

26:47

UnderTheLens - 07 26 23 - AUGUST - An America You Might Not Recognize - Nor Like!

18:34

LONGWave - 07 12 23 - JULY - A Historic First Half What Now

21:11

UnderTheLens - 06 21 23 - JULY - Central Banks v the Forcing Functions

20:05

LONGWave - 06 07 23 - JUNE - A Dotcom Bubble II?

35:25

UnderTheLens - 05 24 23 - JUNE - Will China Save US From A Hard Landing

39:43

LONGWave - 05 10 23 - MAY - The End of the Cubicle Class?

20:47

UnderTheLens - 04 26 23 - MAY - A Crippled Credit Creation Channel

48:49

MACRO ANALYTICS - 04 13 23 - Its a Waterfall - Risk, Collateral & Productivity

25:04

LONGWave - 04 05 23 - APRIL - IN TROUBLE! :The New Big Short

22:54

UnderTheLens - 03 22 23 - APRIL - Biden Bonds Broke the Banks!

23:26

LONGWave - 03 08 23 - MARCH - All Economic Indicators Don't Lie

24:07

UnderTheLens - 02 22 23 - MARCH - Labor Layoffs Looming

17:36

LONGWave - 02 08 23 - FEBRUARY - Investment Themes For 2023

20:37

UnderTheLens - 01 25 23 - FEBRUARY - Macro Themes For 2023

36:35

MACRO ANALYTICS - 02 02 23 - A Great Stagflation

27:15

LONGWave -12 07 22 - DECEMBER - Global Yield Curve Inverts

37:19

UnderTheLens - 11 23 22 - DECEMBER - Financial Repression

22:26

LONGWave -11 09 22 - NOVEMBER - The Beta Drought Decade

19:12

UnderTheLens - 10 26 22 - NOVEMBER - Containing A Very Bad Cocktail Mix

35:22

LONGWave - 10 11 22 - OCTOBER - Bear Markets Die in October

23:00

UnderTheLens - 09 21 22 - OCTOBER - GLOBAL ECONOMIC PROBLEMS China, Japan & EU

34:53

MACRO ANALYTICS - 09 29 22 - The Plundering Of Productive Assets

19:10

LONGWave - 09 07 22 - SEPTEMBER - A Tipping Point Triggered!

28:38

UnderTheLens - 08 24 22 - SEPTEMBER - US Labor Market In Productive Decline

21:55

UnderTheLens - 07 27 22 - AUGUST - Geo Politics of the Commodity Super Cycle

23:53

LONGWave - 08 10 22 - AUGUST - What Q2 Earnings Revealed

21:00

LONGWave - 07 13 22 - JULY - An Earnings Recession

20:40

UnderTheLens - 06 22 22 - JULY - A Quickly De-Stabilizing World?