Maximus Torres Vs. The World Max
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Macro commentary and current market rants from yours truly.
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EPPY 103: Technologic?
Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!
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EPPY 102: Shakedown Street.
Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening.
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EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
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EPPY 99: Soft landing is impossible.
I recap the recent moves in the market, attempt to decipher the economic data, and rant on the most deadly bear market rally we have seen in a long time. Thanks for listening. Get ready for eppy 100!
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EPPY 98: The Ultimate “Rip Your Face Off Rally”
I recap the recent bear market rally, recent economic data, dive into global yield curves, and share my thoughts on where Mr. Market takes us from here. Things are about to get very interesting. Thanks for listening.