TraderMerlin

Merlin Rothfeld

A live daily podcast covering nearly every aspect of the financial markets. My guests and I cover stocks, futures, forex, cryptocurrency, real estate, long term investing and much more! Join us live on youtube at 2pm daily!

  1. 15h ago

    Return of the Trade Tariffs - 08/24/26

    Just when Wall Street thought the trade war was fading into the rearview mirror... TARIFFS ARE BACK! The latest escalation between the United States and Canada has suddenly injected another major dose of uncertainty into the financial markets. After trade negotiations broke down, the U.S. imposed 50% tariffs on roughly $20 billion of Canadian goods, while Canada announced plans for dollar-for-dollar retaliation beginning September 8. And now the stakes may be getting even higher. President Trump has threatened 50% tariffs on Canadian-made cars, trucks and auto parts beginning January 1, 2027 if the dispute isn't resolved. That announcement immediately put pressure on automakers and raised new concerns about deeply integrated North American supply chains. So the big question for investors is: Are tariffs simply another negotiating tactic—or are we entering a new phase of the trade war that could actually change the outlook for inflation and interest rates? That's what we're breaking down on today's show. We'll discuss: What happened with Canada? How negotiations went from seemingly close to a deal to a major tariff escalation in a matter of days. Why 50% tariffs matter – Which products and industries could feel the greatest impact? Canada's retaliation – What happens when tariffs turn into a tit-for-tat trade war? The auto industry – Why Ford, GM, Stellantis and their suppliers could become ground zero for this fight. Inflation – Do tariffs ultimately get absorbed by companies, or passed along to consumers through higher prices? Bond yields – Could renewed inflation pressure push Treasury yields higher? The stock market – Which sectors stand to win—and which could get crushed—if the trade dispute continues? The U.S. dollar – Currency markets are already reacting, with the Canadian dollar falling sharply following the latest escalation. But there's another person suddenly thrown right into the middle of this... Federal Reserve Chairman Kevin Warsh Warsh already has to navigate inflation, employment, economic growth, oil prices and a complicated interest-rate environment. Now add tariffs. Tariffs can create an especially difficult situation for the Federal Reserve because they potentially push prices higher while simultaneously slowing economic activity. That creates the scenario central bankers hate: Slower growth + higher prices. So we'll ask: Did the trade war just make Kevin Warsh's job a LOT more difficult? Warsh has previously indicated that the Fed should distinguish temporary price shocks caused by things such as tariffs, energy and supply disruptions from persistent underlying inflation. Now that philosophy could be put to the test. And the timing couldn't be much better. Warsh heads to Jackson Hole later this week, where investors will be looking for clues about inflation, economic growth and the future direction of interest rates. Suddenly, tariffs may become another major piece of that conversation. For additional research, follow U.S. Trade Representative for official U.S. trade policy, Federal Reserve for monetary policy and inflation information, and U.S. Bureau of Labor Statistics for CPI and other economic data. Listen now: 👉 Return of the Trade Tariffs! Inside the episode: U.S.–Canada trade war escalation New 50% tariffs Canada's retaliatory response Trump's threat of 50% auto tariffs Impact on Ford, GM and the auto industry Tariffs and inflation Potential impact on Treasury yields Kevin Warsh and Federal Reserve policy Jackson Hole and future interest rates Winners and losers in the stock market What traders should watch next Tariffs may start as a political negotiating tool... But once they begin affecting prices, corporate profits, inflation and interest rates, they quickly become a MARKET story. And this one may just be getting started. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!     #TraderMerlin #TradeWar #Tariffs #TrumpTariffs #CanadaTariffs #USCanadaTrade #KevinWarsh #FederalReserve #JacksonHole #Inflation #InterestRates #TreasuryYields #AutoStocks #Ford #GeneralMotors #Stellantis #StockMarket #SP500 #Trading #Investing #MarketAnalysis #TradingPodcast #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  2. 3d ago

    Trading Week Wrap Up! - 08/21/26

    What a week! Crypto surged. Bond yields jumped. Technology stocks got hit. Economic data kept traders guessing. And now Wall Street is preparing for one of the biggest earnings reports of the quarter. In today's Trading Week Wrap Up!, we'll connect the dots between the biggest market-moving stories of the week and, more importantly, discuss what they could mean as we head into a potentially HUGE week for the markets. Let's start with crypto. Bitcoin is on pace for its best week in more than two years, surging more than 20% as improving regulatory sentiment, Washington's increasingly crypto-friendly stance, and changing liquidity expectations breathed life back into the beaten-down digital asset market. Ethereum and many altcoins joined the party as well. So... Is the crypto winter finally ending, or is this just another massive bear-market rally? We'll break it down. Then there's the bond market. Long-term Treasury yields remain elevated, creating another challenge for stocks—particularly high-growth technology and AI companies whose valuations can be extremely sensitive to borrowing costs and interest rates. The 30-year Treasury yield climbed to its highest level since 2007 this week, while semiconductor stocks came under significant pressure. We'll discuss: Crypto's huge rebound – Is Bitcoin signaling a genuine change in trend? Interest rates & bond yields – Why the bond market continues to be one of the biggest risks facing equities. Technology volatility – Is the recent weakness an opportunity, or are investors finally questioning some of those massive AI valuations? Economic data – What this week's numbers tell us about inflation, growth and the direction of Federal Reserve policy. The broader market – Where are we seeing strength, weakness and potential trading opportunities? And then... 👀 NEXT WEEK: NVIDIA All eyes will be on Nvidia, which reports fiscal Q2 earnings on Wednesday, August 26. The company will release results at approximately 1:20 PM PT, followed by its earnings call at 2:00 PM PT. This isn't just another earnings report. Nvidia has become one of the most important barometers for the entire AI investment cycle, and next week's numbers could have implications far beyond NVDA. AI spending. Data centers. Semiconductors. Technology stocks. The Nasdaq. Even the broader S&P 500. Wall Street will be watching all of it. Nvidia doesn't just have the ability to move Nvidia anymore—it has the ability to move the MARKET. And Nvidia won't be the only major event. Next week's calendar also includes GDP, PCE inflation data and Jackson Hole, making this one of the more important macro weeks of the summer. For additional research, check out Nvidia Investor Relations, Federal Reserve interest-rate data, and the New York Fed Economic Calendar. Listen now: 👉 Trading Week Wrap Up! Inside the episode: Bitcoin and crypto's massive rebound Interest rates and surging Treasury yields Technology and semiconductor weakness This week's key economic data Inflation and Federal Reserve expectations The week's biggest market movers Nvidia earnings preview What traders should be watching next week There were plenty of headlines this week... But with Nvidia earnings, inflation data and Jackson Hole on deck, next week could be even bigger. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!   #TraderMerlin #TradingWeekWrapUp #Nvidia #NVDA #NvidiaEarnings #Bitcoin #BTC #Ethereum #Crypto #Cryptocurrency #TechnologyStocks #AIStocks #Semiconductors #Nasdaq #SP500 #FederalReserve #InterestRates #TreasuryYields #Inflation #PCE #JacksonHole #StockMarket #MarketAnalysis #TradingPodcast #Investing #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  3. 4d ago

    The SEC Crypto Playbook - 08/20/26

    The SEC Crypto Playbook - 08/20/26 After a brutal stretch for cryptocurrencies, Washington may finally be giving the digital asset market something it has been asking for for years... CLARITY. The SEC just unveiled a major new proposal called "Regulation Crypto Assets," designed to create clearer rules for how crypto projects can raise capital, issue tokens, and potentially transition away from being treated as securities. At almost the exact same time, President Trump brought crypto executives and financial regulators to the White House for his latest Crypto Summit, calling on Congress to move forward with comprehensive crypto market-structure legislation. Coincidence? Maybe. But taken together, these developments are beginning to paint a VERY different picture for the beaten-down cryptocurrency market. Are we finally moving from "regulation by enforcement" to an actual regulatory PLAYBOOK for crypto? That's what we're breaking down on today's show. The SEC's new proposal could establish several important pathways for digital assets, including exemptions for smaller crypto offerings, a larger fundraising exemption and a potential safe harbor allowing certain assets to transition away from security status when specific conditions are met. We'll discuss: What exactly did the SEC propose? What does "Regulation Crypto Assets" actually mean? Which cryptocurrencies could potentially be considered securities? Can a token start as a security and eventually stop being one? What could the proposed safe harbor mean for crypto projects? Could clearer rules bring more crypto companies back to the United States? How does this fit with the CLARITY Act currently being debated in Washington? What did President Trump's Crypto Summit tell us about the administration's digital-asset strategy? And most importantly... could regulatory clarity finally become a catalyst for the crypto market? SEC Chairman Paul Atkins says establishing a modern regulatory framework is part of the Commission's strategy to "onshore innovation" in U.S. crypto markets. The proposal is still just that—a proposal—and will go through a public comment process before potentially becoming final regulation. That's an important distinction. The rules aren't finished yet. Congress is still wrestling with broader market-structure legislation, and plenty of political and regulatory questions remain unresolved. But compare today's environment with where we were just a few years ago. The conversation has shifted from: "How do we stop crypto?" to... "How do we regulate it and bring it into the U.S. financial system?" And THAT could be an enormous change. The market appears to be noticing. Bitcoin pushed back above $70,000 today while Ether and several crypto-related stocks rallied amid the combination of regulatory developments, the White House summit and improving risk sentiment. Crypto doesn't need Washington to guarantee its success. It may simply need Washington to finally tell everyone what the rules are. For additional research, check out the SEC's official Regulation Crypto Assets announcement, the SEC Chairman's statement on the proposal, and the latest coverage of the White House Crypto Summit. Listen now: 👉 The SEC Crypto Playbook Inside the episode: The SEC's new crypto regulatory proposal "Regulation Crypto Assets" explained New exemptions and crypto safe harbors Security vs. commodity classification President Trump's 2026 Crypto Summit The CLARITY Act and crypto market structure What regulatory clarity could mean for Bitcoin and Ethereum The outlook for crypto exchanges and digital-asset companies Could Washington help ignite the next crypto rally? For years, regulatory uncertainty has been one of the biggest clouds hanging over digital assets. We may finally be getting a glimpse of what happens when that cloud begins to lift. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!   #TraderMerlin #SECCryptoPlaybook #SEC #Crypto #Cryptocurrency #Bitcoin #BTC #Ethereum #ETH #DigitalAssets #CryptoRegulation #CLARITYAct #TrumpCryptoSummit #Blockchain #DeFi #Stablecoins #Tokenization #CryptoTrading #CryptoInvesting #Coinbase #DigitalAssetMarkets #FinancialMarkets #TradingPodcast #InvestingPodcast #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  4. 5d ago

    The Bond Buyback - 08/19/26

    The U.S. Treasury just made a major move in the bond market—and Wall Street immediately took notice. Today, the Treasury announced it will at least double the size of its buybacks of longer-term Treasury securities, increasing the maximum purchase amount for certain 10-to-30-year maturities from $2 billion to $4 billion per operation, beginning September 9. Almost immediately, bond prices jumped and yields dropped, with the 30-year Treasury yield retreating sharply after recently reaching its highest level since 2007. So what exactly is going on? And more importantly... Why is the U.S. Treasury stepping up its bond purchases NOW? In today's episode, we're going to break down the Treasury bond buyback program and explain why something happening deep inside the bond market could have major implications for stocks, inflation, mortgages, the dollar and your portfolio. We'll discuss: What exactly is a Treasury bond buyback? Why is the Treasury increasing the program now? Why have long-term Treasury yields been surging? Why do bond prices and yields move in opposite directions? Could Treasury buybacks push yields lower? What could lower yields mean for stocks and technology companies? Could this impact mortgage rates and other borrowing costs? Are Treasury buybacks inflationary? And perhaps most importantly—is this basically quantitative easing? That last question is critical. A Treasury buyback is NOT the same thing as Federal Reserve QE. Treasury's stated purpose for these operations is improving liquidity and market functioning in older, less-liquid securities—not creating new money to stimulate the economy. But that doesn't mean the market doesn't care. Today's announcement came after significant pressure in the long end of the Treasury market, with concerns surrounding inflation, government debt, fiscal deficits and geopolitical uncertainty pushing long-term yields sharply higher. And the reaction was immediate. Long-term yields dropped, the major stock indexes finished higher, and investors suddenly started asking whether Washington is becoming increasingly concerned about the level of interest rates. That gives us the bigger question for today's show: Is this simply routine Treasury market management... or is the bond market flashing a warning sign that policymakers can no longer ignore? Remember, the bond market impacts almost everything. Mortgage rates. Corporate borrowing. Government financing. Stock valuations. The dollar. Inflation expectations. And with U.S. federal debt now crossing $40 trillion, understanding what's happening in the Treasury market may be more important than ever. For additional research, check out the U.S. Treasury's official bond-buyback announcement and Treasury's Quarterly Refunding documents. Listen now: 👉 The Bond Buyback Inside the episode: Why Treasury is increasing bond buybacks $2 billion → at least $4 billion per operation Why Treasury yields have been surging Bond prices vs. bond yields Treasury buybacks vs. Federal Reserve QE The potential impact on inflation What falling yields could mean for stocks Mortgages and borrowing costs America's growing national debt What the bond market may be telling us Stocks may get most of the attention... But when something big happens in the bond market, every trader should be paying attention. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!   #TraderMerlin #BondBuyback #TreasuryBuyback #TreasuryBonds #USTreasury #BondMarket #TreasuryYields #10YearYield #30YearBond #InterestRates #Inflation #FederalReserve #QE #QuantitativeEasing #MortgageRates #NationalDebt #StockMarket #MarketAnalysis #MacroTrading #Investing #TradingPodcast #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  5. 6d ago

    The Tokenization of Wall Street - 08/18/26

    For years, we've been told that blockchain technology would eventually transform Wall Street. Well... "Eventually" is starting to look a lot like RIGHT NOW. In today's episode, we're diving into one of the biggest developments yet in the convergence of traditional finance and digital assets: the DTCC's move to tokenize traditional securities. And this isn't some crypto startup experimenting with a proof of concept. The Depository Trust & Clearing Corporation (DTCC) sits at the heart of the U.S. financial system, and its subsidiary DTC currently custodies more than $114 TRILLION in assets. Now, those assets are beginning to move on-chain. In July, DTCC successfully converted DTC-held traditional securities into digital tokens and used them in real production transactions, involving more than 30 major traditional and digital financial firms. The transactions included U.S. Treasuries, equities, securities lending, collateral and other institutional workflows. That's a BIG deal. We're no longer talking about whether Wall Street will adopt blockchain. We're watching the infrastructure being built right in front of us. On today's show, we'll break down: What tokenization actually means Why DTCC's involvement changes the conversation How a traditional stock or Treasury can become a tokenized asset Why Wall Street wants assets on blockchain networks The potential for faster settlement and greater asset mobility How tokenization could change collateral and liquidity management Why this could eventually lead toward extended trading hours Which blockchains and financial companies are participating What all of this could mean for cryptocurrency and digital-asset investors Perhaps most importantly, we'll look at what comes next. DTCC plans to officially launch its Tokenization Service in October 2026, initially allowing eligible DTC-custodied securities to be converted between traditional and tokenized forms. Eligible assets include constituents of the Russell 1000, ETFs tracking major indexes, and U.S. Treasury bills, notes and bonds. And this isn't being built in isolation. Major firms participating in DTCC's tokenization initiative include BlackRock, Goldman Sachs, J.P. Morgan, Citadel Securities, Circle, CME Group, Chainlink, Invesco, BNP Paribas, Fireblocks and many others. DTCC is also pursuing a multi-chain strategy, with tokenized assets already demonstrated across private and public blockchain infrastructure and plans to make DTC-tokenized assets available on the Stellar network in the first half of 2027. Think about what that tells us. For years, the debate was: Will traditional finance adopt crypto? I think we're beginning to ask the wrong question. What happens when traditional finance starts using the TECHNOLOGY that crypto introduced? Stocks. Bonds. Treasuries. ETFs. Collateral. Real-world assets. The infrastructure of Wall Street itself is beginning to move on-chain. The digital revolution isn't ending... It may just be getting started. For additional research, check out DTCC's Tokenization Initiative and DTCC's July Production-Trades Announcement. Listen now: 👉 The Tokenization of Wall Street Inside the episode: What asset tokenization actually means DTCC's massive move into blockchain Tokenized stocks, ETFs and U.S. Treasuries Wall Street's growing adoption of digital assets Traditional finance meets blockchain Real-world assets (RWA) The October 2026 DTCC Tokenization Service launch The companies and blockchain networks involved What this could mean for crypto investors Where the tokenization revolution goes next Crypto may have started the blockchain revolution... But Wall Street may be the industry that takes it mainstream. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!   #TraderMerlin #Tokenization #DTCC #Blockchain #WallStreet #DigitalAssets #Crypto #Cryptocurrency #RWA #RealWorldAssets #TokenizedAssets #TokenizedStocks #TokenizedTreasuries #BlackRock #GoldmanSachs #JPMorgan #Chainlink #Stellar #DeFi #TradFi #FinancialMarkets #Investing #TradingPodcast #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  6. Aug 17

    Trading Q&A With TraderMerlin! - 08/17/26

    Your questions. Your markets. Your show. Today we're throwing out the script and opening up the discussion to YOU! Have a stock you're thinking about buying? A trade that's gone against you? Questions about Bitcoin, options, futures, technical analysis, the Federal Reserve, AI, interest rates—or anything else happening in the financial markets? Bring it! Join me LIVE at 2:00 PM Pacific for an open Trading Q&A with Trader Merlin, where we'll dig into your questions, pull up the charts, analyze the markets, and talk through the opportunities and risks we're seeing right now. Nothing is off the table. We'll tackle topics like: Stocks & ETFs – Have a ticker you want analyzed? Send it in! Options – Greeks, implied volatility, time decay, spreads, the Wheel Strategy and more. Futures – Indexes, crude oil, gold, currencies and trading strategies. Bitcoin & Crypto – Bitcoin, Ethereum, ETFs, futures, staking and digital assets. Technical Analysis – Supply and demand, support and resistance, trends, gaps and chart patterns. Risk Management – Position sizing, stops and managing losing trades. The Economy – Inflation, employment, interest rates and Federal Reserve policy. Today's Markets – We'll break down the latest price action and whatever is moving Wall Street today. I've been trading the financial markets for nearly three decades, and one thing I've learned is that some of the best conversations start with a great question. So today, you set the agenda. Have something you want to talk about? Join us LIVE and ask! We'll pull up charts, break down trades and separate market reality from the noise. 🔴 LIVE TODAY — 2:00 PM PT 👉 Trading Q&A with Trader Merlin! Bring your questions, ticker symbols, trades and market opinions—and let's have some fun! For additional market research, check out CME Group for futures markets, Federal Reserve for monetary policy and economic data, and SEC Investor.gov for investor education. Hit Like, Subscribe, and most importantly... JOIN THE CONVERSATION!   #TraderMerlin #TradingQA #StockMarket #DayTrading #SwingTrading #OptionsTrading #FuturesTrading #Bitcoin #Ethereum #Cryptocurrency #TechnicalAnalysis #RiskManagement #FederalReserve #InterestRates #Inflation #StockTrading #MarketAnalysis #TradingStrategy #Investing #TradingPodcast #FinancialEducation #LiveTrading Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  7. Aug 13

    Best Way to Trade Ethereum? - 08/13/26

    Ethereum is one of the largest digital assets in the world—but if you believe in its long-term potential, what's actually the best way to trade or invest in it? That's a great viewer question, and the answer isn't nearly as simple as just saying, "Buy ETH." In today's episode, we'll start with the basics: What exactly is Ethereum, what does Ether (ETH) do, and why does the network have value? Ethereum isn't simply a cryptocurrency. It's a programmable blockchain designed to run smart contracts and decentralized applications, creating infrastructure for everything from stablecoins and DeFi to tokenization and other digital assets. (ethereum.org) Then we'll get to the bigger question: If you want exposure to Ethereum, what's the BEST way to do it? We'll break down the major choices available to traders and investors: Buy ETH directly – Own the actual cryptocurrency and decide whether to hold it on an exchange or in your own wallet. Buy and stake ETH – Hold the asset while participating in Ethereum's proof-of-stake ecosystem and potentially earning staking rewards. (ethereum.org) Ethereum ETFs – Get ETH exposure directly inside a traditional brokerage or retirement account without dealing with wallets and private keys. Staking Ethereum ETFs – A newer twist that may allow investors to combine ETH price exposure with staking income. SEC filings now include products specifically structured around Ethereum staking. (sec.gov) Ethereum futures – For active traders looking for leverage, short exposure, hedging, and nearly around-the-clock access through regulated futures markets. (cmegroup.com) Micro Ether futures – A much smaller contract that can make position sizing and risk management considerably easier. CME's Micro Ether futures represent just 0.10 ETH. (cmegroup.com) Ethereum options – For traders looking to build more sophisticated strategies around volatility, direction, income, and risk. And here's where it gets interesting... There may not actually be one "best" way to trade Ethereum. The best vehicle depends on what you're trying to accomplish. Are you a long-term investor? An active trader? Do you want leverage? Do you want staking yield? Do you want self-custody? Do you want ETH exposure inside an IRA? Or do you simply want to speculate on whether Ethereum goes up or down? Before deciding whether Ethereum is a good investment, you need to understand both the asset AND the vehicle you're using to trade it. We'll compare the advantages, disadvantages, costs, risks, custody considerations, leverage, and potential staking income associated with each approach. And, of course, we'll discuss the bigger picture: What gives Ethereum value in the first place—and what could drive ETH higher or lower from here? For additional research, check out the official Ethereum website and CME Group's Ether Futures & Options. Listen now: 👉 Best Way to Trade Ethereum? Inside the episode: What Ethereum actually does ETH vs. the Ethereum network Buying and holding ETH directly Ethereum staking and staking rewards Ethereum ETFs Staking ETFs Ether and Micro Ether futures Ethereum options Self-custody vs. traditional brokerage exposure Which Ethereum investment vehicle fits which type of investor The risks and opportunities facing Ethereum Ethereum has come a LONG way from simply being viewed as another cryptocurrency. The question now isn't just... "Should I own Ethereum?" It's... "What's the smartest way for ME to get exposure to it?" Hit Like, Subscribe, and send in your questions for the next TraderMerlin show!     #TraderMerlin #Ethereum #ETH #EthereumETF #Crypto #Cryptocurrency #EthereumStaking #Staking #DeFi #SmartContracts #Blockchain #EtherFutures #CryptoFutures #CME #DigitalAssets #CryptoTrading #CryptoInvesting #Bitcoin #Tokenization #TradingPodcast #InvestingPodcast #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

  8. Aug 12

    Auto Industry Warnings - 08/12/26

    Is there a crisis quietly building in the U.S. auto industry? Car prices surged. Monthly payments exploded. Consumers took on larger loans at higher interest rates—and now we're starting to see signs of stress. In today's episode, we're diving into a great viewer question about the health of the U.S. auto market and, more specifically, the growing concern surrounding auto loan delinquencies and defaults. The numbers deserve attention. U.S. auto loan balances have climbed to roughly $1.7 trillion, while serious delinquencies remain elevated. At the same time, consumers originated a record $211 billion in new auto loans during the second quarter of 2026. So the big question is: Are we looking at normal consumer-credit stress—or the early stages of something much bigger? On today's show, we'll break down: Why auto loans have become increasingly difficult for consumers to afford What rising delinquencies and defaults are telling us How higher interest rates changed the economics of buying a vehicle What happens when borrowers become upside-down on their car loans Whether repossessions could create additional pressure on used-car prices How falling used-car values could ripple through lenders and dealerships Which parts of the auto industry may be most vulnerable Whether this could become a broader problem for the U.S. economy We'll also look at the investment side of the equation. If stress in auto credit continues to build, who gets hurt first? Automakers? Dealerships? Used-car retailers? Banks? Subprime lenders? And perhaps more importantly... Where could the trading opportunities be? One thing is important to keep in perspective: the data doesn't currently prove that we're facing an auto version of the 2008 housing crisis. The New York Fed's latest data shows that the flow of auto loans entering serious delinquency has recently been relatively stable, even though overall stress remains elevated. That's exactly why this topic is so interesting. The warning lights are flashing—but that doesn't necessarily mean the engine is about to blow. We'll separate the social-media hype from the actual numbers and determine just how concerned traders and investors should be. For additional research, check out the New York Fed Household Debt and Credit Report, which tracks auto loans, credit cards, mortgages and consumer delinquencies. Listen now: 👉 Auto Industry Warnings? Inside the episode: The state of America's $1.7 trillion auto-loan market Auto loan delinquencies and defaults The impact of high vehicle prices and interest rates Repossessions and used-car values Risks to banks, lenders, dealers and automakers Could auto credit become a broader financial problem? Potential trading and investment opportunities Today's broader market action Is the auto industry simply going through a difficult credit cycle... Or are we watching the early stages of the next financial domino? Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! #TraderMerlin #AutoIndustry #AutoLoans #CarLoans #AutoLoanDefaults #AutoLoanDelinquencies #CarMarket #UsedCars #Repossessions #ConsumerDebt #CreditCrisis #InterestRates #Automakers #Carvana #Banks #StockMarket #MarketAnalysis #TradingPodcast #Investing #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -

5
out of 5
36 Ratings

About

A live daily podcast covering nearly every aspect of the financial markets. My guests and I cover stocks, futures, forex, cryptocurrency, real estate, long term investing and much more! Join us live on youtube at 2pm daily!

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