Maximus Torres Vs. The World

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Macro commentary and current market rants from yours truly.

  1. 11/12/2023

    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!

    28 min

  2. 10/22/2023

    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.

    30 min

  3. 10/08/2023

    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!

    29 min

  4. 09/24/2023

    EPPY 100: FEARLESS.

    I am back. Time goes on…the ideas never die.

    32 min

  5. 08/15/2022

    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!

    30 min

  6. 08/10/2022

    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.

    28 min

  7. 08/01/2022

    EPPY 97: Winter is coming.

    I recap the FOMC meeting, the recent economic data, currency moves, and most importantly the yield curve. We then take a deep dive into sovereign bonds to digest the major moves. Get ready things are going to get interesting.

    29 min

  8. 07/26/2022

    EPPY 96: FOMC=CAP

    I share what I am expecting going into the FOMC meeting, recap recent economic data, the latest from FX, and what will be on my radar post FOMC. Don’t miss an epic fed rant. Thanks for listening.

    18 min
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Macro commentary and current market rants from yours truly.

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