This week Kevin & Patrick welcome, Vincent Deluard. They discuss the circular nature of economic stimulus and why the bond vigilantes might never appear
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1:45:13
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1:45:13
Chasing The Digital Sky Daddy (Guest: Chase Taylor)
This week Kevin & Patrick welcome, Chase Taylor. They discuss, the electrification of the global economy and how to play it.
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2:13:06
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2:13:06
AT THE EDGE OF THE CLIFF
This week there is no guest, so Patrick will pull the crayons out of his a** and explain why he thinks the stock market is on the edge of a cliff…
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1:15:04
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1:15:04
Seriously, Marvin?! (Guest: Marvin Barth)
This week Kevin & Patrick welcome, Marvin Barth. They discuss global markets and why he thinks the Federal Reserve might be making a massive policy error, and no – it’s not in the direction you probably think.
Seriously Marvin?! Substack: https://seriouslymarvin.substack.com/
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2:25:34
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2:25:34
THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)
This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen.
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Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.