#the-fed

Brent "Dollar Milkshake" Johnson (though I know he hates that term) comes back to the cast to update our conversation from last year. Brent and i take a good hard look at the state of global dollar liquidity, the state of our bond markets and who is most vulnerable to a stronger dollar over the next two years. Show Notes: Episode #152 Brent Johnson and Why the Dollar Has a Long Road Ahead Santiago Capital

Wall St. veteran, Bitcoin advocate and CEO of Custodia Bank Caitlin Long returns to the podcast for another long talk about what's going on at the Fed, regulations regarding crypto legislation in the US and the state of changes occurring in the banking system that they most likely will not be able to avoid. Show Notes: Custodia Bank Caitlin on Twitter

Chris Sullivan is back for an end of Q3 chat on the state of capital markets and our faltering society. Chris takes the view that we've already won, but just haven't realized it yet. It's hard for me to argue with him, as long as we realize that fighting them with their weapons is the wrong path to victory. Show Notes: Chris at Hyperion Decimus

Author and market specialist Danielle Dimartino Booth returns to the podcast to clarify a few of my crazier ideas while going through the details of how the upcoming recession is going to be worse than you can imagine. Show Notes: Episode #133 -- Danielle Dimartino Booth and Why the Fed Put Has to Die Quill Intelligence QI Research on Substack

Ted Oakley of Oxbow Advisors joins me for a practical get-to-know-you talk about investing in the current rising interest rate environment. It is always great to find a kindred spirit who is committed to giving people actionable information about where to place their money.