This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler:..

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism...

This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political..

In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine..

In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its..

In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to..

In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices,..

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation,..

This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a "run-it-hot" regime. We also..

In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks..

This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explore where the..

In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the..