Blind Squirrel Macro: China Will Unleash “Blo...

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why ...  Show more

Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning ...  Show more

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ...  Show more

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Show more

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcri ...  Show more

The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05) Show Notes GameStop becomes an authorized dealer of sports and hobby trading cards Amazon signs deals to invest in ...  Show more