How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

How U.S. Treasury Is Fighting The Fed | Nouri...

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The Market Has Already Picked Its Winners for 2026 | Tony Greer

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 last innings, and what Bitcoin’s frustrating price action is quietly telling traders. We also unpack how to think abo ...  Show more

Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies

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 overheating. We also explore his outlook on bonds, equities, commodities, and the pol ...  Show more

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