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Unmissable! More wisdom here than you will get from #WallStreet brokers Max Wiethe Jack Farley Michael Green

At last, my interview w/ Variant Perception's Tian Yang -which features >40 detailed charts & tables on: - U.S. Dollar Capital Flows - Global consumption imbalances - Cracks in homebuilding & more is OUT NOW on YouTube youtube.com/watch?v=NrHbdj…

Featuring a limited-time offer to Variant Perception's research for Monetary Matters Details in podcast & YouTube description. You can request access here: variantperception.com/monetary-matte…

Forget the mayor race I’m tuning in for Harvey Epstein v Anthony Weiner coverage

$10 $FLG puts was a better trade than Zohran at 50c

Like taking candy from a 22 year old socialist with a trust fund

I'm biased and short but agree here

Out now - healthcare vet Eric Pachman on a 2008 moment for U.S. Healthcare Why this "monstrosity" that employs more people than Finance & Tech combined is set for a recessionary implosion Apple 🔊 rb.gy/8k36yn Spotify 🔊 rb.gy/o0oi35

Not many homebuilders trading meaningfully below price to tangible book value... in addition to the screen the report goes through demographic shifts, growth risks (especially as payrolls catch up to drawdowns in building permits, units under construction etc.) Request access

OUT NOW new episode of opmpod with Abdul Al-Asaad of Basic Capital on: -The backlash to Basic Capital -The case for leverage -Mortgages for stocks & bonds -Capital>Labor -& more Spotify bit.ly/4l9k5S0 Apple bit.ly/4ksYWBa YouTube bit.ly/3I65Z5f

"Everyday people do not have access to use credit for a productive purpose." Abdul Al-Asaad sat down with Max Wiethe to talk about why most credit products fuel consumption, and what it means to offer credit for ownership instead.

Enjoyed riffing with Max Wiethe about how financing assets works with Basic Capital

OUT NOW - CFRA Research's Sam Stovall on: - why bull markets' third year is often so tumultuous - why earnings expectations leave lots of room for beats - let winners ride! Apple 🔊shorturl.at/BKdLn Spotify 🔊shorturl.at/WAsKU

OUT NOW - how Danielle DiMartino Booth sees things: - U.S. economy in a double-dip recession - Yield curve set to bull steepen - Beware U.S. stocks & risky credit Apple 🔊shorturl.at/Ubo2N Spotify 🔊shorturl.at/7T8oi