October 1, 2026
David Rosenberg argues inflation fears are overblown. Key catalysts like midterm gridlock and Treasury actions will curb yields and growth.
September 25, 2026
The US-China cold war is the central geopolitical conflict, shaping everything from energy markets and allied relations to the AI arms race.
September 24, 2026
Geopolitical tensions in Iran and Ukraine are converging, risking a global diesel crisis and forcing a re-evaluation of energy markets.
September 17, 2026
Harley Bassman argues the Fed's hawkish stance is about rebuilding trust amid fiscal negligence, not just fighting inflation, with new risks emerging.
September 10, 2026
AI expert Matt Barrie discusses the agentic AI explosion, soaring token costs, and the strategic shift to owning hardware for privacy and control.
September 3, 2026
VC Dr. Carly Anderson discusses the nuclear renaissance, driven by data centers, mass manufacturing, and breakthroughs in fission and fusion.
August 27, 2026
Governments have breached economic, fiscal, and inflationary limits, threatening the USD's reserve status and paving the way for crypto.
August 13, 2026
Global liquidity is peaking, signaling an end to the everything bubble. Expect Fed tightening, rising bond yields, and commodity outperformance.
August 6, 2026
Viktor Shvets on navigating a disinflationary world punctuated by inflationary spikes from geopolitics, AI-driven rolling bubbles, and polarization.
July 30, 2026
Jim Bianco explains how the Fed's inaction on inflation is forcing the bond market to do its job, pushing yields to 19-year highs.
July 23, 2026
Luke Gromen discusses China's energy strategy, the Iran conflict, and the coming bond market crisis driving a shift to financial repression.
July 16, 2026
The US closed the Strait of Hormuz to message China, but lost control to IRGC factions. The next chokepoint is Bab el-Mandeb.
July 9, 2026
Adam Parker sees US equities trending up on strong earnings, but advises diversifying from the crowded AI trade with sectors like energy.
July 2, 2026
Hormuz crisis creates a temporary oil glut driven by China's demand pause. Strength lies in refined products, not crude. New trading segment debuts.
June 25, 2026
Lyn Alden on the Iran conflict, Fed policy, fiscal dominance, the AI boom's energy demands, and why hard assets and energy remain central.
June 18, 2026
Brent Johnson analyzes the fragile Iran deal, the enduring strength of the US dollar, and investment opportunities in a de-globalizing world.
June 11, 2026
Larry McDonald warns of a "Great Migration" from crowded tech to hard assets, value, and healthcare, driven by sticky inflation and massive IPO supply.
June 4, 2026
Experts dissect the Iran crisis's impact on oil, the US shift to economic statecraft, and China's mysterious role in stabilizing markets.
May 28, 2026
Superpower deal or energy crisis? Experts debate the Iran conflict, the impasse over nuclear material, and its impact on oil prices and AI.
May 21, 2026
Oil 101 author Morgan Downey warns the Strait of Hormuz crisis has consumed all buffers. Expect $150-$200 oil soon to force demand destruction.
May 14, 2026
Mike Green explains how passive flows ignore macro risks like the Hormuz crisis. Plus, Rory Johnston on the escalating global energy shock.
May 7, 2026
Louis-Vincent Gave discusses the Iran conflict's market impact, the perplexing AI-driven semi rally, & the structural shift to commodity stockpiling.
April 30, 2026
Daniel Lacalle discusses how liquidity masks risks from the Iran conflict, highlighting Europe's vulnerability vs. US/China resilience.
April 23, 2026
Ole S Hansen analyzes the Iran crisis's deep commodity impact, detailing backwardation in oil, looming food inflation, and a new commodity supercycle.
April 16, 2026
Experts warn of a US "Suez 1956 moment" as markets misprice the Hormuz crisis, ignoring severe supply chain lags and looming inflation.
April 9, 2026
Experts dissect the Iran crisis's impact on a fragile global supply chain, revealing overlooked tightness in oil, food, and fertilizer markets.
April 2, 2026
The AI business model is a house of cards heading for a dot-com style bust, while the escalating Iran conflict threatens global energy markets.
March 26, 2026
Experts Lyn Alden & Michael Every analyze the Iran conflict's impact on oil, inflation, private credit, and the shift to a multipolar world.
March 19, 2026
The Iran conflict is a catalyst for a 1970s-style secular inflation shock, threatening a surge in both energy and food prices.
March 12, 2026
Experts on the Iran conflict's impact on oil, inflation & the Fed. Plus deep dives on AI's energy needs & the future of stablecoin statecraft.
March 5, 2026
Ollo Atomics' CEO Matt Loszak on mass-producing advanced nuclear plants in gigafactories to make energy cheaper than fossil fuels, starting with AI.
February 26, 2026
Jeff Currie details the return of the commodity super cycle, a historic rotation from tech to real assets driven by deglobalization and AI.
February 19, 2026
Michael Every predicts the Trump administration will use USD stablecoins as a tool of economic statecraft to reshape the Fed and global finance.
February 12, 2026
Alex Gurevich discusses the AI-driven energy crisis, a macro inflection point for the Japanese yen, and his framework for the next perfect trade.
February 5, 2026
Dr. Anas Alhajji debunks the 2026 oil surplus narrative, arguing it's manufactured by misreading strategic reserves and underestimating demand.
January 22, 2026
China’s chokehold on midstream critical materials refining creates a massive strategic risk for the West's defense, AI, and energy sectors.
January 15, 2026
Trump's sanctions on Venezuela, Iran, and Russia are paradoxically keeping oil prices high despite a fundamentally oversupplied global market.
January 8, 2026
Darius Dale forecasts a turbulent start to 2026 due to extreme bullish positioning, but expects a strong rally later as policy shifts.
December 31, 2025
New Zealand's Golden Visa offers a lifetime residency option with an overlooked four-year tax holiday, creating a prime opportunity for global investors.
