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Excess Returns
Big Decline. Options Support Gone | Brent Kochuba on What Comes Next
The expiration of a massive, put-heavy options complex is removing the market's 'volatility suppression' floor, likely transitioning the S&P 500 into a negative gamma regime where market maker hedging will accelerate price declines rather than cushion them.
Metals and Miners
DOOMBERG | War in Iran causes oil infrastructure calamity...here comes the money printers!
Macro Voices
Trade of The Week - MacroVoices #524
The Monetary Matters Network
Oil Will “Sail” Past $230 | Rory Johnston on Why Iran War Has"Terrified" The Oil Market
David Lin
Brace For 8% Inflation Again, Cycle ‘More Painful Than 2008’ | Josef Schachter
Wealthion
Don Durrett: Wall Street Is Ignoring the Cheapest Stocks in the Market
Macro Voices
MacroVoices #524 Simon White: War + Inflation = More Inflation
Macro Voices
MacroVoices #524 Simon White: War + Inflation = More Inflation
Maggie Lake Talking Markets
Brent Johnson: "Iran Can Cause Chaos For a Very Long Time" | Macro Sessions
All-In Podcast
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Adam Taggart | Thoughtful Money®
SPECIAL REPORT: Is The US Winning Or Losing The War In Iran? | Ryan Bohl, RANE
RiskReversal Media
Is The Bond Market Finally Right?
RiskReversal Media
Not All Millennials Are FOMOing Into Markets with Wealthfront CEO David Fortunato
The Julia La Roche Show
Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It
Excess Returns
Down 50%. Up 200% | Jared Dillian on the Regime Change Investors Aren't Ready For
David Lin
Fed ‘Forced To Act’ As Private Credit Bubble Collapses, Banks On Brink | Chris Whalen
The Monetary Matters Network
Oil Shock Has Not Yet Fully Priced In To Markets, Argues Bob Elliott of Unlimited Funds
Adam Taggart | Thoughtful Money®
SPECIAL REPORT: 'Deer In The Headlights' Fed Leaves Rates Unchanged | Axel Merk
Wealthion
Ed Yardeni: I Just Raised My Recession Odds
Maggie Lake Talking Markets
The New Chairman of the Fed is... Oil | With Peter Boockvar
David Lin
Why Are Markets Tanking? Trader Called Oil Spike, Reveals Next Explosion | Gareth Soloway