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The Monetary Matters Network
The Private Credit Time Bomb: Rupert Mitchell Warns of Impaired Loans and Worthless Equity Cushions
The private credit market is currently sustaining a 'phantom solvency' through the aggressive use of Payment-in-Kind (PIK) toggles and amend-and-extend maneuvers that mask the total erosion of equity cushions in 2021-2023 vintage LBOs.
Metals and Miners
TONY GREER | For everything...it all depends on how long the Strait of Hormuz is closed!
Hidden Forces
America’s Gamble: Regime Change, Retreat, or State Collapse in Iran | Hamidreza Azizi
All-In Podcast
John Fetterman: 'I'm the Only Democrat in Congress Saying This'
Forward Guidance
The Macro Chain Reaction of Oil Shocks | Bob Elliott
The Master Investor Podcast with Wilfred Frost
The Private Credit Unwind Is Coming – Tony Yoseloff
David Lin
How Long Can Markets Survive The Energy Crisis? Experts Reveal What's Next
Wealthion
Jacob Shapiro: Trump Has Two Weeks to End This War
Kitco NEWS
Gold Is Pricing the End of the Paper-Credit System | Larry McDonald
David Lin
'Deep Financial Crisis' In U.S. Could Make China The World's Largest Economy | Shaun Rein
Adam Taggart | Thoughtful Money®
Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander
The Monetary Matters Network
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It
Maggie Lake Talking Markets
How Much Higher Can Bond Yields Go? | Talking Markets With Blake Morrow
All-In Podcast
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
David Lin
‘Global Monetary Order Is Changing’: Investor Explains The Selloff And What’s Next | Darrell Thomas
Kitco NEWS
The Private Credit Squeeze That Could Trap Retail Investors | Stephanie Pomboy
All-In Podcast
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
The Master Investor Podcast with Wilfred Frost
Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King
All-In Podcast
They're Opening the Stock Market to Everyone. Here's What That Actually Means
Kitco NEWS
Luke Gromen: Gold To $6,000 By Midyear As US Faces 1956 Suez Moment
Kitco NEWS
‘The Guy with the Biggest Military’ | Fr. Emmanuel Lemelson on the Fatal Flaw in Gold