The Golden Handcuffs
House prices have never been higher, but sales are at record lows. How is that possible?
The Dollar Endgame
Our current monetary system is dying.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Latest episodes
Saves to your Listen queue, to pick up on another day or another device.
The Yen’s Hail Mary
Washington and Tokyo just spent $91 billion defending a currency neither government can actually fix.
The Family Fight
Kevin Warsh keeps telling reporters the Fed just had a family fight. The real fight what happens when a hawkish Fed collides with a Treasury that needs $671 billion in the next ninety days.
Endgame Podcast #029: GameStop & eBay Merger w/Bad Robot
Deep dive into $GME's push to acquire the marketplace giant eBay
Calling Up the Reserves
Japan just asked the world’s largest pension fund to defend a bond market it was never built to save.
Endgame Podcast #028: Victory Lap w/Stormy Waters
Stormy joins the show again to talk Japan, AI, entrepreneurship, and the problems of mass migration plaguing the West.
The Fourth Winter
Bitcoin’s bear markets keep getting shallower. But its bull markets keep getting smaller.
Panic of the Yen
Is Tokyo really about to blow up the global carry trade, or did a few hundred thousand traders just get played by an anonymous account with a flair for the dramatic?
The Safe Room
China’s property crisis has not stabilized. The developers were just the first domino.
The Impossible Trinity
Kevin Warsh walked into the most powerful job in global finance promising three things at once. He can’t have all three.