Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16 
 Introduction 
 00:00 • 2min 
 Caterpillar: A Bad Sign for the Global Economy 
 02:21 • 2min 
 The Importance of Credit Contraction 
 04:00 • 2min 
 Bitcoin Is a Short Any Further Strength Towards 30 
 05:41 • 2min 
 Should We Fade Semiconductors? 
 08:07 • 2min 
 How to Trade the Market: Cash or Short? 
 10:19 • 2min 
 Gold's Debasement Risks 
 12:44 • 2min 
 Gold or Gold Miners? 
 14:52 • 2min 
 The Fed's Plan to Cut Rates 
 16:38 • 2min 
 Ethereum and Small Caps Underperforming Big Time 
 18:42 • 3min 
 Gold to Break ATH or Fade the Break Above 2000? 
 21:32 • 2min 
 The Timing of the Sell Off on S&P 
 23:39 • 2min 
 The US Government Is Not a Good Trader Because They Don't Know When to Take Profits 
 25:31 • 2min 
 The Market's Prepared for a New All-Time High 
 27:16 • 2min 
 The Implications of Fed Tightening 
 29:01 • 2min 
 The Impossible Implications of the Market 
 31:16 • 3min 


