Contrarian analyst Jason Shapiro discusses being bearish on industrial metals, neutral on stocks, and bullish on bonds. Topics include warning signs in the market, copper as a popular trade, concerns about central banks, and the impact of fiscal deficits. Shapiro shares insights on Nvidia, challenges in trading off a macro view, and the bond market positioning. He also emphasizes caution in investing strategies, skepticism towards Chinese stocks, and the importance of market breadth analysis.

Author Jack Ryan exposes the monopoly-like behavior of real estate institutions in the US, questioning fixed 5.5% fees. Discussion on MLS, Zillow's impact, Rex Homes, and potential market responses to fee changes. Lawsuit against Zillow and NAR for antitrust issues. Analysis of housing market, interest rates, and economy impact of fee reductions.

Author Kyla Scanlon discusses economic challenges in 'In This Economy?' podcast. Topics include U.S. housing crisis, wealth inequality, political polarization, origin of money, and MMT theory. Scanlon explores elder care costs, consumer spending trends, and dispels economic misconceptions.

James Fishback discusses his dispute with Greenlight Capital, emphasizing his role in macro returns. The podcast delves into job roles, running macro investing, and defining responsibilities. It also explores the dynamics of decision-making in hedge funds and the importance of truth and transparency in a competitive environment.

Financial expert and author Mel Mattison discusses the looming collapse of the US treasury market in 2027 due to escalating debt levels. Topics include historical debt dynamics, gold prices, global sovereign debt bubble, Social Security challenges, inflation impacts on stocks and gold reserves, and a futuristic financial thriller set in 2027 involving quantum computing and stock market control.

Nick Givanovic discusses the unattractiveness of Treasury bonds for leveraged investors, favoring stocks. Topics include bond auction failures, U.S. government borrowing, yield curve trades, inflation volatility, and bullish outlook on stocks over bonds.

Financial expert Keith Dicker discusses the strength of the US dollar, the risks in the bond market, and the management of currencies by central banks. He shares insights on the US trade and fiscal deficits, the Chinese Yuan, and his view on the stock market. Dicker also analyzes the Euro, the Yen, and the US Dollar Index, highlighting structural issues in Europe post-2008 crisis.

Financial analyst Alfonso Peccatiello discusses the Fed Put and Bull Steepener Base Case. Topics include impact of higher interest rates, private debt, government deficits, interest rate sensitivity, US recession risk, macro carry strategies, and trading frameworks in macro investing.

Andy Constan, bond market expert, discusses being bearish on stocks and bonds but bullish on two-year notes. Topics include recession odds, Treasury market dynamics, stock-bond correlation, Fed's actions, and gold price implications.

Financial strategist and author Vincent Deluard discusses investing in a recession-free future, China's currency crisis, long-term debt cycle, healthcare inflation, and strategies for navigating high inflation. Insights on asset allocation, the Fed, and the Japanese Yen provide a holistic view on preparing for a secure financial future.