Відео

Great interview. Thanks.

Always!

Third

Thanks

Second

First??

Guys, I love this actionable macro talk but I'm left wondering what he did on summer vacations in college? But where did he go to school tho?

Excellent opinions….i hope you do this quarterly

"Greggs makes fantastic food." That blows Mr. Nutting's credibility. Greggs may or may not be a sound investment, but as a culinary experience 'fantastic' would only be a conclusion drawn by somebody whose taste-buds have been surgically removed.

Awesome content. Cheers for the show. I am looooong Palladium! And I have averaged down on SBSW, been very patient

The amazing thing about the palladium shorts is how the shorts pressed at the lows. Now the largest short in history, mostly at a very low price

Pretty sure bitcoin is nonsense.

Does this guy ever short?

excellent bench strength ❤

Thank you guys. You are THE PODCAST

yes we are printing 6% of GDP into the economy... so... GDP would be -4% lower absent spending trillions of dollars each year.... strong and resilient economy....

Kevin, Maybe you pay more attention to the details in both elections. The leftists got ca. 30% of the votes and 60% of the seats. Otherwise it was a very interesting interview ❤

cut it down to 2 minutes and I'll take a listen

Why have 60 positions? I just don't get it. Any ideas?

they didn't talk about pot stocks :-p

Thanks guys

I don't need a Masterclass in weirdo bablle. I'm really good at it already.

First

Interest rates can't go as low as they say as the lower the CAD then higher inflation will be. It will be somewhere in the middle 2.5-3%, a balancing act to prevent the inevitable financial crisis.

Degrossing at 115% gross? 😄

Kev is hilarious... the tens-twos is 10y minus 2y... So why would y read it in reverse ??

"i don't do cash" "There is always a fib somewhere"

Great stuff

On the Tens/Twos, it would be mo bettah if you included the X&Y axis info, e.g. the date instead of cutting them off. But nice crayola work, Kev! When the Hi-Yield reverses, whenever, SJB will be a helluva short! Check the downward journey it's been on for years.

I remember when Kuppy said, "AI doesn't really do anything, it's gonna be a massive flop".

Kuppy finally returns...

I remember two years ago right at the bottom, Kuppy, went max bearish.

deflation is coming. this is a lock. follows fed rate cut.

Kuppy finally bearish, music stops?

Guys, only 18% think Nvidia will be lower by year end because the rest understand the fiscal impact and accommodative monetary policy stance in the US in a presidential election year, making it brrrrr bigly. Also, who would've thought le petit roi's "whatever it takes" just a few months ago was directed at his party winning >14% of the vote 🤣

I love this show!! Like listening to Bob and Doug McKenzie but everything you want to know about the markets! Please, never never "Take Off", eh! Koo, loo koo koo, koo koo koo koooo! Koo, loo koo koo, koo koo koo koooo!

Thanks guys

Thank you ❤

why doesn't canada have 30 yr fixed rate mortgages like in USA?

People have been sleeping and sitting on their brains for too long. Now the people are complaining due to their faults. What should've happened since our elected idiots don't care, MASSIVE CLOSURE OF THE COUNTRY, UNTIL THE GOVERNMENT PUTS INTO LAW... NO MONEY LAUNDERING, NO MORE RIDICULOUSLY HIGH OVERBIDDING, AND NO MORTGAGE FRAUDS. WE STILL HAVEN'T LEARNED FROM 2007/8???? WELCOME ALL TO CANADASTAN!!!!!!

Great guest.

very interesting point of view. His understanding of the mortgage fraud is very sensationalist. It is an important problem, but not as pervasive as he says (very concentrated in type of lenders that he has had personal feud with) and the regulators are all over this topic. he is right though: a sharp solution could create domino effect, which is why it’s not taken.

Whatever it takes, even at the price of hyperinflation, crushing Canadian Dollar and Canadian financial system

What a treat! Was looking for something to watch and found bonus Fedguy content. Winning!

Great job guys

So glad I found you both. Canada and the “British” western countries are absolutely doomed. It will trickle down and affect all the others. Having said that, this was all part of the plan imo

Will there be an email sent for the post or website to view the recording for event to those that register for the event?

Turd and schwabb taking over all the housing you'll own nothing and be happy 😢

Never underestimate the stupidity of the far left mind 😢

Great conversation. Good info from Steve.