Podcast
Caveat Emptor
Hosted by Red Cedar Investment Management · EN
In depth discussion of global finance, international trade, investing and geopolitics.
25episodes
Episodes
Newest firstAll episodes
Should the Federal Reserve be Independent?
3d ago01:06:05Tap to summarizeChairman Warsh's first testimony to Congress, CPI coming in negative for the first time since 2020, ways to play the AI trade and how to avoid it, and the situation in the Middle East are all discussed.
Transcribe →What do Amazon and Porno Have in Common?
1w ago01:06:04Tap to summarizeThe end of the ceasefire, what could stop the AI bull market, a Persian Gulf Insurance Company, the future of OPEC, and the end of the petrodollar.
Transcribe →The Golden Death Cross
2w ago01:05:36Tap to summarizeThe Supreme Court rules on Lisa Cook, Mervyn King named first task force chair, Gold, Bitcoin, Yen, private credit and AI.
Transcribe →Super El Niño
3w ago01:00:21Tap to summarizePrice gouging at the pump. The AI trade. The war is over. Alan Greenspan's legacy as Fed Chairman. And a Super El Niño!
Transcribe →Strange Bedfellows
Jun 1801:04:01Tap to summarizeKevin Warsh announces sweeping changes for the Fed at his first press conference, the US and Iran agree to a 14-point MOU giving us “peace for our time,” and the SpaceX IPO did not disappoint… yet!
Transcribe →These Are Not the Prices You Are Looking For
Jun 1100:58:40Tap to summarizeThe largest IPO in history, a live Fed meeting, the war with Iran, a new crypto winter, and a housing market correction.
Transcribe →Pump n Dump
Jun 401:05:42Tap to summarizeBiggest IPO’s in history. Market manipulation. Private credit gates. A profile in courage. And dangerously low oil inventories.
Transcribe →Greed is Good
May 2801:20:18Tap to summarizeJohn, Mitch and Brandon are joined by former SEC enforcement accountant Dan Brinks to discuss the recent explosion in public interest in insider trading cases associated with prediction markets as well as traditional commodities and securities markets.
Transcribe →Difference Between a Lawyer and a Carp?
May 2101:00:37Tap to summarizeData centers, inflation, insider trading, SpaceX, beans and Boeings.
Transcribe →Trump is not a Republican
May 1400:59:19Tap to summarizeIncoming Chairman Warsh is confirmed. Inflation is running hot. Stocks are at all-time highs. Trump visits the Great Hall. And the strait is still closed.
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