Podcast
Caveat Emptor
Hosted by Red Cedar Investment Management · EN
In depth discussion of global finance, international trade, investing and geopolitics.
21episodes
Episodes
Newest firstAll episodes
Strange Bedfellows
1w ago01:04:01Tap 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
2w ago00:58:40Tap 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
3w ago01:05:42Tap to summarizeBiggest IPO’s in history. Market manipulation. Private credit gates. A profile in courage. And dangerously low oil inventories.
Transcribe →Greed is Good
4w ago01:20:18Tap 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.
Transcribe →Unindicted Co-Conspirators
May 701:02:15Tap to summarizeSpirit Airlines. Gamestonk. Silicon Valley Bank. OPEC. The housing market. China Summit. And the Strait of Hormuz.
Transcribe →God Bless My Money Printer
Apr 3001:06:21Tap to summarizeFireworks at Powell's last press conference, Meta reports earnings, oil retests the highs, the UAE leaves OPEC and the new logo are all discussed.
Transcribe →Operation Economic Fury
Apr 2301:04:09Tap to summarizeTreasury Secretary Bessent declares economic war on Iran. The Petrodollar system continues to fracture. Hank Paulson argues for even more bailouts. The government buys an airline and Avis goes full meme stock.
Transcribe →Tax Day Special
Apr 1501:02:17Tap to summarizeTax day special. Breaking down the Federal budget, the tax code, the tax preparation industry, and famous anti-tax figures and their arguments.
Transcribe →