Podcast
Caveat Emptor
Hosted by Red Cedar Investment Management · EN
In depth discussion of global finance, international trade, investing and geopolitics.
26episodes
Episodes
Newest firstAll episodes
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 →A Love Letter
Apr 201:06:02Tap to summarizeTrump doubles down on the war as the Iranians send a love letter to the American people. WTI is now trading above Brent for the first time since the shale revolution. And SpaceX files for potentially the largest IPO in history.
Transcribe →The Straits of Trump
Mar 2901:08:32Tap to summarizeTrump renames the Straits of Hormuz the Straits of Trump. Bessent taps out on oil sanctions for both Russia and Iran. Jeff Gundlach calls out Larry Fink on poor asset marks. And the difference between cost push and demand pull inflation.
Transcribe →The Last Dance
Mar 1900:59:11Tap to summarizePowell's last press conference as Chair. It takes two to taco. The Treasury selling oil futures. And the spring selling season is upon us.
Transcribe →Operation Earnest Will
Mar 1301:05:02Tap to summarizeRising oil prices and their impacts on growth and inflation across the world. Why haven’t oil producers benefited from rising equity prices? More problems in private credit. The spring selling season in housing is upon us. And Operation Earnest Will.
Transcribe →War, War, What is it Good For…
Mar 401:01:37Tap to summarizeThe Iranians gate the Straits of Hormuz, while Blackstone gates another private credit fund. New tariffs going into effect and more negative revisions to employment numbers.
Transcribe →