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
The Owl in the Coal Mine
Feb 2701:01:01Tap to summarizeTrump's tariffs shot down by the Supreme Court, the 2028 Intelligence Crisis, private credit issues spilling over into insurance, stablecoins, plumbing problems on the Gerald R. Ford, Cuba Libre, and much more.
Transcribe →Gears of War
Feb 2000:55:15Tap to summarizeA Supreme Court decision on tariffs, the Pam Bondi top, Little Marco on the managed decline of the West, and more private credit issues.
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A Dove in Hawk's Clothing
Feb 1301:00:51Tap to summarizeChairman Warsh as a Dove in Hawk's clothing, Bitcoin as the ultimate leading market liquidity indicator, accounting shenanigans with the hyperscalers, and the Epstein files collides with high finance.
Transcribe →The WACO Trade
Feb 701:00:01Tap to summarizeEpic volatility in the precious metals and crypto markets, a new Fed Chair is named, snap elections in Japan, the SaaSpoclypse, and the Armada is in place around Iran.
Transcribe →The Shooting Star Doji
Jan 2900:56:31Tap to summarizeFed independence, dollar debasement, war with Iran, violence in the metaverse and the most magnificent shooting star doji the markets have ever seen.
Transcribe →China Goes Rare Earthed
Oct 16Tap to summarizeThe US/China trade war escalates and spreadsglobally as the TACO trade becomes the dollar debasement trade, and with a surprising parallel to the dot.com boom/bust one of the first monetizable applications of AI is with .…..……P*rn!
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