🚨NEW ROUNDUP: Markets Are Underestimating the Risk of 10–15% Correction! We Discuss: 🔶 Sticky services inflation in CPI & PPI 🔶 Why markets may be overdue for a correction 🔶 Trump’s Fed strategy and political calculus 🔶 Is the Dollar Milkshake still intact? 🔶 Automating away the younger gen’s future @SantiagoAuFund @Tyler_Neville_ @qthomp Links Below ↓

🚨NEW ROUNDUP: Markets Are Underestimating the Risk of 10–15% Correction! We Discuss: 🔶 Sticky services inflation in CPI & PPI 🔶 Why markets may be overdue for a correction 🔶 Trump’s Fed strategy and political calculus 🔶 Is the Dollar Milkshake still intact? 🔶 Automating away the younger gen’s future @SantiagoAuFund @Tyler_Neville_ @qthomp Links Below ↓

🚀 NEW ROUNDUP: The Financial Repression Endgame! We Discuss:      🔶 Stephen Miran’s Fed board nomination 🔶 The meltdown in CRE & public pensions 🔶 How to trade different tariff scenarios 🔶 The impact of the TGA rebuild 🔶 The economy’s slow-moving trainwreck @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓

New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Timestamps: 00:00 Introduction 01:56 Takeaways From Economic Data 08:51 AI Capex Is The Economy Now 11:09 VanEck Ad 11:53 AI Capex Is The Economy Now 17:46 Are We In Stagflation? 22:16 Will Market Euphoria Cool Off In August? 29:05 VanEck Ad 29:50 How To Navigate Stagflation? 38:12 Strategy’s Q2 Earnings Links Below ↓

🏛️ Monetarium 2 👤 @qthomp ▶️ US Macro Outlook and Leading Indicators to Watch for the Possible Decline of the Dollar From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓

Awesome way to finish the Week with a cool @ForwardGuidance panel! Thanks for having me guys 🥹🙏🌳

🏛️ Monetarium 2 👤 @qthomp 🎙️ US Macroeconomic Outlook & Leading Indicators to Watch for the Possible Decline of the US Dollar ▶️ Full video From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓

🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP? 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth, Yields & Controlled Demolition 21:22 BBB Passed, Now What? 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All Roads Lead to Debasement 46:58 Crushing Global Labor 48:52 DXY & the End of Central Banking 51:47 EM-ification of the US 54:12 MSTR & BTC Volatility 58:44 Seasonality, Leverage & Momentum 01:01:32 Symptoms of a Failed System 01:08:50 Buying vs Renting 01:13:28 Final Thoughts @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓

@ForwardGuidance , live from #Monetarium2 @qthomp @fejau_inc @FedGuy12

New episode is out now! @qthomp @Tyler_Neville_ @fejau_inc We discuss: - The global fiscal supercycle - Geopolitical impact on markets - Unwinding of the U.S Dollar trade - Can A.I bail us out, CPI, jobless claims & more! Links Below ↓