Episodes

Apr 24, 2026
Apr 24, 2026
58 min
Talk is growing globally of the negative impacts of the Iran War on the US and global economies. The US and Iran appear to have settled into a longer term conflict, as Trump will likely escalated the conflict inevitably over the next four weeks. The long term impacts on global and US GDP are considered. On the fate of the Petrodollar. Asian and EU economies. The multiple impacts on US inflation. The first full month, March, of the war is compared to the February US economy. What's the outlook for US deficits and debt. Financial markets. Jobs.

Apr 17, 2026
Apr 17, 2026
58 min
Latest news on Trump's attack on the Fed, the US military industry complex short of weapons, and AI job bloodbath now accelerating. Update on Iran war negotiations: Trump's lies on Hormuz and events of the past week.

Apr 10, 2026
Apr 10, 2026
57 min
Today's show revisits the continuing instability in the private credit of the US financial system. Is the fragility steadily getting worse? Latest US inflation stats and jobs numbers. Update on the ceasefire in Iran that isn't and why the hot war and economic destabilization will renew after 2 weeks.

Apr 3, 2026
Apr 3, 2026
57 min
Trump's talk to the nation this week he promised to destroy Iran's civilian infrastructure next two weeks and blast them 'back to the stone age'. Oil and stock markets plummeted. Direct costs per day continued past $70 billion. Will he go 'TACO' or send US troops into a ground war? Either way, the broader economic costs will almost certainly push the US, and possibly, global economy into recession. Today's show explains why. Simultaneously shadow banks in US slide toward instability as the private credit market instability worsens.

Mar 27, 2026
Mar 27, 2026
59 min
today's show reviews the condition of the US financial and real economies as Trump and Zionists prepare for a ground war in Iran. The fragility of the private credit sector in the US is reviewed, as contagion spreads from AI to software companies to their private credit lenders. How multiple forces are driving up inflation in the US economy now, not just from oil prices. The impact of the Fed not cutting and about to raise interest rates. Why US rates and monetary policy are negated by financialization and globalization. How a ground war may lead to a US dollar decline and its repercussions on US inflation and the US economy. Trump's 15 point program to lure Iran into negotiations to buy time. Iran's 5 pt reply. Show concludes with latest developments in Ukraine drone war.

Mar 20, 2026

Mar 13, 2026
Mar 13, 2026
58 min
As the IAEA predicts a global oil price shock worse than the 1970s, as the Iran war enters its second week the economic effects and implications now begin to deepen. Crude oil prices return to more than $100 barrel, with predictions by Golden Sachs could hit $200. What are the Trump responses so far? Why are they insufficient. What's the impact on US inflation from the Oil shock by sector? Jobs and GDP? Stock markets? Interest rates? US dollar devaluation? Why focusing on just Supply as cause of oil prices is insufficient. What are the total causes of oil inflation? Finally, what are the respective war strategies of Trump, Israel, Iran?

Feb 27, 2026
Feb 27, 2026
58 min
Last Tuesday Trump gave his 1 hour and 47 minute State of the Union speech to Congress. While most was the theatrical clown show that has come to define SOTU speeches, with lemming like Congresspeople jumping up and clapping at every fragment of sentence, the first 30 minutes or so was about how great the US economy was doing—filled with misrepresentations and outright lies about the US economy's current condition. Here's the real not to pretty picture about Jobs, Inflation, GDP, stock markets, taxes, deficits and debt, and of course tariffs.

Feb 20, 2026
Feb 20, 2026
56 min
The NATO-Russia Ukraine war is 4 years old on February 24, 2026. Despite talk by US media and politicians, a peace agreement is not imminent. Today's show reviews the history of the conflict (politically, militarily) and presents an analysis why the end of the war is not anywhere near. Positions of the parties today (EU, Zelensky, US, Russia), why Ukraine elections this spring won't change anything, why Trump can't (won't) resolve the conflict, why EU wants the war to continue until 2030, why Russia hasn't been able to prevail in the military conflict despite devastating Ukraine's military, while new military technologies mean professional armies cannot conquer when confronting each other. Implications for conflicts in US pending war in Iran and Asia.

Feb 13, 2026
Feb 13, 2026
57 min
Continuing the theme of recent weeks observing the slow motion crisis in AI and financial asset markets (SP500, Nasdaq, Cryptos, Gold-Silver), today's show discusses how it appears contagion across financial asset markets has begun. Where's the likely 'black swan'? What's happening to stocks in software, financial, and transport as AI destruction becomes more evident. What's driving the imminent crisis in AI, cryptos and metals? Why 2026 or 27 result in a financial markets implosion, likely at end of year. Previous market crashes are compared: 1987, 1998, 2007, 2019, 2023. How's this different. The show will conclude with further discussion of Trump's 'fake news' US economy, as recent US jobs numbers show stagnant job market continues.

