HeyJaredCaveat Emptor
In depth discussion of global finance, international trade, investing and geopolitics.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Greasing the Wheels of Capitalism (opens the original)
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A new hiking cycle has begun, private credit defaults hit record highs, Canada flirts with the EU, AI CEOs beg for regulation, Zelensky defies Trump, and the Houthis seize the Bab al-Mandab.
I Am the House Now (opens the original)
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More stimmy checks, the case for bonds, "I am the house," the war ends after the midterms, and the end of humanity.
Abraham Lincoln Meet Thailand (opens the original)
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The broken housing market, the stock market’s more important than Social Security, a potential jumbo hike by the BOJ, a military disaster, and Chairman Warsh goes hiking.
Sanctions Never Work (opens the original)
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Economic D-Day, interest rates are signals, Druckenmiller schools Bessent, data center pushback, and Lake America.
Quantitative Easing and Yield Curve Control (opens the original)
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The Treasury puts its thumb on the long end of the curve, gold rips higher, Fed meetings reduced to six, United Wholesale Mortgage, Guggenheim, 777 Partners and Trump Bank.
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