Less Noise, More Signal
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I have taken on this challenge and made it my mission to cut through the noise by amplifying the signal.Who am I?
- Indexed episodes, last 90 days
- 31
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Equities Markets Are Historically Overpriced. Here’s What Comes Next. (opens the original)
Read excerpt
FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Rising yields aren't the danger most investors think they are, according to Douglas Padgett. But that doesn't mean markets are safe. He explains why the macro backdrop remains supportive while the S&P sits historically above his fiscal-flow fair value. With September tax drains and fiscal seasonality approaching, Douglas explains why he'd rather raise cash than chase the mar
Bitcoin Just Flashed a Sell Signal. Why I’m Still Bullish. (opens the original)
Read excerpt
MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk EPISODE Bitcoin is back in bullish territory. But there’s a problem: liquidity is turning down, the market is pricing more Fed hikes, and macro should theoretically be working against Bitcoin. So why is BTC still moving higher? In this update, I break down the key technical and on-chain signals suggesting Bitcoin’s be
You Can’t Have a Booming Economy AND Zero Rates (opens the original)
Read excerpt
FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Trump wants lower rates and a booming economy. Douglas Padgett argues those goals fundamentally contradict each other. In this conversation, he explains why higher rates can actually add income to the economy, stimulate lending, and support growth rather than simply suppress it. He also makes the provocative case that today's higher-rate environment helped fuel the explosion
The $1.7 Trillion Stimulus Nobody Is Talking About (opens the original)
Read excerpt
MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Douglas Paget, a macro researcher and founder of Applied MMT, shares his insights on modern monetary theory, the current macroeconomic landscape, and implications for markets and policy. We explore how government spending, interest rates, and fiscal policy influence the business cycle a
Stablecoins Could Break the Banks’ Last Monopoly (opens the original)
Read excerpt
FULL EPISODEhttps://youtu.be/5miw9cE3r2ADISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIP Stablecoins may be much more than a crypto story. Izabella Kaminska argues they could help the US preserve global dollar dominance while bringing control over the underlying Treasury assets back onshore. And if stablecoins begin paying competitive yields, they could threaten one of the banking system’s most valuable remaining advantages: cheap deposits.SUPPORT⚡️LNMS on Lightnin
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.