Maximus Torres Vs. The World

Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!

Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening.

On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!

I am back. Time goes on…the ideas never die.

I recap the recent moves in the market, attempt to decipher the economic data, and rant on the most deadly bear market rally we have seen in a long time. Thanks for listening. Get ready for eppy 100!

I recap the recent bear market rally, recent economic data, dive into global yield curves, and share my thoughts on where Mr. Market takes us from here. Things are about to get very interesting. Thanks for listening.

I recap the FOMC meeting, the recent economic data, currency moves, and most importantly the yield curve. We then take a deep dive into sovereign bonds to digest the major moves. Get ready things are going to get interesting.

I share what I am expecting going into the FOMC meeting, recap recent economic data, the latest from FX, and what will be on my radar post FOMC. Don't miss an epic fed rant. Thanks for listening.

I recap the recent economic data, dive into yield curves, and share what action on the markets is on my mind. Thanks for listening.

I rant today about inverted yield curves, the CPI print, and what has been going on in currency markets. Thanks for listening!

The markets have been on a wild ride the past month. I recap what I have been playing attention to in the bond and currency markets and share my thoughts on the outlook for the US. Thanks for listening.

I recap today's market, take a deep dive into the current macro backdrop of Japan, discuss commodities, and my moves. Thanks for listening.

I recap today's nasty sell off, give my thoughts on the bond and FX markets, recap targets gross earnings report, and share what is on my radar. Stay vigilant. Thanks for listening.

I recap the action from the markets, discuss the credit and FX markets, dive into some news stories, and share what is on my macro radar. Thanks for listening.

I give the case for why the market is not yet a bear and a possible rally on the horizon, dive into the currency moves, bond yield, and of course my thoughts on the fed. Thanks for listening.

I dive into the recent market action, yield curve, and currency moves. I share why I think the market can rally in the face of uncertainty, and a long term short idea. Lastly, I share a lesson that I have learned over the past year of trading and watching the markets. Thanks for listening.

In today's podcast, I recap the recent inversion of the US treasury curve and how this is impacting my current outlook for global markets. I dive into the recent wild movements in the Japanese yen, commodity pricing, and my favorite trades. These markets are wild! Thanks for listening.

2/10 year spread is warning us that things are not all and well in the markets at the moment. I dive into how my macro thesis has evolved over the past 2 months, explore if the U.S is becoming Japan, and of course rant on the Federal Reserve. Thanks for listening.

I give a dive into the fed meeting tomorrow, discuss inflation, the recent market action, crypto, and what I see next for the market. Thanks for listening.

I recap last weeks bloodbath, give my thoughts on how the markets move from bear, recap the fixed income moves, and discuss what the feds moves will be at this weeks FOMC meeting. Thanks for listening

I take a deep dive into the poor economic data from Friday, market moves, yield curve, fx markets, fed nominations and their policies, and lastly rant on inflation and discuss inflation adjusted returns. Thanks for listening!

I recap recent action in the market and give my outlook for 2022. Thanks for listening.

James Salerno, founder of Portfolio Kings, joins the podcast for a chat on bonds, crypto, and options. Thanks for listening. First podcast of many with James.

I recap last weeks markets, global yield curves, why I see a major policy error by global central banks, and what I see happening next week in markets. Coal in our stockings, but central banks will reward us with cancelling the taper and rate hikes. Thank you for listening!

I recap today's wild markets, take a look beneath the surface into the global bond markets, discuss reverse repo, t-bills, market breadth, crypto, economic data, the latest Fed news, BOE hikes, and why I believe we will not see a Santa Claus rally. Coal for us this year, you know how I'm playing the markets. Thanks for listening!

I discuss what has been moving markets lately, take a deep dive into the dollar, the new omicron variant, and how I am playing the market. Thanks for listening.

I give my thoughts on the recent market moves, where I see assets heading into the end of the year, and my thesis that labor shortages lead us on one path, and that is hyperinflation. The dollar is extremely manipulated and one must look elsewhere to see what is really going on beneath the surface. Protect yourself. Thanks for listening.

I recap the recent moves in the financial markets and give my thoughts on what the yield curve is telling us. I discuss the recent developments for the debt ceiling, and then rant on the government. Lastly, I lay out my portfolio and what I am expecting to play out. Thanks for listening.

This eppy is less focused on current market moves, instead a deep dive into the financial system. I give a timeline of how we got here and what is occurring through reverse repo operations today. I discuss my short term and long term views for credit as well as equities. Beware my friends, I truly believe a black swan event is just around the corner. Thanks for listening!

I talk about the recent market moves, scramble for collateral pre-market, collateral shortage, the debt ceiling, as well as the eviction aid expiring. I make my case for why one should think twice before buying the recent dip. Thanks for listening.

I recap today's market and discuss why I believe the collateral shortage as shown by reverse repo operations is why we are seeing a dramatic drop in bond yields. I also rant about the main stream media and government. Thanks for listening.

It's been a minute, but I am back! I recap what has been going on in the market for the past couple weeks. I discuss inflation and how I believe it is not transitory and the bond market will eventually price this in. I then dive into the recent reverse repo situation and talk about how this could lead to deflation in asset prices. Lastly, I talk about my theory of we really just are in a cash bubble that is poised to pop. You know my positions, short the market long gold, silver and bitcoin. Thanks for listening!

I dive into the RRP ponzi that the fed is running, discuss inflation, bubbles, and crypto markets. Thanks for listening

I recap the FOMC meeting, rant on the fed and inflation, discuss bond yields, and where I see the market heading. Thanks for listening.

I give my thoughts on what the reverse repo operations are signaling, discuss inflation, meme stocks, and give my case for why bitcoin can make the world a better place. Happy episode 69 monumental day for Maximus Torres vs. The World. Thanks for listening!

I recap the Friday jobs number, rant about Janet Yellen, the G7 minimum tax rate, reverse repo, and Friday's move in the market. Thanks for listening.

I recap today's market, discuss the yields, amc, and rant about the fed for a bit. Thanks for listening.

I go over some ways to defend a portfolio from inflation, Larry finks opinion on inflation, the beige book, recap market moves, and explain why I am buying puts on amc. Irrational exuberance is alive and well...be careful. Thanks for listening.

I recap today's market move, talk about the silver shortage and why prices have not responded, discuss real economic data vs nominal, GameStop and amc and whether it's retail or the big boys, and my thoughts on how the upcoming increases in wages will lead to an inflationary spiral. Thanks for listening.

I spent 41 minutes ranting on the reckless monetary and fiscal policy of our the USA. I also recap some stocks and economic data. Get ready for the destruction of the dollar. Have a great Memorial Day and thanks for listening.

I recap today's markets, discuss the historic reverse repo and what it means, my moves today, and why I am 100% in the inflation boat now. Get ready boys and girls. Does the fed make policy changes? Time will tell. Thanks for listening!

I explain the reverse repo market and explain the two possible scenarios. The fed is trapped. Let's see what happens. Thanks for listening. Let me know what you guys think!

This is the shortest podcast I have ever made. Get ready for tomorrow...macro thesis update is coming with some DD. Thanks for listening.

I recap economic data, market moves from yesterday, yield curve, and where I think we go from here. Thanks for listening.

I talk about some news, dive into debt data, and discuss how manipulated the market has been from fed policy. Thanks for listening

I recap yesterday's action, rant on the lack of economic growth, debate if the fed is doing more QE, discuss inflation, and digital assets. Thanks for listening.

I recap today's action, bond auction, explain why today was a dead cat bounce, rant of the fed and the market, and go over what is going on in the crypto space. Thanks for listening.

I recap today's CPI data, ponder on the narrative of transitory inflation, and recap today's strange movements. I was lacking today, but thanks for listening.

I recap today's wild action, go over my thesis for the market, some news, and look ahead to tomorrow's CPI data. Thanks for listening.

I ponder upon what is caused the weak jobs number, check up on yields, rant, and go over today's moves. I love precious metals. Thanks for listening

I recap today's jobs report, rant on joe Biden's clueless economic policy, discuss the rate market, and today's moves. Monday should be interesting...have a great weekend thanks for listening.