Maximus Torres Vs. The World

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Macro commentary and current market rants from yours truly.

Max


    • Nov 12, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 103 EPISODES


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    Latest episodes from Maximus Torres Vs. The World

    EPPY 103: Technologic?

    Play Episode Listen Later Nov 12, 2023 28:02


    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!

    EPPY 102: Shakedown Street.

    Play Episode Listen Later Oct 22, 2023 30:10


    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.

    chicago bulls eppy shakedown street
    EPPY 101: A Castle Made of Sand.

    Play Episode Listen Later Oct 8, 2023 28:36


    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!

    EPPY 100: FEARLESS.

    Play Episode Listen Later Sep 24, 2023 31:49


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

    EPPY 99: Soft landing is impossible.

    Play Episode Listen Later Aug 15, 2022 30:22


    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!

    EPPY 98: The Ultimate “Rip Your Face Off Rally”

    Play Episode Listen Later Aug 10, 2022 27:56


    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.

    EPPY 97: Winter is coming.

    Play Episode Listen Later Aug 1, 2022 29:06


    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.

    EPPY 96: FOMC=CAP

    Play Episode Listen Later Jul 26, 2022 17:47


    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.

    EPPY 95: Growth slowdown.

    Play Episode Listen Later Jul 22, 2022 28:12


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

    EPPY 94: 9.1% CPI is not the real story.

    Play Episode Listen Later Jul 13, 2022 26:26


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

    EPPY 93: Buckle up.

    Play Episode Listen Later Jul 7, 2022 27:52


    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.

    EPPY 92: Let's talk about Japan.

    Play Episode Listen Later May 19, 2022 23:48


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

    EPPY 91: Bonds doing their job.

    Play Episode Listen Later May 18, 2022 22:03


    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.

    EPPY 90: Doubling Down

    Play Episode Listen Later May 13, 2022 42:59


    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.

    EPPY 89: Not a bear market…yet.

    Play Episode Listen Later Apr 21, 2022 27:03


    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.

    EPPY 88: Risk on (for now)

    Play Episode Listen Later Apr 4, 2022 33:14


    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.

    EPPY 87: The countdown has begun.

    Play Episode Listen Later Mar 30, 2022 20:41


    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.

    EPPY 86: 2/10 Spread and what it is telling us about the future.

    Play Episode Listen Later Mar 18, 2022 34:20


    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.

    EPPY 85: Buy the dip…S&P 5k Q2 2022.

    Play Episode Listen Later Jan 26, 2022 25:13


    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.

    EPPY 84: 2 rate hikes this year at the most.

    Play Episode Listen Later Jan 23, 2022 33:41


    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

    Episode 83: Bad news is good news.

    Play Episode Listen Later Jan 16, 2022 28:07


    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!

    EPPY 82: Outlook for 22'

    Play Episode Listen Later Jan 12, 2022 32:29


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

    EPPY 81: James Salerno, Portfolio Kings.

    Play Episode Listen Later Dec 22, 2021 48:19


    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.

    EPPY 80: Global Yield Curves Show Major Central Bank Policy Error.

    Play Episode Listen Later Dec 20, 2021 28:41


    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!

    EPPY 79: Santa Claus is NOT coming to town.

    Play Episode Listen Later Dec 16, 2021 42:17


    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!

    EPPY 78: Omicron is the perfect excuse to print.

    Play Episode Listen Later Dec 2, 2021 44:43


    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.

    EPPY 77: Labor shortages=Hyperinflation.

    Play Episode Listen Later Nov 13, 2021 33:27


    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.

    EPPY 76: Pick your Poison: Default or Hyperinflation

    Play Episode Listen Later Oct 8, 2021 22:53


    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.

    EPPY 75: The Great Collateral Crisis.

    Play Episode Listen Later Jul 25, 2021 41:18


    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!

    EPPY 74: Ultimate dead cat…too many risks in the market

    Play Episode Listen Later Jul 22, 2021 33:54


    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.

    EPPY 73: Collateral shortage is the real worry not the Delta Variant

    Play Episode Listen Later Jul 20, 2021 24:38


    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.

    EPPY 72: Is the everything bubble really just a cash bubble?

    Play Episode Listen Later Jul 16, 2021 47:37


    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!

    EPPY 71: QE does not work reverse repos prove this.

    Play Episode Listen Later Jun 26, 2021 34:36


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

    EPPY 70: All in on inflation.

    Play Episode Listen Later Jun 20, 2021 23:47


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

    EPPY 69: RRP and BTC.

    Play Episode Listen Later Jun 8, 2021 31:05


    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!

    EPPY 68: Labor “shortages”= higher wages=inflation.

    Play Episode Listen Later Jun 6, 2021 27:48


    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.

    EPPY 67: Real Rates up is bullish for Gold not bearish.

    Play Episode Listen Later Jun 4, 2021 36:32


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

    EPPY 66: Money is not free, inflation is transitory until it isn't.

    Play Episode Listen Later Jun 2, 2021 38:44


    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.

    EPPY 65: Easy money is the problem, not the solution.

    Play Episode Listen Later Jun 2, 2021 32:31


    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.

    EPPY 64: Fiat system is collapsing as we know it.

    Play Episode Listen Later May 28, 2021 41:34


    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.

    EPPY 63: Highest reverse repo operation EVER!

    Play Episode Listen Later May 27, 2021 26:40


    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!

    EPPY 62: Too much liquidity or shortage of collateral. This is the end.

    Play Episode Listen Later May 27, 2021 32:32


    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!

    EPPY 61: Reverse repos sending MAJOR signals.

    Play Episode Listen Later May 25, 2021 11:03


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

    EPPY 60: Market waking up to reality?

    Play Episode Listen Later May 19, 2021 11:03


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

    EPPY 59: No such thing as a free lunch.

    Play Episode Listen Later May 18, 2021 38:27


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

    EPPY 58: More QE?

    Play Episode Listen Later May 15, 2021 47:00


    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.

    EPPY 57: Fed is trapped...look out below

    Play Episode Listen Later May 13, 2021 57:20


    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.

    EPPY 56: Inflation has been here so why is the market reacting now?

    Play Episode Listen Later May 12, 2021 27:56


    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.

    EPPY 55: I see red....

    Play Episode Listen Later May 11, 2021 39:34


    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.

    EPPY 54: Labor Shortage or Covid Hangover?

    Play Episode Listen Later May 10, 2021 33:21


    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

    EPPY 53: Bad news=Stocks to the moon...thank you Jerome Powell.

    Play Episode Listen Later May 7, 2021 27:36


    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.

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