John Comiskey, owner of the Substack called Reversed Engineering Finance, a newsletter that explains the underlying mechanics of the financial system and then uses those mechanics to make projections. He talks the potential FHA Mortgage Crisis, loans, large amounts of delinquencies, why 2026 could be very interesting, and more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
All of my conversations are ad-free on Substack. Please consider becoming a paid subscriber to access the whole conversation. LINK BELOW:
Watch every episode ad-free on Substack: https://coffeeandamike.substack.com/
Watch every episode ad-free on Substack: https://coffeeandamike.substack.com/
Dave Collum is a Professor of organic chemistry at Cornell University. He joins Professor of Applied Economics at Johns Hopkins University and Distinguished Senior Scholar at the Mises Institute Steve H. Hanke to discuss the City of London, why New York rules the world, reserve currency, dollarization, Venezuela, how everything revolves around real estate, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
Ben Hunt founded Epsilon Theory, a newsletter and website that examines markets through the lens of narrative. He talks trolling on the internet, how paid members/subscribers of platforms can poison your community, Venezuela, President Trump addressing the nation, when words stop meaning anything, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
R. Patrick Kent, Portfolio Manager, Hedgeye Asset Management and Co-Founder/President Biophysical Economics Institute. He talks polarization of society, future of AI, how energy is the economy’s fuel, data centers, the Fourth Turning, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
