July 24, 2025
Macro Musings - Gerardo and Nick welcome special guest Rudy Havenstein for a wide-ranging, hard-hitting discussion on the Epstein files, intelligence ties, bipartisan complicity, and the total collapse of institutional trust. “If you think this is a partisan issue, you’re already lost,” says Rudy. The trio lays bare the links between Epstein, the CIA, financial elites, and legacy media. Epstein wasn’t just a trafficker—he was a money launderer and arms dealer with intelligence agency protection. Rudy names names, points to public records, and explains how it all fits together.
Market Takes - Rudy and Nick hammer the Fed for ZIRP, QE, MBS hoarding, and destroying price discovery in the housing market. “The Fed is a private bank cartel that picks winners and losers—and you're not the winner.” The group explores inflation distortion, stealth bailouts, and the widening wealth gap caused by Fed policy. CPI manipulation, hedonics, and asset inflation are all tools of repression.
Bizarro Banter - The two-party system is exposed for what it is: theater for the masses while elites laugh on Epstein’s island. From Trump’s “hoax” claims to the Democrats’ feigned outrage, Rudy explains why neither party will allow the truth to come out. “They all knew.” Elon’s America Party? “Give me a break,” says Rudy. And don’t miss Rudy’s take on transhumanism, tech billionaires, and the new Weimar.
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July 24, 2025
Macro Musings - Gerardo and Nick welcome special guest Rudy Havenstein for a wide-ranging, hard-hitting discussion on the Epstein files, intelligence ties, bipartisan complicity, and the total collapse of institutional trust. “If you think this is a partisan issue, you’re already lost,” says Rudy. The trio lays bare the links between Epstein, the CIA, financial elites, and legacy media. Epstein wasn’t just a trafficker—he was a money launderer and arms dealer with intelligence agency protection. Rudy names names, points to public records, and explains how it all fits together.
Market Takes - Rudy and Nick hammer the Fed for ZIRP, QE, MBS hoarding, and destroying price discovery in the housing market. “The Fed is a private bank cartel that picks winners and losers—and you're not the winner.” The group explores inflation distortion, stealth bailouts, and the widening wealth gap caused by Fed policy. CPI manipulation, hedonics, and asset inflation are all tools of repression.
Bizarro Banter - The two-party system is exposed for what it is: theater for the masses while elites laugh on Epstein’s island. From Trump’s “hoax” claims to the Democrats’ feigned outrage, Rudy explains why neither party will allow the truth to come out. “They all knew.” Elon’s America Party? “Give me a break,” says Rudy. And don’t miss Rudy’s take on transhumanism, tech billionaires, and the new Weimar.
Premium Portfolio Picks -
July 24, 2025
Macro Musings - Gerardo and Nick welcome special guest Rudy Havenstein for a wide-ranging, hard-hitting discussion on the Epstein files, intelligence ties, bipartisan complicity, and the total collapse of institutional trust. “If you think this is a partisan issue, you’re already lost,” says Rudy. The trio lays bare the links between Epstein, the CIA, financial elites, and legacy media. Epstein wasn’t just a trafficker—he was a money launderer and arms dealer with intelligence agency protection. Rudy names names, points to public records, and explains how it all fits together.
Market Takes - Rudy and Nick hammer the Fed for ZIRP, QE, MBS hoarding, and destroying price discovery in the housing market. “The Fed is a private bank cartel that picks winners and losers—and you're not the winner.” The group explores inflation distortion, stealth bailouts, and the widening wealth gap caused by Fed policy. CPI manipulation, hedonics, and asset inflation are all tools of repression.
Bizarro Banter - The two-party system is exposed for what it is: theater for the masses while elites laugh on Epstein’s island. From Trump’s “hoax” claims to the Democrats’ feigned outrage, Rudy explains why neither party will allow the truth to come out. “They all knew.” Elon’s America Party? “Give me a break,” says Rudy. And don’t miss Rudy’s take on transhumanism, tech billionaires, and the new Weimar.
Premium Portfolio Picks -