Rephonic
Artwork for Caveat Emptor
Tariffs
China
Private Equity
United States
Housing Market
Trade War
401(k) Market
GDP Growth
Inflation
Stocks
Federal Reserve
MAG7
Private Credit
Medicaid Cuts
Entitlement Reform
Ukraine
Canada
Investment Strategies
Gold
Trump Administration

In depth discussion of global finance, international trade, investing and geopolitics.

PublishesTwice monthlyEpisodes21Founded10 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Caveat Emptor

Latest Episodes

The Fed restarts QE and cuts rates, while Trump issues warrior dividends. Oracle and Bitcoin both take a bath and a look ahead to 2026.

The Japanese carry trade unwind part 2.0, Operation Southern Spear, private equity gets flushed on a porta potty roll up and Silver hits an all time high on the same day the CME overheats!

The Grand Global Economic Re-Ordering and its relationships to the AI/Tech, private equity, and housing markets.

The longest government shutdown in history is over, more trading scandals at the Fed, stimi checks, 50-year mortgages, portable mortgages, assumable mortgages and yet another idiosyncratic credit event......

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Recent Guests

Jim Bianco
President, founder, and chief macro strategist at Bianco Research
Bianco Research
Episode: Jim Bianco Guest Appearance
John Cassidy
CEO and Chief Investment Officer at Red Cedar Investment Management
Red Cedar Investment Management
Episode: MAGA vs. the MAG7
Mitch Stapley
Director of Macro Strategy at Red Cedar Investment Management
Red Cedar Investment Management
Episode: MAGA vs. the MAG7
John Cassady
Chief Investment Officer and CEO
Red Cedar Investment Management
Episode: The Mar-a-Lago Discord

Hosts

Brandon Badgima
Host and analyst, involved in discussions concerning finance and geopolitical issues.
Mitch Stapley
Director of Macro Strategies, provides insights on investments and policy.
John Cassidy
Chief Investment Officer with insights on investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

The Mar-a-Lago Discord
Q: How do the current trade relationships affect the U.S. economy?
The trade relationships, particularly with Canada and Mexico, are crucial as they hold significant leverage in negotiations compared to China.
The Mar-a-Lago Discord
Q: What do you think the underlying strategy of the Trump administration is regarding tariffs?
The administration seems to be focused on reindustrializing the U.S., with tariffs acting as a tool to negotiate more favorable trade terms.

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Frequently Asked Questions About Caveat Emptor

What is Caveat Emptor about and what kind of topics does it cover?

The content presents a comprehensive analysis of global finance, international trade, and geopolitical issues, reflecting a multifaceted approach to current economic trends. It includes discussions on critical topics such as the Japanese carry trade, implications of Federal Reserve policies, and trade tensions between the United States and China. The hosts provide insightful commentary on various market dynamics, including private equity challenges, impacts of tariffs, and the analysis of economic indicators like inflation and employment data. Overall, this content is likely to resonate with listeners interested in not just finance, but also the intricate connections between economics and global political landscapes, culminating in discussi... more

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To see how many followers or subscribers Caveat Emptor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Caveat Emptor?

These podcasts share a similar audience with Caveat Emptor:

1. Monetary Matters with Jack Farley
2. Odd Lots
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Meb Faber Show - Better Investing
5. Excess Returns

How many episodes of Caveat Emptor are there?

Caveat Emptor launched 10 months ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Caveat Emptor?

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What guests have appeared on Caveat Emptor?

Recent guests on Caveat Emptor include:

1. Jim Bianco
2. John Cassidy
3. Mitch Stapley
4. John Cassady

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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