Money & Markets.

Macro-economics, crypto and DeFi, personal finance, FIRE movement, and institutional capital flows.

47 Episodes Updated Daily 12 Articles

Episodes.

EP 042 Why the Bond Market Is Screaming Right Now Mar 20, 2026 28 min EP 037 Real Estate in a Rate-Cut Cycle: Where the Smart Money Goes Mar 15, 2026 29 min EP 033 Bitcoin After the Halving: Institutional Flows and What's Next Mar 10, 2026 35 min EP 028 The FIRE Movement Is Dead. Long Live FIRE 2.0 Mar 5, 2026 24 min EP 022 Tariff Shock: How Trade Policy Reshapes Every Portfolio Feb 27, 2026 31 min EP 018 DeFi Yield Farming in 2026: What Still Works Feb 22, 2026 26 min EP 014 The Fed Pivot Nobody Saw Coming Feb 17, 2026 33 min EP 009 Macro Outlook: Where Capital Flows in a Fractured World Feb 10, 2026 27 min

Articles.

4.2% Inflation Shock: May CPI Hits a 3-Year High and the Fed Won't Blink

May CPI came in at +0.5% month-over-month and 4.2% year-over-year — the largest annual gain in three years — driven by an energy surge tied to the Iran-US escalation. The Nasdaq fell over 2% intraday and the Fed now heads into its June 16-17 meeting with every reason to hold at 3.5-3.75% into 2027. What this means for portfolios, borrowers, and operators pricing their next 12 months.

10 min read