11-25-25 The System Is Broken – Garrett Baldwin Interview
2025-11-12
Lance Roberts sits down with Garrett Baldwin to dissect how the financial system became structurally distorted — from the Fed’s collateral-driven era after 2008 to the unchecked rise of passive investing and liquidity engineering.
Other key topics include:
The illusion of value through asset-price debasement
The 50-year mortgage folly and real housing affordability
CATH ETFs and the birth of speculative flows
How ETFs and repo markets reshaped price discovery
Garrett and Lance reveal how the system drifted from fundamentals — and what disciplined investors must understand to protect capital in an age of financial distortion.
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Trump’s BLS Reform Faces Steep Obstacles
2025-09-16
The White House has turned its attention to the Bureau of Labor Statistics after a series of steep payroll revisions rattled confidence in the government’s jobs data. President Trump fired the agency’s commissioner last month and has nominated a longtime critic to take her place, pledging reforms to improve accuracy. But the problems run deeper …
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