Hassett To Replace Powell: Betting Markets Are Confident
2025-12-10
Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin Hassett is the likely nominee to replace Jerome Powell when his term as Fed Chair ends in May. While still half a year away, the market is beginning to price in what a Hassett leadership might mean for …
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12-9-25 Bear Case for 2026: Valuations, Mean Reversion & Credit Stress
2025-12-09
Markets are dangerously overextended and priced for perfection going into 2026.
In this short video, I explain why elevated valuations, mean reversion, and rising credit stress could make 2026 far riskier than investors expect.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-2-25 Don’t Buy The “Death of the Dollar” Story$DXY
2025-12-02
The #USDollar isn’t dying and its global dominance isn’t under threat.
In this short video, I explain why the fear-driven “death of the dollar” narrative ignores economic reality and relies on misleading charts rather than facts.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow