QTR’s Fringe Finance

Latest episode

Episodes

1. Life After AI: Where The Money Is Now Moving
   Nov 5, 2026
2. Early Thoughts On Today’s NASDAQ Crash
   Nov 5, 2026
3. Bearish Beyond This ‘Blue Wave’ Market Bounce
   Nov 4, 2026
4. Even More Proof That Commercial Real Estate Is Cracking
   Nov 3, 2026
5. 3 Midterm Outcomes & How They’d Move Stocks
   Nov 2, 2026
6. My Market Outlook For Monday In 15 Quick Points
   Nov 1, 2026
7. Oh, By The Way, Private Credit Defaults Just Hit A Record...
   Oct 31, 2026
8. OpenAI Cuts Funding Round: Bad News At The Worst Time
   Oct 31, 2026
9. The Tech Trade Nobody Notices Yet...But Will
   Oct 30, 2026
10. Tech Isn’t The Only Problem...
    Oct 30, 2026
11. The World Will End If Nvidia Misses Earnings
    Oct 29, 2026
12. The Commercial Real Estate Crisis Is Far From Over
    Oct 29, 2026
13. “Very Intentional”: Steve Eisman Thinks Anthropic Is Hiding Something
    Oct 29, 2026
14. The Dirty Accounting Behind The AI Bubble
    Oct 28, 2026
15. Watchlist Housekeeping
    Oct 28, 2026
16. The Bull Case Behind One Crashing Stock
    Oct 28, 2026
17. Could Democrats Crash This Market?
    Oct 27, 2026
18. It’s Not A “Prank”, You’re Just An Asshole
    Oct 27, 2026
19. Who’s Afraid of AI?
    Oct 26, 2026
20. The Road to Serfdom Runs Through Both Parties
    Oct 26, 2026
21. Is Brazil’s Market Crash An Overreaction?
    Oct 26, 2026
22. Apple Is Losing Its Luster
    Oct 24, 2026
23. Gold Could Crash...Before It Doubles
    Oct 23, 2026
24. Green Shoots On A Red Market Day
    Oct 22, 2026
25. Credit Where It’s Due
    Oct 22, 2026
26. “The Economics Are Abysmal”: Harris Kupperman Warns The Crash Is Here
    Oct 22, 2026
27. Housing Is Collapsing, Wall Street Hasn’t Noticed
    Oct 21, 2026
28. Stop Calling It Capitalism When It’s Government Favoritism
    Oct 21, 2026
29. Sometimes, Knives Just Keep Falling
    Oct 20, 2026
30. The S&P Is Soaring, But Two-Thirds of Stocks Are Stalling
    Oct 20, 2026
31. If OpenAI And Anthropic IPOs Flop, These Stocks Could Suffer
    Oct 19, 2026
32. One Month Later, The Thesis Looks Better
    Oct 19, 2026
33. Let The Morons Eat Cake
    Oct 18, 2026
34. Two Decades Of Mass Financial Delusion Ends Now
    Oct 17, 2026
35. Central Banks Cannot Fix The Sovereign Debt Bubble
    Oct 16, 2026
36. Jensen Will Blink First
    Oct 15, 2026
37. The Fed vs. The Bond Market
    Oct 15, 2026
38. CoreWeave: Don’t Say I Didn’t Warn You
    Oct 14, 2026
39. Nvidia’s CoreWeave Catch-22
    Oct 14, 2026
40. Going “Old School” With “Boring” Blue Chip Stocks
    Oct 14, 2026
41. Why Didn’t 2008 Bank Bailouts Produce COVID-Level Inflation?
    Oct 13, 2026
42. Finding My Way Through An Imperfect Journey
    Oct 12, 2026
43. My Market Dashboard Heading Into 2027
    Oct 11, 2026
44. Hated In 2026, But Worth Watching In 2027
    Oct 9, 2026
45. Judy Shelton, Scott Bessent And The Coming Gold Revaluation?
    Oct 9, 2026
46. Home Sales: “High” Interest Rates Are Not the Problem, High Prices Are
    Oct 9, 2026
47. The AI Rally Trapdoor Just Swung Open Violently
    Oct 8, 2026
48. Zohran Mamdani's Disgraceful October 7th
    Oct 8, 2026
49. What If The Oil Crisis Gets Much, Much Worse?
    Oct 8, 2026
50. The Art Of Explaining Away Underperformance
    Oct 7, 2026