Best Monetary Order Podcasts (2026)

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The new monetary order, with PIMCO's Tony Crescenzi 1:00:27

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1M ago1:00:27

1:00:27

In this Australian Retirement Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian inves…

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The Briefing: MTG Claims Trump Opposed Release of Epstein Files Because He Told Her His Friends Will Get Hurt by Exposing the Abusers in Files... TDR-Eps 62 6:30

1d ago6:30

6:30

MTG Greene Claims Trump Opposed Release of Epstein Files Because He Told Her His Friends Will Get Hurt by Exposing the Abusers in Files.

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OMG! You Won’t Believe What Just Happened in the Treasury Market 21:08

2d ago21:08

21:08

The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth qua…

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Back to basics: How to maximize your super contributions 27:26

2d ago27:26

27:26

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth kick off their summer miniseries by going back to basics on super contributions.They break down ALL the ways you can get money into super, including concessional contributions (employer, salary sacrifice, and pers…

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MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know? 1:24:13

3d ago1:24:13

1:24:13

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL ✅Sign up fo…

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The Most Dangerous Phase of an Economy Has Begun 21:09

3d ago21:09

21:09

Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe pres…

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The Briefing: Epstein Claims Trump Liked Them Young Too, Rape Allegations Reported. Epstein's 10 Co-Conspirators Investigated. DOJ Discovers Million More Documents - TDR-Eps 61 9:40

3d ago9:40

9:40

Epstein Claims Trump Liked Them Young Too and Rape Allegations Reported.! Epstein's 10 Co-Conspirators Investigated. DOJ Discovers Million More Documents. Trump Mentioned More...

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WARNING: Something Big Just Broke in Repo Markets 21:25

4d ago21:25

21:25

Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it al…

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CarMax: “We Tried Everything. It Didn’t Work.” 21:07

5d ago21:07

21:07

CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal - everything was turning around. Instead, not long after management eventually admitted it didn’t turn around which, this past week, was totally confirmed when CarMax reported sales that had basicall…

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The Briefing: Shocking and Explosive New Epstein Files Delivers Beyond Trump's Hoax Claims. Many More mentions of Trump and His Close Ties to Epstein... TDR-Eps 60 20:08

5d ago20:08

20:08

Shocking and Explosive Newly Released Epstein Files Delivers Beyond Trump's Hoax Claims. Many More mentions of Trump and His Very Close Ties to Epstein...

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The Japanese Yen Just Crossed a Dangerous Line 20:57

6d ago20:57

20:57

The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone …

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Repo Fails Skyrocketing!! Is Something Big Happening? 21:41

7d ago21:41

21:41

Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It was the highest for any non-quarter end week going back to June 2023. At the same time, borrowing from the Fed’s repo facility is way up again as investors refuse to buy the spin from private credit that…

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Best retirement moments of 2025 - Our top highlights 31:30

9d ago31:30

31:30

It's been an incredible year for the Australian Retirement Podcast! As we head into the Christmas break, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth look back at the biggest moments, most important lessons, and most-watched episodes of 2025. From market volatility and ethical investing debates to governmen…

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MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s 1:18:21

10d ago1:18:21

1:18:21

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:…

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BREAKING: GDP Explodes Higher (Here's What You Must Know) 22:58

10d ago22:58

22:58

US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming numbers. So why isn’t anyone buying it? To begin with, just look at gold and silver. Safe haven buying is literally off the charts. Bond yields didn’t react at all. And consumer confidence keeps falling d…

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Foreigners Sold a MASSIVE Amount of Treasuries (Here's What You Must Know) 20:31

11d ago20:31

20:31

Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches…

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The $25 Trillion AI Bubble Depends on One Thing… Debt 21:42

12d ago21:42

21:42

Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, f…

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The Briefing: Unanimous Congress Votes for Epstein Files Release, Trump Resistance Failed and No Hoax. MTG Attacks. Trump Imposter... TDR-Eps 59 14:27

12d ago14:27

14:27

Unanimous Congress Votes for Epstein Files Transparency Act to Release All Files, Trump Resistance Failed and Reversed Course... No Hoax, Non-Political Non-Partisan Issue. Trump Vicious Attacks on MTG. Trump America First Imposter and Fake MAGA! More Details and Updates.

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Holy Sh*t…You Won’t Believe This New Housing Data 20:37

13d ago20:37

20:37

Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their property off the market. De-listings nationally have soared this year, led by Miami and Florida. It wasn’t supposed to be like this. Sellers came back into the market thinking lower interest r…

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You Won’t Believe What Global Central Banks Just Did 20:48

15d ago20:48

20:48

Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details should help put all this to rest – especially alongside the payroll numbers from earlier in the week. However, over in Europe both the ECB and Bank of England claim they need to be vigilant abou…

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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026 1:16:58

16d ago1:16:58

1:16:58

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi ✅Sign up for a FREE 14-day trial at Big Picture Trading: …

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BREAKING: New Jobs Data Is Worse Than ANYONE Expected 28:57

16d ago28:57

28:57

The BLS confirmed the US labor market has indeed entered flat Beveridge territory with profound implications. What are they? What does this mean moving forward? Join me at 1:30pm ET to find out. Also, join me later tonight for a very special webinar where we are going to be doing a COMPREHENSIVE review of on set of consequences from flat Beveridge:…

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The Epic Retirement Tick - Assessing your retirement readiness 45:34

16d ago45:34

45:34

In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, sits down with retirement expert and best-selling author Bec Wilson to explore the Epic Retirement Tick - a groundbreaking framework for assessing retirement readiness. Bec, author of How to Have an Epic Retirement and Prime Time, founder of Epic Retiremen…

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The $45 TRILLION Chinese Bubble Is BURSTING 21:09

17d ago21:09

21:09

Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That’s enormous. It follows terrible data on household lending and bank credit. All of it points…

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HOLY SH*T! You Won’t Believe What the Fed Just Admitted 19:54

18d ago19:54

19:54

So, Jay Powell just casually strolled to the podium at his press conference last week and announced the Fed now believes the US has been losing jobs at a rate of 20,000 per month. From strong and resilient to solid to, ah, so what we’re now shedding jobs by the tens of thousands per month. Do you see it yet? The Treasury curve does, which is why it…

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The $25 TRILLION AI Bubble Is BURSTING 20:44

19d ago20:44

20:44

IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn’t have come at a more critical time in light of Oracle’s shocking results. And then Broadcom failed to live up to the hype. In many ways, AI is the …

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HOLY SH*T! You Won’t Believe What Just Happened in China 18:37

20d ago18:37

18:37

France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.” The Chinese have been trying to export their way out of what is now a major downturn. The truth is, neither side has much choice; the Chinese have to do it and the Europeans have to start resi…

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The World Isn't Prepared for What Just Happened to Oil 19:49

22d ago19:49

19:49

Eurodollar University's Money & Macro Analysis --------------------------------------------------------------------------------- EDU's Webinar Series Thursday December 17, 6pm ET A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street The most important funding system in the world is flashing warning signals, and almost no one is paying atten…

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MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism 1:07:56

23d ago1:07:56

1:07:56

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp ✅Sign up for a FREE 14-da…

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The Fed Just Revealed a Massive REPO Problem (No One’s Ready for This) 25:13

23d ago25:13

25:13

Live replay on December FOMC decision. --------------------------------------------------------------------------------- EDU's Webinar Series Thursday December 17, 6pm ET A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street The most important funding system in the world is flashing warning signals, and almost no one is paying attention. ht…

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Breaking down Australia's 20 superannuation tax rates 45:28

23d ago45:28

45:28

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle one of the most complex parts of Australian retirement planning: the superannuation tax system. How many different tax rates apply to super? The answer might shock you - it's around 20 different rates, depe…

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You Won’t Believe What The Swiss Central Bank Just Said 20:27

24d ago20:27

20:27

Swiss central bankers are being forced to choose between negative interest rates and negative consumer prices by the increasingly negative direction of the globally synchronized system. On a monthly basis, Switzerland’s CPI declined in November for the fourth straight month as the country tries to work through contractions in output and a small but…

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Inside the $1 TRILLION Shadow Banking Bomb That’s About to Blow 21:12

25d ago21:12

21:12

There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward. We’ve gotten past the initial shock, the Tricolor and First Brands fiascos, the first round of hedge fund redemptions, so now what? Well, to begin with, there’s what banks are doing right now and…

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This Is the Scariest Consumer Data I’ve Ever Seen 21:13

26d ago21:13

21:13

The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late. I'm hosting a free webinar to break down what's happening and what it means for your portfolio. https://event.webinarjam.com/channel/risks -------------------------------------------------------------------------------- Automoti…

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This week we recap some of the 2025 highlights and look to 2026 25:15

26d ago25:15

25:15

Inflation has been the major driver of the central bank's decisions in 2025 - will it still drive policy next year? The NHI continues to hog headlines - can that cause damage even if it is a dead duck? Markets in 2025 would have been mediocre and dull without AI - what is the next step? This podcast is based on Rexsolom's free newsletter. Sign up o…

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You Won’t Believe What Just Happened in Japan 19:06

27d ago19:06

19:06

The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not sinking. It’s got the government in Tokyo hollering about currency intervention claiming there is no fundamental reason for the yen’s plight. Except, there is and we just got more confirmati…

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The Most Important Economic Revision in Years Just Happened 20:56

29d ago20:56

20:56

After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market has spoken. We know right now what the FOMC is going to do next Wednesday. But what comes after that is still somewhat up in the air, though not nearly as much as you might think given all the…

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MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 1:12:05

30d ago1:12:05

1:12:05

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw Register f…

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This Is the First Time in 50 YEARS We’ve Seen This Happen… 18:49

30d ago18:49

18:49

November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k jobs last month, the most yet in the cycle. And it turns the 6m average negative for the first time, so serious problems in labor – which are creating bigger ones in the housing market. Accordin…

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The Company With Better Data Than the Government Just Sent a Dire Warning 20:50

1M ago20:50

20:50

Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide detergent, Mr. Clean, Pampers, Gilette and whole bunch of other brands you use every single day just said that sales were down “significantly” in October and that it likely continued right on…

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Holy Sh*t… Did You See What Just Happened in The Markets?! 21:25

1M ago21:25

21:25

December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7% drop to what would be a new recent low. Why? Economic woes continue to dominate concerns. Starting with Chicago, ISM’s regional business barometer put up its largest single month decline in new…

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The REAL Crisis Just Started (And the Fed Is Hiding It) 17:26

1M ago17:26

17:26

HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the mainstream and social media attention, call it fixation, on the tariff inflation faction at the Fed, the latest economic update from the central bank has almost nothing in it about that. Instead, i…

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Global interest rates, fiscal drag and the silk road in this Week 48 2025 16:35

1M ago16:35

16:35

This week Jonathan Brummer joins Dawn to look at global economic news over the last week. Fiscal drag is the new stealth tax in the UK. Are interest rate cuts nearing the end? The Chinese Silk Road is steadily spreading its tentacles across the world.By Dawn Ridler and Cobie Legrange

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WTF! You Won’t Believe What China Just Did to the Dollar 20:50

1M ago20:50

20:50

China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed. At the same time and for very much related reasons, private foreign counterparties were b…

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OMG! You Won’t Believe What Just Happened in the Repo Market 20:12

1M ago20:12

20:12

Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, r…

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ATO trust crackdown & managing drawdowns in volatility 43:07

1M ago43:07

43:07

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth tackle a diverse range of retirement topics that matter right now.They kick off with market optimism - CBA is floating around $168, and the hosts ask the provocative question: What if everything goes right? What if M…

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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change 1:04:36

1M ago1:04:36

1:04:36

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1 🔻Download Big Picture Trading Chartbook 📈📉: …

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OMG… Did You See What Just Happened to Interest Rates?! 19:48

1M ago19:48

19:48

Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates next month, yields are going down and taking inflation expectations with…

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Making sense of retirement: Super & retirement myths, top tips and Rask’s Retirement Academy 44:13

1M ago44:13

44:13

This episode was originally featured on The Australian Finance Podcast. In this episode of The Australian Retirement Podcast, Gemma Mitchell is joined by Tahli — educator, retirement specialist and long-time member of the Rask team. After working with hundreds of Australians approaching retirement, Tahli has seen the same patterns over and over aga…

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Holy Sh*t… Did You See What Just Happened to India’s Currency?! 19:53

1M ago19:53

19:53

India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny thing is, there really wasn’t much of a trigger to it, at least not on the surface. The rupee continues to be a major global bellwether that often has le…