Show on the evening (EST) of Monday 2nd February. Benny is back in the States!
In Episode 22, Benny and The Squirrel dissect a historic week defined by the “Christmas tree of death” crash in precious metals. Ben details his successful short trade during silver's 38% plunge, characterizing the move as a massive leverage washout requiring a "correction in time" rather than a fundamental break.
The dynamic duo discuss Kevin Warsh’s Fed appointment, noting how fears of balance sheet contraction steepened the yield curve and crushed mortgage stocks like Rocket Companies $RKT.
Shifting to macro, they highlight Monday's strong ISM data and rally in ‘deep cyclical’ stocks, concluding with a preview of Thursday’s deep dive interview physical power markets.
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