Podcasts

JustDario Cigar Time – Episode 29
Unveiling The Money Metaverse: Markets, Myths And AI Illusions

Part 1: The Real Reason Behind Musk vs Trump Social Media Fight

Part 2: Economists Growing Doubtful About Public Economic Eata

Part 3: A Week Of Big Central Banks’ Intervention

Part 4: AI Update – The Illusion Is Now Surfacing

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JustDario Cigar Time – Episode 28
While Traders Are Debating About “TACO” Strategies, The Real Economy Is Capsizing

Part 1: Trump’s Words Are Now Traders’ Obsession

Part 2: The Real Economy: A Grim Reality

Part 3: June Outlook

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JustDario Cigar Time – Episode 27
The Consequences of DJT Zeroing On Europe And Apple To Warn Everyone Else

Part 1: Trump’s Tariff Round 2 – A Bold New Strategy

Part 2: Trump Delivers An Ultimatum To Tim Cook

Part 3: The Bigger Picture – Inflation, Gold, and Economic Pain

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JustDario Cigar Time – Episode 26 (Part 2)
Traders Watch Out: Two House Of Cards, Nvidia And US Debt, Are Now Shaking

Part 1: NVIDIA’s Big Day and a Reality Check

Part 2: Suspicious Shipments and SMCI’s Warning

Part 3: The AI Bubble and the Glut of GPUs

Part 4: Moody’s US Credit Rating Downgrade Fallout
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JustDario Cigar Time – Episode 26 (Part 1)
Market Rebound Expiry Date: 25th Of June

Part 1: The tariff timeout and what’s at stake

Part 2: Trump’s Europe Jab and the Global Trade Chessboard

Part 3: The tariff dilemma and the inflation trap

Part 4: Bullish headlines, Dubious Deals, and NVIDIA’s big moment
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JustDario Cigar Time – Episode 25
How The US Can Win The Tariffs War Without Allies?
Part 1: US Spin vs. Global silence

Part 2: Japan’s shocking power play

Part 3: The US’s big strategic fumble

Part 4: The India pipe dream

Part 5: The financialization trap

Part 6: Domestic pushback and insider moves

Part 7: How the perfect storm is brewing
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JustDario Cigar Time – Episode 24
Traders Keep Chasing A Bull Market Mirage, But The Reality Will Be Soon Impossible To Ignore

Part 1: The tariffs trap: How U.S. policy backfired

Part 2: Markets dancing with algorithms and leverage

Part 3: Tech giants under pressure

Part 4: The reality check: No return to 2024
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JustDario Cigar Time – Episode 23
The Tariffs Calm Before The Economic Chaos

Part1: The tariff shock – A “COVID-Like” disruption

Part 2: Why this feels like COVID-19

Part 3: Misunderstandings in Trump’s tariff strategy

Part 4: The shift in global trade power

Part 5: Why bringing factories back home is unrealistic

Part 6: The coming supply chain crisis

Part 7: What’s next? An uncertain future
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JustDario Cigar Time – Episode 22
How The FED Fell Into A Checkmate Trap

Part 1: Recap of the latest financial markets turmoil

Part 2: How the FED will need a BTFP 2.0 to rescue banks

Part 3: From tariff wars to capital markets wars

Part 4: The need for a BTFP 2.1 that includes corporate Bonds if tensions in the financial system escalate

Part 5: Repercussions on stock in the long term
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JustDario Cigar Time – Episode 21
Why Stocks Are Not Crashing Yet, But Just Detoxing

Part 1: There has been little to no “trickle down” Effect into the real economy from inflating asset prices since 2008, and Trump is now pulling the plug to that

Part 2: Short-term consequences of #Tariffs for #Stockprices

Part 3: Medium and long-term consequences for the #Stockmarket

Part 4: The best portfolio positioning to navigate the turbulent times ahead
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JustDario Cigar Time – Episode 20
Now Nvidia Has Nowhere Left To Hide
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JustDario Cigar Time – Episode 19
Part 1: FED and BOJ will be doing their best for the next Policy Meeting to be a “non-event” for markets

Part 2: A smooth sailing into The 21st March quad witching opex?

Part 3: If anything spoils the delicate market equilibrium, A volatility spike can be very disruptive
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JustDario Cigar Time – Episode 18
Are Central Banks Losing Control Of Interest Rates?
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JustDario Cigar Time – Episode 17
Nvidia’s Fraud Pandora’s Box Is Now Open
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JustDario Cigar Time – Episode 16
All Chickens Are Coming To Roost

Part 1: Norinchukin Bank and why there will be an attempt to bail them out

Part 2: Bank Of Japan panicking again

Part 3: The ongoing rush for physical Gold

Part 4: SMCI race against time to avoid Chapter 11
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JustDario Cigar Time – Episode 15
What The Hell Is Happening To Gold And What To Expect

Part 1: The dynamics of the Gold market

Part 2: Why economists and Investors have been wrong about Gold prices

Part 3: Troubles at the Bank of England and at The LBMA

Part 4: My expectation for Gold Prices in the Future

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JustDario Cigar Time – Episode 14
The End Of Tech Grifters Era And What Happens Next

Part 1: From the 500bn$ Stargate to the 6m$ DeepSeek

Part 2: Silicon Valley forgot how disruptive “garage companies” can be and will now pay a great price for it

Part 3: Grifters denial despite its Ponzi scheme is now fully exposed

Part 4: Nvidia: the biggest loser (by far) among all
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JustDario Cigar Time – Episode 13
Understanding “Cryptonomics” To Navigate The Space Safely

Part 1: The launch of TRUMP and MELANIA

Part 2: Understanding “memeconomics”

Part 3: The importance of fiat on/off ramp for the crypto ecosystem
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JustDario Cigar Time – Episode 12
Interest Rates Spoiling The Bull Market In 2025?
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JustDario Cigar Time – Episode 11
2025: The Year That Will Make Interest Rates Great Again
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JustDario Cigar Time – Episode 10
Understanding Central Banks’ Madness And Why Paying Attention To JP Morgan Is Important
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JustDario Cigar Time – Episode 9
My Personal Rules For Value Investing
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JustDario Cigar Time – Episode 8
Be Careful About Taking A “Santa Rally” Too Much For Granted
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JustDario Cigar Time – Episode 7
Wall Street’s #Bitcoin Takeover.
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JustDario Cigar Time – Episode 6
Can $SMCI Open An SEC Pandora’s Vase?
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JustDario Cigar Time – Episode 5
Part 1: Trump impact on markets and economies.
Part 2: Jerome (Powell) Burns like the captain of the titanic.
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JustDario Cigar Time – Episode 4
The great age of accounting frauds and how to avoid them.
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JustDario Cigar Time – Episode 3
A walk through my personal investments and their rationale.
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JustDario Cigar Time – Episode 2
My read on FOMC and BOJ actions, the SMCI elephant in the room and what BlackRock sponsored Bitcoin narrative signals. Subscribers only, log in to listen the podcast. TRANSCRIPT Hello everyone, and welcome to the second episode of JustDario Cigar Time. I’ve just picked up my cigar, so let’s sit…
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JustDario Cigar Time – Episode 1
Making sense of the jitters in Japanese markets, JPY and preparing for the upcoming US CPI release.
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