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🇺🇸 An AI bubble, an endless Gulf war, margin debt at all-time highs, and private credit that's effectively subprime, all stacking at once. George Gammon runs through the pile-up and says ignoring it is the worst move you can make: "Burying your head in the sand like an ostrich... show more

Mario Nawfal

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52,777 views • 1 month ago •via X (Twitter)

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🇺🇸 An indicator tracked since 1971 just flashed, and it's called a bear market with 67% accuracy. George Gammon walks through a little-known signal measuring the delta between the Dow Jones and the Nasdaq. The rule: when the two indices diverge by more than 5% within a 7-to-10 trading day window, history gives a 67% statistical probability of a bear market. What the divergence usually captures is capital fleeing high-risk tech for risk-off positions, the same dynamic that showed up at the peak of the dot-com bubble. Now layer on what Gammon sees in the subprime space and the labor market, and the indicator stops looking like trivia. It's flagging an instability running through the entire economy. George Gammon

🇺🇸 An indicator tracked since 1971 just flashed, and it's called a bear market with 67% accuracy. George Gammon walks through a little-known signal measuring the delta between the Dow Jones and the Nasdaq. The rule: when the two indices diverge by more than 5% within a 7-to-10 trading day window, history gives a 67% statistical probability of a bear market. What the divergence usually captures is capital fleeing high-risk tech for risk-off positions, the same dynamic that showed up at the peak of the dot-com bubble. Now layer on what Gammon sees in the subprime space and the labor market, and the indicator stops looking like trivia. It's flagging an instability running through the entire economy. George Gammon

Mario Nawfal

55,538 views • 2 months ago

🇺🇸 Bessent announced the Treasury buyback double-down, and yields erased the move within 24 hours. Macro investor George Gammon called it publicly and gave it a week. It took a day. His point is that long-term rates answer to growth and inflation expectations, and no announcement changes either one. The buybacks amount to selling short-term debt to buy long-term debt. On the sanctions, he's blunter still: "If sanctions would have worked, why didn't you do it before? It's just a total cop out, so they have a narrative to take into midterms." George Gammon

🇺🇸 Bessent announced the Treasury buyback double-down, and yields erased the move within 24 hours. Macro investor George Gammon called it publicly and gave it a week. It took a day. His point is that long-term rates answer to growth and inflation expectations, and no announcement changes either one. The buybacks amount to selling short-term debt to buy long-term debt. On the sanctions, he's blunter still: "If sanctions would have worked, why didn't you do it before? It's just a total cop out, so they have a narrative to take into midterms." George Gammon

Mario Nawfal

61,132 views • 20 days ago

🇺🇸 George Gammon (Rebel Capital) thinks the real risk isn't Iran itself, but Iran becoming the spark that lights a fuse. His read: non-farm payrolls just went negative, prior months got revised down, and ADP came in at 44K vs expectations. History says when you get a run of weak jobs reports like this, you're already in a contraction. You just don't know it yet. Layer oil on top. Not "oil is scary" in the abstract; oil acts like a tax. If gas and utility costs eat more of people's paychecks, discretionary spending dies first, then jobs follow. He points to 2008: oil hit $140, CPI spiked, and that was the tipping point everyone missed until it wasn't. Then there's the part nobody's watching: private credit. George calls it subprime lending's sequel; same structure, different balance sheets, this time hidden in shadow banks instead of mortgages. Nobody knows how deep it goes. And AI CapEx is now propping up the whole thing. Google and Meta are reportedly cash-flow negative once you factor in AI spend. Meaning literal money-printing machines are borrowing to keep up. George's tell for when a bubble turns: companies start issuing more debt and equity to fund it. That's already happening. If Iran forces oil back to $120+, and the jobs numbers keep sliding, the timeline for all this collapsing doesn't move in years anymore. It moves in months. Thank you George Gammon for coming on the show

🇺🇸 George Gammon (Rebel Capital) thinks the real risk isn't Iran itself, but Iran becoming the spark that lights a fuse. His read: non-farm payrolls just went negative, prior months got revised down, and ADP came in at 44K vs expectations. History says when you get a run of weak jobs reports like this, you're already in a contraction. You just don't know it yet. Layer oil on top. Not "oil is scary" in the abstract; oil acts like a tax. If gas and utility costs eat more of people's paychecks, discretionary spending dies first, then jobs follow. He points to 2008: oil hit $140, CPI spiked, and that was the tipping point everyone missed until it wasn't. Then there's the part nobody's watching: private credit. George calls it subprime lending's sequel; same structure, different balance sheets, this time hidden in shadow banks instead of mortgages. Nobody knows how deep it goes. And AI CapEx is now propping up the whole thing. Google and Meta are reportedly cash-flow negative once you factor in AI spend. Meaning literal money-printing machines are borrowing to keep up. George's tell for when a bubble turns: companies start issuing more debt and equity to fund it. That's already happening. If Iran forces oil back to $120+, and the jobs numbers keep sliding, the timeline for all this collapsing doesn't move in years anymore. It moves in months. Thank you George Gammon for coming on the show

Mario Nawfal

288,642 views • 1 month ago

🇺🇸🇮🇷 George Gammon warns that an Iran-driven oil spike could turn existing cracks in the U.S. economy into a full-blown crisis. If oil hits $120–130, higher inflation expectations could push rates higher, making private-sector debt and massive AI infrastructure borrowing increasingly expensive. George says the real danger is duration: “If it stays at $120 for a month, okay. If it stays at $120 for 6 months, we got a big problem.” The result could be falling stocks, collapsing AI CapEx, and eventually a weaker labor market. George Gammon

🇺🇸🇮🇷 George Gammon warns that an Iran-driven oil spike could turn existing cracks in the U.S. economy into a full-blown crisis. If oil hits $120–130, higher inflation expectations could push rates higher, making private-sector debt and massive AI infrastructure borrowing increasingly expensive. George says the real danger is duration: “If it stays at $120 for a month, okay. If it stays at $120 for 6 months, we got a big problem.” The result could be falling stocks, collapsing AI CapEx, and eventually a weaker labor market. George Gammon

Mario Nawfal

56,131 views • 1 month ago

🇺🇸🇷🇺 Seizing Russia's reserves turned America into a defaulted country, and every central bank understood it instantly. Economist Philip Pilkington says holding reserves at a central bank is a lending operation, so freezing them is a default on the claim: "The United States is a defaulted country now, and the world understands that." George Gammon pushes back on where anyone runs to instead, since Putin or Xi would freeze an account just as fast, and the one genuinely decentralized option isn't ready. "It's not even a flip phone. It's like a tin can and a string." George Gammon Philip Pilkington

🇺🇸🇷🇺 Seizing Russia's reserves turned America into a defaulted country, and every central bank understood it instantly. Economist Philip Pilkington says holding reserves at a central bank is a lending operation, so freezing them is a default on the claim: "The United States is a defaulted country now, and the world understands that." George Gammon pushes back on where anyone runs to instead, since Putin or Xi would freeze an account just as fast, and the one genuinely decentralized option isn't ready. "It's not even a flip phone. It's like a tin can and a string." George Gammon Philip Pilkington

Mario Nawfal

90,778 views • 28 days ago

This is: U.S. House Rep Tim Burchett: FACT: Democrat don’t want the SAVE Act because they have ‘large populations of illegals voting.’ Tim Burchett “When you register to vote, you have to prove you're an American citizen. When you go vote, you have to show an ID. That's all it is. And the reason they don't want it is because they know they're, they got a population of illegals voting — It's everywhere — It's all over and they know it, and that's how they're stealing. Pass the SAVE America Act, ‘let’s take our country back.”

This is: U.S. House Rep Tim Burchett: FACT: Democrat don’t want the SAVE Act because they have ‘large populations of illegals voting.’ Tim Burchett “When you register to vote, you have to prove you're an American citizen. When you go vote, you have to show an ID. That's all it is. And the reason they don't want it is because they know they're, they got a population of illegals voting — It's everywhere — It's all over and they know it, and that's how they're stealing. Pass the SAVE America Act, ‘let’s take our country back.”

🇺🇸RealRobert🇺🇸

10,748 views • 5 days ago

This is: U.S. House Rep Tim Burchett: FACT: Democrat don’t want the SAVE Act because they have ‘large populations of illegals voting.’ Tim Burchett “When you register to vote, you have to prove you're an American citizen. When you go vote, you have to show an ID. That's all it is. And the reason they don't want it is because they know they're, they got a population of illegals voting — It's everywhere — It's all over and they know it, and that's how they're stealing. Pass the SAVE America Act, ‘let’s take our country back.”

This is: U.S. House Rep Tim Burchett: FACT: Democrat don’t want the SAVE Act because they have ‘large populations of illegals voting.’ Tim Burchett “When you register to vote, you have to prove you're an American citizen. When you go vote, you have to show an ID. That's all it is. And the reason they don't want it is because they know they're, they got a population of illegals voting — It's everywhere — It's all over and they know it, and that's how they're stealing. Pass the SAVE America Act, ‘let’s take our country back.”

🇺🇸RealRobert🇺🇸

34,516 views • 6 months ago

💬 do you think being happy is the only goal in life 🌙 no, not at all. I think we live for the little happy moments. there's gotta be downs to know what an up is and an up for to know what a down is like if you happy all the time, that's neutral. you won't even know you're happy.

💬 do you think being happy is the only goal in life 🌙 no, not at all. I think we live for the little happy moments. there's gotta be downs to know what an up is and an up for to know what a down is like if you happy all the time, that's neutral. you won't even know you're happy.

•ᴗ•

138,384 views • 3 months ago

🚨 WOW! Tucker Carlson carried out a STUNNING takedown of abortion "If you can kill CHILDREN who are in the way, you can kill ELDERLY who are in the way. In the end? They'll be killing US who are in the way!" "Abortion is RITUALISTIC [killing of children]...they had an ABORTION TRUCK outside the Democratic Convention." "It's just like, 'no, abortion is the only right you have. It's all you have. You don't have the right to keep them from jabbing a needle in your arm with some unknown poison made by Pfizer. You don't have that right.'" "'You don't have the right to say what you really think.' The only right you have is to M*RDER your own KIDS? That's dark, dude. Listen to yourself! That's the saddest thing that could ever happen." "All that matters is having children and your children are all that will matter to you. I don't care what you say. I've lived it. I know that's true." "Anyone that's like, oh, just kill your children? [...] It's just GROTESQUE. It's shocking." "I know a million people who've had abortions. I don't know one who's happy about it." 🫳🎤

🚨 WOW! Tucker Carlson carried out a STUNNING takedown of abortion "If you can kill CHILDREN who are in the way, you can kill ELDERLY who are in the way. In the end? They'll be killing US who are in the way!" "Abortion is RITUALISTIC [killing of children]...they had an ABORTION TRUCK outside the Democratic Convention." "It's just like, 'no, abortion is the only right you have. It's all you have. You don't have the right to keep them from jabbing a needle in your arm with some unknown poison made by Pfizer. You don't have that right.'" "'You don't have the right to say what you really think.' The only right you have is to M*RDER your own KIDS? That's dark, dude. Listen to yourself! That's the saddest thing that could ever happen." "All that matters is having children and your children are all that will matter to you. I don't care what you say. I've lived it. I know that's true." "Anyone that's like, oh, just kill your children? [...] It's just GROTESQUE. It's shocking." "I know a million people who've had abortions. I don't know one who's happy about it." 🫳🎤

Eric Daugherty

147,428 views • 10 months ago

🚨 SEN. ERIC SCHMITT JUST BLASTED A MESSAGE TO THE RINOS "You can object to a thing here or there — I just don't know if you can be an OBSTRUCTIONIST on everything!" 🔥 "When you're trying to move that agenda forward, it's very important that you have a Republican Party that's aligned with where our voters are at. That's really what the issue here is."

🚨 SEN. ERIC SCHMITT JUST BLASTED A MESSAGE TO THE RINOS "You can object to a thing here or there — I just don't know if you can be an OBSTRUCTIONIST on everything!" 🔥 "When you're trying to move that agenda forward, it's very important that you have a Republican Party that's aligned with where our voters are at. That's really what the issue here is."

Eric Daugherty

101,431 views • 3 months ago

Naval on when to trust your gut: “I think the gut is what decides. The head is kind of what rationalizes it afterwards. The gut is the ultimate decision-maker. And what is a gut? The gut is refined judgment, it's taste. [The gut is an aggregator]…it could be aggregated through evolution, and it's in your genes, in your DNA, or it could be aggregated through your experiences and what you've thought through. The mind is good at solving new problems, and new problems in the external world that have defined edges, you know, beginnings and ends and objectives. What the mind is actually really bad at is making hard decisions. So when you have a hard decision to make, I find it's better to — yes, you ruminate on it, you think through all the pros and cons — but then you sleep on it, you wait a couple of days, you wait until the gut answer appears with conviction and it feels right. And when you're younger, it takes longer. Because you just don't have as much experience. And when you're older, it can happen much faster. […] It takes time to develop your gut instinct and judgment. But once you've developed them, don't trust anything else. Because you can't go against your gut, it'll bite you in the end.” *** Full episode with Chris Williamson:

Naval on when to trust your gut: “I think the gut is what decides. The head is kind of what rationalizes it afterwards. The gut is the ultimate decision-maker. And what is a gut? The gut is refined judgment, it's taste. [The gut is an aggregator]…it could be aggregated through evolution, and it's in your genes, in your DNA, or it could be aggregated through your experiences and what you've thought through. The mind is good at solving new problems, and new problems in the external world that have defined edges, you know, beginnings and ends and objectives. What the mind is actually really bad at is making hard decisions. So when you have a hard decision to make, I find it's better to — yes, you ruminate on it, you think through all the pros and cons — but then you sleep on it, you wait a couple of days, you wait until the gut answer appears with conviction and it feels right. And when you're younger, it takes longer. Because you just don't have as much experience. And when you're older, it can happen much faster. […] It takes time to develop your gut instinct and judgment. But once you've developed them, don't trust anything else. Because you can't go against your gut, it'll bite you in the end.” *** Full episode with Chris Williamson:

Trung Phan

63,639 views • 1 year ago

🗣️: “The car that is performing at the moment is maybe the Mercedes. Just thinking about your championship, you really came out and stamped your authority at Brawn. I was talking to Nigel Mansell the other day. He was saying, well, that's what I did in 1992. It's kind of what George Russell wants to do. How concerned will he be that Kimmi has won the last two?” Jenson Button: “I actually saw George a couple of days ago, just in passing, weirdly. He seems very calm, collected. You know, it won't phase George. He knows his speed and he knows it hasn't gone his way. He's been very unlucky, but you got to take the rough with the smooth and you understand that sometimes you do get unlucky. Next race, he might not be. He might get the luck. So, who knows? But, yeah, for me, it's an exciting championship to have those two fighting out. Such a youngster. You know, Kimi's so young. George, he's a real powerhouse, I have to say. You know, I'm a big fan of George. [..]”

🗣️: “The car that is performing at the moment is maybe the Mercedes. Just thinking about your championship, you really came out and stamped your authority at Brawn. I was talking to Nigel Mansell the other day. He was saying, well, that's what I did in 1992. It's kind of what George Russell wants to do. How concerned will he be that Kimmi has won the last two?” Jenson Button: “I actually saw George a couple of days ago, just in passing, weirdly. He seems very calm, collected. You know, it won't phase George. He knows his speed and he knows it hasn't gone his way. He's been very unlucky, but you got to take the rough with the smooth and you understand that sometimes you do get unlucky. Next race, he might not be. He might get the luck. So, who knows? But, yeah, for me, it's an exciting championship to have those two fighting out. Such a youngster. You know, Kimi's so young. George, he's a real powerhouse, I have to say. You know, I'm a big fan of George. [..]”

naenia ¹ ⁶³

12,299 views • 4 months ago

🇺🇸 The default rate on private credit may now rival 2008, and almost no one sees what's hiding underneath. George Gammon explains where the real danger lives: beneath the money invested sits the money borrowed to invest it, layer stacked on layer: "It's just like leverage on top of leverage, on top of leverage on top of leverage." When the defaults hit, someone takes the haircut. The question is who. George Gammon

🇺🇸 The default rate on private credit may now rival 2008, and almost no one sees what's hiding underneath. George Gammon explains where the real danger lives: beneath the money invested sits the money borrowed to invest it, layer stacked on layer: "It's just like leverage on top of leverage, on top of leverage on top of leverage." When the defaults hit, someone takes the haircut. The question is who. George Gammon

Mario Nawfal

90,576 views • 1 month ago

If you are an #entrepreneur do you know what your most valuable asset is? It's your time. Having great executional skills means that you know when it is time to shut down a failing business. failure is part of the journey. Get over it and above all don't waste your time!

If you are an #entrepreneur do you know what your most valuable asset is? It's your time. Having great executional skills means that you know when it is time to shut down a failing business. failure is part of the journey. Get over it and above all don't waste your time!

Kevin O'Leary aka Mr. Wonderful

114,277 views • 3 years ago

Q: It's thought in the paddock that your car is actually the best chassis and if you can get that extra bit of power you are the ones to beat. So are you thinking if we can just get this [Engine ADUO] we know we have an incredible car? Lewis Hamilton: "Yes absolutely, I mean the guys at the factory have done an amazing job with the car and we still have improvements to make but the car is fantastic it's just it's a battle of development through the season obviously some people bring upgrades one weekend and others the other but yeah we're just at the mercy of the lack of power that we have and I know that everyone worked really hard on the engine and reliability is obviously is very good it's just when you're lacking that straight line speed against the Merc it's very very tough but nonetheless you know we have to expect that the rest of the season that's just the way it is so we'll just try and see if we can continue to add on to the car and try and close the gap if we can go through quicker through corners in some races maybe we can get closer to a challenge in front of us." F1 2026 || Canada

Q: It's thought in the paddock that your car is actually the best chassis and if you can get that extra bit of power you are the ones to beat. So are you thinking if we can just get this [Engine ADUO] we know we have an incredible car? Lewis Hamilton: "Yes absolutely, I mean the guys at the factory have done an amazing job with the car and we still have improvements to make but the car is fantastic it's just it's a battle of development through the season obviously some people bring upgrades one weekend and others the other but yeah we're just at the mercy of the lack of power that we have and I know that everyone worked really hard on the engine and reliability is obviously is very good it's just when you're lacking that straight line speed against the Merc it's very very tough but nonetheless you know we have to expect that the rest of the season that's just the way it is so we'll just try and see if we can continue to add on to the car and try and close the gap if we can go through quicker through corners in some races maybe we can get closer to a challenge in front of us." F1 2026 || Canada

sim

23,426 views • 3 months ago

The U.S. Senate has completely emasculated itself today compared to what it once was, and Rachel Bovard didn't hold back calling out how worthless it's become: “The current state of the Senate... it's an existential threat to the Senate itself... You have a Senate now that is literally run like an adult daycare. You know exactly when you're going to vote, you know exactly when you're going to have lunch, and you know exactly when you're going to go home. And for all of the remaining time, you sit on your carpet square, sip on your juice box, and wait to be told by the leadership what to do next."

The U.S. Senate has completely emasculated itself today compared to what it once was, and Rachel Bovard didn't hold back calling out how worthless it's become: “The current state of the Senate... it's an existential threat to the Senate itself... You have a Senate now that is literally run like an adult daycare. You know exactly when you're going to vote, you know exactly when you're going to have lunch, and you know exactly when you're going to go home. And for all of the remaining time, you sit on your carpet square, sip on your juice box, and wait to be told by the leadership what to do next."

Glenn Beck

191,486 views • 1 month ago

So many of you reaching out, just wanted to give a quick update.... It's been very hard to say the least. #heartfailure is something I pray you never have to endure. It is draining physically but more mentally.... But we have an incredible God who can work miracles and he did it before, I know he will do it again. Thank you for all the support and just know.. YOUR PRAYERS ARE ENOUGH! LOVE YALL!🫡✝️

So many of you reaching out, just wanted to give a quick update.... It's been very hard to say the least. #heartfailure is something I pray you never have to endure. It is draining physically but more mentally.... But we have an incredible God who can work miracles and he did it before, I know he will do it again. Thank you for all the support and just know.. YOUR PRAYERS ARE ENOUGH! LOVE YALL!🫡✝️

Jordan Clark

59,484 views • 1 year ago

🇺🇸 Can the U.S. dollar actually hyperinflate? Peter Schiff and George Gammon agree America has a serious monetary problem. They disagree sharply on how it ends. Gammon argues the dollar is fundamentally different from currencies that collapsed in Argentina or Weimar Germany because much of the global dollar supply is created through debt. “𝘛𝘩𝘦 𝘴𝘶𝘱𝘱𝘭𝘺 𝘰𝘧 𝘥𝘰𝘭𝘭𝘢𝘳𝘴 𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵𝘴 𝘢𝘯𝘥 𝘦𝘹𝘱𝘢𝘯𝘥𝘴 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘥𝘦𝘮𝘢𝘯𝘥 𝘧𝘰𝘳 𝘵𝘩𝘰𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳𝘴.” Schiff sees the opposite danger: foreigners lose confidence, dump U.S. assets and send dollars flooding back into an economy running enormous deficits and struggling to produce enough goods. Same dollar system. Two very different failure modes. Gammon sees contraction as the brake. Schiff sees returning dollars as the accelerant. George Gammon , Peter Schiff

🇺🇸 Can the U.S. dollar actually hyperinflate? Peter Schiff and George Gammon agree America has a serious monetary problem. They disagree sharply on how it ends. Gammon argues the dollar is fundamentally different from currencies that collapsed in Argentina or Weimar Germany because much of the global dollar supply is created through debt. “𝘛𝘩𝘦 𝘴𝘶𝘱𝘱𝘭𝘺 𝘰𝘧 𝘥𝘰𝘭𝘭𝘢𝘳𝘴 𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵𝘴 𝘢𝘯𝘥 𝘦𝘹𝘱𝘢𝘯𝘥𝘴 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘥𝘦𝘮𝘢𝘯𝘥 𝘧𝘰𝘳 𝘵𝘩𝘰𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳𝘴.” Schiff sees the opposite danger: foreigners lose confidence, dump U.S. assets and send dollars flooding back into an economy running enormous deficits and struggling to produce enough goods. Same dollar system. Two very different failure modes. Gammon sees contraction as the brake. Schiff sees returning dollars as the accelerant. George Gammon , Peter Schiff

Mario Nawfal

42,677 views • 4 days ago

STEVE BANNON: You're in the kinetic part of the Third World War unless you can stop it, and you may have the merger of the Ukrainian front and the Gaza front, in what the Turks wanna do, and now in the Persian Gulf, in Iran, in the Kurds, and now spreading all the way to the Saudi Peninsula and all the way to the Red Sea. That is an arc of disturbance. That's an arc of turbulence. This is why this thing is starting to metastasize, and folks, you can't play around with this. This is why we were on Tel Aviv Levin and Benji Shapiro the entire time. You play around with this, you're gonna have a conflict that is going to be the initial part of the Third World War unless you get very smart, very savvy, and very tough.

STEVE BANNON: You're in the kinetic part of the Third World War unless you can stop it, and you may have the merger of the Ukrainian front and the Gaza front, in what the Turks wanna do, and now in the Persian Gulf, in Iran, in the Kurds, and now spreading all the way to the Saudi Peninsula and all the way to the Red Sea. That is an arc of disturbance. That's an arc of turbulence. This is why this thing is starting to metastasize, and folks, you can't play around with this. This is why we were on Tel Aviv Levin and Benji Shapiro the entire time. You play around with this, you're gonna have a conflict that is going to be the initial part of the Third World War unless you get very smart, very savvy, and very tough.

Bannon’s WarRoom

21,032 views • 3 days ago