In this captivating episode of The Intentional Investor, Matt Zeigler sits down with Kris Abdelmessih, the mind behind Moontower. From his immigrant family upbringing in New Jersey to becoming a seasoned market maker who covered virtually every trading pit imaginable, Kris shares his fascinating journey through the financial world. Learn how key mentors, family influences, and pivotal life moments shaped his path from trading floors to becoming a respected financial writer.
It’s not the tariffs. It’s not the recession. These are just the catalysts through which the true enemy shows himself.
The true enemy is the over-financialization of the US Treasury market, and its catalyst is the diminishment of the full faith and credit of the United States.
Brent Donnelly surveyed almost 2,000 active traders about work and life. The results are fascinating and Brent’s advice is wonderful!
Who’s to blame when a chosen son is drafted 144th overall?
The spectacle of Shedeur’s fall teaches us lessons on behavior – both public and behind closed doors – in a world where everything leaks.
In this episode of The Intentional Investor, Matt Zeigler sits down with Brent Kochuba, founder of financial research firm SpotGamma. Brent shares his remarkable journey from network administrator to options trading expert, including his experiences at major financial institutions, surviving market crashes, and ultimately building his own successful derivatives research business. With humor and candor, Brent reveals the unexpected paths that led him to where he is today, including family influences, career pivots, and seizing opportunities during uncertain times.
Like every insurance CIO at this conference, I also think that the Fed will step in as a buyer of last resort if we have a flash crash in Treasuries.
But I don’t think that’s enough.
A recording of our Professional Call held on Friday April 24, 2025.
We are in the early stages of a bank run on the United States and the US dollar, and everyone on Wall Street is heading for the exits, including domestic investors who will exit not because they want to but because they know the Not-So-Golden Rule.
When you’re defending the indefensible, you have to create a symbol powerful enough to keep the masses in line.
“I voted for this” is one of the few capable of sustaining support for policy this extreme.
I think that no matter what happens in the US-China trade war, the professional investment and allocation world no longer trusts the global prime broker functions of the US government.