Ox Talks

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Alternative & Private InvestmentsFixed IncomeMacro & Economic Environment

Videos (154)

THEY’RE READY TO FEAST ON THE PRIVATE CREDIT MELTDOWN - TRILLIONS ON THE WRONG SIDE

Apr 3, 2026, 6:45 PM•PT8M49S

Observed vs Expected

Metric	Observed	Expected
Views	11,260	7,767
Likes	992	835

AI DEBT JUST HIT A WALL — LAYOFFS BEGIN

PT8M2S

Apr 2, 2026, 6:45 PM•PT8M2S

Observed vs Expected

Metric	Observed	Expected
Views	11,913	9,690
Likes	1,186	948

DEFAULTS ARE BEING HIDDEN — THIS UNWINDS NEXT

PT9M

Apr 1, 2026, 6:45 PM•PT9M

Observed vs Expected

Metric	Observed	Expected
Views	11,449	28,397
Likes	1,211	1,895

YOUR 401(k) IS NOW AT RISK — THEY CHANGED THE RULES

PT9M3S

Mar 31, 2026, 6:45 PM•PT9M3S

Observed vs Expected

Metric	Observed	Expected
Views	9,029	15,261.5
Likes	984	1,270

THE YEN JUST BROKE — THIS HITS U.S. MARKETS NEXT

PT9M25S

Mar 30, 2026, 6:45 PM•PT9M25S

Observed vs Expected

Metric	Observed	Expected
Views	16,399	15,261.5
Likes	1,352	1,270

RATE RELIEF IS DEAD — MORGAN STANLEY WARNS

PT8M35S

Mar 29, 2026, 6:45 PM•PT8M35S

Observed vs Expected

Metric	Observed	Expected
Views	11,498	15,261.5
Likes	1,063	1,270

MARKETS ARE BROKEN — AND TIME IS RUNNING OUT

PT8M40S

Mar 28, 2026, 6:45 PM•PT8M40S

Observed vs Expected

Metric	Observed	Expected
Views	10,973	15,261.5
Likes	1,111	1,270

REAL ESTATE FUNDS ARE FREEZING — WITHDRAWALS HALTED

PT9M49S

Mar 27, 2026, 6:45 PM•PT9M49S

Observed vs Expected

Metric	Observed	Expected
Views	21,385	12,397.5
Likes	1,569	1,154

BIG SHORT EISMAN: “POTENTIAL DISASTER” — CREDIT IS BREAKING

PT9M

Mar 26, 2026, 6:45 PM•PT9M

Observed vs Expected

Metric	Observed	Expected
Views	15,014	12,397.5
Likes	1,364	1,154

BAILOUT WON’T SAVE THIS — BLACKROCK DOWNPLAYS THE RISK

PT10M10S

Mar 25, 2026, 6:45 PM•PT10M10S

Observed vs Expected

Metric	Observed	Expected
Views	11,791	12,397.5
Likes	1,207	1,154

PRIVATE CREDIT PANIC— $14B KKR FUND GOES JUNK

PT9M24S

Mar 24, 2026, 6:45 PM•PT9M24S

Observed vs Expected

Metric	Observed	Expected
Views	19,575	12,397.5
Likes	1,588	1,154

THIS MARKET SIGNAL HAS NEVER BEEN WRONG — AND IT JUST TRIGGERED AGAIN

PT8M15S

Mar 23, 2026, 6:47 PM•PT8M15S

Observed vs Expected

Metric	Observed	Expected
Views	20,009	12,397.5
Likes	1,444	1,154

BONDS JUST BROKE GOLD AND SILVER — EVERYTHING HAS CHANGED

PT12M6S

Mar 21, 2026, 6:45 PM•PT12M6S

Observed vs Expected

Metric	Observed	Expected
Views	14,739	12,397.5
Likes	1,296	1,154

BIG BANKS JUST BET AGAINST PRIVATE CREDIT- RETIREMENT LOSSES ARE NOW UNAVOIDABLE

PT10M9S

Mar 20, 2026, 6:45 PM•PT10M9S

Observed vs Expected

Metric	Observed	Expected
Views	15,950	13,009
Likes	1,388	1,057

NO RATE CUTS- PRICES GO HIGHER

PT9M27S

Mar 19, 2026, 6:45 PM•PT9M27S

Observed vs Expected

Metric	Observed	Expected
Views	11,444	13,009
Likes	1,145	1,057

1 MILLION HOMEOWNERS ARE TRAPPED — FORECLOSURES ARE NEXT

PT9M38S

Mar 18, 2026, 6:45 PM•PT9M38S

Observed vs Expected

Metric	Observed	Expected
Views	10,644	13,009
Likes	1,204	1,057

DIESEL JUST SURGED- FOOD PRICES NEXT

PT8M53S

Mar 17, 2026, 6:45 PM•PT8M53S

Observed vs Expected

Metric	Observed	Expected
Views	9,207	13,009
Likes	978	1,057

JUST “THE FIRST INNING” — WALL STREET SOUNDS 🚨 ON PRIVATE CREDIT

PT9M14S

Mar 16, 2026, 6:45 PM•PT9M14S

Observed vs Expected

Metric	Observed	Expected
Views	15,231	13,009
Likes	1,266	1,057

PRIVATE CREDIT MARKDOWNS BEGIN —2008 PLAYBOOK RETURNS

PT9M51S

Mar 15, 2026, 6:45 PM•PT9M51S

Observed vs Expected

Metric	Observed	Expected
Views	14,000	13,009
Likes	1,185	1,057

THE PRIVATE CREDIT LIE- BILLIONS EXPOSED

PT9M47S

Mar 14, 2026, 6:45 PM•PT9M47S

Observed vs Expected

Metric	Observed	Expected
Views	25,377	13,009
Likes	1,512	1,057

GAS PRICES EXPLODE — THIS IS HOW 2008 STARTED

PT9M13S

Mar 13, 2026, 6:45 PM•PT9M13S

Observed vs Expected

Metric	Observed	Expected
Views	9,817	13,009
Likes	998	1,057

BANK RUNS HIT PRIVATE CREDIT- Morgan Stanley Blocks Exits

PT9M43S

Mar 12, 2026, 6:45 PM•PT9M43S

Observed vs Expected

Metric	Observed	Expected
Views	31,306	13,009
Likes	1,976	1,057

J.P. MORGAN SLASHES LOANS- $4.1 Trillion Shadow Banking Threat

PT9M44S

Mar 11, 2026, 6:45 PM•PT9M44S

Observed vs Expected

Metric	Observed	Expected
Views	19,605	13,009
Likes	1,370	1,057

FIRST BRANDS INVESTORS WIPED OUT — Private Credit Cracks Widen

PT10M31S

Mar 10, 2026, 6:45 PM•PT10M31S

Observed vs Expected

Metric	Observed	Expected
Views	29,208	13,009
Likes	1,740	1,057

BLACKROCK JUST SLAMMED THE EXIT DOOR- Investors Stuck

PT8M42S

Mar 9, 2026, 6:45 PM•PT8M42S

Observed vs Expected

Metric	Observed	Expected
Views	14,987	13,009
Likes	1,278	1,057

WAR, INFLATION AND JOB LOSSES — HOUSEHOLDS AT RISK

PT9M36S

Mar 8, 2026, 6:45 PM•PT9M36S

Observed vs Expected

Metric	Observed	Expected
Views	8,612	13,009
Likes	952	1,057

OIL JUST BROKE $90 — THE NEXT ECONOMIC SHOCK

PT9M19S

Mar 7, 2026, 7:45 PM•PT9M19S

Observed vs Expected

Metric	Observed	Expected
Views	9,567	13,009
Likes	926	1,057

BLACKROCK LOAN WIPED OUT- STOCKS NEXT

PT9M56S

Mar 6, 2026, 7:45 PM•PT9M56S

Observed vs Expected

Metric	Observed	Expected
Views	75,198	13,009
Likes	2,898	1,057

TAX REFUNDS NOW PAY THE BILLS- They’re Tapped Out

PT10M21S

Mar 5, 2026, 8:10 PM•PT10M21S

Observed vs Expected

Metric	Observed	Expected
Views	9,709	13,009
Likes	1,003	1,057

HOMEOWNERS CAN’T MOVE - Here’s Why

PT9M37S

Mar 4, 2026, 8:49 PM•PT9M37S

Observed vs Expected

Metric	Observed	Expected
Views	12,255	13,009
Likes	926	1,057

PRIVATE CREDIT SNAPS- Blackstone Hit With $1.7B of Redemptions

PT10M17S

Mar 3, 2026, 7:50 PM•PT10M17S

Observed vs Expected

Metric	Observed	Expected
Views	13,653	13,009
Likes	1,391	1,057

BONDS SELL OFF - Bad News For Consumers

PT8M6S

Mar 2, 2026, 7:46 PM•PT8M6S

Observed vs Expected

Metric	Observed	Expected
Views	13,554	13,009
Likes	1,074	1,057

U.S. STOCKS CUT BY UBS— Energy Shock Rising Fast

PT8M39S

Mar 1, 2026, 7:27 PM•PT8M39S

Observed vs Expected

Metric	Observed	Expected
Views	8,371	13,009
Likes	857	1,057

WAR BREAKS OUT — Markets Aren’t Ready

PT8M7S

Feb 28, 2026, 6:57 PM•PT8M7S

Observed vs Expected

Metric	Observed	Expected
Views	13,580	13,009
Likes	1,147	1,057

RETIREMENT LOSSES JUST STARTED — KKR Loans In Trouble

PT9M44S

Feb 27, 2026, 6:46 PM•PT9M44S

Observed vs Expected

Metric	Observed	Expected
Views	26,748	13,009
Likes	1,558	1,057

THE AI STORY JUST CRACKED — Nvidia Falls After Earnings Beat

PT10M2S

Feb 26, 2026, 8:03 PM•PT10M2S

Observed vs Expected

Metric	Observed	Expected
Views	10,193	13,009
Likes	1,027	1,057

Higher Rates Are Finished- For The Wrong Reasons

PT9M1S

Feb 25, 2026, 8:40 PM•PT9M1S

Observed vs Expected

Metric	Observed	Expected
Views	7,008	13,009
Likes	851	1,057

2008 All Over Again- Jamie Dimon Says Defaults Are Coming

PT8M21S

Feb 24, 2026, 8:27 PM•PT8M21S

Observed vs Expected

Metric	Observed	Expected
Views	18,576	13,009
Likes	1,603	1,057

Worst Blizzard In A Decade — Heat Fails First

PT8M47S

Feb 24, 2026, 2:59 AM•PT8M47S

Observed vs Expected

Metric	Observed	Expected
Views	1,577	13,009
Likes	198	1,057

The Exit Door Is Closing — Retirement Money At Risk

PT9M15S

Feb 23, 2026, 8:29 PM•PT9M15S

Observed vs Expected

Metric	Observed	Expected
Views	18,277	13,009
Likes	1,343	1,057