Episodes

  • Your Life Isn’t Affordable — And the Math Proves It | Michael Green
    Dec 4 2025

    In this explosive conversation, Michael Green breaks down the viral article that “broke Substack” — his deeply researched claim that America’s poverty line is wildly outdated and hiding the real struggle facing millions of families today.


    Green argues that the official poverty threshold still relies on a 1963 formula that assumes food is one-third of a household budget — even though today, families are crushed by childcare, housing, healthcare, and transportation costs. According to his analysis, a family of four in many U.S. regions may need $100K–$150K just to cover basic, no-luxury living.

    We cover:

    • Why the 1960s poverty metric no longer makes sense

    • Why families earning $40K–$100K are trapped in a “valley of death

    • The backlash from the political left and right

    • How subsidies vanish exactly when families need them most

    • Why Gen Z faces a harder path than Gen X or Boomers

    • How fixing the system requires progressive tax tweaks, not “burning it down”

    • What politicians, economists, and working Americans are missing about today’s reality

    If you’ve ever wondered why people earning “good money” still feel like they’re drowning — this episode explains it clearly, honestly, and with data.


    🎧 Listen now and join the conversation.


    Level up your market intelligence. Real-time data, research, and tools — all at https://r.ainvest.com/OPyoP5.

    Ainvest: Your Financial World, in One Intelligent Hub.

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    42 mins
  • “25% Will Go Bankrupt.” Dan Rasmussen on the Coming Private Credit Reckoning
    Nov 25 2025

    “When you see one cockroach, there are others.”

    In this episode of Capital & Power, host Adam Shapiro talks with Dan Rasmussen, CIO and Founding Partner of Verdad Advisors, about what may be the most underestimated risk in markets today: a rapidly expanding private credit bubble that could see up to 25% of high-yield loans default when the next shock hits.

    Rasmussen — author of The Humble Investor — breaks down the fault lines forming beneath the surface of global credit and why many institutional portfolios are far more fragile than they appear.

    In this episode:
    • Why private credit has become Wall Street’s most dangerous illusion
    • How major endowments and pension funds are repeating 2008’s mistakes
    • The myth of expert prediction — and why humility beats forecasting
    • How to build crisis-ready portfolios that survive real-world stress
    • AI-driven capex, overconfidence risk, and where true value still hides

    If you want to understand one of the most important — and least discussed — risks in markets right now, this conversation is essential.

    Guest: Dan Rasmussen — CIO & Founding Partner, Verdad Advisors
    Book: The Humble Investor: How to Find a Winning Edge in a Surprising World


    Level up your market intelligence. Real-time data, research, and tools — all at https://r.ainvest.com/OPyoP5.


    Your Financial World, in One Intelligent Hub.

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    49 mins
  • Bob Elliott: Markets Are Delusional — And Credit Knows It
    Oct 20 2025

    Markets are ripping. The Fed sounds soft. Investors think the worst is over.


    Bob Elliott — former Bridgewater macro lead and now CEO of Unlimited — says that’s fantasy. He breaks down why this rally is built on bad assumptions and a willful blindness to risk.


    We cover:
    • Why the “TACO” trade (Tariffs Are Coming Off) is fiction
    • What markets get wrong about pain → policy → price
    • Why credit and debt are the real macro signals


    🎧 The macro economy moves slower than you want—then faster than you can react.


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    1 hr and 5 mins
  • Michael Green: Wall Street’s Dangerous Illusions — and the Next Crash
    Oct 14 2025

    Wall Street’s favorite strategies may be setting up the next crisis.


    In this episode, Michael Green, Chief Strategist at Simplify, exposes the hidden forces distorting markets — from passive investing and corporate buybacks to the deeper cracks in U.S. capitalism.


    You’ll learn:

    • How 401(k)s and buybacks quietly undermine the middle class

    • Why index funds may be fueling systemic risk

    • The dark side of H-1B visas and corporate hiring incentives

    • What rising socialism and broken incentives mean for capitalism’s future

      • And whether gold, Bitcoin, or anything can really hedge the next crash


      Follow Capital & Power for truth from inside the machine.

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    59 mins