This week Kevin and Patrick welcome, Guenter Grimm . They discuss his views about new Fed chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposite. Want to see the Big Picture Trading’s weekly COT Report? Click here: https://www.cotsignal.com Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX Subscribe To Patrick’s YouTube Channel: https://www.youtube.com/@Patrick_Ceresna GGMA App: https://ggma-app.com/ GGMA on the App Store: https://apps.apple.com/app/id6746191944 My biography: https://ggma-app.com/founder LinkedIn: linkedin.com/in/guenter-grimm X: @GFXFTs Email: guenter@ggma-app.com

BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

The Market Huddle

Hit it! It's July 3rd, 2026, Episode 295. I'm Patrick Ceresna. And I'm Kevin Muir. This week, Gunther Grimm from Grimm's Global Macro Aggregator, GGMA, joins us to talk about his career in London and Switzerland in fixed income and FX. He shares with us his views about the new Fed Chair Kevin Warsh and why the short-term and long-term inflation risks are almost mirror opposites. Oh, and yes, we do talk about gold too.

Then Patrick takes a moment to get out of the Mediterranean to tell us what he thinks about markets and talking charts. And folks, Patrick and his crew have been busy making a free Commitment of Traders web report that you don't want to miss. Make sure you go to caughtsignal.com. Absolutely. You know what, Kev? Super excited about this new website. We'll talk about it during the talking charts segment and we'll use it and go through what is there.

But it's just, we looked at a brand new way of looking at caught reports just to reframe it so that it's so easy to use. And so just, it's completely free. Anyone check it out. Caughtsignal.com. All right. So I'm going to drink a beer during this session because it's hot outside and you're doing Estrella or Estrella, which a beer out here in Spain. So cheers everyone.

Danny, are you going to have a beer with me here or are you leaving me solo? Fresh water for me. All right. Well, listen, Kev, give us a disclaimer, buddy. Nothing in this podcast should be viewed as investment advice. Listeners should consult an investment professional before making any decisions regarding topics mentioned in the show. Side effects of too much huddle may include the risk asset fatigue disorder, the Cosby

BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.