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Friday, August 28, 2026

Energy Crunches, Bond Pressure, and China’s Gold Vaults with Mike Farris, Dave Collum, and Mario Nawfal

Chris appears on Coffee and a Mike with Mike Farris and Dave Collum, then Mario Nawfal’s show, to discuss energy shortages, SPR drawdowns, bond vigilantes, and China’s gold-backed yuan strategy.

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The Fat Pipe Aug 28th 2026: Is The Straight Opened or Closed?, Will Russia Respond?, Crude Not Tracking Products, Measles, The Big Club, & Grab BAg

It's another huge week of news. I scour the news so you don't have to....

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Thursday, August 27, 2026

The Bond Vigilantes Are Back! And Bessent’s Black Magic Is No Match

I'm back with another ripping podcast with Philip Pilkington which is not to be missed. Huge events are underway and Philip's deep experience and broad context are vital to making sense of the world.

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Bond Markets Test $40T US Credibility, Saudi Nuclear Deal Heads to Congress, Another Russian Refinery Hit

Today's Digest covers U.S. bonds, Saudi nuclear deal, Israel space arms, China cyber ops, Iran media targets, oil costs in India and Japan, Meta age verification, Amish NY exodus, Portugal face-covering ban, UK conversions to Islam.

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Wednesday, August 26, 2026

Special Scouting Report: This Is Serious

This was too urgent to wait. I believe things are about to get extra spicy in the financial markets. Here's why...

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CIA and Vatican Travel to Moscow, Trump’s Ratings Hit All-Time Low, US Education Declines 6 Decades

Today's Digest covers CIA and Vatican Moscow visits, Hormuz mines and Iran/China sanctions, Trump 33% approval, intersectionality grants, education proficiency drops, Maxwell conviction, AliExpress audio fingerprinting, and 2027 food crisis.

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Tuesday, August 25, 2026

The Oil Supply Shock Hiding in Plain Sight

Legendary resource investor and analyst Adam Rozencwajg says the oil investment thesis is now firmly rooted in both the near term due to the Iranian and Russian conflicts, but also the long terms due to massive underinvestment that will need to be remedied.

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LNG Prices Surge Ahead of Winter as Bessent Warns Iran Sanctions Could Blow Up Global Finance

Today's Digest covers Asian energy prices, European gas, Iran's gas find, Hormuz shipping costs, US power outages, airline cuts, Iran sanctions, Israel AI influence ops, digital control grid, drone units, and CDC theft plea.

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Monday, August 24, 2026

The Fat Pipe Aug 24th, 2026: It’s Iranian Sanction Day, The Continuing Oil Crisis, Bessent Scrambles, & Grab Bag

I scour the news so you don't have to. Here's what's important to know that's transpired since last Friday...

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VW to Cut 50k Jobs, No Proof of Illness Needed for Pandemic Alerts, Israel Expands Lebanon Demolitions

Today's Digest covers VW job cuts, tungsten shortages, WHO flu rules, polio theories, Israel strikes in Lebanon/Gaza, Iran sanctions, GOP races, Musk midterm spending, and Colorado River cuts.

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Sunday, August 23, 2026

Fauci Establishes Defense Fund, Low Salt May Be Harmful, Iran Invited to Join Mecca Defense Agreement?

Today's Digest covers an Iranian defense pact invitation, UK cyberattack, Trump IRGC bribe, Fauci fund, Netanyahu arrest warrant, arctic shipping lane, salt's impact on health, more Spain immigrant landings, and Flock camera abuse.

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Saturday, August 22, 2026

Nuclear Non-Proliferation, Lactating Steers, and the Data Gap – Is Iran the Leading Sponsor of Terrorism?

Today's Digest covers Iran's terrorism designation and sanctions, lactating cattle and fertility declines, a major hospital medication error, the right to record police, Google app rules, and Chinese AI election models.

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Mike and Chris’ Top Strategy for Facing Future Predicaments

This is the second part of my conversation with Mike Maloney that took place in Phoenix, Arizona, on August 15th, 2026.

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Friday, August 21, 2026

The Fat Pipe 08/21/26: The War Simmers, Diesel!, Black Sea Ports Closed, the Monster El Nino, and Grab Bag

I've scoured the news so you don't have to. Here are the items that most deserve your attention...

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Good News Friday: Lindell Funds Historic Ballot Recount, Gaetz Represents Royce White, US to Exit NATO?

Today's Digest covers Lindell's MN recount, Gaetz v WNBA, Trump immigration, Israel NDAA, Ukraine elections, NATO exit, Flock camera, French social media ban, Portland suit, Cherokee AI ban, Alberta referendum, and regenerative farming.

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