Shows / Pento Portfolio Strategies LLC
Episodes
- Pento Portfolio Strategies LLC
The Fed Is Political. Stop Pretending Otherwise.
October 29, 2026 Is the Fed a political institution? The answer is a resounding yes. And if you needed proof, the FOMC just delivered it, gift-wrapped, a few…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 10/28/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC261028.mp3"]
- Pento Portfolio Strategies LLC
Desperate for DOGE
October 22, 2026 The U.S. deficit just jumped 12% this fiscal year, from $1.77 trillion to $2 trillion. Remember the D.O.G.E. chainsaw? We were promised the…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 10/21/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC261021.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 10/14/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC261014.mp3"]
- Pento Portfolio Strategies LLC
Reasons to Pull in Your Horns
October 13, 2026 There are credible reasons for investors to begin reducing risk in their portfolios. 1. The Fed just started the process of pricking the…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 10/7/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC261007.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 9/30/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260930.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 9/23/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260923.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 9/16/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260916.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 9/9/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260909.mp3"]
- Pento Portfolio Strategies LLC
7 Reasons to Avoid Benchmark Treasuries
There are 7 reasons to believe long-term interest rates are headed much higher. Of course, there are the obvious conditions of insolvency and inflation. After…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 9/2/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260902.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 8/26/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260826.mp3"]
- Pento Portfolio Strategies LLC
Convulsion in Credit Markets
The United States government just posted a $432.3 billion deficit for July, the largest monthly shortfall since March of 2021. That single burst of red ink…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 8/19/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260819.mp3"]
- Pento Portfolio Strategies LLC
Recession or Depression? The Ultimate Keynesian Reckoning is Coming
Recession or Depression? The Ultimate Keynesian Reckoning is Coming The United States government now carries nearly $40 trillion in gross national debt—the…
- Pento Portfolio Strategies LLC
Mid_week Reality Check – 8/12/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260812.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 8/5/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260805.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 7/29/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260729.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 7/22/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260722.mp3"]
- Pento Portfolio Strategies LLC
The $40 Trillion Trap: Disinflation Is Not Deliverance
July 15, 2026 Let us begin not with a headline, but with an arithmetic problem so simple and so damning that it is astonishing it does not dominate every…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 7/15/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260715.mp3"]
- Pento Portfolio Strategies LLC
Labor Market Frozen Fed PUT on Ice
July 10th, 2026 The NFP report for June came in at a disappointing 57k net new jobs created. That was less than the downwardly revised 129,000 jobs added in…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 7/8/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260708.mp3"]
- Pento Portfolio Strategies LLC
The Illusion of Prosperity and the Coming Reckoning
July 2, 2026 The wealth gap in America has now stretched to grotesque proportions, reaching levels that would have been unimaginable even a decade ago. The top…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 7/1/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260701.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 6/24/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260624.mp3"]
- Pento Portfolio Strategies LLC
Same Fed?
June 18, 2026 The Fed, under its new Chairman Kevin Warsh, said last Thursday that it will be purchasing $10 billion per month of Treasuries to ensure the…
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 6/17/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260617.mp3"]
- Pento Portfolio Strategies LLC
Mid-Week Reality Check – 6/10/26
[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC260610.mp3"]