Rich On Macro

This week on The Art of Investing: Gold flash crashed. Tech rotated hard. Crypto tumbled. Fed Chair shock. Rich, Spice and JP Smith break down what's really happening and how to spot warning signs before violent moves. 🎧Full episode here: upl.inc/taovapple

@kev123703 @IGcom It’s not the borrow that’s the problem, 10 minutes after Harper requests him to get borrow, he says they are short 100m of stock! Even with borrow, then it would be highly unethical to slot 5 different banks in £20m each just before a -8% announcement! You’d get cut off from all!

@IGcom Saying you can’t short 100M how about if the fund has accounts held with multiple prior Brokers example ( IG , JMP , GS , BOA, HSBC) can’t the fund not go 20M each across all 5 institutional prime brokerage accounts ?

City trader reacts to BBC Industry's most dramatic trading scene and reveals what would actually happen with a £100M short👇 youtu.be/ZLvKwqSk5No #Industry #IndustryHBO #IndustrySeason4 #TradingMindset

#bitcoin +14% today - Find out if @Croesus_BTC agrees that the talk of another Bitcoin Winter is bullshit! youtu.be/9uijSwbdJhw?si…

An evening watch for you all. Enjoy. youtu.be/9uijSwbdJhw?si…

One idea for the future I’d love to see, would be a 10 for 1 share split, to eradicate these huge spreads. No change to any valuation, just that the share price would be 359p to 363p at the moment rather than 35.5p to 37p and would save everyone considerable amounts of spread.

Clearly the juniors are in control of market making desks today, as they’ve just gifted me a beautiful lump of stock below 34.7p. 🤯 With today’s great RNS, & holiday thin trade allowing such crazy discounts like this, it truly is time to wish everyone Merry Christmas! 2026 📈

@FiatIsEvil @asjwebley Come on now Peter, you know that there is nothing like a McDonalds! 😅

@asjwebley Looking forward to watching it. Not sure about his surname though.

For anyone interested in the Trade Live with IG interview from earlier today you can watch this using the link below. As always it was great chatting with Rich McDonald and we talked about all the latest developments at The Smarter Web Company (AQUIS: #SWC | OTCQB: $TSWCF | FRA: $3M8). youtube.com/watch?v=2qmBBK…

@PlutusSaysHodl @asjwebley Very kind of you to say, thank you Ploots- it’s a great business to research and always a pleasure to interview Andrew.

@asjwebley Really enjoyed this interview. Rich was really knowledgeable regarding the questions and you smashed the answers out the park. Really refreshing to see as not all the tradFi interviews I’ve seen have been this well researched.

@DivBy21 @asjwebley @TheDCW_JB Thank you, Feel free to drop any questions into the Live chat during the show!

@asjwebley @TheDCW_JB I’ll be tuned in!

I am heading to London for the day tomorrow. To start the day I will be catching up with Rich McDonald at Trade Live with IG. In the comments you can find the link for the live broadcast. Then after this I make my way to see @TheDCW_JB at the Global Digital Assets Forum. Here I am presenting a keynote titled "Bitcoin. The Future of Digital Capital." and then also taking part in a panel discussion. Looking forward to sharing the recent developments for The Smarter Web Company with everyone (AQUIS: #SWC | OTCQB: $TSWCF | FRA: $3M8).

Trade Live with IG - Expected live time at 09:10 UK time youtube.com/live/2qmBBKdIa…

@rickygervais You’ve still got a chance at another job Richard.

It’s now 27 years since I was made redundant and given a few grand. I decided that if I was careful, I could live off the money for 6 months trying to become a comedian before I had to get another job. I was 37. Worth a punt.

@options_insight Time to full on short today’s parabolic move. Horrible down shift coming, straight to 3700. Can’t recall seeing a gold momentum blow up before!! It’s not meant to act like this, right? It’s like your Granny driving like she’s in formula one.

Anyone else thinking it might be time to hedge some Gold longs?

@traderBRIT @Tony_BATtista @TraderMikeyB @TraderNickyBAT @TraderKatie @tastyliveshow Another Full House Tasty 👏 👏

Thank you, #LA!  Way to show up! We are having a great Friday morning with Tom & @Tony_BATtista ! Next stop, #Dallas on Oct 12th with @TraderMikeyB , @TraderNickyBAT , & @TraderKatie. Grab your FREE tickets here: tastylive-dallas2025.eventbrite.com. @tastyliveshow

@DKMD32714 The company doesn’t even take out debt to buy Bitcoin… nor should any person take out debt to buy high risk volatile investments.

Has anyone here taken out a personal loan to buy SWC? 0r thinking about it besides me? Just wondering….

@AnonLaserEyes I think perception is doing just fine. Smash buy is thought by many to be irresponsible, ill disciplined, only driven by the need for instant gratification and most definitely the poorer strategy choice. What we really need is better education to solve the issues you highlight.

Just my humble opinion but deploying the capital over a 2 week period is irresponsible. $SWC should just smash buy with everything they have the moment they get money. Here’s why: 1) The stock ends up looking more expensive than it should. While we as a community might look at the NAV and mNAV as BTC + CASH, many new investors and mNAV metrics just look at the BTC on hand. This extra friction is driving investors away when they see a 12x mNAV when it’s really closer to 7x. 2) Smash buying only shifts the buys by a week. If $SWC smash bought all the cash, they would effectively pull forward their DCA by 1 or 2 weeks. Since they are constantly raising funds they’re still going to announce a buy every week or so, just now they’re sitting on 0 cash and won’t have the misconception of them trying to time the market. 3) More competitive against other LBE You’ve seen the charts and tables of $SWC along with other LBEs. But it’s not labeled if the calculation includes cash or not. Really, most people who look at the tables don’t dig that far. They’re considering a pot of 20 or so LBEs and picking one based on this one metric. $SWC should make it look as good as possible without the mental gymnastics and extra explaining so people can make their quick decisions about this stock. Haven’t you noticed on podcasts, how many times @asjwebley has to explain, “well actually we evaluate mNAV internally with cash since we have a big pile of it”. By simply buying doing what all other LBEs do and smash buy with all the cash, he wouldn’t need to do this explaining. In the bigger picture all it is pulling the buys forward by 1 to 2 weeks anyway. If they’re constantly buying, it doesn’t make any difference to the overall plan, but a huge difference in perception.

@elonmusk @ @Tesla to buy Apple? #tesla #apple

🚨 DC showed up BIG for the @tastyliveshow Whiteboard Tour! Next stops: 📍 London – June 20 📍 Milan – June 23 Join @Tomunderwater , @Tony_BATtista, @RichOnMacro, & @DylanRatigan live! 🎟️ Get your FREE tickets: tastylive.com/events #tastytour #investing #financeevents

@options_insight @IGcom Fantastic to have you on Imran, great discussion as always! If you haven’t seen the channel, feel free to subscribe to see Imran every time he comes on my daily live show! @tradelivewithig?si=zFOm6IXkuVNh0Ara" target="_blank" rel="nofollow noopener">youtube.com/@tradelivewith…

Was great to be on the @IGcom morning show with my old friend @RichOnMacro discussing the lack of safe haven appeal of treasuries and the dollar this time around.

Full interview here youtu.be/e5GabhguPps?si…