Скачать или смотреть US Shutdown | Unstoppable Markets | Oil’s Next Move

🎙️ Cloak & Dagger Weekly Briefing | October 3, 2025

This week, Albert Marko and Tony Nash dive into a government shutdown that markets are ignoring, an S&P 7000 that feels both inevitable and insane, and the strange calm in oil prices despite escalating global risk. Is the shutdown just political theater to hide bad economic data? And are markets being deliberately pumped to create a cushion for a crisis we can’t yet see?

From headline-driven algos to the breakdown of traditional market correlations, we dissect a landscape where nothing makes sense. We also look at the one geopolitical flashpoint that could send crude prices jumping before year-end and why the fight over fresh water between India and China is the real conflict to watch.

👉 Join the conversation: patreon.com/user?u=77906098
📌 Like. Subscribe. Share. You know the drill.

🕒 Timestamps
00:00 – Intro: Shutdown, unstoppable markets, and subdued oil
00:40 – Government shutdown: How serious is it?
01:30 – Is the shutdown a tactic to hide bad economic data?
02:25 – How bullish headlines and stimulus talk are fueling markets
04:08 – Market disconnect: Why fundamentals don't matter right now
05:05 – S&P at 7000: A cushion for an incoming crisis?
06:01 – The truth about inflation: Why the official numbers are wrong
08:04 – Trading in chaos: Why quant models need shorter lookbacks
09:50 – Will Trump make permanent job cuts at the EPA & HHS?
12:54 – Treasury market manipulation: How it really works
18:26 – Oil prices: Why are they so calm amid global conflicts?
20:01 – The Venezuela factor: The next catalyst for a spike in oil?
22:45 – Geopolitical dynamics: US, India, Russia & China
25:16 – The real conflict: Why India and China are mortal enemies

🔔 Subscribe & Support
Support Cloak & Dagger via Patreon for exclusive early content and deeper analysis.
patreon.com/user?u=77906098

💬 Have questions? Drop them in the comments or on our Patreon page.