A Havenstein Moment.

A Havenstein Moment.

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Consumers are collapsing
Not the ones on CNBC though, yet.
Oct 5 • 
Rudy Havenstein
107
20
Zach Abraham
Forget it - he's rolling...
Oct 3 • 
Rudy Havenstein
32
2
1:17:08

September 2025

Sauve qui peut
A warning, not encouragement.
Sep 26 • 
Rudy Havenstein
59
7
The Sound of Silence
Central Bankers have no idea what they're doing
Sep 19 • 
Rudy Havenstein
59
12
Chatting with Yra Harris
The Roundtable Insight, September 12, 2025
Sep 14 • 
Rudy Havenstein
19
1
1:16:18
Boiling the Frogs
AAA doesn't mean AAA
Sep 13 • 
Rudy Havenstein
70
13
Women and Children First
The Mob Runs the World
Sep 9 • 
Rudy Havenstein
53
16
The Potemkin Village
Get off my lawn.
Sep 1 • 
Rudy Havenstein
70
23

August 2025

A Profoundly Dovish Shift
A fascination with criminals, embezzlers, gamblers, manipulators, thieves & crooks of all kinds.
Aug 28 • 
Rudy Havenstein
83
23
Jackson Hole Blah Blah Blah
The fattest of all fat tails
Aug 21 • 
Rudy Havenstein
67
13
Don't Ignore the Anomalies
The pernicious consequences of continuous war
Aug 17 • 
Rudy Havenstein
74
12
Marty Bent and Dave Collum
Two and a half hours of two old guys and Marty!
Aug 14 • 
Rudy Havenstein
24
8
2:30:13
© 2025 Rudy Havenstein, punching up.
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