Episodi

  • Bankruptcies Can Be a Good Thing — Just Ask Japan

    Bankruptcies Can Be a Good Thing — Just Ask Japan
    Jan 23 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

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    Sounds crazy, right? But Japan is finally doing what strong economies have to do: letting weak companies fail. As bond yields hit 30-year highs and zombie firms collapse, capital is finally flowing where it belongs. Recessions aren’t the enemy—they’re the cleanup crew. Creative destruction works, and Japan may be proving it in real time.
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    4 min
  • Going, Going, Gone: 25% of U.S. Colleges May Shut Down — And They Brought It on Themselves

    Going, Going, Gone: 25% of U.S. Colleges May Shut Down — And They Brought It on Themselves
    Jan 23 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

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    https://www.youtube.com/@WatchdogOnWallstreet/featured

    A bombshell study says one in four U.S. colleges could close soon, and it’s not hard to see why. Bloated administrations, runaway tuition, terrible ROI, and a refusal to adapt to demographic, economic, and technological change. Even the new president of Brandeis admits higher ed is falling behind. At some point, outcomes have to justify the price tag. This isn’t anti-intellectual—it’s reality. Adapt or disappear.
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    8 min
  • Baseball Cards, Stocks, and What “Value” Really Means

    Baseball Cards, Stocks, and What “Value” Really Means
    Jan 23 2026
    LISTEN and SUBSCRIBE on:

    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

    WATCH and SUBSCRIBE on:

    https://www.youtube.com/@WatchdogOnWallstreet/featured


    The baseball card analogy is great—because it explains the stock market perfectly. You can scan a Ricky Henderson rookie card and an app will tell you it’s “worth” $800. Great. Try buying groceries with it. You can’t. Until someone actually pays that price, it’s just a number.
    The same applies to markets. Assets aren’t worth what a spreadsheet says—they’re worth what a buyer is willing to pay. This matters now as private funds, real estate, and credit vehicles go public claiming lofty “net asset values,” only to drop fast once real trading begins.
    On paper, everything looks rich. In reality, liquidity, buyers, and bids matter. Assets aren’t casino chips. Whether it’s baseball cards, stocks, or private funds, value only becomes real when someone shows up with cash.
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    7 min
  • House of Lies: Where Your Tax Dollars Went

    House of Lies: Where Your Tax Dollars Went
    Jan 23 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

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    https://www.youtube.com/@WatchdogOnWallstreet/featured

    As tax season nears, remember this: House of Lies wasn’t fiction. Deloitte and other major consulting firms have been tied to tens of billions in wasted taxpayer dollars—failed systems, massive overruns, fraud vulnerabilities, and canceled projects.
    It’s the revolving door in action: government insiders cashing in on access, not competence. Add private equity loading good businesses with debt they don’t understand, and value gets destroyed in the name of “efficiency.”
    They cut what’s easy to measure and ignore what actually matters. The result? Less value, more waste—and taxpayers stuck with the bill.
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    7 min
  • “I’m Afraid of Americans” — Because of the Rhetoric

    “I’m Afraid of Americans” — Because of the Rhetoric
    Jan 23 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

    WATCH and SUBSCRIBE on:

    https://www.youtube.com/@WatchdogOnWallstreet/featured

    That David Bowie song came to mind watching the latest Davos moments. Not because he hated Americans—but because the tone matters.
    Booing at Davos, attacks on Europe, and Trump claiming NATO would never come to America’s aid—flatly false and insulting to allies who fought and died alongside us after 9/11. Article 5 was triggered once in history, and it was for the United States.
    There’s a way to criticize allies without embarrassing the country or rewriting history. Leadership isn’t about shooting from the hip or always declaring victory—it’s about knowing when to check your mouth.
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    6 min
  • Can Trump Really Crash the Housing Market?

    Can Trump Really Crash the Housing Market?
    Jan 22 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

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    https://www.youtube.com/@WatchdogOnWallstreet/featured

    Trump says he could crash the housing market—but won’t. The idea that lower rates fix housing is wrong. Rates go down, prices go up. That doesn’t make homes more affordable.
    You don’t need a crash—you need a reset. Just like stocks, overheated real estate can cool off, and that’s not bad for the economy.
    And let’s be clear: your home is not an investment. It’s a bill—mortgage interest, property taxes, maintenance, and upkeep. A place to live, raise kids, and make memories—not a wealth plan.
    If your wealth is tied up in your house, that’s risky. Build wealth outside your home. And no—Trump can’t simply crash the real estate market.
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    6 min
  • Why You Must Own—or You’re Going Backwards

    Why You Must Own—or You’re Going Backwards
    Jan 22 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

    WATCH and SUBSCRIBE on:

    https://www.youtube.com/@WatchdogOnWallstreet/featured

    Remember Wall Street when Gordon Gekko said, “I own”? That line matters more today than ever. If you’re not an owner, you’re not standing still—you’re losing ground.
    Here’s why: the top 10% now account for 49% of all consumer spending and a record 33% of U.S. GDP, while the bottom 80% make up just 25% of the economy. Over the last 30 years, the dollar has lost 54% of its value—and 28% in just the past five years. Salaries haven’t kept up. Not even close.
    $80,000 in income in 1971 equals $1 million today. That’s what inflation does. This is why passive income and asset ownership aren’t “nice to have”—they’re survival tools.
    And no, your house isn’t the answer. A primary home is a bill, not a wealth engine. Real ownership means stocks, bonds, businesses—assets that grow and work while you sleep.
    If your money isn’t working hard for you, inflation is working harder against you. Be an owner. The right kind of owner.
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    5 min
  • While You Were Sleeping: Washington’s Late-Night Spending Spree

    While You Were Sleeping: Washington’s Late-Night Spending Spree
    Jan 22 2026
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    Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

    Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

    WATCH and SUBSCRIBE on:

    https://www.youtube.com/@WatchdogOnWallstreet/featured

    While the media was busy with distractions, Washington was wide awake—and spending.
    In this “While You Were Sleeping: Washington Edition,” I break down how Speaker Mike Johnson, with the help of Democrats, pushed through a massive omnibus spending bill—outspending even Nancy Pelosi. What’s inside? A brand-new FBI building, the reauthorization of warrantless surveillance on Americans, and $60 billion more for Ukraine—more than we spend on the U.S. Marines.
    Fiscal responsibility? Constitutional limits? Apparently those were asleep too.
    This all happened quietly, overnight—while you were sleeping.
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    2 min