Watchdog on Wall Street with Chris Markowski

Latest Episodes:

A Fool and His Money: Wall Street’s Latest Casino Tricks Dec 18, 2025

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Empire, Deterrence, and Assimilation: Why the Bar Matters at Home and Abroad Dec 17, 2025

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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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From America’s uneasy military footprint in Syria to the broader question of assimilation at home, this episode tackles two issues that are often discussed separately—but shouldn’t be. Why are U.S. troops stationed in places with no clear mission, and what happens when deterrence disappears? Drawing on insights from Victor Davis Hanson, Rand Paul, and history itself, the discussion argues that Americans should never be left as sitting ducks overseas. At the same time, it turns inward to the assimilation debate, questioning an immigration model that prioritizes numbers over shared values, cultural cohesion, and accountability. An empire that won’t defend its people abroad—and won’t insist on assimilation at home—eventually weakens itself on both fronts.

Defining Deviancy Down: When Partisanship Excuses the Inexcusable Dec 17, 2025

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Half-Assed Reform vs. the End Game: Why “Medicare for All” Was Always the Plan Dec 17, 2025

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Ford’s EV Collapse Is a $19.5 BILLION Taxpayer Failure (And We’re the Real Losers) Dec 16, 2025

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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
Ford just tapped out on electric vehicles — and no, this isn’t a moment to gloat. The company took a staggering $19.5 billion write-down tied to its EV business, one of the largest impairments in auto industry history. That’s not a win. That’s proof that we were lied to — and we paid for it.
In this episode, we break down:
• Why Ford’s EV retreat isn’t a business failure — it’s a government failure
• How subsidies, loan guarantees, and mandates wasted billions in taxpayer money
• Why Americans never wanted forced EV adoption in the first place
• How CEOs folded to Washington instead of standing up for shareholders
• Why “regulatory changes” really mean Americans aren’t being coerced anymore
• How the EV fantasy mirrors past government disasters like the Chevy Volt
And why state-run capitalism never works — not in autos, not anywhere!

From Providence to Paris: When Authorities Hide the Truth and Borders Stop Meaning Anything Dec 16, 2025

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Trump, Rob Reiner, and a Missed Moment for Grace Dec 16, 2025

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Rotating Out of AI? Or Just Smart Portfolio Management Dec 16, 2025

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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
Wall Street’s chattering classes are buzzing about a “rotation out of the AI trade,” as if it’s some shocking revelation. Big surprise—after massive gains, some AI stocks have run far ahead. But here’s the real takeaway: rotation shouldn’t be a headline event. It should be a constant discipline.
Chris explains why trimming winners, taking profits, and rebalancing oversized positions isn’t bearish—it’s smart risk management. AI has driven markets and remains a powerful long-term theme, but no one truly knows which companies will dominate years from now. Admitting what you don’t know is what protects capital.
Like Mr. Miyagi tending a bonsai tree—cut here, snip there—prudent investors regularly rebalance, redeploy profits, and look for quality companies that are temporarily out of favor. This isn’t market timing. It’s proper portfolio management, asset allocation, and risk control—the kind that’s served investors well for decades.

China’s Economic Cracks Are Widening—and Exports Are the Only Thing Holding It Together Dec 16, 2025

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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 latest economic data out of China is flashing warning signs everywhere. Retail sales are barely growing, industrial production is slowing, fixed asset investment is falling, and property investment has collapsed nearly 16%. Home prices are sliding, millions have their wealth tied up in unfinished or overbuilt real estate, and confidence in the future is evaporating.
China is running a massive trade surplus—nearly $1 trillion so far this year—but that export dominance is masking much deeper problems at home. Consumer spending remains weak, unemployment among young people is high, the population is aging, and there’s no real social safety net to fall back on. Without exports flooding global markets, the situation would look far worse.
In this episode, Chris discusses why command-and-control economics never work, how Xi Jinping reversed years of liberalization, and why governments—whether in Beijing or Washington—fail when they try to pick winners and losers. From China’s real estate bust to the dot-com era lessons of pets.com versus Amazon, the message is the same: when government micromanages the economy, bad outcomes follow. The free market, not central planners, is what drives real growth.

$18 Trillion in Tariffs? Let’s Do the Math Dec 15, 2025

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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
Donald Trump says tariffs generated $18 trillion in just 10 months—and some Republicans are repeating it like it’s gospel. But let’s slow down and apply a little basic math. $18 trillion is nearly two-thirds of U.S. GDP. If that kind of money actually flowed into the country, manufacturing, construction, and investment would be exploding. They’re not—they’re moving in the opposite direction.
In this episode, Chris breaks down what tariff revenue really looks like (hint: it’s under $300 billion), why there are no written $18 trillion investment “commitments,” and how exaggeration turns into outright misinformation once politicians and pundits start echoing it. Supporting pro-growth policy doesn’t require fantasy numbers—and repeating them only insults the public’s intelligence.
Facts matter. Trillions matter. And if we want credibility on economic policy, we have to stop pretending a big fish story is an actual balance sheet.