💡 Welcome to Make Money, part of the Finance Frontier AI podcast series—where we decode asymmetric investment opportunities hiding in plain sight. In this episode, Max and Sophia broadcast from a biotech innovation hub outside Princeton, New Jersey, just miles from the R&D corridors that helped launch CorMedix’s lead product, DefenCath. With profitability locked in, cash on hand, and a clear path to label expansion, CorMedix ($CRMD) is no longer a pre-revenue bet—it’s a re-rating story with institutional tailwinds and a shot at 8X returns.

🔹 Profitability in Q4, Explosion in Q1 – From $0 to $43.5M in full-year 2024 sales. Q1 2025? $39M and $22.5M+ EBITDA.
🔹 The DefenCath Advantage – First FDA-approved catheter lock solution (CLS). 71% infection reduction. 10.5 years of exclusivity.
🔹 Dialysis Market Domination – Already in 60% of outpatient centers, including 4 of the top 5 U.S. dialysis chains.
🔹 TPN Trial = Hidden Upside – Phase 3 study for patients on Total Parenteral Nutrition launching now. $500–750M market potential.
🔹 The 8X Valuation Math – $25 short-term target based on 5× 2026E sales. $75 long-term with pediatric + TPN + federal expansion.
🔹 Regulatory Moat – NTAP, TDAPA, Orphan Drug, pediatric trial—all locking out competition through 2034.
🔹 Institutional Footprint – BlackRock, Vanguard, Elliott Management on the cap table. Insiders are buyers, not sellers.
🔹 Options-Friendly Setup – IV over 100%, tight float, cash-positive. ITM + OTM call layering explained in Segment 6.

🚀 This isn’t a hope trade. CRMD is already printing profits and scaling.
🚀 Biotech Volatility = Strategy Playground – Dips are entries. IV is high. Options give leverage, not just risk.
🚀 Market Mispricing Playbook – Patent fears, customer concentration headlines, and sector fatigue = opportunity window.
🚀 Reimbursement Edge = Accelerated Adoption – TDAPA and NTAP drive immediate returns for providers. And it’s locked in.
🚀 TPN + Pediatric = Optionality Stack – This isn’t just a CLS play. It’s a platform rooted in taurolidine’s unique mechanism.
🚀 Cash Cushion, No Debt – $77.5M in the bank. That’s breathing room most biotech players dream of.

✅ CRMD is already in the cashflow club. And the market hasn’t caught up.
✅ The $25 price target is backed by earnings math—not dreams.
✅ $75 isn’t hype—it’s the 5-year if TPN, pediatrics, and institutional buyers align.
✅ The asymmetric edge is live. Mispricing + momentum + margin = multi-X setup.
✅ This episode doesn’t just share a stock. It shares a system for capturing biotech rerates before Wall Street notices.

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🎧 The New Economic Cold War: How Tariffs, Gold, and Bitcoin Are Reshaping the Global Order

💡 Welcome to Finance Frontier, part of the Finance Frontier AI podcast series, where we break down the most urgent trends in global finance, geopolitics, and strategic investing for a rapidly changing world.

In today’s episode, Max and Sophia dive deep into the new economic battleground: skyrocketing tariffs, a collapsing trust system, and a full-blown shift to safe-havens like gold and Bitcoin. With U.S. tariffs surging to 245%, China retaliating, and central banks trapped between inflation and recession, the rules of global finance are being rewritten. From gold's explosive breakout to Bitcoin’s $85,000 rebellion, we unpack the systemic shifts driving today’s volatility—and what you must do to protect your wealth. Max and Sophia break it all down with cinematic urgency, strategic clarity, and real-world data for investors, traders, and macro thinkers alike.

We’re broadcasting from the symbolic epicenter of financial power—Wall Street—where markets once looked orderly but are now fracturing beneath the surface. With $2.5 trillion already wiped from U.S. equities and the IMF slashing growth forecasts, this Cold War is more than a headline—it’s a seismic shift threatening portfolios worldwide. Whether you’re managing personal assets or institutional funds, this episode delivers the insights you need to navigate the turbulence ahead.

📰 Key Topics Covered

🔹 Tariff Shock: How 245% U.S. tariffs and 125% Chinese retaliation are driving inflation, corporate margin collapse, and supply chain fractures.

🔹 Gold’s Breakout: Why gold blasted past $3,370 and what it signals about collapsing trust in fiat currencies and global monetary policy frameworks.

🔹 Bitcoin’s $85,000 Rebellion: How regulatory green lights, supply squeezes, and capital flight are turning Bitcoin from speculation into strategic defense.

🔹 Central Banks Paralyzed: Powell and Lagarde are trapped—tighten and risk collapse, or ease and fuel stagflation. Confidence is slipping fast.

🔹 Geopolitical Wildcards: Kashmir, Iran, and Middle East flashpoints add accelerants to an already fragile economic landscape, pushing oil and gold higher.

📉 What’s Next for Investors? Max and Sophia reveal a tactical 7-strategy survival blueprint—including gold, energy, Bitcoin, defensive sectors, and cash positioning to protect against systemic fractures and capital flight in this new Cold War era.

🚀 Big Picture Shift: This isn’t just another downturn. It’s a historic realignment of trust, capital, and value. What worked in the last cycle won’t survive this one. Max and Sophia give you the framework to adapt fast—or get left behind.

🎯 Key Takeaways

✅ Tariffs, inflation, and geopolitical risks are triggering systemic market fractures across sectors and borders.

✅ Gold and Bitcoin are no longer fringe—they are becoming core institutional hedges against fiat risk and monetary instability.

✅ Central banks are paralyzed, unable to fight inflation without triggering recessions—confidence is cracking first, then capital flows.

✅ Investors must diversify defensively: gold, Bitcoin, energy, defensive ETFs like XLU and IYH, and strategic cash reserves are key pillars.

✅ The global order is fragmenting. Navigating the New Economic Cold War requires a new playbook—traditional 60/40 portfolios won’t survive unscathed.

🌐 Stay Ahead of the Market

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