Podcast Episodes

Chicken Hawks: a quick note on the US budget reconciliation bill

Episode 78

A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn.

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Published on 7 months ago

Back to our Regularly Scheduled Programming

Episode 77

With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language models which were the primary drivers of equity mar…

Published on 7 months, 2 weeks ago

Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker

Episode 76

Like his predecessor Robespierre, Dogespierre (Elon Musk) also brought down the proverbial guillotine with indiscriminate cuts to Federal employment, contracts, leases and grants. With Dogespierre n…

Published on 8 months ago

Redacted

Episode 75

Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions.

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Published on 8 months, 4 weeks ago

Fifty Days of Grey

Episode 74

Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it has no gender, ethnicity or religion; it cannot …

Published on 9 months, 2 weeks ago

Heliocentrism: Objects may be further away than they appear

Episode 73

Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion global…

Published on 9 months, 4 weeks ago

From Here to Eternity

Episode 72

From Here to Eternity: tracking Trump’s economic, market and constitutional milestones

Whether you’re elated or despondent about the blizzard of changes taking place in Washington, let me remind you …

Published on 10 months, 2 weeks ago

Inauguruption: the flurry of Trump 2.0 executive orders

Episode 71

Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-loving protectionism of William McKinley, the small-g…

Published on 11 months, 1 week ago

Eye on the Market Outlook 2025: The Alchemists

Episode 70

Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sections include the AI Golden Goose, the invisible n…

Published on 1 year ago

The Year of Living Dangerously

Episode 69

I was visited by six ghosts recently warning me of dangers related to predictions, allocations, apparitions, legalizations, expurgations and ablations. Here’s what they said.

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Published on 1 year ago