Podcast Episodes
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Episode 42
Before getting into the US$ discussion, three quick things. First, despite strong US data in Q1 and Q2, the US still appears headed for a slowdown la…
3 years, 1 month ago
Frankenstein’s Monster
Episode 41
Frankenstein’s Monster: banking system deposits and the unintended fallout from the Fed’s monetary experiment; commercial real estate, regional banks…
3 years, 1 month ago
Growing Pains: The Renewable Transition in Adolescence
Episode 40
Renewables are growing but don’t always behave the way you want them to. This year’s topics include the impact of rising clean energy investment and…
3 years, 1 month ago
Winter Heating
Episode 39
The large language model battles begin: a look at the future of web search, conventional wisdom machines, hallucinating bears in space, some early ap…
3 years, 3 months ago
American Gothic
Episode 38
The Federal debt and how the Visigoths may try to break the system if no one fixes it
View transcript with the chart references
3 years, 4 months ago
The End of the Affair
Episode 37
The affair with the market catalysts of the last decade is over now, and a new era of investing begins
View transcript with chart references
3 years, 4 months ago
Holiday Eye on the Market: Non-Fungible Trainwreck
Episode 36
Holiday Eye on the Market: the YUCs, the MUCs, FTX, the Gensler Rule and the Summers Rule
3 years, 5 months ago
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Episode 35
In the October Eye on the Market I wrote about how in 6 of 7 post-war recessions, equity markets preceded the decline in profits, employment and GDP …
3 years, 6 months ago
Reruns
Episode 34
Reruns: how equity declines precede the fall in earnings, growth and employment during recessions; new US semiconductor export policies on China and …
3 years, 7 months ago
Arrested Development
Episode 33
Arrested Development: the pressure on profit margins, the tightest labor markets in decades and whether “second chance” policies for those with crimi…
3 years, 8 months ago