Podcast Episodes

Risk-On, Economic Understanding Off - Ep 870

· Short covering fuels tech rally.

· Good news on the economy is bad news for the market.

· Fewer people have full-time jobs today than 10 months ago.

·…

3 years, 5 months ago

The Fed Can’t Fight What It Doesn’t Understand - Ep 869

· As expected, the Fed did exactly what was expected.

· Gold trades highest it’s been in almost a year.

· Government causes inflation, not consumers.

· …

3 years, 5 months ago

Government Worsens Every Problem It Tries to Solve - Ep 868

· Weakening dollar will worsen trade deficit.

· Fed is nowhere near victory in inflation fight.

· Google does not have a monopoly on advertising.

· San …

3 years, 5 months ago

Davos Investors Are Skiing Towards a Debt Cliff - Ep 867

· Growth stock will rollover and make new lows in 2023.

· Gold hit new 9 month high on the week.

· While tech stocks are rising, their headcounts are f…

3 years, 5 months ago

Soaring Consumer Credit Means Higher Consumer Prices - Ep 866

· The Fed will surrender to inflation in 2023.

· Recession will be the Fed’s next battle, and they’ll lose that too.

· Inflation is expanding with mone…

3 years, 6 months ago

Gold Stocks Ring in the New Year With a Bang - Ep 865

· Investment rotation continues into value, international, emerging markets, and precious metals.

· Precious metals mining stocks are best performing …

3 years, 6 months ago

2023 Begins Where 2022 Left Off - Ep 864

· 2023 is gearing up for a lot of volatility and weakness in the stock market.

· 2023 stock market highs may have already been made.

· NASDAQ stocks wi…

3 years, 6 months ago

This Time Japan Dropped a Bomb on Us - Ep 863

· Everyone realizes recession is coming, but nobody realizes how bad it will be.

· Too many people are getting rich off war in Ukraine for there to be…

3 years, 6 months ago

Powell Admits He’s Clueless on the US Economy - Ep 862

· The days of low inflation are over.

· Jerome Powell threw cold water on investors’ hope.

· Terminal rate of interest continues higher.

· Mr. Schiff Go…

3 years, 6 months ago

Bad News on Inflation Should Not Be a Surprise - Ep 861

· 2023 will see a new high-water mark in producer prices.

· Declining Coinbase stock is an ominous sign for crypto market.

· Kevin O’Leary is culpable …

3 years, 7 months ago