Podcast Episodes
Back to SearchDamn the Recession, Rate Hikes Ahead – Ep 831
· Treasury yields surge.
· Fed forgets about inflation averaging.
· Households take on all time record debt.
· Nominal wages are going up, but real w…
3 years, 11 months ago
U.S. in Recession Amid Weak Labor Market – Ep 830
· U.S. goes into recession; Biden and Fed deny it.
· Media goes along with redefining recession.
· The Inflation Reduction Act will increase inflatio…
3 years, 11 months ago
Powell Gets Democrats’ Memo to Redefine Recession – Ep 829
· Fed meets market expectations with 75 basis point rate hike.
· Jerome Powell sidesteps recession questions.
· Walmart confirms consumer weakness.
·…
3 years, 11 months ago
Recession Deniers Waking up to Reality – Ep 828
· More data pointing to a worsening economy.
· ECB hikes rates for first time in 11 years.
· Dollar looks to have topped out.
· Gold looks to have bo…
3 years, 11 months ago
Unwarranted Optimism Lifts Stocks, Pressures Gold – Ep 827
· U.S. stock markets rally.
· Home builder sentiment will go from new highs to new lows.
· Elon Musk dumps Bitcoin.
· Taxes in California are higher …
3 years, 11 months ago
A Tale of Two Dollars – Ep 826
· Consumer prices reported hotter than expected.
· Dollar is rising on the greater fool theory.
· Inflation is not a product of expectations.
· It's …
3 years, 11 months ago
Official Inflation Hits Another New High – Ep 825
· Inflation is soaring across the world.
· U.S. monetary and fiscal policies are at odds with each other.
· Motor vehicle repair costs have highest i…
4 years ago
A Surge in Moonlighting Evidences Weakness Not Strength – Ep 824
· Dollar strengthened and gold tanked.
· Needing a second crappy job is not good news for the economy.
· Shinzo Abe was assassinated before he could …
4 years ago
Atlanta Fed Finally Forecasts Recession – Ep 823
· Atlanta Fed blindsided with negative GDO numbers.
· Labor force participation rate near its lows.
· Biden’s approval rating reaches new low.
· Gold…
4 years ago
A Truly Independent Fed Would Criticize Bad Fiscal Policy – Ep 822
· Gold less volatile than stock market indexes.
· Bitcoin more volatile than stock market indexes.
· Rising interest rates pushing up deficit.
· Abor…
4 years ago