Podcast Episodes
Back to SearchPeak Inflation Is Wishful Thinking – Ep 799
* Inflation is double what the Fed admits.
* March budget deficit is quadruple consensus expectations.
* Bitcoin struggles.
* The retired wo…
3 years, 11 months ago
Something’s Gotta Give – Ep 798
* Bond bulls haven’t thrown in the towel yet.
* Biden wants to expand Obamacare.
* Bitcoin moves from diamond hands to paper hands.
Get an …
3 years, 11 months ago
It’s Much Later Than the Fed Thinks – Ep 797
* You can't have normal interest rates unless you have normal inflation.
* Politicians are pandering to crypto enthusiasts.
* Peter Thiel deli…
3 years, 11 months ago
Fed Doves Pretending to Be Inflation Hawks Are Chickenhawks – Ep 796
* Bond market continues getting beaten up.
* Lael Brainard spooks the markets with sudden hawk talk.
* When you live in a glass White House, d…
3 years, 11 months ago
Q1 Ends as Market and Economic Pain Begins – Ep 795
* Fools bought the dip in March.
* Don’t wait to sell in May and go away.
* Cathie Wood turns down debate invitation.
* Meme stocks pumped, …
3 years, 11 months ago
German CPI Exposes ECB’s Low Inflation Lies – Ep 794
* Europe has a serious inflation problem.
* The ECB says the cost of living isn’t rising fast enough.
* Politicians and central bankers are us…
3 years, 11 months ago
The Fed Will Be Turning Japanese, I Really Think So – Ep 793
* Japanese will pay higher taxes, officially or through inflation.
* All bonds, not just treasuries, will fall in price.
* Biden calls for new…
3 years, 11 months ago
Stock Investors Bathing in Bond Blood Bath – Ep 792
* Bond market has worst quarter since 1980.
* Recession will not take care of inflation.
* Mortgage rates will double far sooner than income.
…
4 years ago
Government Solutions Worsen Every Problem Government Creates – Ep 791
* Stocks are going up and down while gold is just going up.
* Bond prices are a function of government intervention and nothing else.
* Bitcoi…
4 years ago
Inflation Far Bigger Threat Than Investors Expect – Ep 790
* Everything-is-awesome attitude won’t last long much longer.
* Stagflation is here.
* This round of QE won’t be like the last 4.
* The econ…
4 years ago