Podcast Episodes
Back to SearchA Stock and Crypto Reversal, but Not a Bottom – Ep 771
* Stocks pump on potential Powell pivot.
* Fed trying to prevent its credibility and the market from imploding.
* More than two thirds of Bitc…
4 years, 5 months ago
Risk Assets Crash Tests Fed’s Resolve – Ep 770
* Fed’s talk pricked the mother of all bubbles.
* Netflix becomes a victim of its own success.
* Cathie Wood’s ARKK fund sees an entire bear m…
4 years, 5 months ago
The Most Obvious Crisis Almost No One Saw Coming – Ep 769
* Stock market is in bad shape, but bond market is worse.
* Silver rallies.
* Any negative yield in bonds is a positive for gold.
* Numbers …
4 years, 5 months ago
2022 Kicks off the Great Rotation – Ep 768
* Oil prices headed for record highs.
* Massive rotation from growth stocks to value stocks in effect.
* Investors rushing to dump Cathie Wood…
4 years, 6 months ago
Fed Unveils Field of Dreams Monetary Policy – Ep 767
* Official CPI is at its worst in 39 years.
* Real CPI is at its worst in history.
* Investors beginning to realize that the Fed is too little…
4 years, 6 months ago
Less Loose Will Lower Markets, Not Inflation – Ep 766
* Stock market off to a bad start for first week of trading in 2022.
* Fed minutes send bond markets tanking.
* Investors spooked out of specu…
4 years, 6 months ago
The Year of Living Dangerously in Review – Ep 765
Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for:
* Issuance of SPACS
* Mergers & acquisiti…
4 years, 6 months ago
2021: A Year of Peak Speculation – Ep 764
* Everyone is talking about inflation.
* Fed is re-rigging the CPI again to hide increasing inflation.
* Strong economies create surpluses…
4 years, 6 months ago
Peak Inflation Is Nowhere in Sight – Ep 763
* Santa Claus rally comes early.
* Even Fed’s sugarcoated data shows inflation twice has high as their target.
* Gold may be turning its $…
4 years, 6 months ago
The Era of Low Inflation Was Transitory – Ep 762
* Chinese imports have kept a lid on goods prices, but not services.
* Dollar will decline when foreign investors no longer want US stocks.
…
4 years, 6 months ago