Podcast Episodes
Back to SearchSoaring Inflation Suppresses Consumer Confidence – Ep 741
* Markets turn risk on.
* Producer prices rise to levels not seen since peak inflation of the 1970s.
* Inflation is double the Fed’s bench…
4 years, 8 months ago
Entering an Inflation Super Cycle – Ep 740
* Expecting accurate inflation reports from the government is like expecting accurate crime reports from the mafia.
* Dollar falls and gold …
4 years, 9 months ago
Weak Jobs & Bonds + Strong Oil = Stagflation – Ep 739
* Jobs numbers come in lower than anyone expected.
* Investors aren’t buying gold as an inflation hedge because they don’t think there is an…
4 years, 9 months ago
Inflation Burns While the Fed Fiddles – Ep 738
* Gold stocks going down because investors are disappointed they aren’t going up.
* Fed President Jim Bullard admits inflation is here to st…
4 years, 9 months ago
Government Creates Problems. Its Solutions Make Them Worse – Ep 737
* Markets rally on news of Merck Covid pill.
* Drug efficacy should be left to the market, not the government.
* FDA sacrifices human bein…
4 years, 9 months ago
Powell Sings a Different Tune – Ep 736
* Political theater plays out over the debt ceiling.
* US was biggest gainer from low interest rates, but will be biggest losers when rates …
4 years, 9 months ago
Inflation Talk Tanks Markets – Ep 735
* Fed has become an arm of the US Treasury.
* Powell admits inflation problem is bigger and worse than he predicted.
* Investors rush back…
4 years, 9 months ago
Taper Already Priced In. Now What? – Ep 734
* Less dovish is not hawkish.
* Mother of all bear markets in bonds may have just begun.
* Republicans only care about deficits and spendi…
4 years, 9 months ago
The Fed That Cried Taper – Ep 733
* Fed says the economy is great, but they will maintain the emergency policies they put in place when the economy was terrible.
* Fed will a…
4 years, 9 months ago
Paying More, but Buying Less – Ep 732
* China won’t let Evergrande be the next Lehman Brothers.
* Fed took us 1 step forward and 100 steps back.
* Higher retail sales doesn’t m…
4 years, 9 months ago