Podcast Episodes
Back to SearchWhen There’s Too Much Money, There’s Never Enough Stuff – Ep 731
* Take the CPI numbers with a grain of salt.
* The CPI will catch up to the PPI.
* Fed’s new definition of transitory means a permanent re…
4 years, 10 months ago
Government Is Consistent; It Always Lies – Ep 730
* Producer Price Index numbers come in higher than expected for 9th month in a row.
* Inflation trends show no sign of being transitory.
*…
4 years, 10 months ago
Let’s Replace Labor Day With Entrepreneur Day – Ep 729
* Grover Cleveland was really a libertarian and one of our greatest presidents.
* The populist movement lead to Labor Day and ultimately in …
4 years, 10 months ago
Summer Data Swoon Puts Fall Taper in Doubt – Ep 728
* Jobs numbers disappoint expectations, but Biden brags.
* Inflation expectations highest since just before 2008 financial crisis.
* AOC p…
4 years, 10 months ago
Tapering the Taper Talk – Ep 727
* Powell offers no clues on taper timetable.
* Powell vows to keep interest rates low until QE is finished.
* Powel blames price increases…
4 years, 10 months ago
Less Loose Is Not Tight – Ep 726
* Fed will talk about tapering until it can use Delta as an excuse not to.
* Bitcoin is irrelevant to monetary policy.
* Accepting Bitcoin…
4 years, 10 months ago
Stimulus Even Harder to Exit Than Afghanistan – Ep 725
* Markets spooked by CNBC interview with Boston Fed President.
* Higher inflation leads to more poverty and a wider wealth gap.
* Food sta…
4 years, 10 months ago
Fifty Years of Fiat Failure – Ep 724
* Rising costs increasing producer pricing.
* US home prices rising at fastest pace in history while affordability hits record low.
* Trad…
4 years, 11 months ago
Larger Deficits Mean Higher Inflation – Ep 723
* Gold reacts counterintuitively to inflation fears.
* Fed changes the definition of transitory inflation.
* Q2 Productivity numbers disap…
4 years, 11 months ago
Markets Move on Fantasy, Ignore Reality – Ep 722
* Wall Street trading on “garbage in, garbage out” algorithm.
* Another month, another record trade deficit.
* Moratorium on student loan …
4 years, 11 months ago