The Daniel Lacalle Podcast

An overview of gold & real money vs. fake fiat currency. Presented by Daniel Lacalle.

Capitalism? More Crowding Out from Statism (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

Bull Markets and Insane Money Supply (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here. 

China Is No Threat to the US Dollar But the US Government Policy May Hurt (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

Steve H. Hanke is a professor of applied economics at the Johns Hopkins University in Baltimore, Maryland. He is also a senior fellow and director of the Troubled Currencies Project at the Cato Institute in Washington, DC, and co-director of the Johns Hopkins University's Institute for Applied Economics, Global Health, and the Study of Business Enterprise in Baltimore, Maryland.From INFLATION to RECESSION. Prof. Steve Hanke in conversation with Daniel Lacalle.

A Credit Crunch Is Inevitable (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

The U.S. Banking System Was Destroyed By QE… And Negative Rates Killed It (Spoken Article). Read by Daniel Lacalle. You can read the original article by clicking here. 

Silicon Valley Bank Collapse - A Direct Consequence Of Loose Monetary Policy (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here. 

Tax Cuts Do Not Cause Inflation. Printing Does (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here. 

“Spend Now, Deal with The Consequences Later” Is the Worst Policy (Spoken Article). Read by Daniel Lacalle.

Latin America's Descent into Interventionism Continues (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

Keynesian Policies Gave Us High Debt, Inflation, and Weak Growth (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

Why Investors Are Obsessed with the Fed "Pivot" (Spoken Article). Read by Daniel Lacalle. You can read the original article by clicking here. 

MMT Is Fake Economics (Spoken Article). Read by Daniel Lacalle. You can read the original article by clicking here. 

The Stupidity of Autarky (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

How Governments Expropriate Wealth with Inflation and Taxes (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here. 

Europe's Energy Crisis Was Created by Political Interventionism (Spoken Article). Read by Daniel Lacalle.You can read the original article by clicking here.

Why Government Anti-Inflation Plans Backfire (Spoken Article). Read by Daniel Lacalle. You can read the original article by clicking here.

An insight into markets, bubbles and the risk mentality. 

How Governments Expropriate Wealth with Inflation and Taxes (Spoken Article). Read by Daniel Lacalle. You can read the original article by clicking here.

Keith Weiner is the president of the Gold Standard Institute USA, and CEO of Monetary Metals.  Keith is a leading authority in the areas of gold, money, and credit.Topics discussed in this conversation include inflation, recession, oil, interest rates, zombie companies, and precious metals.

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPOAdvisors, has over thirty-five years of experience in the investment industry. Topics discussed in this conversation include weaknesses in the global economy, inflation, the importance of cash flow, gold, growth stocks, and currency debasement. 

All views expressed by Noelle Acheson in this conversation are personal opinions and do not represent her employer's position neither constitute endorsement nor investment advice.

Available to read at - https://www.dlacalle.com/en/the-myth-of-cost-push-inflation/

Tony Nash is the CEO and Founder of Complete Intelligence. Previously, Tony built and led the global research business for The Economist and the Asia consulting business for IHS (now IHS Markit).Topics discussed in this conversation include machine learning, China's Belt and Road Initiative, central banking, MMT, the Yuan, and price controls. 

Quill Intelligence CEO Danielle DiMartino Booth is distinguished by a career on both Wall Street and the Federal Reserve. Long an observer of the financial markets and the economy, she was also a daily business columnist at the Dallas Morning News.Topics discussed in this conversation include the U.S. debt ceiling, stagflation, economic slowdowns, and China.  

John Hearn is an economist, author and university Professor on programmes in economics, banking and finance.Topics discussed in this conversation include inflation, zombification, negative rates, the entrepreneurial state, and MMT. 

Keith Weiner is the president of the Gold Standard Institute USA, and CEO of Monetary Metals.  Keith is a leading authority in the areas of gold, money, and credit.Topics discussed in this conversation include monetary policy, inflation, overcapacity, lockdown “whiplash”, interest rates, credit, and precious metals.  

Neal Morse is a singer, multi-instrumentalist bandleader, progressive rock composer and music producer. Neal is based in Nashville, Tennessee.Topics discussed in this conversation include Neal's faith and inspiration, song writing process, current projects, and future plans. Neal also shares the artists he is listening to at the moment.  

Chance Finucane is Chief Investment Officer at Oxbow Advisors. Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. Topics discussed in this conversation include the reflation trade, bank stocks, the yield curve, growth sectors, central bank digital currencies, and the credit mechanism.  

Michael A. Gayed, CFA, is Portfolio Manager at Toroso Asset Management, an award-winning author and publisher of The Lead-Lag Report.Topics discussed in this conversation include the current market environment, inflation, portfolio protection, leverage and black swan events.

Mike Shedlock / Mish is a registered investment advisor for SitkaPacific Capital Management. On his “MishTalk” global economics blog, Mish writes several articles a day on the global economy. Topics discussed in this conversation include inflation, stimulus plans, zombification, negative rates, MMT, and “breaking points” in the U.S. economy.  

Tuomas Malinen is CEO and the Chief Economist of GnS Economics. He is also an Adjunct Professor of Economics at the University of Helsinki. Topics discussed in this conversation include fragility in the global economy, inflationary pressures, monetary policy, zombie companies, creative destruction, cryptocurrencies, and central bank digital currencies. 

Philip Booth is Senior Academic Fellow at the Institute of Economic Affairs. He is also Director of the Vinson Centre and Professor of Economics at the University of Buckingham and Professor of Finance, Public Policy and Ethics at St. Mary's University, Twickenham.Topics discussed in this conversation include policy responses to the Covid-19 pandemic, inflationary pressures, ageing populations, globalization, subsidies, and MMT. 

Jim Roberts is a Research Fellow for Economic Freedom and Growth at The Heritage Foundation, and a Co-Editor of The Index of Economic Freedom. Topics discussed in this conversation include the political landscape in the United States, central bank digital currencies, fiscal indiscipline, inflation, a global minimum corporate tax rate, and the energy transition. 

Keith McCullough is the founder of Hedgeye Risk Management and the author of the popular book, Diary of a Hedge Fund Manager. Keith regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites. He now hosts The Macro Show weekday mornings on HedgeyeTV.Topics discussed in this conversation include Keith's investment process, mainstream market narratives, asset correlation, hedge fund failures, stagflation, and European equities.    

Luke Gromen is the founder of FFTT, LLC (“Forest for the Trees”), a research firm that aggregates a wide variety of macroeconomic, thematic, and sector trends to identify investable, developing economic bottlenecks for its customers. Topics discussed in this conversation include the risks to the US dollar as the global reserve currency, inflationary pressures, gold, cryptocurrencies, negative rates, bond mispricing, and MMT. 

Daniel Hannan is an author and columnist. He serves on the UK Board of Trade and is a Vice-Chairman of the Conservative Party responsible for its international relations. He teaches at the University of Buckingham and the University of Francisco Marroquín. He has written nine books, including the New York Times bestseller Inventing Freedom: How the English-Speaking Peoples Made the Modern World. Topics discussed in this conversation include the risks to individual freedoms globally, a global minimum corporate tax rate, inflation, the European Union and Brexit. 

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm's proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.Topics discussed in this conversation include the current state of the U.S. economy, the general macroeconomic environment, the Federal Reserve, inflation, equity valuations, and the American Jobs Plan. 

Judy Shelton is an economist, a senior fellow at the Independent Institute and the author of Money Meltdown.Topics discussed in this conversation include the current state of the U.S. economy, inflation, wealth inequality, the federal reserve, and Hayek's “Choice in Currency”.  

Emma Muhleman is a portfolio manager, strategist, Austrian economist and global macro expert.Topics discussed in this conversation include the risks to the free market, the rise of passive funds, inflation, MMT, and central bank digital currencies. 

Lance Roberts is the Chief Investment Strategist for RIA Advisors, Lead Editor of the Real Investment Report and host of the Real Investment Report podcast. Topics discussed in this conversation include the economic recovery, interest rates, inflation, deficit spending and fiscal policy, capital expenditure, and a look ahead to 2022. 

Quill Intelligence CEO Danielle DiMartino Booth is distinguished by a career on both Wall Street and the Federal Reserve. Long an observer of the financial markets and the economy, she was also a daily business columnist at the Dallas Morning News.Topics discussed in this conversation include the current state of the economic recovery in the United States, negative rates, central bank digital currencies and quantitative easing. 

Daniel Beunza is Associate Professor of Management at the Centre for Charity Effectiveness at Cass Business School. Professor Beunza's research explores the ways in which social relations and technology shape financial value. Topics discussed in this conversation include the use of financial models in managing risk and Professor Buenza's new book, Taking The Floor.

Tracy started her career in finance at the Chicago Board of Trade. There, she started as a futures, options, and managed futures broker before moving on to managing a trade desk on the trade floor, where her firm strategized and executed on behalf of large hedge funds and global banks in energy, agriculture, softs, livestock, metals, FX futures, bonds and federal funds markets. Topics discussed in this conversation include inflationary pressures in the market, green energy initiatives, the role of OPEC, capital expenditure, credit markets, and precious metals. 

Dr Pippa Malmgren is an author, economist, expert in geopolitics, and a former advisor of George W. Bush. Topics discussed in this episode include the economic recovery in the United States and European Union, business and technological innovation, inflation, changing geopolitical risk, and central bank digital currencies.