Podcasts about Deflation

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  • 424PODCASTS
  • 1,226EPISODES
  • 35mAVG DURATION
  • 1DAILY NEW EPISODE
  • Nov 25, 2021LATEST
Deflation

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Best podcasts about Deflation

Show all podcasts related to deflation

Latest podcast episodes about Deflation

Making Sense
Reading the BIS: Bottlenecks & Macro Implications [Ep. 167, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 25, 2021 26:00


The Bank for International Settlements observes that bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. These disruptions have been particularly severe in upstream industries and have led to large international spillovers through global value chains. On the one hand, the inflationary effect of bottlenecks will likely be limited after relative prices have adjusted. But sustained  pressures could emerge if bottlenecks persist long enough to trigger an upward shift in wage growth and inflation expectations. A reading, by Emil Kalinowski.----------WHO----------Daniel Rees and Phurichai Rungcharoenkitkul of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Bottlenecks - causes and macroeconomic implications: https://bit.ly/3DPMx5LWhy Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3FKH54B----------WHERE----------BIS Website: https://www.bis.org/BIS Twitter: https://twitter.com/BIS_orgEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 166, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 24, 2021 34:00


We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski.----------WHO----------Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Too Big to Sail: How a Legal Revolution Clogged Our Ports: https://bit.ly/3CxOXoa----------WHERE----------Stoller's Substack: https://mattstoller.substack.com/Stoller's Book: https://bit.ly/2YTD5iBStoller's Twitter: https://twitter.com/matthewstollerEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

The John Batchelor Show
S4 Ep1824: #LondonCalling: Government regulation and the Japan deflation of the last 30 years. @JosephSternberg @WSJOpinion

The John Batchelor Show

Play Episode Listen Later Nov 24, 2021 5:05


Photo:  Misplaced economy.  http://www.loc.gov/ #LondonCalling: Government regulation and the Japan deflation of the last 30 years. @JosephSternberg @WSJOpinion https://www.wsj.com/articles/toshiba-split-japan-management-division-keiretsu-cross-shareholding-foreign-activist-investor-11637272011

ITM Trading Podcast
SPECIAL DRAWING RIGHTS, GOLD & DEFLATION...Q&A with LYNETTE ZANG & ERIC GRIFFIN

ITM Trading Podcast

Play Episode Listen Later Nov 23, 2021 31:26


Questions on Protecting Wealth with Gold & Silver? Call 877-410-1414 or Schedule a Call for Later Here: ↓ https://calendly.com/itmtrading/youtube?utm_source=YouTube __________ Eric sources questions from Lynette's viewers and Lynette responds with organic and unrehearsed answers. If you have a question for Lynette and Eric, please either submit your question though YouTube, Facebook, Twitter, or email to questions@itmtrading.com. If you enjoyed the Q&A with Lynette Zang, please like, subscribe, and share in order to help Lynette fight the fiat money disease! Have questions for the Q&A, email us at questions@itmtrading.com. Have questions about acquiring gold and silver? Call: 877-410-1414 To see Lynette's slides, research links or questions from this video: https://www.itmtrading.com/blog/special-drawing-rights-gold-deflation-qa-with-lynette-zang-eric-griffin/ Question 1: 1:02 If gold ends up backing the SDR, how does that effect countries outside the IMF's jurisdiction? Question 2: 22:06 If we go into deflation is it wise to hold dollars as well as gold and silver? Question 3: 23:11 Yellen is always threatening that US Government will default. Shouldn't we just let the default happen so we can move forward with a better more honest and sound system? Question 4: 24:33 How can we barter with gold and silver with local people who might think you are trying to scam them with counterfeit coins, do you need your own meter? Question 5: 26:59 In your study of currency life cycles and resets historically, have you found that gold price suppression has been practiced as part of the overall trajectory of currency failure? Or is this unique to our current situation? A HISTORY IN FINANCIAL REPRESSION: https://youtu.be/ZBCg3sU_sCs Follow Lynette Zang ⬇️ Instagram: https://www.instagram.com/lynettezang/ Twitter: https://twitter.com/itmtrading_zang __________ Find out if you're properly protected today... ITM TRADING: Helping Build Your Future, Freedom, and Legacy Call Today for Your 1st Strategy Session: 877-410-1414 You can also email us at: Services@ITMtrading.com All Our Videos and Research: https://www.ITMTrading.com/Blog Homepage: https://www.ITMTrading.com ITM Trading Twitter: https://twitter.com/itmtrading Lynette Zang Twitter: https://twitter.com/itmtrading_zang Facebook: https://facebook.com/ITMTrading By ITM Trading's Lynette Zang Call Us Direct for Long-Term Gold & Silver Strategies: 877-410-1414 ITM Trading Inc. © Copyright, 1995 - 2021 All Rights Reserved.

Making Sense
Reading Singapore Bullion Market Assoc.: Silver to the Stratosphere [Ep. 165, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 23, 2021 19:00


Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. Move over 'gold bugs', silver fever is coming. A reading, by Emil Kalinowski.----------WHO----------The Singapore Bullion Market Association, represents bullion banks, exchanges, refineries, merchants and logistics companies. The SBMA now plays a pivotal role in the development of Singapore as one of the most global centres of connectivity for precious metals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Silver to the Stratosphere: https://bit.ly/3cdWnlH----------WHERE----------SBMA's Website: https://www.sbma.org.sg/SBMA's Twitter: https://twitter.com/SBMA1993Emil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Applying Lipstick to the Hog [Eurodollar University, Ep. 164]

Making Sense

Play Episode Listen Later Nov 22, 2021 64:03


PART 01: America's September 2021 Treasury International Capital data corroborates dis/deflationary indications observed across various sources, the vast majority of which imply there's not enough money, and/or it's inadequately distributed, for the global economy to achieve permanent recovery.PART 02: Beijing reconfirmed what was made clear in 2017, during the 19th National Party Congress: the economic boom was over and it is time to prepare for it. If anyone in the West would care to listen, the Central Committee is referring not only to China but the entire global economy.PART 03: M1 and M2 once informed central bank decisions. But the monetary aggregates were so narrowly defined that they were, in effect, mere keyholes that offered policymakers an unsatisfactory, and often-enough misleading, peek into the great monetary hall.----EP. 164 REFERENCES---TIC: Consistent, Coherent, Corroborated, Inflation Never Had A Chance: https://bit.ly/3cDfqpOChinese Ice Cream: https://bit.ly/3kPgTO4We Can't Depend On the Ms, Which Only Produce Bad Vs: https://bit.ly/3wZexRAIs M2 The Money Behind Inflation? If Not, What Is (Or Isn't)?: https://bit.ly/3DAH5n1Alhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-------SHOW SPONSOR-------Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.-----SEE ALL EPISODES-----Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL----HEAR ALL EPISODES-----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr---------THE TEAM---------Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, swine satirist. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Podcast intro/outro is "Different Days" by Chill Cole found at Epidemic Sound.------FIND THE TEAM-------Jeff: https://twitter.com/JeffSnider_AIPJeff: https://alhambrapartners.com/author/jsnider/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.comLisa: http://Lisa-Jiang.com/Lisa: https://twitter.com/@Nylonnerves

Going Deep with Aaron Watson
503 Deflation and the Risk to Small Businesses w/ Steven Van Metre

Going Deep with Aaron Watson

Play Episode Listen Later Nov 22, 2021 42:25


Steven Van Metre is a certified financial planner, the inventor of the Portfolio Shield™ trading strategy, and a financial media personality.   Steven transitioned from IT to financial services and found that he had an especially capacity to automate the systems of running a financial practice. In conjunction with producing a regular YouTube series, Steve has built a dynamic and highly-profitable practice.   The extra time he has been afforded by his commitment to automation has allowed Steve to research market structure deeply and come to some fascinating conclusions about deflation and the policies of central banks.   In this episode, Steve and Aaron discuss the risk of deflation, how small businesses can prepare, and how Steve has built his practice.   Sign up for a Weekly Email that will Expand Your Mind.   Steve Metre's Challenge; Find something you do repetitively and automate it.   Connect with Steve Metre Linkedin Twitter Steve Van Metre Website Portfolio Shielf website   If you liked this interview, check out our conversation with Brent Johnson about his Dollar Milkshake Theory and our conversation with Jeff Booth about the impact of deflation. Underwritten by Piper Creative Piper Creative makes creating podcasts, vlogs, and videos easy.    How? Click here and Learn more.   We work with Fortune 500s, medium-sized companies, and entrepreneurs.   Follow Piper as we grow YouTube Instagram Subscribe on iTunes | Stitcher | Overcast | Spotify

Making Sense
Reading Adam Tooze: Populist Money, Back Then and Right Now [Ep. 163, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 21, 2021 34:00


In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski.----------WHO----------Adam Tooze, economist, author and historian. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Chartbook #44: The Cross of Gold - populism, democratic iterations and the politics of money: https://bit.ly/3otXhQx----------WHERE----------Adam's Substack: https://adamtooze.substack.com/Adam's Website: https://adamtooze.com/Adam's Twitter: https://twitter.com/adam_toozeEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Jeff Snider: The Wage/Economy Illusion [Ep. 162, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 20, 2021 13:00


China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume - the real stuff, the real goods - is falling. What does that signal? That the world has fallen for an "booming economy" illusion. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The Wage/Economy Illusion: https://bit.ly/3ngQ7jz----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Jeff Snider: Trade Price Boom hides Trade Volume Bust [Ep. 161, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 19, 2021 15:00


Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price" and when we isolate "volume" of goods traded an entirely different, and ugly-ugly-ugly picture emerges. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Global Trade and Global Prices, China and Germany's ‘Growth Scare': https://bit.ly/3DaZ3fI----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Interviewing Russell Napier: What the Asian Financial Crisis Wrought [Ep. 160]

Making Sense

Play Episode Listen Later Nov 18, 2021 50:54


Author, reformed lawyer, economic historian and your man from Belfast, Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt (1999-2020) and the coming Era of Financial Repression (2021-??).----RUSSELL NAPIER BIOGRAPHY---Russell is chairman of the Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital and Kennox Asset Management and Bay Capital.  In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland.  Russell has degrees in law from Queen's University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot- Watt University and The University of Stirling. His second book which covers the events of the Asian financial crisis and the lessons to be learned from it was published in July 2021.----RUSSELL NAPIER CONTACT-----• The Asian Financial Crisis 1995-98: https://bit.ly/3oAkBMB• Online Course: https://www.didaskoeducation.org/• Research (institutional): https://www.eri-c.com/• Research (individual): https://russellnapier.co.uk/• Library of Mistakes (Website): https://www.libraryofmistakes.com/• Library of Mistakes (Twitter): https://twitter.com/EdinburghLoM---RUSSELL NAPIER INTERVIEWS---• @MacroVoices (Oct21): https://bit.ly/2Z57o5h• @kofinas (Jul21) https://bit.ly/2WU23g4• @RonStoeferle (Mar21): https://bit.ly/3972Spj• @RealVision (Feb21): https://bit.ly/3tMYggF• @MacroVoices (Jan21): https://bit.ly/36Kn5jx• @MoneyWeek (Dec20): https://bit.ly/3p9YDhL• @SantiagoAuFund (Nov20): https://bit.ly/39VMokv• @ttmygh (Aug20): https://bit.ly/3txCmxV• @TheMarket_CH (Jul20): https://bit.ly/3rsBXef• @MoneyWeek (Feb20): https://bit.ly/3tN2ncB-----SEE ALL EPISODES-----Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL----HEAR ALL EPISODES-----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr---------THE TEAM---------Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski.------FIND THE TEAM-------Jeff: https://twitter.com/JeffSnider_AIPJeff: https://alhambrapartners.com/author/jsnider/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.com

Making Sense
Interviewing Prof. Williamson: Are Gas Prices High? [Eurodollar University, Ep. 159]

Making Sense

Play Episode Listen Later Nov 17, 2021 40:57


An interview with Professor Samuel Williamson, economic historian and co-founder of MeasuringWorth.com, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours.--------REFERENCES--------Measuring Worth: https://bit.ly/36TfZZDMeasuring Worth Twitter: https://bit.ly/3BuZotfMeasuring Worth Blog: https://bit.ly/3rqyz4R-----HEAR EPISODE 159----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

ESPN FC
Caught Offside: USMNT deflation

ESPN FC

Play Episode Listen Later Nov 17, 2021 72:35


The boys gather to share their thoughts on a rather fortunate 1-1 draw for the US Men against Jamaica. Plus, we hand out letter grades for how American qualifying has gone thus far, we take a look at the upcoming MLS playoffs and could Italy or Portugal really miss out on the next World Cup??

Caught Offside
Caught Offside: USMNT deflation

Caught Offside

Play Episode Listen Later Nov 17, 2021 72:35


The boys gather to share their thoughts on a rather fortunate 1-1 draw for the US Men against Jamaica. Plus, we hand out letter grades for how American qualifying has gone thus far, we take a look at the upcoming MLS playoffs and could Italy or Portugal really miss out on the next World Cup??

Making Sense
Reading Rohan Grey: Money is an Ecosystem and Language [Ep. 158, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 16, 2021 22:00


It is difficult  to define what money is because the term money can refer to different things in different contexts. Money is not just a thing or unit of measurement but an ecosystem, a layer of social infrastructure, a language - and a source of power. A reading, by Emil Kalinowski.----------WHO----------Rohan Grey, assistant professor at Willamette University College of Law, where he teaches contracts, business associations and securities regulation. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------What is Money?: https://bit.ly/30d7I2o----------WHERE----------Rohan's Website: https://rohangrey.net/Rohan's Twitter: https://twitter.com/rohangreyEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Next Fed Chair to be Theoretical Lexicographer [Eurodollar University, Ep. 157]

Making Sense

Play Episode Listen Later Nov 15, 2021 62:00


PART 01: Around the world data shows consumer prices are accelerating like we haven't seen in years, even decades. Why? Is it because politicians are wantonly giving away money? Are gluttonous central bankers printing cash? Is it a supply/demand imbalance? Is this the 1970s Great Inflation?PART 02: The "landmine" has been part of each of the four global/regional dollar squeezes of the past 14 years (2007-09, 2011-12, 2014-16, 2018-20). The "landmine" is when US Treasury Bond yields decline precipitously and signal that economic potential has been seriously maimed. Where are we in 2021? PART 03: The last time the Federal Reserve tapered its QE program the central bank spent HOURS and HOURS and HOURS and HOURS on determining which adjective to us. Adverbs. Dangling participles, onomatopoeia, clauses, subject and object. What was NOT discussed? Money. Credit. Collateral.---------SPONSOR----------Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.-----SEE EPISODE 157------Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 157----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr----EP. 157c REFERENCES---What Does The Rest of the Market Think About The ‘Epic' CPI (TIPS, breakevens, even consumers themselves): https://bit.ly/30dfJ8hHow Can A CPI Now Above Six Price Like This?: https://bit.ly/3c1ScsXLandmine Review: The Big One: https://bit.ly/3EXXEJYLandmine Lurking, Gotta Make Tantrum Happen Before It's Too Late (again): https://bit.ly/3wBZ3miWhat Does Taper Look Like From The Inside? Not At All What You'd Think: https://bit.ly/3C77qYfAlhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-----------WHO-------------Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, lipstick lampoonist. Podcast intro/outro is "Moonshiner's Turn" by Martin Landström found at Epidemic Sound.

Making Sense
Interviewing Bilal Hafeez: Three Red Lines, One Recession [Ep. 156, Eurodollar University]

Making Sense

Play Episode Listen Later Nov 13, 2021 47:40


China has cross three red lines - what are they?  Inflation is roaring red hot - why and will it last?  Next year is shaping up as a prime candidate for Recession 2022 - who believes that?----------WHO----------Bilal Hafeez is the Founder and CEO of Macro Hive – a leading independent research firm. Prior to Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. During his sell-side career, Bilal was rated #1 market strategist by Euromoney and Institutional Investor for most years between 2004 and 2013. He also pioneered FX investment and smart beta benchmarks. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School. He studied Economics at St Johns College, Cambridge. Bilal lives with wife, two children, seven cats, four chickens, a beehive and one dog.Also, Jeff Snider of head of global research for Alhambra Investments. And Emil Kalinowski, master of ceremonies.----------WHERE----------Bilal's Twitter: https://twitter.com/bilalhafeez123Bilal's Website: https://macrohive.com/Jeff's Twitter: https://twitter.com/JeffSnider_AIPJeff's Website: https://alhambrapartners.com/author/jsnider/Emil's Twitter: https://twitter.com/EmilKalinowskiEmil's Website: https://www.eurodollarenterprises.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Jeff Snider: Cliffhanger - Unemployment Benefits [Ep. 155, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 12, 2021 8:00


Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The Wile E. Powell Inflation: Are We Really Just Going To Ignore The Cliff?: https://bit.ly/3H68ejJ----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading the FRBNY: International QE and No Inflation [Ep. 154, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 11, 2021 23:00


Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A review of the experience in Britain, Europe and Japan.  A reading, by Emil Kalinowski.----------WHO----------Gianluca Benigno, assistant vice president and head of international research in the Federal Reserve Bank of New York's Research and Statistics Group with Paolo Pesenti, senior vice president and policy lead on monetary policy in the Bank's Research and Statistics Group. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The International Experience of Central Bank Asset Purchases and Inflation: https://nyfed.org/306zCx0----------WHERE----------Liberty Street Economics Blog: https://libertystreeteconomics.newyorkfed.org/Liberty Street Economics Twitter: https://twitter.com/libertysteconEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Adam Smith: Money and Labor, the Nominal and Real Price of Everything [Ep. 153, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 10, 2021 13:00


From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski.----------WHO----------Adam Smith, the Scottish economist, philosopher, pioneer of political economy and a key figure of the Scottish Enlightenment. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------An Inquiry into the Nature and Causes of the Wealth of Nations: https://www.gutenberg.org/cache/epub/3300/pg3300-images.html----------WHERE----------Stanford's Encyclopedia of Philosophy entry on Smith: https://plato.stanford.edu/entries/smith-moral-political/Emil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Financial Survival Network
Financial Deflation Coming Soon - Bob Hoye #5321

Financial Survival Network

Play Episode Listen Later Nov 9, 2021 43:22


Summary: Ever since the election, the 1970s type of inflation has come into full swing, and Hoye has observed that the big game in the financial markets is inflation and financial assets. Hoye has looked at the history of these financial bubbles and the patterns that accompany them to determine what we can expect out of the current circumstances Highlights: -Since the election, the 1970s type of inflation has come into play -In the financial markets, Hoye has observed that the big game is inflation and financial assets -In a history of interest rates, you've never had anything trade negative on a nominal basis -People are saying tangible assets are going forward, but Hoye thinks this is improbable -Following every great financial bubble, there is a pattern -The fed was unaware in the dangers of the great financial bubble—once it's over, most prices have deflated -The rise in commodity prices is associated with the increase in business activity you get at the final stages of a business mania -Rising real rates will be part of the post-bubble world -Copper is declining, gold's real prices is declining, interest rates are declining, and the dollar is prepared to rally -These items are doing what they've done at the climax of previous bubbles Useful Links: Financial Survival Network Charts and Markets  

Making Sense
Reading Jean-Paul Sartre: The Nature of Money [Ep. 152, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 9, 2021 9:00


From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski.----------WHO----------Jean-Paul Charles Aymard Sartre, the French philosopher, playwright, novelist, screenwriter, political activist, biographer and literary critic. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Being and Nothingness: An Essay on Phenomenological Ontology----------WHERE----------Stanford's Encyclopedia of Philosophy entry on Sartre: https://plato.stanford.edu/entries/sartre/Emil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Perry Mehrling: Where's My Swap Line? [Ep. 151, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 8, 2021 40:00


The past two decades have seen the construction of a tiered system of international liquidity provision, the first tier including those whose credit is sufficient for a swap line, the second tier including those who can offer acceptable collateral, and the third tier including everyone else. It is a global dollar system, with the Fed operating de facto as the global central bank providing international lender of last resort support to the system. It is a system created not so much by conscious design, but rather as a pragmatic response to crisis, bit by bit over time. A reading, by Emil Kalinowski.----------WHO----------Perry Mehrling is a Professor of International Political Economy at the Pardee School of Global Studies, Boston University, where he teaches courses on the economics of money and banking, the history of money and finance and international money. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------A Money View of International Lender of Last Resort: https://bit.ly/3Ezqikv----------WHERE----------Perry's Website: https://sites.bu.edu/perry/Perry's Twitter: https://twitter.com/PMehrlingPerry's Coursera Course: https://bit.ly/31GRHiFEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr-----EURODOLLAR 101-----• @CatherineSchenk: https://bit.ly/3fFLMix• @JeffSnider_AIP: https://bit.ly/3ATBzdW• @BankOfEngland: https://bit.ly/30Hsx3G• @ResearchGate: https://bit.ly/3thkJm9• @ysi_commons: https://bit.ly/3pH4V95• @MacroVoices: https://bit.ly/3fX9fw4• @BundesBank: https://bit.ly/34tKsfc• @ICMAgroup: https://bit.ly/2VAPnYb• @PMehrling: https://bit.ly/31GRHiF• @CSissoko: https://bit.ly/3iFpoas• @BIS_org: https://bit.ly/2ZxIzzc

Making Sense
The Bonds, the Inflation and the CPI [Eurodollar University, Ep. 150]

Making Sense

Play Episode Listen Later Nov 7, 2021 73:03


PART 01: An early-1950s US consumer buying-binge sent the Consumer Price Index soaring. Inflation!? No. It was a transitory supply/demand imbalance brought on by (geo)political factors. The bond market knew it and didn't overreact. And what about the Federal Reserve? They overreacted.PART 02: We review the 1950s, 1960s, 1970s, 2000s and 2010s to study how bond yields reacted to persistent and pervasive monetary expansion, stagnation and contraction as well as how bond markets handled transitory consumer price shocks due to supply/demand imbalances.PART 03: What kind of foreign assets do you own PBOC?  Well, we are adding a lot of "other" right now.  "Other"?  Yes, "other".  What is that?  Don't worry about it.  What do you mean, 'Don't worry about it.'?  Just know that we're adding it, whatever it is - it's good.---------SPONSOR----------Macropiece Theater with Emil Kalinowski reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.-----SEE EPISODE 150------Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 150----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr----EP. 150 REFERENCES---The Federal Reserve's Policy Deficit Has Always Been About Money: https://bit.ly/3bJsxFgDo Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3ENEYfYChina's Central Bank Condition Has Consistently Told You Everything About Global (not) Inflation: https://bit.ly/2ZWb35QAlhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-----------WHO-------------Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins . Podcast intro/outro is "Electro Animal" by Oh the City found at Epidemic Sound.

Making Sense
Reading Lyn Alden: A Resurgence in Value [Ep. 149, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 6, 2021 26:00


Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski.----------WHO----------Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------A Resurgence in Value: https://bit.ly/3Cy3QHC----------WHERE----------Lyn's Website: https://www.lynalden.com/Lyn's Twitter: https://twitter.com/LynAldenContactEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading George Friedman: Sketching a 2022 Forecast [Ep. 148, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 5, 2021 11:00


George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022: Covid, China, Russia, Europe, the Middle East, the United States and even the Caribbean. A reading, by Emil Kalinowski.----------WHO----------George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Forecasting Time: https://bit.ly/3pNMxPf----------WHERE----------George Friedman's Writings: https://bit.ly/3gUl7msGeorge Friedman's Twitter: https://twitter.com/George_FriedmanGeopolitical Futures: https://geopoliticalfutures.com/Geopolitical Futures Twitter: https://twitter.com/gpfuturesEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Jeff Snider: When Nobody's Looking, Past Economic Activity is Revised Downward [Ep. 147, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 4, 2021 15:00


The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The Enormously Important Reasons To Revisit The Revisions Already Several Times Revisited: https://bit.ly/3jSDbhq----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Trader Merlin
Trader Q&A – 11/03/21

Trader Merlin

Play Episode Listen Later Nov 3, 2021 50:16


A Lot has happened since our last show on October 27th! Today, I'll try to catch up with the market activity from Fed statements, broad markets, cryptocurrency and much more! I'll also answer as many listener questions as I can!  Join us live at 2pm PST today. #trading #Investing #Inflation #tapering #fed Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: TastyWorks, CliK, TradeStation, TradingView

Making Sense
Reading Jeff Snider: US GDP Q3 2021 [Ep. 146, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 3, 2021 9:00


The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------GDP Red Flag: https://bit.ly/2ZIBbBD----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Jeff Snider: Bond Markets Betting on Dis- & De- not In-flation [Ep. 145, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 2, 2021 10:00


How can anyone say there's a dollar shortage and dramatically rising deflationary potential right now? Easy, actually. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Short Run TIPS, LT Flat, Basically Awful Real(ity): https://bit.ly/3bu4Y38----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

The Resilient Advisor
Ep207 ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis

The Resilient Advisor

Play Episode Listen Later Nov 1, 2021 28:05


In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD. Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd To see past episodes of ETF Stories visit: http://www.etfstories.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Making Sense
Reading Velina Tchakarova: The Quad Summit amid the Bifurcation of the Global System [Ep. 144, Macropiece Theater]

Making Sense

Play Episode Listen Later Nov 1, 2021 14:00


In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski.----------WHO----------Velina Tchakarova is Director of the Austrian Institute for European and Security Policy in Vienna. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The Quad Summit amid the Bifurcation of the Global System: https://bit.ly/3GuImOg----------WHERE----------Velina's Medium Blog: https://medium.com/@vtchakarovaVelina's Website: https://www.velinatchakarova.com/Velina's Twitter: https://twitter.com/vtchakarovaEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading JP Koning: MasterCard - Adult Content Gatekeeper? [Ep. 143, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 31, 2021 14:00


Mastercard is compelling adult content providers to know their customer... and their content. If not, access will be withheld to payment processing. But Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski.----------WHO----------John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------MasterCard as censor: https://bit.ly/3nxXphK----------WHERE----------Koning's Blog: http://jpkoning.blogspot.com/Koning's Twitter: https://twitter.com/jp_koningEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

The Greg Dickerson Show
Is deflation coming soon?

The Greg Dickerson Show

Play Episode Listen Later Oct 30, 2021 11:31


Whenever you're ready here's how I can help you… Courses https://www.dickersoninternational.com/courses One on one Coaching https://www.dickersoninternational.com/coaching Subscribe to my YouTube channel https://www.youtube.com/user/agregdickerson/?sub_confirmation=1 Subscribe to my Podcast: https://www.dickersoninternational.com/podcast ----- Greg is a serial entrepreneur, real estate developer, coach, and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process. ------ Follow and reach out to me on: Instagram: https://www.instagram.com/thegregdickerson Facebook: https://www.facebook.com/pg/thegregdickerson Twitter: https://twitter.com/agregdickerson LinkedIn: https://www.linkedin.com/in/agregdickerson Website: https://www.dickersoninternational.com ------ #realestate #realestateinvesting #realestatedevelopment #houseflipping #biggerpockets #apartmentsyndication #realestatesyndication #entrepreneurship #realestatedeveloper #realestatedevelopervsinvestor #landdevelopment #howtobeanentrepreneur #howtobuyabusiness #howtostartabusiness #landflipping #howtoflipland #Commercialrealestateinvesting #BusinessCoaching #EntrepreneurshipCoaching #BusinessMentorship #Leadershipcoaching #businesscoach #businessaquisitons #businessbuying #cryptocurrency #bitcoin #dogecoin #ethereum #shiba #blockchain #crypto #investing #bitcoinprice #ethereumprice #dogecoinprice #ether --- Support this podcast: https://anchor.fm/greg-dickerson/support

Making Sense
Reading Nicholas Humphrey: Bugs & Beasts Before the Law [Ep. 142, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 30, 2021 20:00


Medieval Europeans put animals on trial for various misdemeanors and felonies: murderous pigs sent to the gallows, sparrows prosecuted for chattering in church, a gang of thieving rats let off on a wholly technical acquittal. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? Or do we too attempt to assign order to Chaos when we mislabel it as "conspiracy" or "(in)competence"? A reading, by Emil Kalinowski.----------WHO----------Nicholas Humphrey a theoretical psychologist, based in Cambridge, who is known for his work on the evolution of human intelligence and consciousness. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound. ----------WHAT----------Bugs and Beasts Before the Law: https://bit.ly/3mooZyq----------WHERE----------Humphrey's Website: https://www.humphrey.org.uk/Humphrey's Twitter: https://twitter.com/humphrenEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Ron Paul Liberty Report
Will Deflation Solve The Problems of Inflation?

Ron Paul Liberty Report

Play Episode Listen Later Oct 29, 2021 25:56


Fed-created inflation and government-created shortages...It doesn't have to be this way. Many of our American ancestors lived under much more favorable monetary conditions. For almost an entire century, the dollar would consistently purchase more goods and services, not less! Standards of living rose as a result of sound money. We can return to such circumstances once again. All that is needed is the will.

Making Sense
Reading Jeff Snider: A Goods Supply SURPLUS!? Not a Shortage [Ep. 141, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 29, 2021 13:00


There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. In fact, we may be facing a surplus of goods that's about to wash over the economy. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------What *Seems* Inflation Now Is Something Else Entirely: https://bit.ly/2Zu7CmH----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

The Rebel Capitalist Show
News: Dr. Lacy Hunt Talks About Inflation And Deflation (My Reaction)

The Rebel Capitalist Show

Play Episode Listen Later Oct 28, 2021 12:33


Check out the Rebel Capitalist Live event Jan 7th - 9th!! https://rebelcapitalistlive.com 

Making Sense
Reading Jeff Snider: Bonds Know What Inflation Is and Is Not [Ep. 140, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 28, 2021 18:00


The US Treasury bond market has been correctly anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. Decades. Maybe we should listen to them? A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Lepiten Falls" by Ooyy at Epidemic Sound.----------WHAT----------Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3vNEG5vWhose Inflation Expectations Best Predict Inflation?: https://bit.ly/3mlCrTy----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Trader Merlin
Why Do Bonds SUCK?!

Trader Merlin

Play Episode Listen Later Oct 27, 2021 50:35


Your financial advisor it probably telling you to move money into bonds, its just what they are trained to do. Truth is, bonds SUCK right now! Join bond master, Bill Addiss and I as we look at yields, curves, spreads, the Fed, QE and many other bond related juiciness! Join us live at 2pm PST today. #trading #Investing #Inflation #bonds #yield Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: TastyWorks, CliK, TradeStation, TradingView

The Rebel Capitalist Show
News: Cathie Wood Says Inflation Is IMPOSSIBLE Expect Deflation (Is She Right_)

The Rebel Capitalist Show

Play Episode Listen Later Oct 27, 2021 41:59


Check out the Rebel Capitalist Live event Jan 7th - 9th!! https://rebelcapitalistlive.com

Making Sense
Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 27, 2021 21:00


Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Maverick" by Ooyy at Epidemic Sound.----------WHAT----------The Asymmetry of Ineffective and Worthless QE: https://bit.ly/2XOLx1QWhy Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3CnvSpf----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Mad Money w/ Jim Cramer
CEO of Logitech, CEO of Centene & Cramer cuts through the inflation noise

Mad Money w/ Jim Cramer

Play Episode Listen Later Oct 26, 2021 44:08


Inflation? Deflation? Hyperinflation? What you need to know on a day where the Dow and S&P hit record highs – Cramer's breaking it all down. Then, the CEO of Logitech, Bracken Darrell, shares why the company is positioned to supply the work-from-home future. Centene CEO, Michael Neidorff, also stops by and provides more insight on the company's quarter after CNC stock saw about a 15% jump over the past 2 weeks. Plus, have rising oil prices peaked or is there still room to climb? Finally, Facebook has its share of critics, but is there an area of positive opportunity? Cramer's giving his take.

Making Sense
Reading Jeff Snider: 1970s Inflation vs. 2020s Price Increases [Ep. 138, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 26, 2021 21:00


Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------The Power of Money Lurks in the Shadows: https://bit.ly/30EPSFP----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Trader Merlin
Stagflation?!?

Trader Merlin

Play Episode Listen Later Oct 25, 2021 49:13


The inflation discussion is heating up, but it pales in comparison to Stagflation! Today, I'll break down the 4 key areas of Stagflation to see if it really poses a threat. I'll also look at where to allocate capital should it occur. Join us live at 2pm PST today. #trading #Investing #Inflation #bitcoin #Stagflation Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: TastyWorks, CliK, TradeStation, TradingView

Making Sense
Reading Schopenhauer: Wealth, Poverty, the Nature of Money [Ep. 137, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 25, 2021 13:00


Arthur Schopenhauer, in the essay "The Wisdom of Life", favors individual strength of will and independent, reasoned deliberation over the tendency to act on irrational impulses. In the third chapter he contemplates "property, or what a man has". A reading, by Emil Kalinowski.----------WHO----------Arthur Schopenhauer, the German philosopher. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------The Wisdom of Life: https://bit.ly/3FUiV8M----------WHERE----------Schopehauer Twitter: https://twitter.com/artschopenhauerEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PdPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
The 2s/10s Treasury Spread 'Conundrum' [Ep. 136, Eurodollar University]

Making Sense

Play Episode Listen Later Oct 24, 2021 64:00


PART 01: The 'debate' in the US Congress about the debt 'ceiling' prevented the US Treasury Dept. from issuing UST Bills, the ultimate risk-free asset. This put serious stress on the Chinese currency. Now, with the 'debate' tabled till December, Beijing (and the world) are safe... for now.PART 02: The US Treasury yield curve IS NOT inverted and, therefore, is not signaling a recession warning. But IT IS warning that the Federal Reserve's reasoning to "taper" its quantitative easing program (i.e. economic recovery/health) is unfounded. We saw this in 2018. And 2014. And 2005.PART 03: A review of transcripts and recordings from the 1970s reveals that monetary and political authorities were unable to identify the source of inflation (international liquidity creation). The authorities didn't understand money in the 1970s, and they still don't.---------SPONSOR----------Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.-----SEE EPISODE 136------Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 136----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr----EP. 136 REFERENCES---While The Fed Chases The Unemployment Rate, TIC's Eurodollar Deflation Case Is Unusually Unambiguous: https://bit.ly/3G8RgkrThe Curve Is Missing Something Big: https://bit.ly/3jm0lNaThe Power of Money Lurks In the Shadows: https://bit.ly/30EPSFPAlhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-----------WHO-------------Jeff Snider, head of global investment research for Alhambra Investments with Emil Kalinowski, Trevor Something listener. Art by David Parkins, coloured-pencil pamphleteer. Show produced by Terence, focused visuals. Podcast intro/outro is "Aurora Borealis" by Chill Cole found at Epidemic Sound.

Making Sense
Reading JP Koning: Crypto Solution to MasterCard/Visa Embargo [Ep. 135, Macropiece Theater]

Making Sense

Play Episode Listen Later Oct 23, 2021 15:00


Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. How do vendors work around this embargo? And should these two network oligopolies be allowed to decide which licit products they deal with? A reading, by Emil Kalinowski.----------WHO----------John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------Embargoed by MasterCard/Visa, kratom vendors turn to crypto and eChecks: https://bit.ly/3AZQylV----------WHERE----------Koning's Blog: http://jpkoning.blogspot.com/Koning's Twitter: https://twitter.com/jp_koningEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PdPodcastAddict: https://bit.ly/2V39Xjr

Making Sense
Reading Maroon Macro: The Bull Case for Decentralized Finance (DeFi) [Ep. 134]

Making Sense

Play Episode Listen Later Oct 22, 2021 20:00


Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. DeFi is extraordinarily elegant in the way in which it reenables elasticity in the machinery of exchange. A reading, by Emil Kalinowski.----------WHO----------Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------Issue #23-The Bull Case for Decentralized Finance (DeFi): https://bit.ly/3n4WNzO----------WHERE----------Maroon's Substack: https://maroonmacro.substack.com/Maroon's Twitter: https://twitter.com/maroon_macroEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Lifetime Cash Flow Through Real Estate Investing
Ep #620 - Multifamily - The best risk adjusted return you can go after

Lifetime Cash Flow Through Real Estate Investing

Play Episode Listen Later Oct 18, 2021 34:55


Ivan Barratt is a 20 year veteran of the real estate industry and currently serves as founder and CEO of The BAM Companies. Ivan is a multifamily owner, fund manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, he has raised nearly $100 million in equity, acquired well over 4,000 units, and grown The BAM Companies to a best-in-class, three-time Inc5000, private equity, and management firm.  Here's some of the topics we covered: Adding value to class A properties Best of times, Worst of times Alternatives to Agency Debt Impact of inflation Demand for suburban garden apartments What to look for in a tertiary market History repeats Deflation vs Inflation The dis-inflation of technology The power of coaching and masterminding The value of an executive assistant  “What got you here, won't get you there” To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  For more information on our guest, please visit: http://thebamcompanies.com