Podcasts about QE

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Best podcasts about QE

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Latest podcast episodes about QE

The Secret Cabal Gaming Podcast
Episode 266: Encyclopedia and The X Factor of Popular Board Games

The Secret Cabal Gaming Podcast

Play Episode Listen Later Feb 1, 2023 205:15


The Founders are back for another jam-packed episode starting out with a bit of tv show talk and leading into and a bunch of games we've been playing including The Thing: The Boardgame, QE, Wonderland's War, Heroes of Land Air and Sea, Scout and a feature review of Encyclopedia. Then Tony T gives us the greatest tabletop gaming news in the world of tabletop gaming as the rest of the gang quacks in the background. And finally, the boys discuss that special magic that games certain board games explode in popularity. Encyclopedia Review 01:01:22, Founders Update 01:29:03, News with Tony T 01:33:12, X-Factor of Popular Board Games 02:46:21

Spiel des Jahres Podcast
Folge 32: Spielerisches Quartett #16

Spiel des Jahres Podcast

Play Episode Listen Later Jan 25, 2023 61:06


Die Jurymitglieder Manuel Fritsch und Karsten Grosser sprechen mit Guido Heinecke und Gast Pamela Lampe über „Hitster“, „Hunch“, „QE“ und „Dorfromantik“.

Brown Sound
Brown Sound 1 Year Anniversary!

Brown Sound

Play Episode Listen Later Jan 20, 2023 60:08


Join your favorite amigos as they are back from a little break with their first episode of 2023. This episode also happens to be the 1 year Anniversary for Brown Sound! So tune in as they celebrate that 1 year milestone. Also in this episode you will hear the hosts share their first experiences with dealing with racism, the peaceful Brown Pride protest that happened at the Caldwell High School, and Tribal politics when it comes to enrollment and blood quantum. We would also like to say THANK YOU to our listeners for all the support you have given us within this last year. Qe'ciyew'yew & Gracias! Language Lesson in this episodeI am proud - lilóoyce - estoy orgulloso Make sure to follow the Brown Sound Podcast on Instagramhttps://www.instagram.com/brownsoundpodcast

We Study Billionaires - The Investors Podcast
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Jan 13, 2023 62:31


IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.23:58 - The importance of the velocity of money.29:12 - How supply chains have evolved and who we've ended up where we are. 55:18 - How China's power has peaked.57:26 - The need for sound money.And much, much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESJim Rickards' new book: Sold Out: How Broken Supply Chains, Surging Inflation, Political Instability Will Sink the Global Economy.Related Episode: Listen to TIP233: Jim Rickards on Central Banks, QT, QE, & the FFR, or watch the video.Connect with Jim Rickards on Twitter.Connect with Trey Lockerbie on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Send, spend, and receive money around the world easily with Wise.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Antiloop Podcast
103. Guldet hoppar tillbaka i Harens år

Antiloop Podcast

Play Episode Listen Later Jan 12, 2023 43:12


Hedgefonden Antiloops förvaltare Martin Sandquist och Mikael Syding går igenom utsikterna för 2023. Syndiga aktier, guld, olja, Kina, krypto och inte minst USD. Vad är det för "val" som köpt stora mängder säljoptioner i ETH på $400 (nu $1337)? Är det verkligen bra om Fed tar en paus och sedan börjar med QE igen - "Rosie" tror verkligen inte det. Kina har öppnat portarna..., visserligen mest för Covid än så länge, men man ser redan effekter på diverse råvarupriser. Vad säger det om möjligheterna för olika aktiesektorer, för inflation, för Fed och ECB och dollarkursen? Blir Vattenharens År till slut guldets time to shine på allvar, särskilt relativt aktier? "2023 spås bli ett år av hopp"..., men frågan är för vem

Arcadia Economics
John Titus, Dave Kranzler: 'The Next Round of QE Is Coming'

Arcadia Economics

Play Episode Listen Later Jan 12, 2023 43:08


#JohnTitus, #DaveKranzler: The Next Round of QE Is Coming There's been a lot of discussion about a potential Federal Reserve pivot in its interest rate hikes and #quantitativeeasing tightening policies, yet less talk about the mechanics of the Fed's actions and why it's almost guaranteed that there will be more QE in the future. So in today's show, Dave Kranzler talks with banking expert John Titus, who explains the differences in the various quantitative easing programs that have occurred since they began in 2008, and where the money has actually gone each time. John also talks about what's happened in the banking system as the Fed's been raising rates, and why it hasn't had as much of an impact on bringing inflation down as the Fed has hoped. He compares the current profile to what happened when the Fed was raising interest rates in 2018, and explains why the Fed will ultimately be forced into bailing out the financial system in the not too distant future. So to be prepared and to understand what's happening behind the scenes of the banking world, click to watch this video now! - To watch John Titus' fantastic 'Best Evidence' youtube channel go to: https://www.youtube.com/@BestEvidence/videos To get access to Dave's research and journals go to: https://investmentresearchdynamics.com/ To read more about the latest news from Silver Viper go to: https://silverviperminerals.com/news/2023/silver-viper-presents-highly-positive-geophysical-and-geochemical-survey-results-at-la-virginia/ - To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ To see the evidence of manipulative behavior in the silver market (as well as how you can send it to your local regulators and Congressional representatives) click here: https://arcadiaeconomics.com/cftc-complaint/ - To sign the petition to ban JP Morgan from having any involvement in the silver industry click here: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

The Wolf Of All Streets
Macro Monday: Recession, Rates, Inflation, Crypto | Frances Coppola, Mike McGlone, Dave Weisberger

The Wolf Of All Streets

Play Episode Listen Later Jan 9, 2023 61:11


Macro Monday special guests: Frances Coppola, Financial economist: https://twitter.com/Frances_Coppola Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence: https://twitter.com/mikemcglone11 Dave Weisberger, CEO of CoinRoutes: https://twitter.com/daveweisberger1 ►► JOIN THE FREE WOLF DEN NEWSLETTER https://www.getrevue.co/profile/TheWolfDen Follow Scott Melker: Twitter: https://twitter.com/scottmelker Facebook: https://www.facebook.com/wolfofallstreets Web: https://www.thewolfofallstreets.io Spotify: https://spoti.fi/30N5FDe Apple podcast: https://apple.co/3FASB2c #Bitcoin #Crypto #trading Timestamps: 0:00 Intro 2:30 Recession: what's different this time 5:20 Ethereum is up 6:30 We won't see QE again 10:00 The consequences of stimulus checks 13:40 The biggest macro event 16:50 Crypto will rise 18:20 Global recession 21:00 DeFi 28:50 Where the demand for Bitcoin comes from 38:00 Venezuela is an outlier 40:30 Everything in economics happens on the margin 42:30 Crypto is a better way 49:40 CBDC is a complete government control 54:30 Control of information The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.

Hidden Forces
Are We Headed Towards a Monetary Breakdown? | Jeff Snider

Hidden Forces

Play Episode Listen Later Dec 26, 2022 55:59


In Episode 289 of Hidden Forces, Demetri Kofinas speaks with Jeff Snider. Jeff is Chief Strategist for Atlas Financial and co-host of the Eurodollar University podcast where he untangles the inner workings of the global monetary and Eurodollar reserve currency system with implications for policymakers and investors. The public often takes for granted the Federal Reserve's ability to end economic recessions by engaging in what is popularly referred to as “money printing.” Unfortunately, the reality is much more complicated and Jeff and Demetri spend the first hour of their conversation explaining what makes it so and why it matters. They spend the second hour of their conversation discussing what a recession will look like in 2023-2024, how bad it could get, and why it could lead to a monetary breakdown as we transition from a world of perpetual QE to one of permanent fiscal stimulus. What this means for investors and the value of our money is a critical part of their discussion and one you do not want to miss. You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and takeaway's at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to send an email to info@hiddenforces.io, and Demetri or someone else from our team will get right back to you. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/22/2022

雪球·财经有深度
1998.日本央行能引发全球流动性紧缩?

雪球·财经有深度

Play Episode Listen Later Dec 25, 2022 7:09


欢迎收听雪球和喜马拉雅联合出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。听众朋友们大家好,我是主播匪石-34,今天分享的内容叫日本央行能引发全球流动性紧缩?来自云洁的宏观对冲。近期日本央行货币政策的微调引发市场担忧全球流动性紧缩,我们认为,能左右全球流动性的是美联储,日本央行影响有限,甚至日本央行的动作有利于美元贬值,反而对全球流动性有“宽松效应”。一、 日元套息交易的前世今生12月20日,日本央行宣布将10年期日本国债收益率曲线控制区间从0.25%调整至0.50%,当天日本、美国等多国股债汇市场出现大幅调整,部分市场人士开始担心日本央行将跟随美欧进入紧缩周期,从而导致日元套息交易平仓,引发全球流动性紧缩的多米诺骨牌效应。日元套息交易平仓为国内投资者熟知还是2007年的“2.27”大跌,由于日元套息交易的平仓,标普500当天跌了3.5%,上证指数跌了8.8%。90年代起,由于日元融资成本低,日元长期贬值,美国及新兴市场金融资产回报率高,投机者就借入日元,买入全球的高收益资产,赚票息和资本利得。2006年6月日本央行加息后,套息交易就开始不稳定了,平仓的时候可能会引发金融市场的动荡。但是,套息交易从来不会改变市场的方向。真正导致“2.27”大跌的是当时套息者发现美国次贷公司有倒闭风险,所以才平仓引发全球风险资产下跌。我也是通过那次大跌才发现了美国次贷危机的苗头。但当时市场,包括美联储并没有把“新世纪”(New century)的倒闭当回事, “2.27”大跌后,美股和A股都继续了长达半年的牛市,直到7月份次贷危机全面爆发。可见,日元套息交易在里面扮演的更多是“结果”,而非“原因”的角色。究其原因,就是不到万亿美元的套息交易相对几十万亿美元的全球股票和债券市场来说,太小了。2009年后,次贷危机,欧债危机,新冠疫情一个接一个,全球央行都比着赛地放水,欧洲央行在负利率上和日本央行不遑多让,日元套息货币的地位也被欧元取代。以伦敦的外汇远期交易量来看,2008年以来美元日元的远期交易规模几乎没有增长,反而是美元对欧元的交易量大增。二、 全球流动性到底看谁的?如果说全球有一个央行的货币政策能左右全球流动性,那一定是美联储,其次是欧洲央行,日本央行影响很有限。首先,美元是全球最主要的清算及储备货币,因此美联储的货币政策对全球金融环境,特别是对新兴市场,有更大的影响力。以2013年IMF的数据为例,对新兴市场的跨境股票及债券投资中,美国投资者占了30%,其中股票占了40%,而欧元区和日本对新兴市场资本流动有影响。关于美欧日央行的货币政策对新兴市场的资金流向,IMF和国际金融协会做了多项研究。他们有两个主要发现:首先,IMF的经济学家发现美联储超预期的货币政策对新兴市场资金流影响更大,预期内的货币政策影响相对有限。联邦基金利率期货加息预期提升1%,会减少153亿美元的新兴市场组合资金流入。其次,IIF的研究选取2010年1月到2014年6月期间15个新兴市场国家的海外组合投资资金流及欧美日利率预期做回归,美国货币政策预期对新兴市场资金流的影响力是欧洲央行政策预期的2.3倍,而日本央行货币政策预期的影响不显著。正是基于上述研究,我在2014年12月的海外经济年度展望中分析过,对全球流动性而言,欧日的宽松政策难以抵消美联的紧缩效果。实际上也是如此,2015年欧洲和日本各种降息和QE带动美、欧、日10年期国债利率联袂下跌,但市场对美联储的加息预期使得2015年美元指数持续走强。利率下,美元上,结果,全球流动性不仅没有宽松,反而收紧,资金持续流出新兴市场。我们认为,衡量全球流动性的松紧,不仅要看“价”-比如各种利率指标,更应该看“量”,即美元指数。把全球流动性在某一个时点想象成固定的总额,美元的升值意味着市场流动性减少。三、 日央行调整收益率曲线控制会有什么影响?次贷危机后,日本央行于2010年重启量化宽松政策,并在2013年启动质化量化宽松政策,即带有收益率曲线控制计划的质化量化宽松政策,当10年期日本国债利率触及上限时,央行便开始印钞票买国债。在2013年日本央行祭出该政策不久,索罗斯就表示,日本央行扩张货币宽松的举动可能会触发日元崩溃。但实际上日本度过了8年的奇迹时刻-债务飙升,日元涨,股市涨。直到今年,长期财政货币化累积的债务风险,遭遇强势美元和通胀压力,终于量变引发质变,日元10个月最大回撤31%。要知道“亚洲金融危机”时期的货币贬值幅度就是20-50%,日本央行不得采取从宽松政策“退坡”来稳住汇率。部分市场人士甚至开始预期日本央行将跟随美欧进入紧缩周期。如果日本央行真的加息,会对全球流动性有何影响?历史上有过一次类似情况,011年时欧洲央行加息两次,欧元区国债收益率上涨。但由于同期美联储还在量化宽松,美债利率并未跟随上升。当时市场的主要矛盾在于欧债危机引发的全球资金撤离风险资产。所以我们认为,只要日本不爆发货币危机或债务危机,日本央行调整收益率曲线控制上限,乃至未来可能的加息,都不会对美债收益率产生实质性影响。美债利率更多的看美国自己的经济数据与货币政策。相反,日本央行维护日元汇率的行为,就和欧洲央行加息一样,反而有利于缩减美元与非美货币的利差,从而压低美元指数,从而有利于黄金和新兴市场。

It Could Happen Here
UC Bargaining and Building a Better Union

It Could Happen Here

Play Episode Listen Later Dec 19, 2022 82:31


Qe talk about the UC contract and how rank and file union members feel about bargaining, then discuss how to build an inclusive union that benefits everyoneSee omnystudio.com/listener for privacy information.

CFA Institute Take 15 Podcast Series
Investing When the Tide Goes Out: A Three-Component Approach to Stock and Bond Picking

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Dec 14, 2022 23:52


As central banks swung  from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy at Penn Mutual Asset Management, about the role liquidity has played in recent years to raise  stock and bond market valuations. George also discusses his firm's three-lever methodology to identify fundamentally strong investments that will thrive as the liquidity tide goes out.

Så in i Själen
109. Benito från Qéro-folket, Karin och Martin – Berättar om Qéro-folkets profetia

Så in i Själen

Play Episode Listen Later Dec 11, 2022 56:39


I veckans avsnitt av ”Så in i Själen” har jag bjudit in Martin D Nunez, Karin Steinbach Paulsson och Don Benito Apasa. Benito kommer från Qéro-folket … För drygt 400 år sedan flydde Qérofolket den spanska inkvisitionen och har sedan dess hållit sig gömda högt upp i de andinska bergen. Där har de bevarat sina anfäders mångtusenåriga visdom och traditioner. Alltid medvetna om den gamla profetian. Den som säger att: när snön smälter på de heliga bergen måste de lämna sina byar och bege sig ut i världen för att dela med sig av sin visdom och kunskap. Så när den globala uppvärmningen nådde Andernas höga toppar, och glaciärerna började smälta, uppfyllde Qérofolket profetian och och började valfärda ut i världen för att dela med sig av sin kunskap. Qérofolket har undangömda från omvärlden, bevarat de urgamla Inkakunskaperna om sambandet mellan jorden, himlen och oss människor. Många av byborna är högt utvecklade präster och arbetar deras som ”paqos” deras ord för shaman. Och de arbetar med de ”energier” som bland annat byggnationen av Machu Picchu helt baserades på. Jag har själv besökt Anderna och slog direkt av de fantastiska energierna som finns där. Jag blev förälskad direkt! För mig känns det fantastiskt att gästas av en ättling till Inkafolket. Vi ska fördjupa oss i Qérofolkets traditioner och profetian. Varmt välkomna till ”Så in i Själen Producerat av Silverdrake Förlagwww.silverdrakeforlag.seRedaktör: Marcus Tigerdraakemarcus@silverdrakeforlag.seKlipp: Patrik Sundén Hosted on Acast. See acast.com/privacy for more information.

Tim Andersen, The Appraiser's Advocate Podcast
USPAP and Sharp Saws – TAA Podcast 096

Tim Andersen, The Appraiser's Advocate Podcast

Play Episode Listen Later Dec 5, 2022 9:11


USPAP and sharp saws?  What do USPAP have to do with sharp saws?  Things are slow right now, right?  Volume of orders is less than it was even two months ago, correct?  So, now you have some free time.  Read some books.  Listen to some podcasts.   Take some classes.  That's what you do when you have some free time.  You sharpen that saw. When it comes to USPAP and sharp saws, what should you do to sharpen the saws you use everyday?  Take some classes.  Not just CE classes.  Every appraiser takes CE classes.  Generally, CE classes do not sharpen your saws.  You need something extra.  Something that will set you apart.  Something that makes your client base stand up and take notice! When you are sharp, for example, you understand how to use spreadsheet programs.  There are plenty of these classes on the internet.  Some are free.  Some have a modest tuition. All will take some effort on your part.  But now you have that free time.  Now you can put in that extra effort to educate yourself into excellence. USPAP and sharp saws also means become a better writer.  Appraisers communicate using the written word.  But there is not a class in QE or CE to teach you how to write.  You need to write clearly, concisely, and persuasively.  You produce a credible value opinion.  But if it does not lead your client clearly, concisely, and persuasively to your value conclusion, what good is the appraisal report? All this means you educate yourself into excellence.  Start now, while things are slow.  In this interim, take the time to learn at least one new skill.  Sharpen your saw when there are few trees to cut down.  You'll be glad you did!

Resolve's Gestalt University
GestaltU with Alfonso Peccatiello on the Timing and Magnitude of Recession

Resolve's Gestalt University

Play Episode Listen Later Nov 29, 2022 54:14


Alfonso – also known as MacroAlf – joined Adam and Mike to discuss his most recent report entitled “Yes, But When Recession?” Our conversation covered: Alf's experience managing a $20B multi-asset book at a global bank Experience launching an independent macro newsletter for greater freedom of views Benefits of interacting with central bankers, regulators and senior officials at the bank Currently focused on recession – when and how bad will it be? Economic, social and market impacts of recessions How recession might change the Fed's reaction function Powell and other central bankers questioning the benefits of QE and whether Fed may have a different reaction function this time Exploring the pros and cons of QE Why banks lend, and why they didn't want to lend over the past decade of QE? Powell's focus on Volcker and implications for policy trajectory Expectations for a second leg down and the 2000 – 2002 analog What happens in bear markets after Fed pivots? Prospects for a longer, grinding bear market Impact of high returns on cash competing with low returns on real estate and other risk assets Character of stock market bottoms in a cyclical downturn Market indicators of recession and inflation risk using Alf's Volatility Adjusted Market Dashboard Negative credit impulse signaling recession in Q2 2023 Impact of rate of change vs level of credit given enormous surge in bank reserves in 2020 Leading indicators suggesting recession in late Q2 2023 Housing market and Sahm Rule implying recession in Q2 2023 Expectations for returns on stocks, bonds and other assets over the next several years *ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.

Reknr hosts: The MMT Podcast
#153 Dirk Ehnts: Fiscal Black Holes And How To Escape Them

Reknr hosts: The MMT Podcast

Play Episode Listen Later Nov 24, 2022 68:20


Patricia and Christian talk to economist and author Dr Dirk Ehnts about the false-but-folksy economic premises behind Chancellor Jeremy Hunt's Autumn Statement, the difference between currency users and currency issuers, why government borrowing isn't really borrowing, why taxes are important (but not for the reasons many think) and help climate envoy John Kerry discover which government in the world has trillions of dollars.   Please help sustain this podcast! Patrons get early access to all episodes and patron-only episodes: https://www.patreon.com/MMTpodcast   For an intro to MMT: Our first three episodes: https://www.patreon.com/posts/41742417 Episode 126 - Dirk Ehnts: How Banks Create Money: https://www.patreon.com/posts/62603318   All our episodes in chronological order: https://www.patreon.com/posts/43111643   All our episodes with Dirk Ehnts: https://www.patreon.com/posts/44467243   Dirk Ehnts on Twitter: https://twitter.com/DEhnts Dirk Ehnts' Website: https://www.dirk-ehnts.de/en-us/ Dirk Ehnts on Mastodon: https://econtwitter.net/@DirkEhnts@mastodon.social   Patricia Pino on Mastodon: https://econtwitter.net/@patriciapino   Relevant to this episode: Stephanie Kelton's “green dollar / yellow dollar" explanation of government bonds (except she uses small pink pieces of paper for dollars and big pink pieces of paper for bonds) starts at 19:49: https://youtu.be/c6ss3p4jjI4   More on government bonds (and “vigilantes”): Episode 30 - Steven Hail: Understanding Government Bonds (Part 1):https://www.patreon.com/posts/29621245 Episode 31 - Steven Hail: Understanding Government Bonds (Part 2): https://www.patreon.com/posts/29829500 Episode 143 - Paul Sheard: What Is Quantitative Easing?: https://www.patreon.com/posts/71589989?pr=true Episode 147 - Dirk Ehnts: Do Markets Control Our Politics?: https://www.patreon.com/posts/episode-147-dirk-72906421 Episode 144 - Warren Mosler: The Natural Rate Of Interest Is Zero: https://www.patreon.com/posts/71966513 Episode 145 - John T Harvey: What Determines Currency Prices?: https://www.patreon.com/posts/72283811?pr=true Quick MMT reads: Warren's Mosler's MMT white paper: http://moslereconomics.com/mmt-white-paper/ Steven Hail's quick MMT explainer: https://theconversation.com/explainer-what-is-modern-monetary-theory-72095 On government debt: “Some Numbers Are Big. Let Me Help You Get Over It”: https://christreilly.com/2020/02/17/some-numbers-are-big-let-me-help-you-get-over-it/   Episodes on monetary operations: Episode 20 - Warren Mosler: The MMT Money Story (part 1): https://www.patreon.com/posts/28004824 Episode 126 - Dirk Ehnts: How Banks Create Money: https://www.patreon.com/posts/62603318 Episode 13 - Steven Hail: Everything You Always Wanted To Know About Banking, But Were Afraid To Ask: https://www.patreon.com/posts/41790887 Episode 43 - Sam Levey: Understanding Endogenous Money: https://www.patreon.com/posts/35073683 Episode 84 - Andrew Berkeley, Richard Tye & Neil Wilson: An Accounting Model Of The UK Exchequer (Part 1): https://www.patreon.com/posts/46352183 Episode 86 - Andrew Berkeley, Richard Tye & Neil Wilson: An Accounting Model Of The UK Exchequer (Part 2): https://www.patreon.com/posts/46865929    Episodes on inflation: Episode 7: Steven Hail: Inflation, Price Shocks and Other Misunderstandings: https://www.patreon.com/posts/41780508 Episode 65 - Phil Armstrong: Understanding Inflation: https://www.patreon.com/posts/40672678 Episode 104 - John T Harvey: Inflation, Stagflation & Healing The Nation: https://www.patreon.com/posts/52207835 Episode 123 - Warren Mosler: Understanding The Price Level And Inflation: https://www.patreon.com/posts/59856379 Episode 128 - L. Randall Wray & Yeva Nersisyan: What's Causing Accelerating Inflation? Pandemic Or Policy Response?: https://www.patreon.com/posts/63776558   Job Guarantee episodes: Episode 4 - Fadhel Kaboub: What is the Job Guarantee?: https://www.patreon.com/posts/41742701 Episode 47 - Pavlina Tcherneva: Building Resilience - The Case For A Job Guarantee: https://www.patreon.com/posts/36034543 Episode 148 - Pavlina Tcherneva: Why The Job Guarantee Is Core To Modern Monetary Theory: https://www.patreon.com/posts/episode-148-why-73211346   Pavlina Tcherneva's Job Guarantee FAQ page: https://pavlina-tcherneva.net/job-guarantee-faq/     Details of Modern Money Lab's online graduate and postgraduate courses in MMT: https://modernmoneylab.org.au/   Sign up for alerts from The Gower Initiative For Modern Money Studies about their forthcoming MMT book: https://gimms.org.uk/   A list of MMT-informed campaigns and organisations worldwide: https://www.patreon.com/posts/47900757   We are working towards full transcripts, but in the meantime, closed captions for all episodes are available on our YouTube channel: https://www.youtube.com/channel/UCEp_nGVTuMfBun2wiG-c0Ew/videos   Show notes: https://www.patreon.com/posts/75038084

The Board Game BBQ Podcast
Episode 217: Marvel Zombies, ISS Vanguard, Concordia

The Board Game BBQ Podcast

Play Episode Listen Later Nov 21, 2022 92:42


In this episode Def, Mitch and Mitch talk all things games, including  Dice Realms, Rococo, Rustling Leaves, and QE. In Sizzling Games, Mike has been helping his hungry heroes, Mitch has been reigning over Roman regions, and Def got seriously sucked into some sci-fi scenarios. We also recap last week's Question of the Pod: What is the oldest game in your collection that still hits the table? Thanks to everyone who contributed and shared their experiences with us on Discord and the Facebook Community. Finally, in Swear An Oath, Mike played Founders of Teotihuacan, Mitch played Spire's End: Hildegard and Fleet: The Dice Game, and Def played Cerebria. New oaths include teaching Northguard: Uncharted Lands (Mike), Wasteland Express Delivery Service (Mitch), Undaunted: North Africa (Def).   Question of the Pod: What is the last game you added to your collection? Sizzling Games: Marvel Zombies (12:50), Concordia (32:31), ISS Vanguard (45:45) Question of the Pod Recap (1:05:40) Swear An Oath: (1:15:55)   Check out our Eventbrite page for all of our upcoming Game Days: https://www.eventbrite.com.au/o/board-game-bbq-32833304483   Has this episode left you with a thirst for more? Here are all of the games that we discussed: Rococo: Deluxe Ed (2020)  Dice Realms (2022)  QE (2019)  Bohnanza (1997)  51st State: Master Set (2016)  Marvel Zombies: A Zombicide Game (2023)  Rustling Leaves (2020)  Khora: Risa of an Empire (2021)  Freedom: The Underground Railroad (2012)  Concordia (2013)  Railways of the World (2005)  Age of Steam (2002)  ISS Vanguard (2022)  Founders of Teotihuacan (2022)  Northgard: Uncharted Lands (2022)  Spire's End: Hildegard (2022)  Fleet (2012)  Wasteland Express Delivery Service (2017)  Cerebria: The Inside World (2018)  Undaunted: North Africa (2020)    **SPONSORS** Our podcast is proudly sponsored by Advent Games. Advent Games (http://www.adventgames.com.au/) are an Australian online board game store based in Sydney, NSW. Their core values are integrity, customer satisfaction, and providing a wide range of products including those hard-to-find board games. **PATREON** Yes, that's right. We have a Patreon. By becoming a Patreon member you will receive exclusive content, have access to a members only section of our discord where you can contribute to the content of the show, and much more. Your Patreon support will also allow us to expand the podcast and deliver some exciting upcoming projects that we have planned for 2022. Our team at the Board Game BBQ Podcast love what we do and will continue to deliver the same shenanigans that you have come to expect from us, and we are already incredibly grateful and humbled by all of your support. Being a member of the Patreon is by no means an obligation and please do not support the Patreon if it will it cause you financial hardship in any way. But if you would like to support us from as little as USD$5 a month please click the link and head to the Patreon page. Thanks again for all of your continued support. We work hard to create a welcoming and inclusive community and you are all awesome. See you at the BBQ!! Patreon link: https://www.patreon.com/BoardGameBBQ **SOCIALS** Support the podcast and join the community! https://linktr.ee/BoardGameBBQ

What Bitcoin Did
QE Infinity with James Lavish & Greg Foss

What Bitcoin Did

Play Episode Listen Later Nov 18, 2022 97:28


“There are five institutions that control $30 trillion of assets in this world. You've got Fidelity Vanguard, BlackRock, State Street, and UBS, that control $30 trillion. So when they get in, and they actually put it in their portfolios, it becomes a no-brainer for other asset managers to do it as well.”— James LavishJames Lavish is a Bitcoin advocate and writer, & Greg Foss is a Bitcoin strategist, and they're both co-founders of Looking Glass education. In this interview, we discuss FTXs lack of checks and balances, how fiat is struggling to find yield, zombie countries and the the debt spiral, and how Bitcoin is the best asymmetric bet of our lifetime.- - - - We live in strange times. Central bankers tell us up is down. Politicians peddle myths. And the seeming robustness of capital, institutions and the state is turning out to be a facade. And yet, the economic machine needs to keep running. Finance needs to generate a return. In this environment, where the economy has turned from being an engine of sound principles into a casino, it's no wonder charlatans like SBF can turn into powerful entities in the blink of an eye.Checks and balances are empty words spoken by people in suits in meetings. A lack of resources, a revolving door, well-financed lobbying, and sheer complexity have all but neutered any meaningful oversight of crypto. On the ground, the reality is bluff and bluster are as effective as following the law. Perhaps such tactics are more effective: after all, FTX nearly achieved regulatory capture. What is the fundamental issue? Arguably it is that the whole framework of state-organised economic control is falling apart. The impacts are manifold. Price and value have no real meaning. Reasonable returns on investment are evaporating. Financial opportunities are being drowned by risk. The real concern is that confidence is rapidly ebbing away.The fiat economy is fundamentally a confidence engine. Trust has replaced hard assets. When trust goes nothing is left. We now live in a world where disillusioned experts are telling us the game is up. State debt is unmanageable, and governments have no obvious solutions. This is why many such people are turning their attention to Bitcoin. When we're facing QE infinity by zombie countries it is wise to go back to first principals: sound money.- - - - This episode's sponsors:Gemini - Buy Bitcoin instantlyLedn - Financial services for Bitcoin hodlersBitcasino - The Future of Gaming is hereFidelity - Careers in cryptoLedger - State of the art Bitcoin hardware walletWasabi Wallet - Privacy by defaultBCB Group - Global digital financial Services-----WBD582 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.

The Dividend Cafe
The DC Today - Tuesday, November 15, 2022

The Dividend Cafe

Play Episode Listen Later Nov 15, 2022 16:21


MARKET ACTION Dow: Up +56 points (+0.17%) S&P: +0.87% Nasdaq: 1.45% 10-Year Treasury Yield: 3.76% (- 10 basis points) Top-performing sector: Communication Services (+1.78%) Bottom-performing sector: Materials (-0.11%) WTI Crude Oil: $86.86/barrel (+1.15%) Key Economic Point of the Day: The Producer Price Index only rose +0.2% in October, half of the +0.4% monthly increase that had been anticipated. And much of that lower figure came from a decline of -0.1% in services, the first decline in wholesale services costs in two years ASK DAVID** “Is purchasing gold and/or silver a good investment?” ~ Cindy W. My view has been for quite some time that it is a non-productive investment. What I mean by then is that it does not generate any cash flow and does not have any internal earnings stream, so the value becomes a matter of speculation or supply/demand around use. But gold is not really owned much for industrial use, and even its cosmetic use is somewhat limited, so those who own gold or silver for investment purposes must defend the notion of gold being a sort of inflation hedge or currency proxy. And maybe it will be that someday, but that day is not the last 42 years, where gold is down by -50% relative to inflation – a stunning and shocking fact to all who hear it. I will also point out that the most common thing I have been told over the years is that gold gives us a hedge or substitute against crazy unstable monetary policy. Well, trillions of printed QE dollars since 2012 later, gold is lower than it was a decade ago. This should have been the golden age for gold; instead, it has many wondering what exactly the thesis is. At the end of the day, gold can go up a lot, and it can go down a lot, but it rarely does what people seem to want it to do when they want it to do it. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In Search of Green Marbles
E54 - Lundy Wright Talks Fed Pivot & Logical Hopscotch

In Search of Green Marbles

Play Episode Listen Later Nov 11, 2022 31:22


In this episode, G3 welcomes the one and only Lundy Wright of Weiss to talk about all of the talk around a Fed Pivot. Has it started? When will it start? What are the signs that a pivot may be coming? What does a pivot even mean? G3 checks in with Lundy to get his thoughts on these and several other related issues. And after the discussion is over, instead of pivoting out of your chair, please stick around to hear important disclosures at the end of the episode. Timestamps:● Was the messaging from the last FOMC meeting incongruent? [1:43]● What is the so-called Fed Pivot anyway? [4:24]● How much does Thursday's CPI print matter to the Fed at this point? [8:43]● Lundy's view on why rallies in risk should be faded.? [13:20]● The Hobbesian choice between a “doom loop” of tightening rates or capitulating to another round of QE to finance America's growing deficit? [18:40]● What does “logical hopscotch” mean? [21:05]● Who is Nick Timiraos and why is he worth paying attention to? [24:17]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Turning Hard Times into Good Times
Is the Fed Resolute in This Game of Chicken?

Turning Hard Times into Good Times

Play Episode Listen Later Nov 8, 2022 54:56


Doug Noland and Michael Oliver return. The Federal Reserve has led America and the post-1971 world to the brink of global bankruptcy. It has led the world to this brink of disaster by papering over one credit cycle after another. It has never really allowed the deflationary process to completely wash excesses of debt and mal investment of the past so that new healthy balance sheets could reemerge and an age of egalitarian capitalist prosperity could take hold again in America and beyond. Instead, it has reduced short term pain by bailing out failed companies, keeping them on life support, denying productive capital to be employed in creating “economic green shoots.” Crony capitalism has enriched a ruling elite who now uses the powers of government to deny competing ideas out of the public square and honest capital from competing against their monopolies. Given an absence of productive capital, natural laws of economics require a higher rate of interest to reach equilibrium which the Fed has so far reluctantly allowed to take place. But with a return to honest market-driven interest rates, the Zombie companies and the millions of Americans that rely on them for life support are starting to squeal in pan as they plan to charge the Fed with torches and pitchforks. Will the Fed have the resolve to allow natural market forces to prevail or will it chicken out as the elite who created it in the first place applies pressure? Or, owing to the fragility of the existing over-indebted economic system, will an earthquake in the financial markets and economy force the Fed's hand in either entering an even greater QE or go along with the World Economic Forum in engineering a new global currency that replaces the dollar? No one is more focused on the day-to-day global market dynamics than Doug, so we will ask him for his views on those questions and more. Michael will provide his usual astute momentum and structural analysis of key markets starting with the precious metals.

The Property Podcast
ASK357: How will Quantitative Tightening affect house prices? PLUS: How can I get my next house fast?

The Property Podcast

Play Episode Listen Later Nov 1, 2022 7:44


It's Tuesday so Rob & Rob are back answering more of your questions.  The first question is from John, who's noticed more talk about Quantitative Tightening – which as the name suggests is the opposite of Quantitative Easing.  He wants to know – if QE leads to higher house prices, is it natural to assume that QT will have the opposite effect on property?  Then we have a question from Tom in York.  Thanks to inheritance and savings, he was able to buy his first BTL outright.  Obviously that's not a bad thing – but it has left all his savings tied up in that first property. He wants to know what Rob & Rob would suggest when it comes to saving up for his second BTL property.  Tune in to find out what The Robs think.  Do you have a buy-to-let or property investment related question for Rob & Rob? You could feature on the next episode by giving us a call on 013 808 00035 and leaving a message with your name and question (normal UK call rates apply).   Or if you prefer, click here to leave a recording via your computer instead.  The next question on Ask Rob & Rob could be yours.   Have you joined us over on the Property Hub Forum yet? Our online community is friendly, informative, and the members are waiting to welcome you with open arms. So, get yourself over and introduce yourself.  And if you'd like to find out more information about Portfolio you can do that here. See omnystudio.com/listener for privacy information.

Millennial Investing - The Investor’s Podcast Network
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Nov 1, 2022 65:20


IN THIS EPISODE, YOU'LL LEARN: 01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate. 01:30 - What unconventional monetary policy is and why central banks use these tools. 09:26 - What is quantitative easing (QE) and how it works. 14:41 - How the use of QE leads to artificially inflated asset prices. 19:30 - How does the Fed's quantitative tightening impact mortgage rates? 41:11 - What will happen to stock prices as the Fed unwinds its balance sheet? 54:11 - Why UK pension funds started to default and could this happen in the US? 01:00:02 - What is driving the recent strength in the dollar?01:03:43 - What would cause the Fed to pivot from tightening to QE again? 01:05:47 - How a strong dollar impacts corporate earnings and profits. And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Alfonso's financial writings: The Macro Compass. Related Episode: Central Banking 101 w/ Joseph Wang - MI190.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Design your perfect suit with Indochino. Get 10% off any purchase of $399 or more by use promo code INVEST.Don't limit your dreams to the imagination. Explore Iowa for yourself.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Support our free podcast by supporting our sponsors.Connect with Alfonso: Twitter | LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Real Investment Show Podcast
Big Cap Companies Getting Spanked on Poor Earnings (10/27/22)

The Real Investment Show Podcast

Play Episode Listen Later Oct 27, 2022 47:49 Very Popular


(10/27/22) As markets wrap up October's business, the generals' earnings reports are not at all encouraging: Meta's was only okay, tempered by Mark Zuckerberg's all-in bet on the future of the Metaverse. Markets did end higher than they started, but there remain two levels of resistance to overcome. The Fed's "Operation Twist" and treasury liquidity; the demand for short-term T-bills is outpacing longer-term instruments; Liquidity matters; there's high risk in the Fed stoking inflation with QE; the imbalance between buys and sellers of bonds; voters will decide elections with their pocketbooks as their guide; there is a growing possibility of Recession by 2023; investors want a quick fix, avoiding any pain; yield curve behaviors & signal as telling us it's coming. The problem with Inflation is it's reflected in lagging numbers; cheating fishermen plead not-guilty; beating up the generals; higher growth companies are more susceptible to high interest rates; SEG-1: Wrapping Up October: The Generals Report SEG-2: The Fed's "Operation Twist" & Treasury Illiquidity SEG-3: Throwing Jerome Powell Under the Bus SEG-4: Cheating Fisherman & Beaten-up Companies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=GEGSAOZZEt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2745s -------- Our Latest "Three Minutes on Markets & Money: "Earnings Disappointments Put Market in a Struggle" is here: https://www.youtube.com/watch?v=et9eMhVM24g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why Americans' Savings Rates Have Fallen Off a CLiff" https://www.youtube.com/watch?v=QeA_MleihDU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2704s -------- Articles mentioned in this podcast: "A Balanced Portfolio Promises a Better 2023" https://realinvestmentadvice.com/a-balanced-portfolio-promises-a-better-2023 "MBS, Convexity Vortex, and a Silver Lining for Bonds" https://realinvestmentadvice.com/mbs-convexity-vortex-and-a-silver-lining-for-bonds -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #EarningsSeason #FederalReserve #InterestRates #Meta #MetaVerse #Google #Amazon #Markets #Money #Investing

The OMFIF Podcast
Can central banks normalise their balance sheets?

The OMFIF Podcast

Play Episode Listen Later Oct 27, 2022 9:36


While announced as a temporary measure, the Bank of England's purchases of long-dated gilts is another reminder of how central banks will struggle to reduce bloated balance sheets. Japan's quantitative easing rumbles on, and the US and euro area are still at the nascent stage of addressing their central bank's finances. QE globally has been no panacea, and the BoE has been quick to differentiate financial support from QE. Yet, by trying to suppress bond yields and signalling that money printing can be used to finance fiscal spending, it suggests fiscal considerations have in QE countries become a more potent force behind monetary decisions as rates rise. In the UK, ‘the kindness of strangers' will increasingly hinge more on yield, currency and ratings considerations compared to Japan. Is the UK a test case for others, what are the problems and where do we go from here? Neil Williams, chief economist, and Taylor Pearce, economist, OMFIF, discuss.

Lance Roberts' Real Investment Hour
Big Cap Companies Getting Spanked on Poor Earnings (10/27/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Oct 27, 2022 47:48


(10/27/22) As markets wrap up October's business, the generals' earnings reports are not at all encouraging: Meta's was only okay, tempered by Mark Zuckerberg's all-in bet on the future of the Metaverse. Markets did end higher than they started, but there remain two levels of resistance to overcome. The Fed's "Operation Twist" and treasury liquidity; the demand for short-term T-bills is outpacing longer-term instruments; Liquidity matters; there's high risk in the Fed stoking inflation with QE; the imbalance between buys and sellers of bonds; voters will decide elections with their pocketbooks as their guide; there is a growing possibility of Recession by 2023; investors want a quick fix, avoiding any pain; yield curve behaviors & signal as telling us it's coming. The problem with Inflation is it's reflected in lagging numbers; cheating fishermen plead not-guilty; beating up the generals; higher growth companies are more susceptible to high interest rates; SEG-1: Wrapping Up October: The Generals Report SEG-2: The Fed's "Operation Twist" & Treasury Illiquidity SEG-3: Throwing Jerome Powell Under the Bus SEG-4: Cheating Fisherman & Beaten-up Companies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=GEGSAOZZEt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2745s -------- Our Latest "Three Minutes on Markets & Money: "Earnings Disappointments Put Market in a Struggle" is here: https://www.youtube.com/watch?v=et9eMhVM24g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Why Americans' Savings Rates Have Fallen Off a CLiff" https://www.youtube.com/watch?v=QeA_MleihDU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2704s -------- Articles mentioned in this podcast: "A Balanced Portfolio Promises a Better 2023" https://realinvestmentadvice.com/a-balanced-portfolio-promises-a-better-2023 "MBS, Convexity Vortex, and a Silver Lining for Bonds" https://realinvestmentadvice.com/mbs-convexity-vortex-and-a-silver-lining-for-bonds -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #EarningsSeason #FederalReserve #InterestRates #Meta #MetaVerse #Google #Amazon #Markets #Money #Investing

The Generations Radio Program
The 2022 Elections Not Looking Good

The Generations Radio Program

Play Episode Listen Later Oct 27, 2022


A shocking report from George Barna finds that abortion is not even on the list of the top 5 concerns for evangelicals as we approach the 2022 elections.  Gas prices come in at #1, inflation at #2, food prices at #3, crime and personal safety at #4, and protection from terrorism at #5.  The selling of millions of baby lives for 30 cents on the gallon for gas prices doesn't settle well with us. Besides, Republicans caused inflation by QE, and now Republicans blame it on the Democrats. The hypocrisy drips, and Christians need to call it out. This program includes: 1. The World View in 5 Minutes with Adam McManus (Swiss evolutionists steal God's glory, NY Court: Give people jobs back after COVID firings, Coach Joe Kennedy gets job back after prayer-related firing) 2. Generations with Kevin Swanson

Millennial Investing - The Investor’s Podcast Network
MI231: Bubble: 3.0 History's Biggest Bubble w/ David Hay

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Oct 27, 2022 59:18


IN THIS EPISODE, YOU'LL LEARN: 03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? 05:57 - Why the Fed's use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors to Bubble 3.0.09:09 - What the difference is between QE and Modern Monetary Theory. 14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market. 26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time. 32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over. 37:23 - What is driving the dollar's recent strength? 46:50 - David's thoughts on owning Gold and bonds right now. 51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out David's financial writings: Haymaker.Check out David's book: Bubble 3.0: History's Biggest Financial Bubble (audiobook on Awesound) USE DISCOUNT CODE: MINVEST33Related episode: Stock Market Bubbles & Crashes w/ Scott Nations - MI197.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Support our free podcast by supporting our sponsors. Connect with David: Twitter | LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Generations Radio
The 2022 Elections Not Looking Good - The Hypocrisy of Evangelicals

Generations Radio

Play Episode Listen Later Oct 27, 2022 29:00


A shocking report from George Barna finds that abortion is not even on the list of the top 5 concerns for evangelicals as we approach the 2022 elections.--Gas prices come in at -1, inflation at -2, food prices at -3, crime and personal safety at -4, and protection from terrorism at -5.--The selling of millions of baby lives for 30 cents on the gallon for gas prices doesn't settle well with us. Besides, Republicans caused inflation by QE, and now Republicans blame it on the Democrats. The hypocrisy drips, and Christians need to call it out.--This program includes---1. The World View in 5 Minutes with Adam McManus -Swiss evolutionists steal God's glory, NY Court- Give people jobs back after COVID firings, Coach Joe Kennedy gets job back after prayer-related firing---2. Generations with Kevin Swanson

The Token Metrics Podcast
Upcoming Airdrops? Elon Musk on Crypto and Recession | Bitcoin, Ethereum, & Aptos Price Prediction

The Token Metrics Podcast

Play Episode Listen Later Oct 23, 2022 50:49


The bond market is in such a state of distress that the Fed will have to stop hiking rates AND start QE. This is very bullish for Gold, Silver, Bitcoin, and Ethereum. ●▬▬▬▬ Clips Channel▬▬▬▬● https://www.youtube.com/channel/UC3yr... ●▬▬▬▬▬▬▬▬▬▬▬▬● Purchase an Astrobot: https://opensea.io/collection/astrobo... Astrobot Society Discord: https://discord.gg/astrobotsociety Astrobot Society Twitter: https://twitter.com/AstrobotSociety Sign up for Token Metrics at https://tmt.link/tokenmetrics Sign up for our Weekly Newsletter at https://tmt.link/newsletter Podcast: https://tmt.link/podcast Research: https://tmt.link/research TV: https://tmt.link/tv ●▬▬▬▬▬▬▬▬▬▬▬▬● Token Metrics Apparel: https://shop.tokenmetrics.com Crypto Investing Guide Audiobook: https://tmt.link/audible Crypto Investing Guide on Amazon: https://tmt.link/amazon Telegram Alerts Channel: https://t.me/TokenMetrics Telegram Discussion Group: https://t.me/TokenMetricsDiscussion Twitter: https://twitter.com/tokenmetricsinc Instagram: https://instagram.com/tokenmetrics TikTok: https://www.tiktok.com/@tokenmetrics Facebook: https://www.facebook.com/tokenmetrics LinkedIn: https://www.linkedin.com/company/toke...

The Token Metrics Podcast
Upcoming Airdrops? Elon Musk on Crypto and Recession | Bitcoin, Ethereum, & Aptos Price Prediction

The Token Metrics Podcast

Play Episode Listen Later Oct 23, 2022 50:49


The bond market is in such a state of distress that the Fed will have to stop hiking rates AND start QE. This is very bullish for Gold, Silver, Bitcoin, and Ethereum. ●▬▬▬▬ Clips Channel▬▬▬▬● https://www.youtube.com/channel/UC3yr... ●▬▬▬▬▬▬▬▬▬▬▬▬● Purchase an Astrobot: https://opensea.io/collection/astrobo... Astrobot Society Discord: https://discord.gg/astrobotsociety Astrobot Society Twitter: https://twitter.com/AstrobotSociety Sign up for Token Metrics at https://tmt.link/tokenmetrics Sign up for our Weekly Newsletter at https://tmt.link/newsletter Podcast: https://tmt.link/podcast Research: https://tmt.link/research TV: https://tmt.link/tv ●▬▬▬▬▬▬▬▬▬▬▬▬● Token Metrics Apparel: https://shop.tokenmetrics.com Crypto Investing Guide Audiobook: https://tmt.link/audible Crypto Investing Guide on Amazon: https://tmt.link/amazon Telegram Alerts Channel: https://t.me/TokenMetrics Telegram Discussion Group: https://t.me/TokenMetricsDiscussion Twitter: https://twitter.com/tokenmetricsinc Instagram: https://instagram.com/tokenmetrics TikTok: https://www.tiktok.com/@tokenmetrics Facebook: https://www.facebook.com/tokenmetrics LinkedIn: https://www.linkedin.com/company/toke...

NFT Alpha Podcast
The WEB3 Show w/ EllioTrades - Thursday 10/20

NFT Alpha Podcast

Play Episode Listen Later Oct 20, 2022 58:12


On today's show we focus on the housing market and the affect it could have on other markets like crypto, stocks and NFTs if there is a massive correction. We cover interest rates, QE, money printing and the psyche of the general public and the fed. Tune in live every weekday Monday through Thursday from 12:00 PM Eastern to 1:30 PM Buy our NFT Join our Discord Check out our Twitter Check out our YouTube Give us your thoughts on the show by leaving a rating. -- DISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment and informational purposes only. This show is never financial advice

Real Estate Espresso
Where To Invest?

Real Estate Espresso

Play Episode Listen Later Oct 20, 2022 7:17


On today's show we are talking about three different scenarios of central bank monetary policy and how that could impact the world of stocks, bonds, and real estate. I believe it's important for investors to be able to have intelligent conversations with each other. We are all investors. I know very few investors that invest exclusively in a single asset class. The question then becomes what is the most attractive investment to make in the coming market conditions. Everyone is in search of safety in an environment where there is seemingly no safety to be found. There is no safety to be found in the stock market. We are heading into a recession and the PE ratios are not showing enough of a difference in yield compared with interest bearing notes like treasuries. That says to me that the stock market still has a long way to go down now that yield in the bond market is rising. The bond market has more downside in front of it as interest rates increase. Real Estate has more downside in front of it as interest rates increase. We will see cap rates expand and we will start to see distressed assets appear on the market. Keeping cash in the bank is a losing proposition with inflation running above 8.5%. So what do you do? Where do you put your money? Putting money in hard assets is usually a a good hedge against inflation. That includes real estate and certain commodities. But if we are heading into an economic downturn, commodity prices are likely to fall as demand falls. We probably won't see the bottom in prices for gold, copper, silver for a while. As interest rates rise, commodities like gold have not moved up much because they don't pay a rate of interest. It's a real dilemma of where to place your money. In the absence of a safe alternative, more and more people are just dumping cash into treasuries. They yield is still negative compared with inflation, but it's less negative than cash in the bank. So let's talk about three different scenarios. In case #1: Inflation stays elevated and the Federal Reserve continues its unrelenting upward pressure on interest rates for the next 24 months. In case #2: Inflation starts to show signs of moderating and the Fed decides to hold the line on rate increases to bring a sense of stability to money markets. In case #3, We enter a steep economic contraction and the Fed pivots from QT to QE. They're back to printing money and the treasury starts again with fiscal stimulus. All three of these scenarios are highly plausible. If you wanted to argue for any one of these futures, you could find the evidence in the world to support your thesis. What actually happens will be the result of the complex web of headwinds and tailwinds. -------------- Host: Victor Menasce email: podcast@victorjm.com

SD Bullion
Chart: It Hasn't Been This Bad in 100 Years

SD Bullion

Play Episode Listen Later Oct 17, 2022 7:45


In just over 24 hours last week, US Treasury secretary Janet Yellen's financial markets are operating in a fine line, changed to concern about the loss of adequate liquidity in the US Treasury market. Many believe this is a forewarning that the fiat Federal Reserve and US Treasury will begin bailing out the largest bond market in the world with another seemingly infinite QE cycle to come soon. The interest rates on USA IOUs have been screaming higher, yet in real terms, they have been some of the most significant losing investments this year. The yields across the curve have yet to even hit the underreported core PCE price inflation rate.

What Bitcoin Did
Bitcoin, The Critical Money Layer with Nik Bhatia

What Bitcoin Did

Play Episode Listen Later Oct 14, 2022 118:08 Very Popular


“All of that monetary profligacy over the last 10 years put the Fed's reputation on watch; everybody and their mother knows about the Fed and its willingness to just do QE infinity, and so in a post-pandemic world where they got caught, basically, without a plan, now they have to preserve their reputation.”— Nik BhatiaNik Bhatia is Author of Layered Money and founder of TheBitcoinLayer.com. In this interview, we discuss Jeff Snider's Eurodollar ideas: how all money is credit money; why Bitcoin will be a check, but will not replace, fractional reserve banking; and how Bitcoin will complement the dollar as a generational store of value. - - - - Three months ago we interviewed Jeff Snider who discussed the Eurodollar system, how Central Banks aren't in control of the levers of money, and why we could be entering a deflationary depression. The show generated a huge amount of interest, particularly because despite the Eurodollar system being opaque and poorly understood, it is arguably a central cog in the global economy. Nik Bhatia, amongst other esteemed commentators, was compelled to respond to Jeff's show. This is because Jeff's ideas and the way he presents them are enlightening and engaging. There is broad agreement regarding the unacknowledged criticality of this part of the global economic system, and the resultant challenge it presents for being able to define money. There is also consensus that inflation won't be the runaway phenomenon some are warning of, because the impact of QE was offset by tightening in the Eurodollar market. As such, deflationary pressures could soon become apparent meaning banks should be taking more risk to stimulate growth. It is fair to state Nic is an admirer of Jeff: Nic attributes Jeff's seminal work to helping him develop Layered Money. However, Nic does also have some important divergent opinions from Jeff. Nik believes that the banking system isn't out of control. Whilst it doesn't necessarily have the power it seeks to portray it does, neither is it an impotent bystander. The recent moves to quell inflation have only just begun in earnest. Could the Fed show that it has teeth in this regard?What is most illuminating however is their convergent ideas around Bitcoin. Whilst presented in different ways, they both see Bitcoin's role as an important store of value. They also agree that fiat's elasticity will continue to be a desired utility. What Nik leads on in this regard is that Bitcoin can act as a vital check on fiat and Central Banks: it makes money pluralist. - - - - This episode's sponsors:Gemini - Buy Bitcoin instantlyLedn - Financial services for Bitcoin hodlersBitcasino - The Future of Gaming is herePacific Bitcoin - Bitcoin‑only event, Nov 10 & 11, 2022Ledger - State of the art Bitcoin hardware walletWasabi Wallet - Privacy by defaultTexas Blockchain Summit - Nov 17-18, 2022 | Austin, TexasBCB Group - Global digital financial Services-----WBD567 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.

State of Bitcoin
Google Accepts Bitcoin, What's Stopping You? with BTC Van City - State of Bitcoin Ep. 44

State of Bitcoin

Play Episode Listen Later Oct 14, 2022 62:11


Please Like, Share, and Subscribe to my channel! If you can volunteer your time or help those affected by Hurricane Ian please check out this link or find other ways to donate. Thoughts and prayers to those in southeast Florida and the rest of the world that have been affected by this tragedy: https://volunteer.volunteerflorida.org/search?shareId=968b42da01e7488a9269ba43daf8a913 Affilates: Looking for a place to purchase SPOT Bitcoin and trade futures? Look no further! Check out BitGet! From now until September 20th you'll be able to receive up to $4163 in rewards, $0 on SPOT trading fees, $10 sign on bonus, and up to $100 deposit bonus! Click the link to join and help support Green Candle https://partner.bitget.com/bg/greencandle Looking for a way to orange pill friends, family, and teach kids about Bitcoin? Look no further than SHamory! Buy a children's book, card game, and more using my link https://shamory.com/?ref=221 or promo code greencandle for 10% off at checkout! BING BONG. In this episode the founder/organizer of BTC Van City @BTCVanCity in Vancouver, Canada! We talk about his desire to start a meetup when there are a few others in Vancouver, his orange pill story, the collective nature of Bitcoiners, and how the Bitcoin community is helping BTC Van City get some serious traction! Then we get into 6 current event stories: - Google Accepts Bitcoin (and crypto) for Cloud Services - BNY Melon, America's oldest bank, offers Bitcoin Custody - Former Fed Chair Bernanke wins Nobel Prize for introducing QE (aka money printing) - PayPal charges censorship fee - Bitcoin Mining Hashrate hits ATH: - Is Bitcoin Decoupling?: LIKE, SUBSCRIBE, AND SHARE THIS PODCAST Check out BTC Van City on Twitter: https://twitter.com/BtcVancity Check out BTC Van City Meetup page: meetu.ps/c/4Y8H7/XfQRq/a Follow me on Twitter @greencandleit https://twitter.com/Greencandleit Subscribe to my newsletter: https://greencandleinvestments.substa... Subscribe to my YouTube: https://www.youtube.com/channel/UCdvC... --- Support this podcast: https://anchor.fm/greencandleit/support

The Real Investment Show Podcast
The Whole World is Over-leveraged (10/13/22)

The Real Investment Show Podcast

Play Episode Listen Later Oct 13, 2022 47:49 Very Popular


(10/13/22) CPI did come in hotter-than anticipated; the Fed's conundrum with QE vs QT; The whole world is over-leveraged; UK pension funds are drowning in it. Collateral calls, when models fail, and banks' stress tests don't mean much; the pension funds in the UK will be a social crisis that creates a financial crisis world wide. Boeing's Dreamlifter nightmare; many financial articles are being written by those who've never lived through a bear market; why experience is important in times like these. There is no more FOMO, no more TINA. Why Jerome Powell is fighting 20-years of bad fiscal policy SEG-1: CPI Preview & The Fed's Continuing Conundrum SEG-2: The Whole World is Over-leveraged SEG-3: Why Experience Matters in Times Like These SEG-4: Bernanke's Nobel Prize & Powell's Fighting 20-years of Fiscal Mistakes Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Inflation Report Preview Episode" https://www.youtube.com/watch?v=mdIbOp_ZPnk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #FederalReserve #QuantitativeEasing #QuantitativeTightening #Markets #Money #Investing

Lance Roberts' Real Investment Hour
The Whole World is Over-leveraged (10/13/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Oct 13, 2022 47:48


10/13/22) CPI did come in hotter-than anticipated; the Fed's conundrum with QE vs QT; The whole world is over-leveraged; UK pension funds are drowning in it. Collateral calls, when models fail, and banks' stress tests don't mean much; the pension funds in the UK will be a social crisis that creates a financial crisis world wide. Boeing's Dreamlifter nightmare; many financial articles are being written by those who've never lived through a bear market; why experience is important in times like these. There is no more FOMO, no more TINA. Why Jerome Powell is fighting 20-years of bad fiscal policy SEG-1: CPI Preview & The Fed's Continuing Conundrum (this segment is truncated due to technical issues with Wirecast this morning;l for a complete AUDIO recording of the segment, please go to our Soundcloud podcast: SEG-2: The Whole World is Over-leveraged SEG-3: Why Experience Matters in Times Like These SEG-4: Bernanke's Nobel Prize & Powell's Fighting 20-years of Fiscal Mistakes Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=mdIbOp_ZPnk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Inflation Report Preview Episode" https://www.youtube.com/watch?v=mdIbOp_ZPnk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #FederalReserve #QuantitativeEasing #QuantitativeTightening #Markets #Money #Investing

PodCasts – McAlvany Weekly Commentary
QE or NOT QT? That is the Question

PodCasts – McAlvany Weekly Commentary

Play Episode Listen Later Oct 12, 2022 44:39


McAlvany Weekly Commentary Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers? The post QE or NOT QT? That is the Question appeared first on McAlvany Weekly Commentary.

Jeremy Scott Fitness
Financial Planning with Dimitri Spanos

Jeremy Scott Fitness

Play Episode Listen Later Oct 7, 2022 159:39


Talking all things Investments and Financial Planning with Oppenheimer Senior Director Dimitri Spanos on today's episode. We dive into current market conditions, interest rates, mortgages, inflation, QE, retirement, where to begin as a young investor and much more. I did my best to ask him any and everything you all requested, so my hope is this episode is informative and educational. You can connect with Dimitri at dimitri.spanos@opco.com with any financial questions. Thank you as always for the support. Jeremy Scott Fitness App Sign Up Here Just $1 https://jeremyscottfitness.app/ Thanks to our Sponsors: Athletic Greens www.athleticgreens.com/jeremyscott Free year supply of vitamin D3 with 5 free travel packs or want a free sample? Shoot us a DM and ask! Sleeves Sold Separately My Workout Gear - https://sleevessoldseparately.com/collections/jscott Code JSCOTT15 for 15% off all clothes & gear Jaylab Pro Our Protein, Turmeric, Collagen, Krill Oil - https://jeremyscottfitness.jaylabpro.com/products.html Code JSF40 for 40% off Collagen if you wish to try it. Dry Farms Wine - dryfarmwines.com/jeremyscottfitness Each new member will earn an extra bottle for just a penny with their first order of wine when they use this link. BEAM CBD Enter Code “jeremyscott” at checkout for 20% all subscriptions 35% off products - My nightly sleep aid if you want a free sample just message us https://glnk.io/mplp/jeremyscottfitness Kettle & Fire Bone Broth Use code SCOTT20 for 20% off our favorite healthy high protein bone broth. - https://glnk.io/v153/heathascott

The Property Podcast
TPP499: October Market Update

The Property Podcast

Play Episode Listen Later Oct 6, 2022 31:48


Unless you've been living under a rock, you'll know the last week has been a hectic one for investors.  The Mini Budget (and subsequent backtracking), the removal of mortgage products, shocking headlines and political positioning... it's been hard to stay on track for most of us.  So there's really never been a better time for a Market Update!  If you want to know the impact of the pound dropping, understand how quantitative easing has returned and why so many mortgage products were pulled from the market, Rob & Rob have all the answers you need.  Stay tuned until the end as they tell listeners how they're adjusting their own strategies in the face of all these changes (and also share details about next week's 500th episode). Enjoy!  Here's all the links you need;  Mini Budget fallout  QE is back (and how this impacted the falling pound)  Mortgage products pulled  The market slowdown continues  Savills commentary on the mortgage market  Prices are falling in the hottest markets  Rents are rising, rate of growth is peaking  Labour announces ‘Renters Charter'  Scottish house builder puts rental schemes on hold after rent freeze announcement  Let's get social We'd love to hear what you think of this week's Property Podcast over on Facebook, Twitter or Instagram. You might even have a topic you'd like us to cover in the future - if so, pop us a message on social and we'll see what we can do. Make sure you've liked and subscribed to our YouTube channel where we upload new content every week! If that wasn't enough, you can also join our friendly property community on the Property Hub forum. And if you'd like to find out more information about Portfolio you can do that here. See omnystudio.com/listener for privacy information.

Australia in the World
Ep. 103: Nuclear escalation; UNGA meetings; Track 1.5s

Australia in the World

Play Episode Listen Later Oct 5, 2022 43:45


Ukraine has made significant battlefield gains in the past month, changing the dynamics of the Russian invasion, leading to a partial Russian troop mobilisation and threats by Vladimir Putin of tactical nuclear weapons use. Allan and Darren talk through these dynamics, in particular Putin's decision-making calculus and what the rest of the world must do to deter nuclear escalation, including the uncomfortable possibility that NATO's interests and  Ukraine's interests could diverge in the future. FM Penny Wong led the Australian delegation to the United National General Assembly Meetings in New York. Allan and Darren begin with the welcoming speech of Secretary General António Guterres, discussing whether the office of the SG and the UN remain relevant in the current fractured geopolitical landscape. Then they turn to Australia's statement to UNGA, delivered by Penny Wong, and how it was similar to, and different from, previous statements in recent years. One notable focus this year was on First Nations Australians. Finally, having recently participated in a “Track 1.5” dialogue, Allan reflects on the purpose and function of this type of diplomacy. We thank Atikah Mekki for audio editing and Rory Stenning for composing our theme music.  Relevant links “Read Putin's national address on a partial military mobilization”, Washington Post, 21 September 2022: https://www.washingtonpost.com/world/2022/09/21/putin-speech-russia-ukraine-war-mobilization/  Gideon Rachman, “Putin's nuclear threats cannot be ignored”, Financial Times, 26  September 2022: https://www.ft.com/content/25862f8d-d6de-48c7-a892-091e5f909734 Rohan Mukherjee, “China and India weren't critical of Putin's war. Did that change?”,  Washington Post, 26 September 2022:  https://www.washingtonpost.com/politics/2022/09/26/putin-ukraine-china-india-xi-modi/ António Guterres, Secretary-General's address to the General Assembly, 20 September 2022: https://www.un.org/sg/en/content/sg/speeches/2022-09-20/secretary-generals-address-the-general-assembly Mark Beeson, “Guterres whistles in the wind”, Lowy Interpreter, 21 September 2022:  https://www.lowyinstitute.org/the-interpreter/guterres-whistles-wind Penny Wong, National Statement to the UN General Assembly, New York, 23 September 2022: https://www.foreignminister.gov.au/minister/penny-wong/statements/national-statement-un-general-assembly-new-york  Julie Bishop, Australia's National Statement - United Nations General Assembly, 22 September 2017: https://www.foreignminister.gov.au/minister/julie-bishop/speech/australias-national-statement-united-nations-general-assembly  Marise Payne, National Statement - United Nations General Assembly, 28 September 2018: https://www.foreignminister.gov.au/minister/marise-payne/speech/national-statement-united-nations-general-assembly Quarterly Essay, “Uncivil wars”, QE 87, September 2022:  https://www.quarterlyessay.com.au/essay/2022/09/uncivil-wars “On The Air with Gerry Anderson: Hypno Hen” (youtube):  https://www.youtube.com/watch?v=2TOR895yhIw 

Economic Ninja
Bank Of England Is In Real Trouble ( Get Ready United States )

Economic Ninja

Play Episode Listen Later Oct 4, 2022 10:08


Bank Of England Is In Real Trouble ( Get Ready United States ). The BOE today started quantitative easing ( QE ) instead of quantitative tightening ( QT ) as their pound continues to fall in value. https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblZTUjAwTFpKU2g2d2pKQ21rbnQ2WVpDVUM2QXxBQ3Jtc0tuTDlEbUpYWTc5dHJKZVFJYjlpYXlkOThNRE13SnNZM1F0V2NGOEVJZnU3RHR3RGVEUGV5U0NXU0U0R2h0NkVxT1c3dldRMTZ4eEFtcEticEJEWHFjcnhWcVU4aUpETjNGNkUyN1RGM2l6QWo5MTlVdw&q=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Ffutures-rebound-2022-low-after-bank-england-panics-restarts-unlimited-qe&v=Oocrz8EoNaY

Macro Musings with David Beckworth
Bill English on the Effectiveness of QE and the Consequences of Fed Losses

Macro Musings with David Beckworth

Play Episode Listen Later Oct 3, 2022 52:35


Bill English is a professor at Yale University, a former senior Fed staffer, and a veteran of the Bank for International Settlements. Bill joins Macro Musings to talk about his time at the Federal Reserve, recent Fed developments, and a paper he co-authored titled, “What If the Federal Reserve Books Losses Because of Its Quantitative Easing?” David and Bill also discuss the Fed's recent low-inflation mandate, the QE effectiveness debate, and why we should and shouldn't be concerned about Fed balance sheet losses.   Transcript for the episode can be found here.   Bill's Yale profile Bill's Federal Reserve profile   David's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings Click here for the latest Macro Musings episodes sent straight to your inbox!   Related Links:   *What if the Federal Reserve Books Losses Because of its Quantitative Easing?* by William English and Donald Kohn   Macro Musings: *Donald Kohn on Fed Policy from the 1970s to Today*   *Think of Powell as Volcker's Wannabe Second Coming* by John Authers

Alpha Exchange
Hugh Hendry, Founder, Eclectica Asset Management

Alpha Exchange

Play Episode Listen Later Oct 2, 2022 61:31


We live in unique and highly uncertain times. Rates and FX markets - especially in the developed world -are experiencing volatility at levels associated with crisis. Central Banks are confronting an inflation problem not seen in decades and risk doing too much or too little. And the intersection of market prices and geopolitics is especially fraught. Against this backdrop, it was a pleasure to welcome Hugh Hendry to the Alpha Exchange.The founder of Eclectica Asset Management, a fund he ran from 2005 to 2017, Hugh is now a developer of high-end properties. But he's also spending a lot of time reading, thinking and reflecting. Our discussion reviews his time in asset management and his focus on original, uncorrelated trade construction. While sharing some of his success in spotting convex trade opportunities where the consensus broke, he also looks back on the long cycle of post crisis QE as a vol suppressor.With respect to the set of risks today, Hugh is keenly focused on China and presents a sobering analysis of vulnerabilities associated with an overvalued property sector and FX exchange rate adjustments. On the latter, he believes a cross-rate that should be watched is that between the Japanese Yen and Chinese Yuan. Lastly, in contemplating extreme scenarios of "what-if", Hugh sees value in an extremely long-dated, far out of the money call on the S&P 500, a trade that could be explosive in a regime in which inflation, rates, volatility and nominal asset prices surge.I hope you enjoy this episode of the Alpha Exchange, my conversation with Hugh Hendry. 

Saxo Market Call
Is the Bank of England the canary in the coal mine?

Saxo Market Call

Play Episode Listen Later Sep 29, 2022 16:48


Today's slide deck: https://bit.ly/3ftTwtN   - Click here to open an account with Saxo  - Today we discuss the Bank of England's announcement of emergency QE yesterday, and how the impact of that on not just UK, but also, global yields impacted risk sentiment yesterday. Arguably, the UK is merely the weakest link and the BoE's actions might have to be repeated elsewhere - but on what time frame? We also look at the impact on gold, the latest on crude oil and the natural gas supply situation for Europe this winter even without any Russian gas deliveries, and much more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting an on FX. Intro and outro music by AShamaluevMusic

Vaughan Nelson Investment Management
Ep.194: (09.28.22) Sovereign Debt Risk, Bank of England QE, and Parabolic USD

Vaughan Nelson Investment Management

Play Episode Listen Later Sep 28, 2022 10:45


Chris Wallis, CEO and CIO at Vaughan Nelson, examines the state of sovereign debt and default risk, Bank of England restarting QE, and the parabolic USD.

Be Wealthy & Smart
How Mining Stocks, QE and the Global Reset are All Related

Be Wealthy & Smart

Play Episode Listen Later Sep 28, 2022 11:16


Discover how mining stocks, QE and the global reset are all related. This is not the Klaus Schwab version of the "great reset", this is a global currency reset which involves precious metals and, I believe, XRP, among other cryptocurrencies. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 2% or 10% on your money over 30 years, is the difference between it growing to $181,136 or $1,744,940, an increase of over $1.5 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout.  More information is here or have a complimentary consultation with Linda to answer your questions. To request an appointment to talk with Linda, click here. AUDIOBOOK IS NOW AVAILABLE My audiobook of "3 Steps to Quantum Wealth" is now available! Get it on Amazon here: https://amzn.to/3c7lma8 QUANTUM BOOK BONUSES These bonuses are available when you buy my newly released book, 3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies on Amazon, here.  As a thank you for buying the book on Amazon, you will receive a: Set of 4 Wealthy Mindset Blueprint audio recordings to help you create a wealthy mindset ($197 value) Webinar with Linda called “Financial Freedom by Investing in Cryptocurrencies” ($1,500 value) On the webinar you will learn: -The wealth building potential of the 8 cryptocurrencies mentioned in the book -Why they will experience exponential growth -Strategies for accumulation The link to the book bonus page is here.  WANT TO BUY STOCK PRE-IPO? For Accredited Investors, sign up to receive a $250 credit from Linqto, click here. If you are watching this on YouTube, you will need to copy and paste this into your browser: https://www.linqto.com/signup?r=e9tdhbl49v  Need to find out how to get Accredited? Listen to my podcast. PLEASE REVIEW THE SHOW ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". TO GET MY CRYPTO AUDIOBOOK ON AUDIBLE, click here. PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full wealth mentoring library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. JOIN AUDIBLE for 30 days of free audiobooks: https://amzn.to/3ul6jTQ Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)  

Thoughts on the Market
Matthew Hornbach: How Markets Price in Quantitative Tightening

Thoughts on the Market

Play Episode Listen Later Sep 8, 2022 4:02 Very Popular


The impact of quantitative monetary policies is hard to understand, for investors and academics alike, but why are these impacts so complex and how might investors better understand the market implications?-----Transcript-----Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about global macro trends and how investors can interpret these trends for rates and currency markets. It's Thursday, September 8th, at 10 a.m. in New York. QT is the talk of the town. QT stands for quantitative tightening, which is meant to contrast it with QE, or quantitative easing. QT sounds intimidating, especially when respected investors mention the term and, at the same time, ring the fire alarm on financial news networks. Unfortunately, the exact workings of QT and QE and their ultimate impact on markets aren't well understood. And that's not just a comment about the general public's understanding. It even applies to investors who have long dealt with quantitative policies and for academics who have long studied them. There are four reasons why the impact of quantitative monetary policies, as the Fed has implemented them, is hard to understand. First, different institutions take the lead in determining the impact of QE versus QT. The Fed determines the first round impact of quantitative easing, while the U.S. Treasury and mortgage originators determine the first round impact of quantitative tightening. Second, as the phrase "first round impact" implies, there are second round impacts as well. In the case of quantitative easing, the first round occurs when the Fed buys a U.S. Treasury or Agency mortgage backed security, also known as an agency MBS, from an investor. The second round occurs when that investor uses the cash from the Fed to buy something else. In the case of quantitative tightening, the first round occurs when an investor sells something in order to raise the cash that it needs. What does it need the cash for? Well, to buy a forthcoming Treasury Security or agency MBS. The second round occurs when the U.S. Treasury auctions that security or when a mortgage originator issues an agency MBS in order to raise the cash that the Fed is no longer providing. Third, QE and QT affect different markets in different ways. QE affects the Treasury and agency MBS markets directly in the first round. But in the second round, investor decisions about how to invest that cash could affect a wide variety of markets from esoteric loan products to blue chip equities. In that sense, some of the impact of QE is indirect and could affect some markets more than others. Similarly with QT, investor decisions about what to sell could affect a large number of markets, again some more than others. In addition, what the U.S. Treasury issues and what mortgage originators sell can change over time with financing needs and different market environments. Finally, markets price these different effects with different probabilities and at different times. For example, when the Fed announces a QE program, we know with near certainty that the Fed will buy Treasuries and agency MBS and generally know how much of each the Fed will buy. So investors can price in those effects relatively soon after the announcement. But we don't know, with nearly the same probability, what the sellers of those treasuries and agency MBS will do with the cash until they actually get the cash from the Fed. And that could be months after the announcement when the Fed actually buys the securities. Figuring out the effect on markets from QT is even more complicated because even though we know what the Fed will no longer buy, we don't know exactly what or how much the U.S. Treasury or mortgage originators will sell. If all of this sounds complex, believe me it is. There are no easy conclusions to draw for your investment strategies when it comes to QT. So the next time someone rings the fire alarm and yells QT, first look for where there might be smoke before running out of the building or selling all of your risky assets. Thanks for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcasts app. It helps more people find the show.

Board Game Barrage
#241: Fantasy Draft: BoardGameGeek 601-700

Board Game Barrage

Play Episode Listen Later Sep 1, 2022 56:32 Very Popular


Okay, this end of the BGG top list starts to get weird. Regardless, we must draft. Who's going to end up with the best selection of five games from this chunk of one hundred? That's up to you - vote and you could win a $50 gift voucher! Before we pick a peck of paper products, we talk about Town 66, Akropolis, and Pampero. 02:09 - Town 66 08:24 - Akropolis 16:51 - Pampero 27:38 - Drafting BGG's #601-700 29:40 - Lord of the Rings: The Confrontation 31:11 - So Clover! 32:49 - 6 nimmt! 34:19 - Bus 35:56 - The Oracle of Delphi 37:11 - The Estates 38:50 - Long Shot: The Dice Game 40:44 - Yellow & Yangtze 42:06 - Undaunted: North Africa 43:05 - Between Two Cities 44:02 - City of the Big Shoulders 47:05 - Merv: The Heart of the Silk Road 48:05 - QE 49:47 - Civilization: A New Dawn 52:18 - Fort Check out our wiki at: https://boardgamebarrage.com/wiki Join the discussion at: https://boardgamebarrage.com/discord Join our Facebook group at: https://boardgamebarrage.com/facebook Get a Board Game Barrage T-shirt at: https://boardgamebarrage.com/store

Money For the Rest of Us
Unintended Consequences Impact Everything

Money For the Rest of Us

Play Episode Listen Later Aug 24, 2022 24:20 Very Popular


We explore examples of positive and negative unintended consequences, what causes them, and how to navigate a world where unanticipated things happen all of the time.Topics covered include:What leads to unintended consequencesWhat are some unintended consequences of QE and stimulus, price controls, tax incentives, gun legislation, and marijuana legalizationHow positive unintended consequences and order can arise from the bottom upHow recent climate legislation could lead to unintended consequencesWhy customers don't always know what they wantEpisode SponsorsLinkedIn – Post your job for freeShow NotesLarge rent increases squeeze metro Phoenix tenants by Associated Press—The Journal RecordUnintended Consequences by Karras Lambert and Christopher J. CoyneThe Seen, the Unseen, and the Unrealized: How Regulations Affect Our Everyday Lives by Per L. BylundNorway reconsiders electric car privileges by Chris Randall—electrive.comMore Guns, More Unintended Consequences: The Effects of Right-to-Carry on Criminal Behavior and Policing in Us Cities by John J. Donohue, Samuel Cai, Matthew Bondy, and Philip J. CookMarijuana Legalization and Fertility by Sarah PapichJapan's latest alcohol advice: please drink more by Leo Lewis and Kana Inagaki—Financial TimesThe Poverty of Historicism by Karl PopperHow the New Climate Bill Would Reduce Emissions by Nadja Popovich and Brad Plumer—The New York TimesDemocrats Designed the Climate Law to Be a Game Changer. Here's How. by Lisa Friedman—The New York TimesEconomists' Statement on Carbon Dividends; The Largest Public Statement of Economists in History—Climate Leadership CouncilWhy We Don't Have a Carbon Tax by Paul Krugman—The New York TimesLean Startup and the Business Model: Experimentation Revisited by Teppo Felin, Alfonso Gambardella, Scott Stern, and Todd ZengerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.