Podcasts about transitory

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  • 205PODCASTS
  • 284EPISODES
  • 33mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jan 19, 2022LATEST

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Best podcasts about transitory

Latest podcast episodes about transitory

Bankless
Inflation, The Fed, & Macro Markets | Jim Bianco

Bankless

Play Episode Listen Later Jan 19, 2022 69:07


The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation? With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market? Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing? ------

Big Mike Fund Podcast
125: Finding Your Freedom in the Market Today with David Phelps

Big Mike Fund Podcast

Play Episode Listen Later Jan 5, 2022 31:39


There is no shortage of wisdom with David and we are blessed to have him around again. This episode is all about the market (and David's new book!). Markets are, in essence, a group of people who are looking to trade with each other. It’s important to know how to find the right market but more importantly WHO you are investing with. Today in the face of an ongoing pandemic and historical inflation rates, it’s really hard to know what part of the market is the best one for you. With so many different investment options, it's easy to feel like you are in control, having such freedom to choose. This is exactly what David talks about in his book and in the episode. He shares deep market insights and investment guidance that every novice investor should hear! HIGHLIGHTS OF THE EPISODE 01:07 – Own Your Freedom book 02:05 – Income during the Black Swan COVID 04:35 – The book is written on principles 06:01 – Transitory inflation in a top-heavy market 09:13 – Buy in and be at the mercy of the market 10:54 – Finding and investing with the right people 13:19 – Get educated in investment 16:24 – Market VS fund managers 18:08 – The inefficiency of real estate 19:15 – Separating the experts from the newbies 20:51 – Live example: fully cooked books 23:45 – For novice investors, it is about WHO you invest with 27:14 – What Freedom Founders does so great 27:51 – Are you investing to learn or learning to invest? 28:41 – https://www.freedomfounders.com/ 30:00 – BONUS: Big Mike teaching his daughter; stock or real estate? Thank you for joining us in another episode. We are committed to inviting more guests that give value to our real estate journey. Stay tuned for more episodes. To learn more, visit our website at www.tempofunding.com. CONNECTING WITH THE GUEST Dentist Freedom Podcast WebsiteDavid's Book: “Own Your Freedom”

Palisade Radio
Lee Adler: We are on the Eve of Destruction

Palisade Radio

Play Episode Listen Later Jan 5, 2022 47:37


Tom welcomes a new guest Lee Adler to discuss how the Fed operates. The Fed creates money via their primary dealers which include banks in the U.S., Europe, and Canada. The dealers directly invest in the markets with the money they get from the Fed. This is why M1 and M2 metrics aren't that meaningful. Permanent open market operations are just a different name for quantitative easing. Markets respond directly to Q.E. purchases as he demonstrates with a detailed chart. When Q.E. stops markets fall until the Fed is forced to re-intervene. Reverse Repos are also available to banks and money market funds. Lee explains the purpose of the Reverse Repo program and the excess liquidity it creates. Now that Congress lifted the debt ceiling the Fed will want to rebuild its cash balance and likely resume selling new debt. There will be an increase in treasury yields and markets will tighten but it won't happen until the slush fund is gone. This market top will be a slowly rounding one that will take many months. He says, "The Fed's history has been a series of long-term serial blunders. The next mistake is required by the last mistake and each one gets larger… at some point, we reach a critical mass where it can't be rescued." It's going to be very difficult to rein in inflation. If gold can pop through resistance near these levels it will be very good for the miners. However, if it doesn't hold then we could see lower prices. So use caution. He notes that we are very close to the top in equities and it's getting risky. Whatever you do, don't fight the Fed and don't fight the trend. Time Stamp References:0:00 – Introduction1:21 – M1 & M2 Money Supply5:55 - Chart & Q.E. Correlation9:46 - The Primary Dealers12:42 - Reverse Repo Program18:35 - Eve of Destruction24:27 - Fed & Treasuries27:09 - Melt Up?28:15 - Fed & the next Q.E.33:40 - Transitory or Crash39:35 - Gold & Mitigating Risk42:55 - News is Noise46:08 - Wrap Up Talking Points From This Episode How the Fed creates money through primary dealers.Purpose of Reverse Repos.Overall direction for yields and the markets.Outlook for gold and protecting your wealth in this environment. Guest Links:Twitter: https://twitter.com/lee_adlerWebsite: https://liquiditytrader.comArticles: https://wallstreetexaminer.com/Articles: https://capitalstool.com Lee Adler is published on LiquidityTrader.com, The Wall Street Examiner, and Capitalstool. He also published and was the lead analyst for Sure Money Investor and developed David Stockman's Contra Corner. He has been in finance since 1972, including a stint on Wall Street in both sales, analytical, and trading capacities. Prior to starting the Wall Street Examiner Lee was a commercial real estate appraiser in Florida for 15 years and specialized in the analysis of failed properties. He also worked in the residential mortgage and real estate businesses in parts of the 1970s and 80s. Lee has been charting stocks and markets and doing analytical work since he was a teenager. Yogi Berra said, "You can observe a lot by watching. I've seen a lot through the years, and have incorporated much of it into my research." He says, "I'm not some Ivory Tower academic, Wall Street guy. My perspective comes from having my boots on the ground and in the trenches, as a real estate broker, mortgage broker, trader, account rep, and analyst. I've watched most of the games these Wall Street wiseguys play from right up close. I know the drill from my 55 years of paying attention. And I'm happy to share that experience with you."

CATS Roundtable
Steve Forbes - This inflation does not seem transitory to me. Highest in 40 years.

CATS Roundtable

Play Episode Listen Later Jan 1, 2022 9:53


Steve Forbes - This inflation does not seem transitory to me. Highest in 40 years. by John Catsimatidis

Audio Mises Wire
The Fundamentals Point to Inflation That's Much More than "Transitory"

Audio Mises Wire

Play Episode Listen Later Dec 29, 2021


The Fed may slow or eliminate new bond purchases but is not planning to sell. Meanwhile, producer prices have skyrocketed and Americans are consuming more but producing less. Get ready for entrenched price inflation. Original Article: "The Fundamentals Point to Inflation That's Much More than 'Transitory'" This Audio Mises Wire is generously sponsored by Christopher Condon. Narrated by Michael Stack.

Mises Media
The Fundamentals Point to Inflation That's Much More than "Transitory"

Mises Media

Play Episode Listen Later Dec 29, 2021


The Fed may slow or eliminate new bond purchases but is not planning to sell. Meanwhile, producer prices have skyrocketed and Americans are consuming more but producing less. Get ready for entrenched price inflation. Original Article: "The Fundamentals Point to Inflation That's Much More than 'Transitory'" This Audio Mises Wire is generously sponsored by Christopher Condon. Narrated by Michael Stack.

Economics Explained
How is "Transitory" Inflation Going?

Economics Explained

Play Episode Listen Later Dec 25, 2021 22:11


TypeForm ➡️ https://economicsexplained.typeform.c...Mistakes spreadsheet template ➡️ https://www.dropbox.com/s/b5h6vtkogi6... Disclaimer: EE reserves the right, in its sole and absolute discretion, to determine what is a genuine mistake. By way of example, something that you may not personally agree with is not necessarily a mistake. To ensure all of your mistakes are properly accounted for, you may use the additional Notes & Sources column located in the spreadsheet for pointing out mistakes that are not immediately obvious. Enjoyed the podcast? Comment below!

Thoughts of a Random Citizen
45. Artificial Manipulation & A Brave New Fed

Thoughts of a Random Citizen

Play Episode Listen Later Dec 22, 2021 36:07


CORRECTION: Episode Reference was 38. Pieces of Eight: A History of Global Reserve Currencies, Q4 Market Analysis & InflationIf you like the podcast, please review, share with a friend or subscribe!!!If you have a question for Hugh, email him at hugh@toarcunited.com I take a deep dive into a bunch of things everyone is currently talking about that don't seem to make much sense to the average person. It's a large and complex episode that covers... Quantitative Easing: What tools the Fed uses to attempt to get the money to you, the people they really want it to go to and how it relates to... Tapering: Which is a fancy way of slowing down the hundreds of billions spent every month and how it relates to... Inflation: Why and what exactly is Transitory about it, and how do they measure it. Why after printing so much, the strength of the dollar is still rising and how it relates to...Foreign Currencies: How they measure inflation differently than we do and it negatively affects their currency comparatively and the importance of being able to regulate...Gold and Crypto: Why gold has decreased over 4% YTD even though we've "printed" over 7 trillion in the same time period and why the IMF wants to regulate Crypto to prevent...Deflation: How all signs of what should be happening in today's environment without artificial manipulation, our economy would be heading towards an environment where your dollar actually strengthens compared to the goods you buy.Thoughts of a Random Citizen is a podcast oriented around open ideas, entrepreneurship, politics, investing, philosophy, travel and an odd take on history. From studying accounting in university to a real-estate venture after graduating, Hugh (the host) finally decided to travel the world. While still traveling and currently living in Barcelona, his focus now is to share with you all, a wider perspective on all things... life. Check out Home | Thoughts of a Random Citizen (toarcunited.com) for more about how to get involved with the podcast, leads on investment opportunities, travel tips, topical news, or entrepreneurial aspirations.Article:What is Tapering Post

Be Wealthy & Smart
Higher Interest Rates + Is Hyperinflation Transitory?

Be Wealthy & Smart

Play Episode Listen Later Dec 20, 2021 10:05


Learn strategies you can do to prepare for higher interest rates and inflation. What will the FED do with interest rates? Will it solve inflation or is something else the problem? Today's article is here. My new book is here! 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   If you leave a book review on Amazon, you also will be entered into a drawing to win one of the following: An autographed copy of the book (25 people will win) $100 of XRP Cryptocurrency ($100 value) A 30-minute Wealth Mentoring session with Linda ($500 value) A lifetime membership in the Be Wealthy & Smart VIP Experience ($3,998 value) so you can invest alongside Linda and receive her investment updates and recommendations Winners will be announced on the podcast January 17th.  The link to the book bonus page is here.  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 ticker symbols and % to invest -Monthly investing webinars with Linda -Private Facebook group with daily insights -Weekly stock market commentary email -Lifetime access -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. For an appointment to talk, click here. 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 WEALTH HEIRESS TV Please subscribe to Wealth Heiress TV YouTube channel (it's not just for women, it's for men too!), here. PLEASE LEAVE A BOOK REVIEW Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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 LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. TODAY'S SPONSOR Get Think and Grow Rich or another book on Amazon from my recommended financial books list, and be sure to get started checking off the books you have read. 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.)

The Peter Schiff Show Podcast
The Era of Low Inflation Was Transitory – Ep 762

The Peter Schiff Show Podcast

Play Episode Listen Later Dec 18, 2021 58:54


Chinese imports have kept a lid on goods prices, but not services. Dollar will decline when foreign investors no longer want US stocks. We now have more inflation and less ability to deal with it than in the 1970s. US may soon trade used American cars for used Chinese bikes. The US Dollar is still backed by more than Bitcoin is. Thanks https://avast.com! Thanks Mack Weldon. For 20% off your first order, visit https://mackweldon.com/gold with promo code GOLD INVEST LIKE ME: https://schiffradio.com/invest RATE AND REVIEW on Facebook: https://www.facebook.com/PeterSchiff/reviews/ SIGN UP FOR MY FREE NEWSLETTER: https://www.europac.com/ Schiff Gold News: http://www.SchiffGold.com/news Buy my newest book at http://www.tinyurl.com/RealCrash Follow me on Facebook: http://www.Facebook.com/PeterSchiff Follow me on Twitter: http://www.Twitter.com/PeterSchiff Follow me on Instagram: https://Instagram.com/PeterSchiff

The Prepper Broadcasting Network
The Strange Truth Episode 50- Is the Current Inflation Transitory or a Threat to You and Your Family-

The Prepper Broadcasting Network

Play Episode Listen Later Dec 17, 2021 71:57


The Strange Truth Podcast hosted by Karl A.D. Brown, the author of The Prepper Part One: TheCollapse, is always a lively discussion centered around Christianity, Preparedness and the newsstories no one dares touch. To know more about Karl and to contact him visithttps://www.karladbrownauthor.comwww.element.io create a screen name to join the live chat!www.prepperbroadcasting.comwww.disastercoffee.comSupport Our Great SponsorsThe Preppers Medical Handbook https://amzn.to/3piYAlUThe Preppers Guide to Surviving Pandemics, Bioterrorism and Infectious Diseasehttps://amzn.to/3djoKzwDisaster Coffee www.disastercoffee.comSupport The Prepper Broadcasting NetworkBecome a Member and Recieve Exculsive Content https://bit.ly/3pniGLYSign up for the Newsletter https://bit.ly/3Df15e0Come Unity; Community https://amzn.to/3ddsN0dThe Christmas Hook https://amzn.to/3rxTlS1Some of My Favorite PrepsMy EDC Bag 3VGear Outlaw Sling Pack https://amzn.to/3oklKZZMy EDC Flashlight Olight S1R https://amzn.to/3djpBQKQuick Aquaponics System https://amzn.to/31keqVAMr. OCAX predator deterrents for chickens https://amzn.to/3Isbg2KAffordable Hot Tent https://amzn.to/3lxKX0ZAffordable Stove https://amzn.to/3Dxu4tPShow Description

Tea and Crumpets
Transitory Intransigence

Tea and Crumpets

Play Episode Listen Later Dec 16, 2021 41:37


Will and Adam discuss the market's reaction to the last big event of the year, i.e., the Fed's December meeting. We also try to discern what its stance tells us about the prospects for growth, inflation, and the omicron variant. We also explore the structural reasons inflation might decline despite the shrinking pool of labor, as well as the widening chasm between the performance of the stock market and that of the individual stocks of which it is comprised. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

FactSet Evening Market Recap
Evening Market Recap - Wednesday, 15-Dec

FactSet Evening Market Recap

Play Episode Listen Later Dec 15, 2021 3:36


US equity markets all higher as the FOMC meeting meets market expectation; announcing an accelerated taper and dropping the use of the word "Transitory" as it pertains to inflation. Elsewhere, economic data was mixed, US China tensions elevate and Washington looks to stay quiet through the New Year. Tickers Mentioned: LOW, CCMP, REVG, ENTG

FactSet U.S. Daily Market Preview
Evening Market Recap - Wednesday, 15-Dec

FactSet U.S. Daily Market Preview

Play Episode Listen Later Dec 15, 2021 3:36


US equity markets all higher as the FOMC meeting meets market expectation; announcing an accelerated taper and dropping the use of the word "Transitory" as it pertains to inflation. Elsewhere, economic data was mixed, US China tensions elevate and Washington looks to stay quiet through the New Year. Tickers Mentioned: LOW, CCMP, REVG, ENTG

The Ricochet Audio Network Superfeed
Acton Unwind: Not-So Transitory Inflation and Crisis Time for Global Catholicism

The Ricochet Audio Network Superfeed

Play Episode Listen Later Dec 13, 2021


This week, Samuel Gregg, Stephen Barrows, and Michael Matheson Miller discuss two topics. The first is the ongoing rise of inflation in the United States. Whatever happened to “transitory inflation”? Who benefits and who doesn't from inflation? What needs to be done to bring inflation under control? Then this week's all-Catholic team weighs in on […]

Acton Unwind
Not-So Transitory Inflation and Crisis Time for Global Catholicism

Acton Unwind

Play Episode Listen Later Dec 13, 2021


This week, Samuel Gregg, Stephen Barrows, and Michael Matheson Miller discuss two topics. The first is the ongoing rise of inflation in the United States. Whatever happened to “transitory inflation”? Who benefits and who doesn't from inflation? What needs to be done to bring inflation under control? Then this week's all-Catholic team weighs in on a broader topic: the state of the Catholic Church around the world today. Much of the Church seems to be in disarray, whether it's the resignations of bishops, the state of the Church in Germany, the Synod on Synodality, disputes about Holy Communion and liturgy, or the Vatican's deal with the Communist regime in Beijing. We discuss some of the underlying causes, but also where we can find signs of hope. Subscribe to our podcasts How do you feel about inflation? The answer will help determine its longevity | Wall St Journal El-Erian says ‘transitory' was the ‘worst inflation call in the history' of the Fed | CNBC Inflation: Prices on the Rise | IMF Inflation surged 6.8% in November, even more than expected, to fastest rate since 1982 | CNBC Ratzinger's Cross | Public Discourse The Vatican Would Profit from the Views of This Jesuit | Alejandro Chafuen, Forbes After Two Decades, Abuse Crisis Has Humbled the Catholic Church | The Wall Street Journal China's Catholic Leviathan: Jesuits and the Sino-Vatican Agreement | Catholic World Report See acast.com/privacy for privacy and opt-out information.

Forward Guidance
Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman

Forward Guidance

Play Episode Listen Later Dec 10, 2021 60:00


With fund managers keen to lock in gains from a lucrative year, the “pain trade” is here, says Harris “Kuppy” Kupperman. Moreover, pie-in-the-sky technology companies are falling back to earth, threatening to bring the entire market down with them. Yet Kuppy remains bullish on risk assets because in his “Project Zimbabwe” framework wherein inflation runs rampant as central banks remain hopelessly behind the curve, going long is the way to go. Kuppy argues that oil futures are the assets that will benefit most from inflation because ESG (environmental, social, and governance) mandates will depress supply. Kuppy, the publisher of Kuppy's Event Driven Monitor (KEDM), also shares several idiosyncratic trades ranging from Uranium to paper. Kuppy and Blockworks' Jack Farley also discuss China, Robinhood, and United States Oil ETF ($USO).

Talking Data
#96: The Market's Response to Transitory Retiring

Talking Data

Play Episode Listen Later Dec 9, 2021 9:41


Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our presenter today is Jim Bianco of Bianco Research. Today Jim covers the market's response to transitory retiring. •An Extraordinary Week For the Yield Curve •What Fed Policy Is The Market Pricing In? •What Does It Mean? Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Fed Watch - Bitcoin and Macro
Powell Retires “Transitory”, IMF Warns of Collapse - FED 73

Fed Watch - Bitcoin and Macro

Play Episode Listen Later Dec 8, 2021 54:44


In this episode of Bitcoin Magazine's “Fed Watch'' podcast, Christian Keroles and I sit down for our first ever livestream as part of the new Bitcoin Magazine livestream. Going forward, we will be recording live at approximately 2pm eastern time every Tuesday. Come join us and as we get a hang of it, we might be able to answer live questions from the chat.    This week we go on a whirlwind tour of macro. First, we listen and respond to three clips of Fed Chairman Jerome Powell's testimony in front of Congress where he retired the term “transitory”. Next, we do a quick reading from an IMF blog post on the debt crisis in low-income countries. Third, we discuss the central bank of China, the PBoC, cutting their reserve requirement ratio (RRR) by 50 bps and the default of Evergrande. Lastly, we riff on bitcoin and cover several of our ongoing thesis about macro and geopolitics, why we are bullish on the US and bearish on Europe. Huge live show, I think you all will really enjoy this one. Fed's Powell Retires “Transitory” We have three clips of Powell that we listen to. Each allows us to discuss different aspects of the Fed, their monetary policy, and perhaps tease out their inner thoughts. So many pundits and analysts of the Fed don't even watch the actual testimony. They get riled up by headlines or some journalist's take of what Powell said. The general, sound-money oriented public has a bias of thinking these people are evil. We think central bankers are misguided and partial, but we actually watch the testimony to form our own opinions, and take you along with us.   Our discussion includes parts on transitory or not, a global low interest rate environment, inflation forecasting problems based on non-linear supply side effects, and whether the taper will be accelerated or not. IMF Sees Economic Collapse in Low-income Countries In a blog post on December 2nd, IMF President Kristalina Georgieva, says, “We may see economic collapse in some countries unless G20 creditors agree to accelerate debt restructurings and suspend debt service while the restructurings are being negotiated.”   This is very worrying. These countries have had 12-18 months of deferment on their international loans, yet they still cannot pay them? If they are unable to pay them after a year-long deferment, what makes anyone think that restructuring will help?    These countries are in real trouble, and that fits with our thesis that emerging markets benefitted over the last 50 years of an easy credit environment. Now that the easy credit environment is over, they are going to face extreme burdens in continuing their previous level of economic activity. China Cuts RRR for Banks and Evergrande Default Our last stop is China. We covered the Fed, we brought Europe into our discussion, and now we cover the People's Bank of China. This week they announced a 50 bps cut to their Reserve Requirement Ratio (RRR) freeing up ¥1.2 trillion in the hopes that banks will go out and lend.   This follows a similar cut earlier this year in July, which supposedly freed up ¥1 trillion. It must not have had the intended effect, or the economy is much worse than earlier estimates, because why would they have to do it again, and/or why would they expect better results this time?    If banks are not lending, it's not because they don't have the reserves. There have been empirical studies relating to RRR, banks lend first, then go out and find the needed reserves. Giving banks room in the RRR does not make them want to go out and lend.   This also occurs right when Evergrande is facing imminent default of the offshore debt, if it hasn't defaulted yet at the time of writing. Reports are that Evergrande will default on $19 billion in international bonds and the second largest international debtor in their real estate sector, Kaisa, has also defaulted on $12 billion in offshore debt. The contagion continues.   Lastly, we compare and contrast the sentiment in recent statements from the PBoC and the Fed. The global financial reality is very similar for these two countries, indeed they are very closely intermingled, yet where Powell paints the story that the economy is doing very well, and there is a danger toward too much growth and inflation, the PBoC says according the South China Morning Post, a state-connect English language news outlet out of Hong Kong, the central bank needs to “inject liquidity support into the economy in advance, to cope with potential challenges ahead.” The contrast is apparent. The Fed is providing positive forward guidance and the PBoC is negative.   If you enjoyed this content please subscribe and review on iTunes to help others find the show. Links   Powell testimony clip #1: https://youtu.be/JJxqiyKIEW8?t=1937 Powell testimony clip #2: https://youtu.be/JJxqiyKIEW8?t=3596 Powell testimony clip #3: https://youtu.be/JJxqiyKIEW8?t=4092 IMF blog: https://blogs.imf.org/2021/12/02/the-g20-common-framework-for-debt-treatments-must-be-stepped-up/ China RRR cut: https://archive.ph/1KRUJ Evergrande default: https://www.reuters.com/world/china/developer-china-evergrandes-shares-set-rise-66-restructuring-looms-2021-12-07/   Written by Ansel Lindner Economist, bitcoin specialist, and author of the Bitcoin Dictionary and the free weekly Bitcoin Fundamentals Report. Find more from Ansel at the bitcoinandmarkets.com

Tea and Crumpets
Technical Difficulties

Tea and Crumpets

Play Episode Listen Later Dec 7, 2021 33:16


After a brief hiatus due to technical difficulties, Will and Adam return to a market fraught with the same. We explore how index performance masks the performance of the average stock, not to mention how the U.S. has diverged from every other market. We also examine the Fed's shift from its transitory narrative, debate whether proposed tapering is likely bark or bite, and end with an analysis of the Biden administration's curiously active November, especially against the backdrop of the Omicron variant. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Chrisman Commentary - Daily Mortgage News
12.7.21 CFPB Chatter; Tom Showalter on Machine Learning (part two); No More "Transitory"

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later Dec 7, 2021 13:52


Lenders using Candor produce a high-quality loan that requires only 1 underwriter touch on 70% of loans.  Imagine the ROI by reducing fallout, improving hedge, slashing cycle time, and banishing repurchases.

Financial Survival Network
Transitory Inflation Becomes Permanent - Andy Schectman #5345

Financial Survival Network

Play Episode Listen Later Dec 6, 2021 24:44


Summary: It's becoming extremely evident that inflation is not transitory, but permanent. I sit down and catch up with Andy Schectman to talk about how the government is ultimately destroy the currency to defend the markets, as the value of the dollar continually decreases. Wage and price controls are on their way as well as a number of other regulations that could surface very soon. Tune in to hear what to expect and how you can prepare for these shifts. Highlights: -The chairmen of the Federal Reserve found out that inflation is not so transitory, but rather, it's permanent -The term ‘transitory' should have been replaced with ‘structural' right away -The government is destroying the currency to defend the markets -Commodities go way up and get slammed down (i.e. oil last week) -Wage and price controls are on their way -There are more types of government regulations (i.e. rent control and interest rate control) that could surface -Markets are ultimately being chosen over the dollar -We've been seeing record prices of cars and real estate properties -People have been buying cars a year in advance which demonstrates the unusual times we're in -As more and more companies start to accept crypto, more people flee to them -A lot more people are starting to buy gold as well Useful Links: Financial Survival Network Miles Franklin info@milesfranklin.com U.S. Mint Halts Silver Eagle Production | Andy Schectman Gold & Silver Fall – What's Next? | Live with Andy Schectman

Retirement Key Radio
Stop Calling It Transitory

Retirement Key Radio

Play Episode Listen Later Dec 6, 2021 11:42


Economists are now admitting that high inflation may be here for a while. Yet, consumers are still opening their wallets and accepting higher prices. Abe talks about ways to protect your buying power. Plus, if you're thinking about an early retirement, first check these 7 items. Wondering if you can retire early? Connect at RetirementKeyRadio.com.

Financial Autonomy
MARKET NOISE - No more "transitory", Will there be an Aussie Robinhood?, Could there be an upside to Omicron for markets?, and plenty more

Financial Autonomy

Play Episode Listen Later Dec 6, 2021 54:56


No more "transitory", Will there be an Aussie Robinhood?, Could there be an upside to Omicron for markets?, and plenty more. This week my co-host is Pat Garrett, CEO and co-founder of Six Park. As a former New York private equity guy, Pat certainly knows his way around markets. General Advice Disclaimer

Nightside With Dan Rea
Transitory Inflation? (9 p.m.)

Nightside With Dan Rea

Play Episode Listen Later Dec 4, 2021 39:39


Federal Reserve Chairman Jerome Powell said this week that he no longer considers the high inflation besetting the country to be transitory and now expects it to continue into the middle of 2022. Treasury Secretary Janet L. Yellen has also reversed her opinion on the temporary nature of the high prices plaguing us. How has inflation affected you?

DRUNKENOMICS
That's a Wild Turkey

DRUNKENOMICS

Play Episode Listen Later Dec 3, 2021 43:30


Welcoming back from Turkey week. Speaking of Turkey, their revolving door of Central Bank Chairmans (among other things) have caused their currency to rapidly decline in value. Not to worry though, because the Fed Chair in the states also retired the word 'transitory.' So...lol to everyone that wished me a Happy Thanksgiving. Find us on Facebook, Twitter, & Instagram (or Meta) @DRUNKENOMICAL Merch: Drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics K stay drunkenomical y'all

HPS Macrocast
Macrocast: The End of "Transitory" Inflation—At Least For Now

HPS Macrocast

Play Episode Listen Later Dec 3, 2021 38:45


 On this Jobs Day edition of the HPS Macrocast, Tony, John, and Brendan are joined by HPS' Stratton Kirton to discuss Jobs Day numbers, Chairman Powell's recent testimony on the potential inflation impacts of the Omicron variant, as well as OPEC's recent moves in the oil market. 

Turner's Take
Turner’s Take Podcast | Fed Chairman Powell Says Inflation No Longer “Transitory”

Turner's Take

Play Episode Listen Later Dec 3, 2021 21:24


In this week's podcast we go over what Fed Chairman Jerome Powell meant when he told Congress inflation is no longer transitory.  If inflation is not transitory then it is structural.

Satoshi Radio
#183 - Jack stapt op bij Twitter, inflatie toch niet transitory en onderzoek van het NIBUD

Satoshi Radio

Play Episode Listen Later Dec 2, 2021 115:24


Volgens het NIBUD en de Rabobank beleggen steeds meer jongeren. Inmiddels zou het om zo'n 42% gaan. Hoewel de krantenkoppen anders doen geloven, zijn de jongeren best verantwoord bezig. In ander nieuws: Jack stapt op bij Twitter, inflatie volgens Jerome Powell toch niet transitory en Saylor klapt er nogmaals een DCA in. Deze week hebben we ook een leuke luisteraarsvraag: is het gevaarlijk dat bitcoin GitHub gebruikt? Satoshi Radio wordt mede mogelijk gemaakt door: Anycoin direct, Bitcoin Meester, AMDAX, Watson Law, Ledger Leopard, Bitvavo, VanEck, Blox en BTC Direct. (00:00:00) - Opening (00:05:00) - Donaties (00:26:20) - Vraag: Is het gevaarlijk dat bitcoin op GitHub staat? (00:30:00) - Ring of Fire update (00:38:00) - Hou het boek in de ranglijsten! (00:44:00) - Marktupdate (01:16:00) - Nieuwsupdate (01:50:00) - Einde

Invstr Crunch
The End of Transitory

Invstr Crunch

Play Episode Listen Later Dec 2, 2021 3:59


Today, Ed talks about the Omicron variant in the US and Jerome Powell's comments on Wednesday. Topics discussed: Omicron variant confirmed in the US Jerome Powell comments on Fed's monthly asset purchases Links mentioned in this episode: invstr.com/its-spreading/ invstr.com/speed-it-up/ *invstr.com/02-december-watchlist-3/

Bold Alpha
The Media Is Hiding What Happened In Waukesha & Inflation Isn't Transitory

Bold Alpha

Play Episode Listen Later Dec 1, 2021 53:08


The juiciest, most succulent turkey ever, what took place in Waukesha is being ignored by the media, Jerome Powell finally admits that inflation isn't transitory and the College Football coaching carousel goes round and round and it screws the players.

TRUNEWS with Rick Wiles
Needle Nazis Mad March Toward Global Mandatory Vaccination

TRUNEWS with Rick Wiles

Play Episode Listen Later Dec 1, 2021 76:35


Today on TruNews, Rick Wiles discusses how Omicron suddenly burst into the world news headlines last week. This week there are mounting calls on numerous continents for mandatory vaccinations in all nations. Are we on the brink of a global vaccination decree? Will Covid operating system resisters be locked out of the entire world? Rick Wiles, Doc Burkhart. Airdate 12/1/21.

The Rebel Capitalist Show
News: Breaking News: Powell Admits Inflation Is NOT "Transitory"

The Rebel Capitalist Show

Play Episode Listen Later Dec 1, 2021 13:49


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

Squawk Pod
Tapering “Transitory” & Merck's Pill Approval

Squawk Pod

Play Episode Listen Later Dec 1, 2021 39:10


The markets are reacting to comments from Fed Chair Jerome Powell, who announced a plan to taper its asset purchases faster. He--and the rest of the economist community--is ready to retire the word “transitory,” but his comments have not retired questions and concerns from investors. CNBC's Steve Liesman explains Powell's comments. CEO of Lazard's Financial Advisory business Peter Orszag discusses Fed leadership and Lazard's efforts to quantify climate issues in the equities market. The FDA has narrowly endorsed Merck's oral Covid treatment pill; former FDA Commissioner Dr. Scott Gottlieb discusses therapeutics, vaccine efficacy against the omicron variant, and Covid-19's evolution. Plus, how much do you love Tesla? Enough for a tattoo? In this episode:Dr. Scott Gottlieb, @ScottGottliebMDPeter Orszag, @porszagSteve Liesman, @SteveLiesmanJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Watchdog on Wall Street
Fine line between being an idiot or being a sociopath.

Watchdog on Wall Street

Play Episode Listen Later Dec 1, 2021 32:38


Transitory no more. Vaccine industrial complex? Omicron panic porn. FTC is on the case, God help us. Cuomo chronicles. NYC drug story.

The Money GPS
The Fed Just Flipped

The Money GPS

Play Episode Listen Later Dec 1, 2021 11:43


Transitory is gone, never to be uttered by the Fed again. So what does this mean? TOPICS AND TIMESTAMPS: The Plug 0:00 FED'S BIG SHIFT 0:37 TURNING POINT 6:30 PERMANENT 9:44 Dow drops 650 points on growing omicron fears, Powell taper comments https://www.cnbc.com/2021/11/29/stock-market-futures-open-to-close-news.html Hawkish Powell Tilt, Omicron Mount - Bloomberg https://www.bloomberg.com/news/articles/2021-11-30/waves-of-volatility-whipsaw-markets-on-powell-tilt-omicron-risk?srnd=premium-canada 1240x-1.png (1240×697) https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ip4RneZ4UDSc/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png 1240x-1.png (1240×697) https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i3FdWLi4EP4M/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png Federal Reserve: Jerome Powell Floats Early End to Bond-Buy Tapering - Bloomberg https://www.bloomberg.com/news/articles/2021-11-30/powell-says-appopriate-to-weigh-earlier-end-to-bond-buy-tapering?srnd=premium-canada Jerome Powell Ditches “Transitory” Inflation Tag, Paves Way for Rate Hike - Bloomberg https://www.bloomberg.com/news/articles/2021-11-30/powell-ditches-transitory-inflation-tag-paves-way-for-rate-hike?srnd=premium-canada Hawkish Jerome Powell Is a Force Markets Haven't Faced in Three Years - Bloomberg https://www.bloomberg.com/news/articles/2021-11-30/hawkish-powell-is-a-force-markets-haven-t-faced-in-three-years

The Peter Schiff Show Podcast
Powell Finally Admits Inflation Isn't Transitory – Ep 756

The Peter Schiff Show Podcast

Play Episode Listen Later Dec 1, 2021 57:31


Dow down over 1300 points in 2 days over Omicron variant concerns. Bubble market found its pin. Powell is essentially a member of the Biden administration. The only tools the Fed has left will destroy the bubble economy if they use them. Powell lies about the credit worthiness of the US. Ray Dalio says the only thing the Fed will successfully raise will be prices. Build Back better targets the middle class with new bank account monitoring. Free $75 credit to upgrade your post at https://indeed.com/peter. Terms and conditions apply. Offer valid through December 31, 2021. Thanks Theragun. Go to https://therabody.com/peter to try Theragun for THIRTY-DAYS starting at $199. INVEST LIKE ME: https://schiffradio.com/invest RATE AND REVIEW on Facebook: https://www.facebook.com/PeterSchiff/reviews/ SIGN UP FOR MY FREE NEWSLETTER: https://www.europac.com/ Schiff Gold News: http://www.SchiffGold.com/news Buy my newest book at http://www.tinyurl.com/RealCrash Follow me on Facebook: http://www.Facebook.com/PeterSchiff Follow me on Twitter: http://www.Twitter.com/PeterSchiff Follow me on Instagram: https://Instagram.com/PeterSchiff

Sound On
Sound On: RIP Transitory Inflation, NDAA, Debt Deadline

Sound On

Play Episode Listen Later Dec 1, 2021 39:15


Guests: Republican Oklahoma Congressman Frank Lucas, Former Secretary of Defense for Middle East Policy in the George W. Bush administration, Retired Brigadier General Mark Kimmitt, and Bloomberg politics contributors Jeanne Sheehan Zaino and Rick Davis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Real Vision Presents...
Surprise, Surprise: Inflation Is Not Transitory?

Real Vision Presents...

Play Episode Listen Later Dec 1, 2021 39:30


DB-Nov 30,2021: Fed Chair Jerome Powell just said it's time to retire the word “transitory”—are you shocked? All the major U.S. market indices fell more than 1% on the announcement while the dollar strengthens and crude oil tanks. Ash Bennington is not surprised by Powell's announcement to retire "transitory", and he sits down with Tony Greer of TG Macro on another installment of TG Tuesdays on the Daily Briefing to talk about inflation and oil. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FY6Xdp Learn more about your ad choices. Visit megaphone.fm/adchoices

Cup o' Joe
All is Transitory

Cup o' Joe

Play Episode Listen Later Nov 26, 2021 17:31


Gospel of Luke, Chapter 21, verses 29-33As we close our liturgical year, Jesus reminds us that all will come to an end. Sun and moon will stop shedding their light. Stars will fall from the sky. But do not be afraid. Trees will bloom. Everything will pass but there is Something that will be with us always...

The Goldmine
Structural or Transitory?

The Goldmine

Play Episode Listen Later Nov 24, 2021 10:08


"Prices have risen in many areas, and the question is whether the annualized rate of increase will stay high, or fall back to normal, from these elevated levels. I suspect we are two-thirds through a reset in prices, many of which will prove sticky, but are unlikely to continue at these elevated rates of change." - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ See acast.com/privacy for privacy and opt-out information.

The Moneywise Guys
11/17/21 Looks Like Inflation may no longer be "Transitory"

The Moneywise Guys

Play Episode Listen Later Nov 18, 2021 48:45


The Moneywise Guys Wednesday, November 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-463-8264 text in anytime: 661-396-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com

C.O.B. Tuesday
C.O.B. Tuesday Ep. 90 "There's a right way and a wrong way to do Energy Transition"

C.O.B. Tuesday

Play Episode Listen Later Nov 17, 2021 59:39


Today we had a fascinating discussion with the management of California Resources Corporation (CRC) about their low carbon initiatives. President and CEO Mac McFarland and Executive Vice President and CFO Francisco Leon joined us for a walkthrough of their thinking, activities and plans in this super important area. Much like the Apache team joining us to describe their innovative tree program, we hope to continue to highlight companies doing innovative things to make oil and gas cleaner. We are all in this together! We hope by sharing and highlighting innovative practices we can all get better.What you will hear from the CRC team is that they have been studying these options for a very long time but in the last 6 months or so it was time to make the move. They were already using CO2 for injection but have now thought through storage and sequestration. They have added solar in the field, applied for two Class VI permits and have made a net zero commitment on scope one, two and three emissions by 2045. It's all honestly really impressive stuff. We really appreciate Mac and Francisco joining today. As discussed, you can find their most recent investor presentation and the clean air task force analysis. We kicked off with Mike Bradley talking a little about what's going on "Over There" and Colin Fenton gave us an awesome tutorial on inflation. There are lots of fun facts but the best one was we have only been above 6 percent inflation (we are 6.2 now) 13 percent of the time since 1950. Transitory is on the verge of becoming predatory. Craig Webster was able to join us for the CRC discussion as well. We hope you enjoy today's discussion and can take away some things for your own business as you hear the CRC story.----------Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH's research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide. Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.

Market Signals by LPL Financial
This Doesn't Look Transitory

Market Signals by LPL Financial

Play Episode Listen Later Nov 16, 2021 38:31


LPL Research discusses what rising inflation may mean for the economy and consumer. Tracking: #1-05213066 RES-939660-1021

J.P. Morgan Insights (audio)
Why Inflation still looks mostly Transitory

J.P. Morgan Insights (audio)

Play Episode Listen Later Nov 15, 2021 11:20


Financial market commentary in the week ahead will likely center around the question of inflation.  The headlines speak for themselves.  CPI inflation jumped to 6.2% year-over-year in October, its highest reading in 31 years. 

Watchdog on Wall Street
Traffic is transitory. Inflation is transitory.

Watchdog on Wall Street

Play Episode Listen Later Nov 15, 2021 31:01


The poison of conventional wisdom. Workers quit, robots are hired. COP 26 didn't work out the way they thought. Iceland gets it. CNN shakeup?

The Peter Schiff Show Podcast
Fed's Credibility Is Transitory, Not Inflation – Ep 750

The Peter Schiff Show Podcast

Play Episode Listen Later Nov 13, 2021 75:43


CPI data heavily contradicts Fed's transitory inflation narrative. Reagan was more popular during a recession than Biden is during this “booming” economy. The government has too much money on the line not to lie about inflation. Media's bias taints their inflation reporting. Federal Reserve can print money, but they can't print stuff. Biden's Build Back Better plan would have even Keynes rolling in his grave. Biden considers releasing US strategic oil reserves to China. Consumer sentiment plunges. Gold price surges. Fed won't try to fight inflation because it will reveal their weak position. Fed's policy: Speak loudly when you have no stick. Falling dollar will be the next domino to fall. Record number of Americans tell their employer to take job and shove it. Bitcoin whales conning institutions and bribing politicians. One-of-a-kind financing program at https://netsuite.com/gold Thanks https://avast.com! INVEST LIKE ME: https://schiffradio.com/invest RATE AND REVIEW on Facebook: https://www.facebook.com/PeterSchiff/reviews/ SIGN UP FOR MY FREE NEWSLETTER: https://www.europac.com/ Schiff Gold News: http://www.SchiffGold.com/news Buy my newest book at http://www.tinyurl.com/RealCrash Follow me on Facebook: http://www.Facebook.com/PeterSchiff Follow me on Twitter: http://www.Twitter.com/PeterSchiff Follow me on Instagram: https://Instagram.com/PeterSchiff

The Howie Carr Radio Network
They Said it would be Transitory - 11.11.21 - Hour 4

The Howie Carr Radio Network

Play Episode Listen Later Nov 11, 2021 40:28


Howie talks Bidenflation which is hitting harder than ever as everything is going up in price, even Larry Summers is saying we're behind the curve.

The Intellectual Investor
Inflation Update: Not Transitory Yet! - Ep 140

The Intellectual Investor

Play Episode Listen Later Nov 9, 2021 11:10


We are experiencing a perfect storm of inflation, formed by seemingly small factors. Each on its own may not be particularly significant, but once combined they result in an event that significantly exceeds the sum of all parts. Vitaliy provides an update on his previous inflation articles, and the risks he sees on the horizon. Article: Inflation is here. But for how long? -> https://contrarianedge.com/inflation-is-here-but-for-how-long/ Article: How We Invest In Inflation-> https://contrarianedge.com/how-we-invest-in-inflation/ You can read this article online here: https://contrarianedge.com/inflation-update-not-transitory-yet/  

Animal Spirits Podcast
It Wasn't Transitory (EP.227)

Animal Spirits Podcast

Play Episode Listen Later Oct 20, 2021 49:23


On this week's show we discuss the new bitcoin ETF, higher than expected inflation, a positive spin on the supply chain issues, a record number of people quitting their job, the boom in consumer spending and more. Find complete shownotes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.