Podcasts about truflation

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In the latest episode of the Capitalist Investor, hosts Derek and Tony dive into a range of timely and intriguing topics that are making headlines in the economic and financial world. Here are the top five hot topics they discussed:Goldman Sachs' Recession Predictions: Goldman Sachs has ramped up the 2025 odds of a recession, boosting it from 20% to 35%. This shift has inevitably caught the attention of investors and consumers alike. With the markets always seeking predictability, any hint of economic downturn can cause ripples of concern. Derek likens these predictions to NFL draft grades, highlighting the uncertainty and speculation surrounding them.Tariffs and Their Impact on Car Prices: The ongoing debate over tariffs, especially under President Trump's administration, has a direct impact on car prices. The hosts discussed how tariffs might lead to increased car prices and the ripple effects this can have on both consumers and car manufacturers. They explored the implications of "on-shored" car manufacturing and the potential for future savings if tariffs lead to more domestic production.S&P 500 Projections: A Closer Look: Goldman Sachs is not only revising recession odds but has also adjusted their targets for the S&P 500, predicting a target of 5,700 by the end of the year. The current levels suggest a possible pullback from these lofty expectations, indicative of a potentially bumpy ride ahead for investors in the stock market.Doge and Its Role in Inflation Conversations: The episode touched on the cryptocurrency market, specifically Doge, and its perceived effects on inflation. With platforms like Truflation indicating real inflation rates, there's an ongoing discussion about the impact of reduced government spending and money supply on inflation, with Elon Musk frequently adding to the conversation.Inflation, Government Spending, and the Conspiracy Theories: Tony and Derek explored the idea that government spending cuts could have positive long-term effects on inflation. They discuss the need for identifying and eliminating wasteful spending, perhaps leading to a scenario where taxes could be lowered further. This spurred a conversation around conspiracy theories, notably how stopping wasteful spending could be more impactful than seeking arrests for corruption.These topics provided listeners with a comprehensive look at current economic dynamics, drawing on expert insights and intriguing hypotheses about future fiscal and market conditions. Tune in to get the full scoop and hear Derek and Tony's in-depth analysis of these vital issues facing investors today.

In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Ratio (SLR). They also discuss whether tariffs are truly inflationary, MMT's consequences, and the shift toward re-privatization. Finally, they cover contrarian buy signals for Bitcoin and QQQ, and the broader outlook for the U.S. economy versus global markets. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:06 - Insights into US government spending and economic dependence in 2024. 07:13 - The debate on tariffs and inflation, with a look at Truflation data. 09:27 - Why the dollar's weakness matters for global markets and liquidity. 10:22 - The role of Bitcoin bonds and what they signal for the crypto market. 11:05 - Why some analysts are bearish on US assets but bullish on global markets. 11:49 - The fiscal challenges facing the US and how they compare to global trends. 17:44 - How the US economy is shifting from MMT-driven policies toward re-privatization. 29:58 - Updates on SAB 121, SBR, and recent regulatory/legal shifts. 35:16 - What the Supplemental Leverage Ratio (SLR) is and why it's important for banks. 01:03:01 - Major contrarian buy signals for Bitcoin and QQQ based on technical indicators. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: Bitcoin Mastermind 4th Quarter 2024. American Hodl on Nostr. Jeff Ross on Nostr. Joe Carlasare on  X (Twitter), Nostr. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed.   NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals 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. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found SimpleMining CFI Education The Bitcoin Way Unchained Netsuite Fintool Shopify Onramp Vanta TurboTax Fundrise Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

(Note: This episode is from Tonight with Dr. Steve's special Tuesday livestream.)In this episode, we dive into the latest economic shifts under President Trump, from plummeting inflation rates to falling gas and egg prices—real-time data that shows Trump's impact on the economy in just six weeks. We'll break down the latest inflation stats from Truflation, how egg prices have dropped below pre-Biden levels, and the ongoing efforts to tackle soaring gas prices. Plus, we discuss the emerging tariff war with Canada and Mexico, the shift toward economic nationalism, and how Trump's policies are reshaping global trade. In the second part of this episode, I interviewed Doug Wilson, a passionate pastor and advocate for educational reform. We talk about Randi Weingarten's emotional reaction to Trump's proposal to abolish the Department of Education. As the president of the American Federation of Teachers, Weingarten has been a major advocate for progressive, "woke" policies in schools, which have contributed to a crisis in student behavior and a decline in educational standards. We explore how the woke left has infused radical ideologies into classrooms, undermining traditional values, and causing confusion among students. We also highlight the rise of parents and patriots fighting back against this agenda. Tune in as Pastor Doug Wilson offers hope and actionable solutions to reclaim education from indoctrination. Check Out Doug's Blog Here! http://dougwils.comCheck out Doug's Book On http://canonpress.com--Try Liver Health Formula by going to https://GetLiverHelp.com/Turley and claim your FREE Blood Sugar Formula gift. Transform your sleep with Dream and save up to 35%! Just click http://shopbeam.com/turleytalks?oid=126&affid=1and use code TURLEY at checkout. Limited time offer!*The content presented by sponsors may contain affiliate links. When you click and shop the links, Turley Talks may receive a small commission.*--Thank you for taking the time to listen to this episode. If you enjoyed this episode, please subscribe and/or leave a review.FOLLOW me on X (Twitter): https://twitter.com/DrTurleyTalksSign up for the 'New Conservative Age Rising' Email Alerts to get lots of articles on conservative trends: https://turleytalks.com/subscribe-to-our-newsletter**The use of any copyrighted material in this podcast is done so for educational and informational purposes only including parody, commentary, and criticism. See Hosseinzadeh v. Klein, 276 F.Supp.3d 34 (S.D.N.Y. 2017); Equals Three, LLC v. Jukin Media, Inc., 139 F. Supp. 3d 1094 (C.D. Cal. 2015). It is believed that this constitutes a "fair use" of any such copyrighted material as provided for in section 107 of the US Copyright Law.

La désinflation fait son retour aux États-Unis, ce qui devrait permettre à la Réserve fédérale (FED) de recommencer à baisser le taux des fonds fédéraux au printemps. La guerre commerciale menace-t-elle la reprise des baisses de taux ? Vincent Ganne est confiant dans un scénario de baisse des taux dès le 18 juin. Voici ses explications et une revue technique du S&P 500.

“In the last four years, we've seen an aggregate inflation of about 26 percent. So that's a quarter of your purchasing power—phoosh gone—just disappeared across the board,” says Stefan Rust, founder and CEO of Truflation, a blockchain-based financial data service that provides real-time economic and inflation data.What will be the impact of DOGE's aggressive cost-cutting? Could it cause a short-term reduction in the size of the U.S. economy?Some people have been talking about risks of deflation—is that really a concern? And what will be the economic impact of Trump's tariffs?Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.

Die Kryptologen sind zurück mit Folge 4: Alexander Kirchmaier und Lukas Leys liefern euch heute ein großes Update zur Lage am Krypto-Markt in Folge der Trump-Zölle gegen Kanada, Mexiko und China und analysieren darüber hinaus vor allem, wie es um die Ambitionen zu Bitcoin-Reserven nicht nur in den USA, sondern auch Tschechien und der Eurozone steht:

Marty sits down with Dave Collum to discuss inflation, the election and the twisted networks influencing politics and entertainment. Dave on Twitter: https://x.com/DavidBCollum 0:00 - Intro 1:09 - Truflation is BS 9:18 - Hardware collateralized debt 11:08 - Deflation and money supply 14:13 - River & Unchained 16:06 - Yen carry trade and US buybacks 19:36 - Compounding valuations 25:32 - Gradually, Then Suddenly & Zaprite 27:38 - Narrative control and war drums 34:04 - Kamala's campaign 40:19 - The assassination memory hole 43:47 - Elon 48:51 - Propaganda whirlwind 59:54 - Dark and disturbing networks 1:23:05 - Free speech 1:29:51 - Trump's second term Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

The purchasing power of the world's major fiat currencies has taken a beating since the pandemic. Just in the US, due to the spike in inflation, Truflation now estimates that the dollar has lost over a quarter of its purchasing power since January 2020. Due to this higher inflation, as well as continued expectations for higher secular inflation over the coming years as globalization declines, nations reshore supply chains and increasingly compete for global commodities, some of which are due for supply shortages -- it's no surprise that more investors are looking increasing towards owning hard assets as a hedge. So what are the most important trends and opportunities in hard assets right now? To find out, we have the good fortune to talk with Rick Rule, perhaps the most seasoned & respected natural resources investor alive today. Register for Rick's upcoming Symposium on July 7-11, 2024 at https://thoughtfulmoney.com/rule WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #commodities #goldprice #inflation --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Crypto Town Hall is a daily X Spaces hosted by Scott Melker, Ran Neuner & Mario Nawfal. Every day we discuss the latest news in crypto and bring the biggest names in the space to share their insight. ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. USE CODE ‘2MONTHSOFF' WHEN VISITING MY LINK. 

What exactly does it mean to live an “agile life?” Let's start with the definition of “agile” which means “marked by ready ability to move with quick easy grace.” That sounds like something that all entrepreneurs strive to be. We want to be agile in the way that we can move quickly to meet our customers' demands and recognize when it's time to shift directions or processes. Simon Severino is the author of the book “Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business” and he shares what he thinks the most important factors are to having an agile business and life in general.Simon Severino is the author of "Strategy Sprints" and CEO of the consulting agency Strategysprints.com. He is also the creator of the Strategy Sprints Method, a TedX Speaker, and a coach of coaches. He has been in entrepreneurship for 19 years and executed hundreds of go-to-market strategies with B2B teams around the globe. Simon has helped thousands of entrepreneurs reach financial freedom and have a firm that runs without being dependent on them. Today, he shares his blueprints with business leaders. Simon helps business owners discover how to run their company more efficiently which results in sales that soar.In this episode of the How'd It Happen Podcast, Simon emphasizes the importance of having great systems and processes in not only your business but also in life. He believes that goals are not the answer to success and that goals don't actually help you. According to Simon, “You don't rise to the levels of your goals, you fall to the level of your systems.” The present moment is all we have, and there is much out of our control, so the key is to focus only on what you can control and make sure there is a great system in place for that.Key highlights:How Simon became an entrepreneurWhy processes are more important than your goalsWhat does it mean to have an “agile business”?Simon's thoughts on Elon Musk and TeslaHow Simon uses AI for his businessWhy our country relies on entrepreneurs to solve the problems we haveEpisode resources:Check out Truflation.com for current inflation ratesConnect with Simon Severino:Check out Simon's mastermind: strategysprints.com/jvcLinkedIn: Simon SeverinoTwitter: @simonseverinoInstagram: @strategysprintsYouTube: Simon SeverinoGet Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile BusinessTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike's book: Owner Shift Please LIKE

What exactly does it mean to live an “agile life?” Let's start with the definition of “agile” which means “marked by ready ability to move with quick easy grace.” That sounds like something that all entrepreneurs strive to be. We want to be agile in the way that we can move quickly to meet our customers' demands and recognize when it's time to shift directions or processes. Simon Severino is the author of the book “Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business” and he shares what he thinks the most important factors are to having an agile business and life in general.Simon Severino is the author of "Strategy Sprints" and CEO of the consulting agency Strategysprints.com. He is also the creator of the Strategy Sprints Method, a TedX Speaker, and a coach of coaches. He has been in entrepreneurship for 19 years and executed hundreds of go-to-market strategies with B2B teams around the globe. Simon has helped thousands of entrepreneurs reach financial freedom and have a firm that runs without being dependent on them. Today, he shares his blueprints with business leaders. Simon helps business owners discover how to run their company more efficiently which results in sales that soar.In this episode of the How'd It Happen Podcast, Simon emphasizes the importance of having great systems and processes in not only your business but also in life. He believes that goals are not the answer to success and that goals don't actually help you. According to Simon, “You don't rise to the levels of your goals, you fall to the level of your systems.” The present moment is all we have, and there is much out of our control, so the key is to focus only on what you can control and make sure there is a great system in place for that.Key highlights:How Simon became an entrepreneurWhy processes are more important than your goalsWhat does it mean to have an “agile business”?Simon's thoughts on Elon Musk and TeslaHow Simon uses AI for his businessWhy our country relies on entrepreneurs to solve the problems we haveEpisode resources:Check out Truflation.com for current inflation ratesConnect with Simon Severino:Check out Simon's mastermind: strategysprints.com/jvcLinkedIn: Simon SeverinoTwitter: @simonseverinoInstagram: @strategysprintsYouTube: Simon SeverinoGet Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile BusinessTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike's book: Owner Shift Please LIKE

According to Truflation, the US dollar has lost nearly 25% of its purchasing power since January of 2020. Many everyday Americans struggling to pay their monthly bills may argue that's an understatement. What the US dollar does, vs real things as well as vs other national currencies, has very real implications -- economically, financially & geopolitically -- for everyone watching this video, regardless of where you live. For a better sense of what it's likely to do from here, we're fortunate to speak today with Brent Johnson, CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #dollar #currency #inflation --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap! TIMESTAMPS: 00:00 - Introduction 00:10 - David Lin On Speak Up, David Lin spoke with Anthony Scaramucci about truflation, the state of the economy and shared some wisdom from Warren Buffett and Charlie Munger Full Episode: https://www.youtube.com/watch?v=qh_FyFqidEg 12:25 - Jonathan Wellum Jonathan Wellum of RockLinc talked with Wealthion this week to share his views on the economy, how the consumer is feeling and the unstainable debt levels. Full Episode: https://www.youtube.com/watch?v=-zdbcJTXhic 23:58 - Chris Mancini Chris Mancini of Gabelli Funds joined to discuss gold, why central banks are hoarding the precious metal and its comparison to Bitcoin Full Episode: https://www.youtube.com/watch?v=HPZpTDXKUaQ 33:26 - Stephen McBride And finally, Stephen McBride, Chief Strategist of RiskHedge, joined to chat about AI, the biotech world, and the impact they can have in the future. Full Episode: https://www.youtube.com/watch?v=7Y2nYW0USIU Did you like that episode? Hit the like button and let us know what you thought in the comments below! We are partnering with SALT to offer our Wealthion community an exclusive opportunity to access a full day of top-tier financial insights and networking opportunities — all from the comfort of your own home and at a fraction of the cost of attending in person. Learn more here: https://wealthion.com/lp/salt24conference/

Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a fresh perspective, scooping up real-time data from various sources. Oliver dives into why traditional metrics miss the mark, explaining how Truflation tackles these issues using multiple data sources. Oliver urges us to think beyond the usual metrics and consider real-world factors shaping our economic outlook. Today we discuss... How Truflation offers an alternative view of inflation compared to traditional metrics like CPI and PCE. How Truflation tracks over 14 million items daily from 40 different data sources. Traditional metrics like CPI use outdated methods and surveys. Why customers adapt their spending, often switching to cheaper products. Market reactions often depend on government-reported numbers like CPI and PCE. Historical data revisions by government agencies can cause market instability. Housing costs are weighted differently by Truflation compared to CPI. Major companies like Unilever and General Mills adjusting prices due to consumer pushback. Global trends show a downward trajectory in inflation, but with variations. Concerns include high household debt and potential stagflation. How monitoring consumer expenditure, household debt, and delinquency rates is crucial.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast

With the rise of inflation in the past few years, many investors have been paying attention to metrics that they largely ignored for decades. Measures like the CPI and PCE have now become front page news when they are released each month. But despite quoting them all the time, many investors don't understand what goes into them and how they are calculated. In this episode, we try to correct that. We take a deep dive into the metrics that are used to measure inflation and the details behind them. We cover the CPI, PCE and the behind-the-scenes metrics like owner's equivalent rent that go into their calculation. We also look at more real time metrics like Truflation and look at what it all means from both an investing and financial planning perspective. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠⁠⁠

This week, we'll start with the latest jobs report and examine NVIDIA's wild ride over the last two weeks. We'll then discuss troubles with Apple and the airline industry and address concerns that the Fed will lower rates too late. We'll wrap up with a look at this bull market cycle and how a healthy correction could take place. Key Takeaways [00:17] - Jobs and NVIDIA's last 15 days [04:10] - Apple's woes and Google's comparison [10:11] - Troubles in the Airline Industry [11:50] - Costco and the pricing power trend [12:58] - Truflation vs what the Fed is saying [19:21] - Is the market in need of a breather? Links NVIDIA added an entire Tesla AND Starbucks in market cap in the last two weeks Citi lowers Apple stock-price target. Blame iPhone sales in China Tire falls off of United Flight Costco has a money-saving plan that beats inflation Powell reinforces position that the Fed is not ready to start cutting interest rates Truflation today is 1.63% Bitcoin crossed above $70,000 for the first time US gasoline prices are at the highest now since November Carlson: What does a healthy correction look like? Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Inflation has been called the invisible tax. Economist John Maynard Keynes wrote that, through it, "Governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens" in a process that "engages all the hidden forces of economic law on the side of destruction, and does it in a manner which not one man in a million is able to diagnose." Which is why it's very important to know what's happening with inflation and where it's headed. But should we rely on government's reported numbers, as distorted as they are by fudge-factors like hedonics and substitution, and possible manipulation for political optics? No, says today's guest, Oliver Rust, co-founder of Truflation, a new blockchain-based real-time inflation calculation service that uses over 10 million data points to yield a more accurate measurement that represents what households actually experience. We'll find out what he thinks the true inflation rate is and where he sees it heading next. Follow Truflation at https://truflation.com/ or on social media at @truflation Email Oliver at oliver@truflation.com WANT TO PROTECT THE PURCHASING POWER OF YOUR WEALTH? Schedule your free portfolio review with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #inflation #costofliving #prices

Bitcoin is off on one its runs, it seems. Congratulations to all who bought and held. It is now trading at all-time highs in 30 different currencies around the world, currencies representing more than 60% of the world's population. How about that for a thought?From China and India to Congo and Sudan, it's like a Noel Coward song.In US dollars, we are flirting with $60,000, still roughly 15% from the peak of US$69,000, the all-time high back in late 2021.In British pounds, the all-time high was around £48,000. We are touching that now.Meanwhile, Microstrategy (NDX.MSTR), which we suggested as a means to play bitcoin via a traditional broker, and avoid the FCA-created headaches of buying and investing bitcoin in the UK, is going great guns. $960 now. It was $350 when we first recommended it in the summer. Is it too late to buy?No. I haven't been asked on TV to talk about it yet. See me on the box, then you can start getting concerned that the top is near. (Here's one from BBC Daily Politics towards the end of a previous cycle. Chief Economist Dr Savvas Savouri. LOL)There is no doubt that the market is hot, hot, hot at the moment, and when markets get this hot, that usually means it's time to back off. Cripes, the amount of excitement on social media is screaming run away. But bitcoin is like one of those metals - tungsten or tantalum - which can withstand abnormally high levels of heat. The evidence of previous bull markets is that bitcoin gets overbought and stays overbought.It's usually better to buy when the markets are quiet, when nobody cares. But that is not where we now are.I have repeatedly argued that the risk with bitcoin is not owning it; it is not owning it. That hopefully makes sense in print. The potential of this thing is so abnormally huge, why would you not want to have a position?We are talking about the most technologically brilliant system of money ever invented. Own a piece of the pie.Why bitcoin will supercede other moniesRemember the old rhyme: Money is a matter of functions four:A medium, a measure, a standard and a store.National currencies are a good-ish medium of exchange - within national borders. But even then, they have their shortcomings. They are useless for micropayments. The smallest amount you can pay in the UK is 1p. Most banks and credit card companies won't even process amounts that small. Even medium-sized transactions can be problematic. I wasted about an hour of my life this morning on the phone to Lloyds Bank as their security blocked a transfer of £3,950 that I was trying to make. In the grand context of things, that is not a huge sum, but Lloyds' alarms went off and that was it. One hour gone. (During my peak productive time too. That's one of the reasons this missive is late).But for cross-border transactions, national currencies are crap. Forex fees, paperwork, slow transaction speeds. If I want to send a payment to someone who operates with a different currency of, say, £1, via a bank, the costs are prohibitive. Revolut is about my only option - and that has issues. If I want to send a micropayment of, say, one-tenth of a cent, it is just impossible. But industries based around micropayments are a huge area of potential growth, especially in a world of artificial intelligence and the internet of things: streaming, apps, games, in-app and in-game purchases, rewards, likes, donations, tipping, credit card verification, identity verification, wifi access, public document access, libraries, parking, phone calls, public transport, pay-per-use in cloud computing, exchange of or access to information via the internet of things, content licensing, ad-free browsing, access to news and journalism. These are all areas that will see enormous use for micropayments.National currencies do not enable the micropayments economy, they are a barrier to it, especially across borders.At then other end of the scale, somebody just transferred the bitcoin equivalent of $1.3bn for a fee of $2. It took a minute or two. No forms, permits or declarations were required. You can send huge amounts or tiny amounts of money across borders for a fraction of the effort. Bitcoin is a good medium of exchange for the internet. It will only get better.You should subscribe to this letter. It's really good.And what a store of value!The pound has lost a third of its purchasing power just since 2020, according to Truflation. Since Jan 2020 bitcoin meanwhile has gone from £5,000 to almost £50,000. Which is the better store of value? Measured in the constant that is gold, the pound has lost 90% of its purchasing power just this century (Gold was £150/oz in 1999. Today it is over £1,500/oz). Meanwhile, since its inception in 2009, bitcoin has been the world's best performing asset. So what if it's volatile.Finally, we have the last two functions of money: measure and standard. A measure - in other words, a unit of account - needs to be constant to be effective. National currencies, because of the constant debasement, fail in this regard. Statisticians and economists have to resort to “inflation-adjusted dollars”, but not everybody agrees as to what inflation actually is, never mind the inflation rate. Bitcoin has not attained widespread unit of account status yet, but its finite supply will, eventually, make it a more constant unit. As for standard, that is coming too - whether as a standard of deferred payment or a standard as in the gold standard. Its independence and ever-increasing purchasing power will see to that. But this evolution, even if inevitable - technology is destiny, after all - will take many years yet, which is another reason I argue that it is not too late to take the orange pill.By the way, there are many people who are so sure that bitcoin is going to a million dollars, they are now measuring the bitcoin price thus: $0.05m. How about that for a unit and a standard?The point I am eventually trying to get to is this. Institutions and individuals tend to hold their savings in fiat dollars, pounds, euros, or yen. Corporations keep their treasuries in fiat. In doing so, even with interest, you are losing 5 to 10% per annum to currency debasement. This is guaranteed. Imagine being a Japanese corporation holding your treasury in yen. Michael Saylor, meanwhile, in keeping the corporate treasury of Microstrategy in bitcoin, indeed issuing paper to buy more bitcoin, has 10xd his company's valuation in four years. Microstrategy has gone from a $1.4bn to a $14bn market cap. Do you not think other CEOs will follow suit?Bitcoin is becoming an an online savings vehicle, the default online savings vehicle - ahead of fiat. When other large corporations and billionaires start keeping their treasuries in bitcoin as a norm - we are still a few years from that - then is when the price moonshots and hyperbitcoinisation happens.Of course, hyperbitcoinisation may not happen. Then again: maybe it will.Where and when does this bull market end?I have mentioned before: there are four typical phases to a bitcoin cycle. * There's the Quiet Accumulation. Few outside of the bubble of ardent bitcoiners take notice, as it discreetly creeps up. * The Frenzy and Blow-Off Top. The price rises accelerate. There is a rush to buy. The media is all over it. Everyone on social media is crowing. There's a huge row about whether bitcoin is in a bubble or not. See 2013, 2017 and 2021 for more details.* The Monster Correction. Bitcoin loses over 70% of its value. Economists who missed the boat go on telly and declare they were right, ignoring the fact that the price to which bitcoin corrected to is several hundred percent above where the quiet accumulation phase began. * The Frustrating Consolidation. Bitcoin goes into a period of range trading, consolidating the gains of the previous bull market. This is a period of relative quiet, at least by bitcoin standards. There are rallies that get many excited, but prove to be false dawns. Investors get frustrated by the grinding action. The media loses interest. Many forget about it, and so we gradually drift into another Quiet Accumulation phase.We are now in the early stages of phase two. This typically comes around halvings, but the ETFs appear to have brought it forward.So what's next and when does this bull market end?There are some obvious numbers to look for. $69,000, the old high. There will be resistance there. As we move towards that number we can expect some selling. Expect volatility.Bt after $69,000, everyone who ever bought bitcoin ever and held is in profit. How about that for a thought?Then $100,000. It is such a big, round number - like $1,000 and $10,000 before it. I'm inclined to think we get there this year.On the downside there should be some support around $52k with the next line in the low- to mid-40s.Bitcoin bear cycles (stage 3 above) tend to last about a year, consolidations about another year. Bull markets tend to last two to three years. This one began 15 months ago. There will be wild whipsaws on the way, but I suggest this phase has a good year to go before it's done.Three years ago $69,000 felt too expensive. It doesn't anymore. I think this bull market ends with bitcoin at six figures.The evidence of previous bull markets is that we overshoot to the upside. But don't expect not to get thrown about along the way.A final thoughtI first heard about bitcoin in December 2010. It was 20c. I didn't really look into it; I just thought it sounded like a cool idea. When I came around to the idea of buying, the price kept going up. I got outbid for some physical bitcoins on eBay, I remember.I couldn't bring myself to buy something after it had doubled and tripled. It went to $32. Then it corrected all the way to $2. I still didn't buy. I had lost interest I think.People were giving me coins at this stage. Trying to get me into it. Then the price started going up again. It went to $200 then $1,200. I ended up writing a book about it. Even though I had a position, I never put the amount of money I should in because I couldn't bring myself to buy something that had gone up so much. I could be a stupendously rich billionaire now, but I was scared off by the price rises. I'm fine by the way. You don't need to worry about me. But I have a fraction of what I might have had. I got hacked as well but that's another story.In December 2017, with bitcoin at $5,000, I went on the BBC Daily Politics show to talk about it. Over the next month, it quadrupled to $20,000, before going into one of its bear phases.Even buying at the very top of that cycle, you would still have tripled your money.Moral of all this: don't be put off by the rising price.Here's that interview again. There's a lot to be learned from it:My 2023 guide to buying bitcoin is here. I'll put an updated one together in the next few days.If you liked this article, please subscribe to the Flying Frisby. It's really good. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Bitcoin is off on one its runs, it seems. Congratulations to all who bought and held. It is now trading at all-time highs in 30 different currencies around the world, currencies representing more than 60% of the world's population. How about that for a thought?From China and India to Congo and Sudan, it's like a Noel Coward song.In US dollars, we are flirting with $60,000, still roughly 15% from the peak of US$69,000, the all-time high back in late 2021.In British pounds, the all-time high was around £48,000. We are touching that now.Meanwhile, Microstrategy (NDX.MSTR), which we suggested as a means to play bitcoin via a traditional broker, and avoid the FCA-created headaches of buying and investing bitcoin in the UK, is going great guns. $960 now. It was $350 when we first recommended it in the summer. Is it too late to buy?No. I haven't been asked on TV to talk about it yet. See me on the box, then you can start getting concerned that the top is near. (Here's one from BBC Daily Politics towards the end of a previous cycle. Chief Economist Dr Savvas Savouri. LOL)There is no doubt that the market is hot, hot, hot at the moment, and when markets get this hot, that usually means it's time to back off. Cripes, the amount of excitement on social media is screaming run away. But bitcoin is like one of those metals - tungsten or tantalum - which can withstand abnormally high levels of heat. The evidence of previous bull markets is that bitcoin gets overbought and stays overbought.It's usually better to buy when the markets are quiet, when nobody cares. But that is not where we now are.I have repeatedly argued that the risk with bitcoin is not owning it; it is not owning it. That hopefully makes sense in print. The potential of this thing is so abnormally huge, why would you not want to have a position?We are talking about the most technologically brilliant system of money ever invented. Own a piece of the pie.Why bitcoin will supercede other moniesRemember the old rhyme: Money is a matter of functions four:A medium, a measure, a standard and a store.National currencies are a good-ish medium of exchange - within national borders. But even then, they have their shortcomings. They are useless for micropayments. The smallest amount you can pay in the UK is 1p. Most banks and credit card companies won't even process amounts that small. Even medium-sized transactions can be problematic. I wasted about an hour of my life this morning on the phone to Lloyds Bank as their security blocked a transfer of £3,950 that I was trying to make. In the grand context of things, that is not a huge sum, but Lloyds' alarms went off and that was it. One hour gone. (During my peak productive time too. That's one of the reasons this missive is late).But for cross-border transactions, national currencies are crap. Forex fees, paperwork, slow transaction speeds. If I want to send a payment to someone who operates with a different currency of, say, £1, via a bank, the costs are prohibitive. Revolut is about my only option - and that has issues. If I want to send a micropayment of, say, one-tenth of a cent, it is just impossible. But industries based around micropayments are a huge area of potential growth, especially in a world of artificial intelligence and the internet of things: streaming, apps, games, in-app and in-game purchases, rewards, likes, donations, tipping, credit card verification, identity verification, wifi access, public document access, libraries, parking, phone calls, public transport, pay-per-use in cloud computing, exchange of or access to information via the internet of things, content licensing, ad-free browsing, access to news and journalism. These are all areas that will see enormous use for micropayments.National currencies do not enable the micropayments economy, they are a barrier to it, especially across borders.At then other end of the scale, somebody just transferred the bitcoin equivalent of $1.3bn for a fee of $2. It took a minute or two. No forms, permits or declarations were required. You can send huge amounts or tiny amounts of money across borders for a fraction of the effort. Bitcoin is a good medium of exchange for the internet. It will only get better.You should subscribe to this letter. It's really good.And what a store of value!The pound has lost a third of its purchasing power just since 2020, according to Truflation. Since Jan 2020 bitcoin meanwhile has gone from £5,000 to almost £50,000. Which is the better store of value? Measured in the constant that is gold, the pound has lost 90% of its purchasing power just this century (Gold was £150/oz in 1999. Today it is over £1,500/oz). Meanwhile, since its inception in 2009, bitcoin has been the world's best performing asset. So what if it's volatile.Finally, we have the last two functions of money: measure and standard. A measure - in other words, a unit of account - needs to be constant to be effective. National currencies, because of the constant debasement, fail in this regard. Statisticians and economists have to resort to “inflation-adjusted dollars”, but not everybody agrees as to what inflation actually is, never mind the inflation rate. Bitcoin has not attained widespread unit of account status yet, but its finite supply will, eventually, make it a more constant unit. As for standard, that is coming too - whether as a standard of deferred payment or a standard as in the gold standard. Its independence and ever-increasing purchasing power will see to that. But this evolution, even if inevitable - technology is destiny, after all - will take many years yet, which is another reason I argue that it is not too late to take the orange pill.By the way, there are many people who are so sure that bitcoin is going to a million dollars, they are now measuring the bitcoin price thus: $0.05m. How about that for a unit and a standard?The point I am eventually trying to get to is this. Institutions and individuals tend to hold their savings in fiat dollars, pounds, euros, or yen. Corporations keep their treasuries in fiat. In doing so, even with interest, you are losing 5 to 10% per annum to currency debasement. This is guaranteed. Imagine being a Japanese corporation holding your treasury in yen. Michael Saylor, meanwhile, in keeping the corporate treasury of Microstrategy in bitcoin, indeed issuing paper to buy more bitcoin, has 10xd his company's valuation in four years. Microstrategy has gone from a $1.4bn to a $14bn market cap. Do you not think other CEOs will follow suit?Bitcoin is becoming an an online savings vehicle, the default online savings vehicle - ahead of fiat. When other large corporations and billionaires start keeping their treasuries in bitcoin as a norm - we are still a few years from that - then is when the price moonshots and hyperbitcoinisation happens.Of course, hyperbitcoinisation may not happen. Then again: maybe it will.Where and when does this bull market end?I have mentioned before: there are four typical phases to a bitcoin cycle. * There's the Quiet Accumulation. Few outside of the bubble of ardent bitcoiners take notice, as it discreetly creeps up. * The Frenzy and Blow-Off Top. The price rises accelerate. There is a rush to buy. The media is all over it. Everyone on social media is crowing. There's a huge row about whether bitcoin is in a bubble or not. See 2013, 2017 and 2021 for more details.* The Monster Correction. Bitcoin loses over 70% of its value. Economists who missed the boat go on telly and declare they were right, ignoring the fact that the price to which bitcoin corrected to is several hundred percent above where the quiet accumulation phase began. * The Frustrating Consolidation. Bitcoin goes into a period of range trading, consolidating the gains of the previous bull market. This is a period of relative quiet, at least by bitcoin standards. There are rallies that get many excited, but prove to be false dawns. Investors get frustrated by the grinding action. The media loses interest. Many forget about it, and so we gradually drift into another Quiet Accumulation phase.We are now in the early stages of phase two. This typically comes around halvings, but the ETFs appear to have brought it forward.So what's next and when does this bull market end?There are some obvious numbers to look for. $69,000, the old high. There will be resistance there. As we move towards that number we can expect some selling. Expect volatility.Bt after $69,000, everyone who ever bought bitcoin ever and held is in profit. How about that for a thought?Then $100,000. It is such a big, round number - like $1,000 and $10,000 before it. I'm inclined to think we get there this year.On the downside there should be some support around $52k with the next line in the low- to mid-40s.Bitcoin bear cycles (stage 3 above) tend to last about a year, consolidations about another year. Bull markets tend to last two to three years. This one began 15 months ago. There will be wild whipsaws on the way, but I suggest this phase has a good year to go before it's done.Three years ago $69,000 felt too expensive. It doesn't anymore. I think this bull market ends with bitcoin at six figures.The evidence of previous bull markets is that we overshoot to the upside. But don't expect not to get thrown about along the way.A final thoughtI first heard about bitcoin in December 2010. It was 20c. I didn't really look into it; I just thought it sounded like a cool idea. When I came around to the idea of buying, the price kept going up. I got outbid for some physical bitcoins on eBay, I remember.I couldn't bring myself to buy something after it had doubled and tripled. It went to $32. Then it corrected all the way to $2. I still didn't buy. I had lost interest I think.People were giving me coins at this stage. Trying to get me into it. Then the price started going up again. It went to $200 then $1,200. I ended up writing a book about it. Even though I had a position, I never put the amount of money I should in because I couldn't bring myself to buy something that had gone up so much. I could be a stupendously rich billionaire now, but I was scared off by the price rises. I'm fine by the way. You don't need to worry about me. But I have a fraction of what I might have had. I got hacked as well but that's another story.In December 2017, with bitcoin at $5,000, I went on the BBC Daily Politics show to talk about it. Over the next month, it quadrupled to $20,000, before going into one of its bear phases.Even buying at the very top of that cycle, you would still have tripled your money.Moral of all this: don't be put off by the rising price.Here's that interview again. There's a lot to be learned from it:My 2023 guide to buying bitcoin is here. I'll put an updated one together in the next few days.If you liked this article, please subscribe to the Flying Frisby. It's really good. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Stefan Rust is the Founder of Truflation, it's an alternative economic measurement platform using new data to better measure inflation. In this conversation, we talk about the problems with the current CPI measurement from the government, what Truflation is doing differently, how they are collecting data, personalized inflation, global opportunities, and more.   ======================= Introducing Espresso - the world's most interactive portable display. They have a portable screen that is incredibly light, comes with a nice stand, and the user interface is very easy. Anyone who listens to this podcast can go to ⁠us.espres.so/pomp⁠. They have a brand new offer waiting for you.  ======================= BetOnline.ag is a proud sponsor of the the Pomp Podcast. Use crypto to bet on sports, play poker and enjoy casino games at BetOnline. Visit https://promotions.betonline.ag/pomp and use promo code POMP100 to receive a 100% matching bonus on any crypto deposit. BetOnline boasts no crypto transaction fees, and processing is anonymous, instantaneous and secure. ======================= Pomp writes a daily letter to over 260,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠https://dreamstartupjob.com/⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Stefan Rust is the CEO of Truflation.com: the first DRPp (Definitive Reference Point) protocol. The protocol tracks real-time data across networks, markets, and feeds that provide independent, transparent, and real-time financial and economic data, on-chain. An entrepreneur, global leader, and avid crypto-investor, Stefan has held several executive positions, most notably CEO of bitcoin.com. He first got into crypto in April 2012 and has since expanded his investment and advisory portfolio across the entire blockchain industry. About Truflation Truflation is the first DRPp (Definitive Reference Point) protocol. The protocol tracks real-time data across networks, markets, and feeds. Tracking over 18 million items with three price feeds per item, Truflation's censorship-resistant and accessible data indices provide the necessary data infrastructure to bring about systemic advancements in the DeFi economy, empowering dApps like DEXs to open limitless markets. From speculating on prices of orange juice and uranium, to enabling BTC-denominated oil, gas, and corn prices, Truflation provides the key to unlocking a diverse array of financial markets and instruments in the Web3 world. Learn more about Truflation: www.truflation.com --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

Coming off the heels of hitting a new high for the S&P 500, we'll talk about how, why, and what it means that we are in a bull market. We'll then examine the latest on earnings, inflation, and the effect of a massive cash surplus. With some football talk mixed in, we finish by taking a broader perspective to look back on lessons we learned in a post-COVID cycle.  Key Takeaways [00:18] - China stumbles while the US market surges [03:45] - We're calling it: we're in a bull market [09:29] - Prices/costs, inflation, and the earnings outlook [15:17] - Could the surplus of cash drive the markets even higher? [18:32] - Truflation reaches the Fed's goal of being under 2% [22:03] - Reflections on a post-COVID market cycle Links Ro: the long game remains undefeated Jason Kelce helps girl get a message to Taylor Swift during the Chiefs-Bills game The equal-weight S&P 500's forward PE is 18, the lowest valuation for the index on an S&P 500 record high day since January 2020 Timmer: Rising tides lift most boats WSJ: Wall Street hopes trillions in money-market funds will flow into stocks and bonds Truflation: CPI Drops Below 2%: Fed Inflation Target Reached Bilello: What does sitting in cash cost you? Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Oliver Rust is the Head of Product at Truflation. In this conversation, we talk about outdated process used for calculating CPI, what Truflation is doing with new data collection, how good data would change Fed's response & lead to better decision making, why Truflation believes inflation will be sticky in 2024, and what success looks like for Truflation.  ======================= Auradine, a leader in web infrastructure solutions including blockchain, AI, and privacy, has unveiled the world's first 4nm Bitcoin mining systems, featuring breakthrough EnergyTune™ technology, setting new standards in performance and energy efficiency. The Teraflux™ product line from Auradine offers best-in-class performance, efficiency, and total cost of ownership (TCO), positioning it as the optimal choice for Bitcoin mining needs. With EnergyTune™, a patent-pending technology, Auradine's Teraflux™ systems enable rapid demand response and optimal energy usage, fostering a symbiotic relationship with electrical grids, and contributing to sustainable energy practices. Designed and manufactured in the US, Auradine's Teraflux™ product line not only ensures cutting-edge technology but also mitigates supply chain risks and provides increased supply chain resiliency. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.auradine.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for more information the Teraflux bitcoin mining systems. ======================= Cal.com is leading the charge of scheduling platforms in the open-source sphere, offering you the chance to harness the efficiency previously reserved for elite corporations and tech gurus. That's right, Cal.com is transforming sophisticated calendar management into an accessible tool for all via a user-friendly interface. Discover how countless users are optimizing their time in unprecedented ways. Use code “POMP” for $500 off when you set your team up with Cal.com. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

In this episode of Crypto 101 we have Stefan Rust the CEO of Truflation to break down the buzz word everyone is talking about… INFLATION.  Monitoring inflation is important when trading and investing in the markets and Truflation offers a new inflation truth-set to provide reliable financial data for better decision-making. It uses 10 million data points and updates indices daily, offering more comprehensive and up-to-date information compared to traditional indexes updating monthly. Truflation's secure blockchain infrastructure provides unbiased, verifiable data for the growth and sustainability of business decisions.Please Support Our Sponsorswww.netsuite.com/cryptoGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101 Guest Links:https://truflation.com/about *This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2023. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported  — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join us in this enlightening episode of Truflation.com's podcast, where we dive into a detailed discussion with Real Vision CEO & Co-Founder Raoul Pal about the Consumer Price Index (CPI) for August 2023. Please follow Truflation on Twitter https://twitter.com/truflation and YouTube https://www.youtube.com/@truflation Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the Federal Reserve hosts its annual conference out West in Jackson Hole, we'll take a look at what Jerome Powell said and what they forecasted that they'll do next. We also discuss how mortgage rates, cash buyers, and new builds are affecting the real estate market. We finish with Humble Dollar's seven financial superpowers that can help you make, save, invest, and ultimately enjoy money.  Key Takeaways [00:20] - Checking in on the Fed's economic policy symposium [05:18] - Is there pent-up demand for home purchases? [10:15] - Unsurprising news out of Russia [12:16] - Financial Superpowers Links Powell: "It is the Fed's job to bring inflation down to our 2 percent goal” Truflation says we're currently at 2.56% Richard Moody: Regions Economic Outlook, August 2023 Spreads between treasuries and mortgages are still extremely high Downed Russian jet carried Wagner's hierarchy including Yevgeny Prigozhin Jonathan Clements' financial superpowers he says we should all strive to cultivate Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Join us in this enlightening episode of Truflation.com's podcast, where we dive into a detailed discussion with Real Vision CEO & Co-Founder Raoul Pal about the Consumer Price Index (CPI) for August 2023. Please follow Truflation on Twitter https://twitter.com/truflation and YouTube https://www.youtube.com/@truflation Learn more about your ad choices. Visit podcastchoices.com/adchoices

Beleggers zijn momenteel erg gefocust op inflatiecijfers. Bij elk nieuw cijfer zitten ze op het puntje van hun stoel en kijken daarbij vooral naar de trend in de inflatie. Vroeger deden we met ons allocatieteam een rondje langs alle zakenbanken in Londen. Nu niet meer, omdat door de brexit de belangrijkste strategen en economen over heel Europa verspreid zitten. Maar ik weet nog dat we een aantal jaar geleden bij een grote bank zaten en daar met de inflatiespecialist spraken. Na de meeting zeiden we tegen elkaar: 'Dat deze man nog een baan heeft!' Want er waren nauwelijks nog beleggers die in dit thema geïnteresseerd waren. Tegenwoordig is dat dus wel anders. De man werkt er nog steeds. Die zal wel een flinke inflatiecorrectie op zijn salaris hebben gehad. Leuk, dat beleggers de trend belangrijk vinden, maar ze moeten wel bedenken dat centrale banken het uiteindelijke rentebeleid bepalen. Die kijken naast de trend ook naar het niveau en zolang ze dat te hoog vinden blijven ze voorzichtig. Rekent u maar op een lange pauze. Ze willen immers zeker weten dat alle zeven koppen van het inflatiemonster zijn afgehakt. De inflatie moet naar de 2%. Sommige economen vinden dat een inflatiedoelstelling van 3% ook wel goed is. Als centrale banken echter hun doel van 2% loslaten, lopen ze het risico het vertrouwen van de markt te verspelen. De economen die betogen dat dat wel mee zal vallen hebben makkelijk praten langs de zijlijn. Maar wie moet de brokstukken lijmen, mochten ze toch ongelijk hebben? Het heeft overigens niet zo veel zin om naar de verwachtingen van de ECB- en Fed-economen zelf te kijken. Die zitten er vaak naast. Dat geldt overigens ook voor de economen bij alle grote banken. Mocht u toch een indicatie willen hebben, kijk dan eens bij Truflation. Dit researchbureau kijkt naar de inflatie, maar dan met realtimeprijzen op basis van 10 miljoen datapunten. En ze maken iedere dag een update. Dat geeft een veel beter inzicht dan de officiële inflatiecijfers. Een mooi voorbeeld is de woningmarkt. Die laat volgens de officiële Amerikaanse statistieken nog steeds een stijging zien. Maar marktdata geven aan dat er allang een afkoeling is. Als je deze marktcijfers in je berekening meeneemt, kom je aanzienlijk lager uit. Truflation komt dan zo op een prijsstijging van 2,1%, in plaats van de officiële 3%. Helaas berekent het deze data niet voor Nederland of de eurozone. Een kleine tip voor de ECB: sluit een contract af met deze partij en laat ze een dergelijke indicator maken voor de eurozone. Denk dan wel even na over welke inflatieclausule je in het contract zet. Truflation of wrongflation? Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

Oliver Rust from Truflation shares his shocking inflation revelation about the US CPI. His data is revealing about the true nature of inflation and what that means for the US economy. The short version is that the CPI is wrong but not in the way you think. For more information, visit the show notes at https://moneytreepodcast.com/truflation-oliver-rust Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  

Before we begin today's piece, a quick reminder for those who might find themselves in the Scottish neck of the woods this August, I am doing one of my lectures with funny bits at the Edinburgh Fringe this year all about gold.It's from August 4th to 20th at 2pm. Please come if you are in town - you can get tickets here.Plus an added bit of history: it takes place in the room in which Adam Smith wrote Wealth of Nations. Hopefully, I will see you there.And, if you would like me to speak at your event or to advertise on these pages, please drop me a line. Right, house prices …Despite being built of bricks, a house is, in many ways, a financial asset. This is because, for the most part, we use finance - debt - to buy real estate. Mortgages, aka “death grips”, have been around for hundreds of years. Debt has been around since before human beings settled on the fertile plains between the Tigris and the Euphrates. But mortgages in the UK only hit the mainstream in the 20th century. First, after WWI, following Prime Minister David Lloyd George's 1918 promise to build “homes fit for heroes”, and then, probably more so, in the 1950s and 1960s as the Tory government reduced Stamp Duty and lent money to building societies as part of its pledge to create a “property-owning democracy”. In the 1950s and 60s home ownership went from below 30% to above 60%.On the one hand, the mortgage enabled many people to get on the housing ladder in the first place. The financing also enabled more properties to be built. But on the other hand, introduce debt into a market, you introduce more money into that market with the consequence of higher prices. See student loans for more details. If house prices were determined only by the amount of available cash, they would be lower and more in line with earnings. But they are not.House prices are determined by the amount of debt that is available, which in turn is determined by the cost of money (interest rates), general risk appetite and so on. That is why prices are now so out of kilter with earnings. Once upon a time, and not so long ago, house prices were 3 times earnings. Now in London they are north of 10 times.Why houses cost so muchThe widely accepted view is that houses are unaffordable because we do not build enough and this has lead to a shortage of supply. The stats I would always call on to counter this argument are that between 1997 and 2007 the housing stock grew by 10%, but the population only grew by 5%. If house prices were a function of supply and demand, they should have fallen slightly over this period. They didn't. They rose by more than 300%. The cause of house price rises is the unrestrained supply of something else: money. Mortgage lending over the same period went up by 370%.I was just doing some research this morning as those numbers are so out of date, but the latest numbers do not tell such a different story. In the ten years to 2021 the housing stock in England and Wales grew by just above 6%. The population grew by a similar amount - 6.5% in England and quite a bit less - 1.4% - in Wales. But average UK house prices over the same period went from £167,000 to to £270,000 (more in England). Mortgage lending, meanwhile, more than doubled (from £153bn to £316bn) over the same period.The relationship between money supply, aka credit, and house prices is obvious.Research by thinktank Positive Money shows that over 50% of the money created by banks when they lend now goes into mortgages. All that newly created money going to into a market where supply is constrained by planning laws will inevitably push up pricesThese two charts from Positive Money illustrate the relationship between credit creation and house prices.Here is London.I'm not saying population growth doesn't affect house prices. It does. So do dumb planning laws and the restrictions they place on new build. But neither to the same extent as money or credit supply.Even the Telegraph admitted this yesterday, albeit accidentally, saying: “The jump in house price cuts corresponds directly with a doubling of mortgage rates”.The Bank of England does not factor money supply or house prices into its measures of inflation, it only includes a basket of consumer goods and services. These goods and the services are prone to the deflationary forces of globalisation and increased productivity: that is to say the shirt on your back has got a lot cheaper because it is now made in Bangladesh where labour is a lot cheaper than it was in Manchester, or wherever it was made a few decades ago.Thus the Bank has been able to say inflation is low for decades, it has kept interest rates too low for decades, money has been too cheap for decades, people have borrowed for decades and house prices have risen for decades.Quick - tell someone about this amazing article.Peak cheap labourOf late, we have hit something of a deflationary limit, albeit a temporary one. First, Covid-19 hit supply chains and that has pushed up prices. Second, the trend is towards more not less government intervention, regulation and taxation, which also puts upwards pressure on prices. Third, where does the world now go to find cheaper labour than in Bangladesh or China? Africa, maybe, or machines. But, for the time being, we have hit peak cheap labour.Thus has inflation spread, even by the Bank's measures, and it is forced to raise interest rates. Rising rates push up the cost of borrowing. Many that have borrowed can no longer service their debts, and so look to reduce their debts or offload the assets they have borrowed against. This puts selling pressure on the market.Rising rates reduce people's appetite to borrow, the amount they can afford to borrow and banks' willingness to lend. This takes buying pressure out of the market.The result is the panic we now have in the housing market. Falling prices, bearish sentiment and more. A third of all listed homes are now discounted. But, at 5%, the Bank of England base rate is still too low. Its own measures say inflation is 8.7%. Truflation has it at 11%. If you can borrow at 6%, and real inflation is 11%, in a way you're making 5%, though few will see it like that.What happens if rates go to 8.7 or 11%? It's not like this hasn't happened before.I'm now 53. I've watched and been dumbfounded by the UK property market for too long. It is awful what it has done to this country, in my view, pricing out an entire generation, reducing family size and all the rest of it. For years every other government policy, it seems, is aimed at propping up the market, rather than letting it correct. That makes me reluctant to go all-out-bear in the way that many have done, and call for 35% corrections in the housing market. There are two ticking time bombs, however. First, the Bank really does lose control of inflation and we get some kind of currency crisis. This would tie in with my cycle, Frisby's Flux, which suggests we could see lows in sterling next year. Second, the sheer number of fixed deals that are coming up for renewal in the next couple of years. This will see something in the region of two million households faced with mortgage repayments of at least double the level they were when the original deal was taken out (see below chart). Many are not going to be able to meet those repayments. The Office for National Statistics (ONS) says 57% of UK fixed rate mortgages were fixed below 2%. Forced sellers will quickly drive down prices. The government will no doubt find ways to prop up the market. It knows this is coming. But housing markets move slowly. Housing crashes are only called crashes in retrospect. I think houses almost certainly get cheaper before they get more expensive again. If you are looking to buy a home, unless it's really urgent, I would find an excuse to wait, perhaps until 2025, as this 18-year cycle suggests.This August Dominic will be performing one of “his lectures with funny bits” at the Edinburgh Fringe, at Panmure House, the room in which  Adam Smith wrote Wealth of Nations. This one is about gold. You can get tickets here.Interested in buying gold to protect yourself in these uncertain times? My recommended bullion dealer is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. More here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Before we begin today's piece, a quick reminder for those who might find themselves in the Scottish neck of the woods this August, I am doing one of my lectures with funny bits at the Edinburgh Fringe this year all about gold.It's from August 4th to 20th at 2pm. Please come if you are in town - you can get tickets here.Plus an added bit of history: it takes place in the room in which Adam Smith wrote Wealth of Nations. Hopefully, I will see you there.And, if you would like me to speak at your event or to advertise on these pages, please drop me a line. Right, house prices …Despite being built of bricks, a house is, in many ways, a financial asset. This is because, for the most part, we use finance - debt - to buy real estate. Mortgages, aka “death grips”, have been around for hundreds of years. Debt has been around since before human beings settled on the fertile plains between the Tigris and the Euphrates. But mortgages in the UK only hit the mainstream in the 20th century. First, after WWI, following Prime Minister David Lloyd George's 1918 promise to build “homes fit for heroes”, and then, probably more so, in the 1950s and 1960s as the Tory government reduced Stamp Duty and lent money to building societies as part of its pledge to create a “property-owning democracy”. In the 1950s and 60s home ownership went from below 30% to above 60%.On the one hand, the mortgage enabled many people to get on the housing ladder in the first place. The financing also enabled more properties to be built. But on the other hand, introduce debt into a market, you introduce more money into that market with the consequence of higher prices. See student loans for more details. If house prices were determined only by the amount of available cash, they would be lower and more in line with earnings. But they are not.House prices are determined by the amount of debt that is available, which in turn is determined by the cost of money (interest rates), general risk appetite and so on. That is why prices are now so out of kilter with earnings. Once upon a time, and not so long ago, house prices were 3 times earnings. Now in London they are north of 10 times.Why houses cost so muchThe widely accepted view is that houses are unaffordable because we do not build enough and this has lead to a shortage of supply. The stats I would always call on to counter this argument are that between 1997 and 2007 the housing stock grew by 10%, but the population only grew by 5%. If house prices were a function of supply and demand, they should have fallen slightly over this period. They didn't. They rose by more than 300%. The cause of house price rises is the unrestrained supply of something else: money. Mortgage lending over the same period went up by 370%.I was just doing some research this morning as those numbers are so out of date, but the latest numbers do not tell such a different story. In the ten years to 2021 the housing stock in England and Wales grew by just above 6%. The population grew by a similar amount - 6.5% in England and quite a bit less - 1.4% - in Wales. But average UK house prices over the same period went from £167,000 to to £270,000 (more in England). Mortgage lending, meanwhile, more than doubled (from £153bn to £316bn) over the same period.The relationship between money supply, aka credit, and house prices is obvious.Research by thinktank Positive Money shows that over 50% of the money created by banks when they lend now goes into mortgages. All that newly created money going to into a market where supply is constrained by planning laws will inevitably push up pricesThese two charts from Positive Money illustrate the relationship between credit creation and house prices.Here is London.I'm not saying population growth doesn't affect house prices. It does. So do dumb planning laws and the restrictions they place on new build. But neither to the same extent as money or credit supply.Even the Telegraph admitted this yesterday, albeit accidentally, saying: “The jump in house price cuts corresponds directly with a doubling of mortgage rates”.The Bank of England does not factor money supply or house prices into its measures of inflation, it only includes a basket of consumer goods and services. These goods and the services are prone to the deflationary forces of globalisation and increased productivity: that is to say the shirt on your back has got a lot cheaper because it is now made in Bangladesh where labour is a lot cheaper than it was in Manchester, or wherever it was made a few decades ago.Thus the Bank has been able to say inflation is low for decades, it has kept interest rates too low for decades, money has been too cheap for decades, people have borrowed for decades and house prices have risen for decades.Quick - tell someone about this amazing article.Peak cheap labourOf late, we have hit something of a deflationary limit, albeit a temporary one. First, Covid-19 hit supply chains and that has pushed up prices. Second, the trend is towards more not less government intervention, regulation and taxation, which also puts upwards pressure on prices. Third, where does the world now go to find cheaper labour than in Bangladesh or China? Africa, maybe, or machines. But, for the time being, we have hit peak cheap labour.Thus has inflation spread, even by the Bank's measures, and it is forced to raise interest rates. Rising rates push up the cost of borrowing. Many that have borrowed can no longer service their debts, and so look to reduce their debts or offload the assets they have borrowed against. This puts selling pressure on the market.Rising rates reduce people's appetite to borrow, the amount they can afford to borrow and banks' willingness to lend. This takes buying pressure out of the market.The result is the panic we now have in the housing market. Falling prices, bearish sentiment and more. A third of all listed homes are now discounted. But, at 5%, the Bank of England base rate is still too low. Its own measures say inflation is 8.7%. Truflation has it at 11%. If you can borrow at 6%, and real inflation is 11%, in a way you're making 5%, though few will see it like that.What happens if rates go to 8.7 or 11%? It's not like this hasn't happened before.I'm now 53. I've watched and been dumbfounded by the UK property market for too long. It is awful what it has done to this country, in my view, pricing out an entire generation, reducing family size and all the rest of it. For years every other government policy, it seems, is aimed at propping up the market, rather than letting it correct. That makes me reluctant to go all-out-bear in the way that many have done, and call for 35% corrections in the housing market. There are two ticking time bombs, however. First, the Bank really does lose control of inflation and we get some kind of currency crisis. This would tie in with my cycle, Frisby's Flux, which suggests we could see lows in sterling next year. Second, the sheer number of fixed deals that are coming up for renewal in the next couple of years. This will see something in the region of two million households faced with mortgage repayments of at least double the level they were when the original deal was taken out (see below chart). Many are not going to be able to meet those repayments. The Office for National Statistics (ONS) says 57% of UK fixed rate mortgages were fixed below 2%. Forced sellers will quickly drive down prices. The government will no doubt find ways to prop up the market. It knows this is coming. But housing markets move slowly. Housing crashes are only called crashes in retrospect. I think houses almost certainly get cheaper before they get more expensive again. If you are looking to buy a home, unless it's really urgent, I would find an excuse to wait, perhaps until 2025, as this 18-year cycle suggests.This August Dominic will be performing one of “his lectures with funny bits” at the Edinburgh Fringe, at Panmure House, the room in which  Adam Smith wrote Wealth of Nations. This one is about gold. You can get tickets here.Interested in buying gold to protect yourself in these uncertain times? My recommended bullion dealer is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. More here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Good morning from London, where the FTSE 100 is down this morning on the back of unwelcome inflation data from the ONS. The consumer price index reading of 8.7% in May was evidently more than the market was bargaining for and increases the likelihood of an interest rate rise from the Bank of England tomorrow. According to Truflation analyst Oliver Rust, the likelihood is now of a 50 basis point hike by the Bank, which would bring base interest to 5%. Turning to the stock markets now housebuilder Berkeley has posted a 9.5% jump in full-year pre-tax profits and says its well placed despite ongoing volatility in the UK's housing market. WH Smith and M&S are among hundreds of firms to have been hit with fines from the government, after failing to pay staff minimum wage between 2017 and 2019. High street retailer Halfords has blamed inflation and the downslope from the Covid cycling boom for a 38% fall in profit to £51.5mln during the year to March. And finally with the small caps, Active Energy has secured a European Union trademark for its CoalSwitch biomass technology. #ProactiveInvestors #FTSE100 #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

We discuss the new CPI data, look back at what the experts predicted, and hopefully put the Fed conversation to rest. We'll also talk about the potential fading of oil demand and ESG importance, and close with our favorite Indiana Jones movies.  Key Takeaways [01:00] - Summarizing inflation data and the Fed's reaction [05:15] - Did experts see this coming? [14:42] - Are we about to see oil demand begin to tamper? [20:49] - Tesla, Bud Light, and the importance of ESG scores/public opinion [25:09] - Our favorite Indiana Jones editions before the release of the new movie Links Fed pauses rate hikes after 15 consecutive months of increases Price changes over the last year (CPI report) Truflation is at 2.34% Charlie Bilello: Did the experts see this coming? No. Robert Kiyosaki (2/12): Giant crash coming Bloomberg: Global oil demand growth will taper off over the next few years Buffett is buying more Occidental Petroleum stock as oil prices near 2023 lows Patrick Bet-David: Phillip Morris received a higher ESG score than Tesla ESG becoming much less of a talking point on earnings calls Ramp Capital: The king of beer has been dethroned Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Before we head into the holiday weekend, Greg and Doug Stokes discuss why and how so much has happened over the last two years with very little market movement. They also talk about the possibility of a bull market quietly brewing during this time of consolidation and finish with a recap of Greg's trip across the pond.  Key Takeaways [01:25] - A 10,000-foot view of the market today [07:09] - Truflation vs. what the government says about inflation  [08:46] - Is a new bull market quietly underway? [16:43] - Greg's economic observations of a trip to London Links Michael Green: USA Truflation down below 3% Axios: Cheaper eggs are on the way Jurrien Timmer: How to think like a bull This forgotten Apple Co-Founder left an estimated $75 Billion on the table Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

What exactly does it mean to live an “agile life?” Let's start with the definition of “agile” which means “marked by ready ability to move with quick easy grace.” That sounds like something that all entrepreneurs strive to be. We want to be agile in the way that we can move quickly to meet our customers' demands and recognize when it's time to shift directions or processes. Simon Severino is the author of the book “Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business” and he shares what he thinks the most important factors are to having an agile business and life in general.Simon Severino is the author of "Strategy Sprints" and CEO of the consulting agency Strategysprints.com. He is also the creator of the Strategy Sprints Method, a TedX Speaker, and a coach of coaches. He has been in entrepreneurship for 19 years and executed hundreds of go-to-market strategies with B2B teams around the globe. Simon has helped thousands of entrepreneurs reach financial freedom and have a firm that runs without being dependent on them. Today, he shares his blueprints with business leaders.In this episode of the How'd It Happen Podcast, Simon emphasizes the importance of having great systems and processes in not only your business but also in life. He believes that goals are not the answer to success and don't actually help you. According to Simon, “You don't rise to the levels of your goals, you fall to the level of your systems.” The present moment is all we have, and there is much out of our control, so the key is to focus only on what you can control and make sure there is a great system in place for that. Key highlights:Why Simon is such a believer in processesHow Simon became an entrepreneurHow Simon creates processes in his businessWhy processes are more important than your goalsWhat does it mean to have an “agile business”?Simon's thoughts on Elon Musk and TeslaHow Simon uses AI for his businessWhy our country relies on entrepreneurs to solve the problems we haveHow you can work with Simon as a business coachEpisode resources:Check out Truflation.com for current inflation ratesConnect with Simon Severino:Check out Simon's mastermind: strategysprints.com/jvcLinkedIn: Simon SeverinoTwitter: @simonseverinoInstagram: @strategysprintsYouTube: Simon SeverinoGet Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile BusinessTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike's book: Owner Shift Please LIKE

What exactly does it mean to live an “agile life?” Let's start with the definition of “agile” which means “marked by ready ability to move with quick easy grace.” That sounds like something that all entrepreneurs strive to be. We want to be agile in the way that we can move quickly to meet our customers' demands and recognize when it's time to shift directions or processes. Simon Severino is the author of the book “Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business” and he shares what he thinks the most important factors are to having an agile business and life in general.Simon Severino is the author of "Strategy Sprints" and CEO of the consulting agency Strategysprints.com. He is also the creator of the Strategy Sprints Method, a TedX Speaker, and a coach of coaches. He has been in entrepreneurship for 19 years and executed hundreds of go-to-market strategies with B2B teams around the globe. Simon has helped thousands of entrepreneurs reach financial freedom and have a firm that runs without being dependent on them. Today, he shares his blueprints with business leaders.In this episode of the How'd It Happen Podcast, Simon emphasizes the importance of having great systems and processes in not only your business but also in life. He believes that goals are not the answer to success and don't actually help you. According to Simon, “You don't rise to the levels of your goals, you fall to the level of your systems.” The present moment is all we have, and there is much out of our control, so the key is to focus only on what you can control and make sure there is a great system in place for that. Key highlights:Why Simon is such a believer in processesHow Simon became an entrepreneurHow Simon creates processes in his businessWhy processes are more important than your goalsWhat does it mean to have an “agile business”?Simon's thoughts on Elon Musk and TeslaHow Simon uses AI for his businessWhy our country relies on entrepreneurs to solve the problems we haveHow you can work with Simon as a business coachEpisode resources:Check out Truflation.com for current inflation ratesConnect with Simon Severino:Check out Simon's mastermind: strategysprints.com/jvcLinkedIn: Simon SeverinoTwitter: @simonseverinoInstagram: @strategysprintsYouTube: Simon SeverinoGet Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile BusinessTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike's book: Owner Shift Please LIKE

Ryan Giffin returns for his fifth regular appearance on the show. We talk merchant onboarding in Florida, his new restaurant, BCH meetups, and upcoming golf tournament. We also do a scorecard for BCH's yearly progress. Enjoy!Links:Follow Ryan Giffin on Twitter: https://twitter.com/RyanMic87079594Ryan Giffin's YouTube channel: https://www.youtube.com/channel/UCkTfDntdB2q91O8uCLeIukgCommercial Kitchen Stop website: https://commercialkitchenstop.comCKS Bitcoin Cash Charity Golf Tournament: https://www.cksgolftournament.comCommunity comment of the week (Tom): https://t.me/bchchannel/302521Presentation slides of this episode: https://docs.google.com/presentation/d/13lcCCPTHg11h_FYnlU3LO9fjYBkTexnB/edit#slide=id.g230c3797047_0_4Donations:bitcoincash:qzcttw9tz4wy0e6rdu34h0m5906peg6jusax6y5mcxSponsors:General Protocols: https://generalprotocols.com and https://bchbull.com Thank you very much to all of our flipstarter contributors: https://flipstarter.bitcoincashpodcast.com/en Socials:Website: https://www.bitcoincashpodcast.comTimestamps:00:00 Podcast starts00:37 Intro01:43 Ryan's intro & crypto activities08:10 BCH school report card09:53 Crypto market update: BCH stablecoin10:22 Price: D-22:09 Community comment of the week (Tom)23:18 Merchant onboarding in #Florida 30:19 #CPI vs. "Truflation"37:54 Merchant adoption: C48:40 Jett's thoughts on price & adoption54:00 Jeremy's BCH Podcast Twitter threads57:13 Ryan: "we are the core"58:16 BCH carries on the crypto vision1:05:25 BSV & Nexa1:12:25 #Satoshi & #SteveJobs1:18:51 Protocol / nodes development: A-1:32:09 Wallets: B-1:45:35 #Venmo adds crypto transfers1:47:31 Marketing & content: C+ / B-1:57:09 Return of the Charity #Golf Tournament2:06:22 Ryan's message to the community2:08:48 Podcast supporter appreciation2:09:51 Shoutouts & outro#bitcoin #bitcoincash #bch #btc #crypto #cryptocurrency ▪️ #venmo

In this episode, the ReSolve team talks with Oliver Rust, Head of Product at Truflation, a blockchain-based project that aims to provide real-time inflation forecasting. We discuss a range of topics, including: The current challenges in measuring inflation and the potential benefits of utilizing blockchain technology in inflation forecasting An introduction to Truflation and its mission to provide more accurate, real-time inflation data How decentralized oracles can help improve the accuracy and reliability of inflation forecasting The potential impact of recent central bank actions on inflation and the global economy Jerome Powell's tough position as the head of the Federal Reserve and his focus on his legacy The complexity of managing inflation, employment, and financial stability simultaneously The role of the Fed and the government in supporting local and regional banks during turbulent economic times The importance of new inflation measurement tools like Truflation in helping investors make better allocation decisions The long-term implications of current economic policies on inflation and financial markets How to get involved with and follow the developments of Truflation and its data This episode is a must-listen for anyone interested in understanding the complexities of inflation management, the potential benefits of blockchain technology in forecasting, and the role of central banks in a rapidly changing global economy. Discover insights and strategies to navigate these intricate markets and stay informed on the latest developments in real-time inflation forecasting.   This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.   *ReSolve Global 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 is a registered person with the Cayman Islands Monetary Authority.

Nov 16 – Stefan Rust is the Founder and CEO of Truflation.com, which tracks 18 million items across every spending category in real-time. Stefan discusses what their independent and objective data says about the 'true inflation rate', how...

Super Excited is a podcast about blockchain technology, cryptocurrencies and technology as a whole. In this episode, Stefan Rust talks with Scott Dykstra, CTO & Co-Founder of Space and Time. They discuss the difficulties of linking on-chain and off-chain data, Truflation use cases, and what Space and Time offers the market as a decentralized data platform! Space & Time DB: Website | Twitter Stefan Rust: Youtube | Twitter | Linkedin

Stefan Rust is the founder of Laguna Labs, a cutting-edge blockchain development house. It has developed Truflation, an independent, on-chain inflation index that aims to provide cryptographically true information on price inflation using the most recent and accurate real-market data.   Why you should listen Stefan Rust is the founder of Laguna Labs, a cutting-edge blockchain development house, under which he has launched trustednode.io, truflation.com, and nuon.fi.  Truflation is an independent, on-chain inflation index that aims to provide cryptographically true information on price inflation using the most recent and accurate real-market data. Founded in 2021, Truflation offers independent and censorship-resistant inflation calculations based on census-level price information from more than 30 data sources in real time. Truflation was built on the premise of revolutionizing century-old models and methodologies that are no longer relevant. Truflation leverages 30+ data sources to give multiple confirmations of price from different sources.  Supporting links Nootopia Laguna Truflation Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

The independent inflation index Truflation has announced the release of its groundbreaking Dashboard 2.0. The new dashboard adds independent data weights (consumer expenditure data) to Truflation's index to decouple from the government's consumer price index (CPI). The goal of this major update by Truflation is to drastically improve inflation data that is offered by the government's CPI and revise the weightages of each category within the index to more accurately reflect market prices and consumer expenditures in different cost areas. The new data takes Truflation away from the current CPI model that uses 6 primary categories and introduces a new model which expands the index into 12 key pillars. Breaking up the major categories gives Truflation users access to better and deeper data insights in a more comprehensive set of spending categories. These unique categories will be released as independent price indices on the blockchain. “This update is a huge leap for Truflation. Our goal is to provide the best economic insights to the world. With independent demographic data, we can obtain a direct and accurate view into what households actually spend money on, and we can measure inflation more accurately. We can also expedite our expansion to Europe and South America,” said Stefan Rust, Founder of Truflation. Rust is a former CEO of Bitcoin.com and has put together a stellar team with 50+ years of cumulative experience in data science and the development of data products. The team recently acquired and implemented highly granular, global household expenditure data which the platform uses to build the Truflation index of what households actually buy and spend money on during the year. The system can update data weights in real time to reflect accurate and current inflation figures in different geographic areas across all 12 of the platform's price categories. Truflation's indices are also easier to scale across different countries using the same methodology, with categories and basket weights providing highly improved comparability. This contrasts with the current system in which every country has its own preferred method of calculating inflation. This lack of standardization can hinder cross-border comparisons and analyses, making it more difficult for the global community to work together toward overcoming shared challenges in the areas of cost, inflation, consumer prices, and consumer welfare.The new consumer data are available for various income households and take the average budget distribution of all income groups. The data is obtained through a combination of census, mini-census, and high-quality surveys of consumers and merchants, making Truflation's base data not just highly granular but exceptionally comprehensive. About TruflationTruflation is a data DAO that provides daily, unbiased, data-driven, real-market inflation rates for DeFi and Web3 products. The on-chain information offered by its services is powered by decentralized oracles and is based on calculations of real-world prices from public and commercial data APIs.Truflation's mission is to offer the most objective, decentralized, and current economic and financial information alternative in the form of on-chain price indexes to fuel a new generation of blockchain products. Truflation

This week the team chats with Stefan Rust who is the CEO of Truflation and Nuon. Truflation is the real inflation index you don't need to trust. Daily, unbiased, data-driven, real-market inflation rate available on-chain for your DeFi product. Powered by Truflation—Nuon is the inflation-proof stablecoin. Nuon is a family of inflation-proof coins pegged to various fiat currencies. They deliver consistent purchasing power by streaming inflation adjustments directly to each user's wallet. Support Subnet: X-avax1r4zp7pxa8hjjkkc5rutwqw6peqvx68m7zzllu9 C-Chain: 0xa155c6ec8c7d974453f3453f04216bf60a35220d Follow Gabriel on twitter: https://twitter.com/cgcardona Follow Connor Daly on twitter: https://twitter.com/das_connor Follow Stefan Rust on twitter: https://twitter.com/srust99 More info: Truflation: https://truflation.com Nuon: https://nuon.fi

Truflation has successfully closed its first private token sale, securing the funding required to accelerate its mission to systematize, standardize, decentralize, and democratize the reporting of all financial and economic data, as an on-chain Data DAO.Truflation's seed round includes investments from Fundamental Labs, C² Ventures, Balaji Srinivasan and the IBA as well as other private investors with extensive decentralized finance and data industry expertise and influence.Founded in 2021, Truflation offers independent and censorship-resistant US inflation calculations based on census level price information from more than 30 data sources in real time, as opposed to the BLS (Bureau of Labor Statistics) approach which is based on survey data. This is put on-chain via blockchain oracles and is also accessible through a free public dashboard. Ryan Emmick, DeFi Lead at Fundamental Labs, said: “Truflation is revolutionizing economic reporting. Using tokenized incentives, they are making it possible to get continuous, accurate, uncensored sources for economic data globally. No longer can the groups causing inflation get away with manipulating the metrics surrounding it. We at Fundamental Labs are proud to be leading the round and helping Truflation to spearhead this issue.”All Truflation price indexes will be available through Chainlink's on-chain data oracles for DeFi and Web3 smart contract developers to incorporate into their applications. Truflation is a pioneer Data DAO in the Chainlink ecosystem.By taking a developer driven approach, data is collected from a large group of different data sources updated daily, tracking the price changes of 10 million items across 12 different categories. In 2022, Truflation plans to release inflation indexes for 5 additional countries as well as launch a wide range of other economic data feeds on-chain.Balaji Srinivasan, former Chief Technology Officer of Coinbase said:“In times of increasing inflation and unreliable sources, the world needs a global, decentralized, and censorship-resistant inflation dashboard we can trust. With the help of Chainlink oracles, Truflation is working to bring such a dashboard to life. We are excited to see what they build” Stefan Rust, Founder of Truflation, added: “We are proud to have found such a great group of supporters for a project that started off as an experiment to gauge how taking a developer approach to calculating inflation would stack up relative to what's being reported. This experiment has now rapidly grown to become a fully featured, data rich, and verifiable on-chain inflation product that updates daily for all to use. And we're just getting started!”About TruflationTruflation is a data DAO that provides daily, unbiased, data-driven, real-market inflation rate available for DeFi and Web3 products. The on-chain information offered by its services is powered by decentralized oracles and is based on calculations of real-world prices from public and commercial data APIs.Truflation's mission is to offer the most objective, decentralized, and current economic and financial information alternative in the form of on-chain price indexes to fuel a new generation of blockchain products. Truflation enables developers to create tools to help people maintain their purchasing power, navigate their portfolios through a challenging macroeconomic landscape, and propel the

In this episode, ChainLinkGod and Stefan Rust discuss how Truflation is producing unbiased inflation rate datasets, how this information is brought on-chain via Chainlink, and the many use cases that are enabled. The conversation is finished off with a deeper discussion about the current and future evolution of the Web3 ecosystem. Follow Truflation: https://twitter.com/truflation Follow Stefan Rust: https://twitter.com/srust99 Follow ChainLinkGod: https://twitter.com/ChainLinkGod

Was ist eigentlich Inflation? Zuletzt haben wir in den Medien viel von Inflation zu lesen bekommen? Aber wieso eigentlich? Ist es schlimm und wenn ja, wie schlimm? Wie kann ich mich schützen und wer kann mich schützen? Und wieso drucken wir nicht einfach mehr Geld?! All diese Fragen und noch mehr beantwortet uns in dieser Folge Heike Lehner von der Agenda Austria. Die Ökonomin beschäftigt sich beruflich und wissenschaftlich viel mit Inflation und Geldpolitik. **Begriffe der Folge** Warenkorb - Ein Werkzeug, um die Inflation zu berechnen. Die Statistik Austria befragt Haushalte nach ihrem Konsum und berechnet auf der Grundlage den Warenkorb für den österreichischen Durchschnittshaushalt. Verbraucherpreisindex (VPI) - Aus dem Warenkorb heraus errechnet sich der Verbraucherpreisindex (VPI). Er beschreibt die Veränderung der Preise innerhalb eines Jahres. Europäische Zentralbank (EZB) - Sie sitzt in Frankfurt und steuert die Geldmenge und Geldpolitik in der Europäischen Union. Das vorgegebene Ziel ist die Preisniveaustabilität des Euro-Raums, welche als eine mittelfristige Inflationsrate von 2% definiert ist. Die EZB darf dazu die Höhe von Zinsen festlegen, unser Geld drucken, die Geldmenge bestimmen und auch direkt im Kapitalmarkt teilnehmen (Offenmarktgeschäfte) Kalte Progression - Eine versteckte Steuererhöhung, die durch Inflation ausgelöst wird. Preise und Löhne steigen, während die Tarifstufen der Lohn- und Einkommenssteuer gleich bleiben. Steigt die Inflation, so bezahlen die Menschen dadurch mehr Lohn- und Einkommenssteuern. Um diese versteckte Steuer zu verhindern, müssten die Steuern automatisch an die Inflation angepasst werden. Truflation: Eine neue Blockchain-basierte Berechnungsmethode, die zu einem großen Teil Echtzeit-Daten (statt einem Warenkorb und Umfragen) zur Berechnung der Inflation verwendet. Basierend auf Truflation-Daten ist die Inflation wesentlich höher als von öffentlicher Seite berechnet. Staatsanleihe: Der Staat borgt sich für eine gewisse Zeit für einen gewissen Zins Geld aus. Es ist eine Form der Staatsverschuldung. Web Scraping: Darunter versteht man unterschiedliche Verfahren, mit denen man gezielt Informationen aus Webseiten auslesen kann. Beispielsweise lassen sich so die Preise von Handelsplattformen oder Immobilienplattformen automatisiert beziehen. Damit können sehr große Datenmengen in Echtzeit bezogen werden, die ein besseres Bild der aktuellen Preise liefern. **Weiterführende Links** Agenda Austria: https://www.agenda-austria.at/ Kalte Progression: https://www.oesterreich.gv.at/lexicon/K/Seite.991713.html Tweet zu Inflationsanpassungen von Lukas: https://twitter.com/lukasleys/status/1513901638213414916 Der Warenkorb der Statistik Austria: https://www.statistik.at/web_de/statistiken/wirtschaft/preise/verbraucherpreisindex_vpi_hvpi/warenkorb_und_gewichtung/index.html Artikel zur Truflation: https://validvent.com/2022/04/12/truflation-dezentrale-alternative-inflationsberechnung/ **Mehr zu Krypto.Logisch:** http://Instagram.com/krypto.logisch http://Twitter.com/kryptopodcast E-Mail us: mail@kryptologisch.at

Global Bitcoin adaptation is on the rise despite recent bearish candles, XRP NFTs get a slam dunk and Chainlink one ups the US governments Inflation tracking system.