Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy. Bianco and Harrison first analyze the extreme opposition of Shelton’s nomination as a Fed Governor and consider how the Fed has been a domineering force in supporting markets for the past few months. Bianco then breaks down the types of retail investors and why their influence can prove to be powerful in driving market movements. They end their discussion by talking about the recent rally in gold and silver, and Bianco’s perspective on the bifurcation of markets and the economy, whether stimulus can be effective forever, and the damaged psyche of consumers. In the intro, Nick Correa gives an overview of the status of the US’s new relief bill and how the Federal Pandemic Unemployment Compensation program will end sooner than most Americans believe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(1967)

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Loka 201845min

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Syys 201830min

The Knock-On Effect #16 - Online ads and grocery store shifts?

The Knock-On Effect #16 - Online ads and grocery store shifts?

What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Syys 201840min

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Syys 201825min

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s Model UN days. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Syys 201830min

The Knock-On Effect #13 - Why China’s waste ban matters

The Knock-On Effect #13 - Why China’s waste ban matters

Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Elo 201847min

The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts

The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts

Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Elo 201826min

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Elo 201827min

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