Zoltan Pozsar on Russia, Gold, and a Turning Point for the U.S. Dollar
Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now things have become massively more complex. In addition to the attack itself, rich Western governmen...
2 Maalis 202248min
This Is the Teamster Effort To Organize the Truckers at the Ports
Some truckers make good money and have a high degree of control of their schedule. Others work for low pay under exceptionally difficult conditions. Port truckers, in particular, have dealt with poor ...
28 Helmi 202245min
The White House’s Brian Deese on Supply Chains and Biden’s Economic Agenda
GDP is booming. The labor market is booming. However inflation is elevated, and consumer sentiment is deeply depressed. So where does the White House go next with its economic strategy? On this episod...
24 Helmi 202241min
This Is What Needs To Happen for Oil Prices to Finally Come Down
The price of oil has surged over the last year, and U.S. oil companies are making money hand over first. In theory, the high prices should stabilize as more drilling is done. But so far, the supply re...
21 Helmi 202254min
Howard Lindzon on What’s Really Going on in the Tech Plunge
It's been a terrible few months for growth stocks. Small, unprofitable tech companies have crashed. SPACs have gotten crushed. Recent IPOs got crushed. And even the FANGs are way off their old highs. ...
17 Helmi 202254min
Tim Duy on the Huge Challenge the Fed Now Has in 2022
As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hik...
14 Helmi 202252min
Michael Lewis on Why the World Is Still Reading “Liar’s Poker”
The book “Liar's Poker” came out in 1989. Its depiction of Wall Street culture — obnoxious, crude, drunk on risk — may seem very different to today's big bank trading floors. Nonetheless, the book is ...
10 Helmi 202243min
This Is What Happened to the Price of Nails Over the Last 330 Years
We're in a period of elevated inflation right now. But at least there's some good news: The price of nails is lower than it was in 1695. But how do we know what the price of nails was back then? And w...
7 Helmi 202247min
