Markets Can’t Ignore Exploding Trade Deficits Forever – Ep 745
* US dollar would tank if traders understood implications of economic data. * Trade deficit continues to break records month after month. * Strong economies have trade surpluses; we have a bubble ...
29 Okt 202144min
Irrational Exuberance on Steroids – Ep 744
* Elon Musk needs a rocket ship to find Tesla’s PE. * Bakkt Holdings rises on crypto partnership with MasterCard. * Jack Dorsey warns of imminent hyperinflation. * Stanley Druckenmiller doesn’t ...
27 Okt 202159min
Written off for Dead, Gold Comes Back to Life – Ep 743
* Netflix and Tesla stocks make all time highs. * Trump SPAC makes a splash. * Investors buying WeWork SPAC are putting lipstick on a pig. * Gold price gains on inflation news, which means bigge...
23 Okt 20211h 1min
Inflation Is Not the Price of Prosperity – Ep 742
* Bonds are never a safe haven against inflation. * Consumers can’t afford to buy houses for what it costs builders to construct them. * Zillow bails on home flipping business. * Biden describes...
20 Okt 202155min
Soaring Inflation Suppresses Consumer Confidence – Ep 741
* Markets turn risk on. * Producer prices rise to levels not seen since peak inflation of the 1970s. * Inflation is double the Fed’s benchmark now and will be triple by year end. * Bitcoin ralli...
16 Okt 20211h 7min
Entering an Inflation Super Cycle – Ep 740
* Expecting accurate inflation reports from the government is like expecting accurate crime reports from the mafia. * Dollar falls and gold rises as investors begin to see through Fed’s fantasies. ...
14 Okt 202159min
Weak Jobs & Bonds + Strong Oil = Stagflation – Ep 739
* Jobs numbers come in lower than anyone expected. * Investors aren’t buying gold as an inflation hedge because they don’t think there is any real inflation to hedge. * Buying gold won’t be as har...
9 Okt 202151min
Inflation Burns While the Fed Fiddles – Ep 738
* Gold stocks going down because investors are disappointed they aren’t going up. * Fed President Jim Bullard admits inflation is here to stay. * The digital revolution has made gold more valuable...
6 Okt 202158min
