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
Government Creates Problems. Its Solutions Make Them Worse – Ep 737
* Markets rally on news of Merck Covid pill. * Drug efficacy should be left to the market, not the government. * FDA sacrifices human beings like lab rats. * Ray Dalio chooses gold over Bitcoin....
2 Okt 20211h 1min
Powell Sings a Different Tune – Ep 736
* Political theater plays out over the debt ceiling. * US was biggest gainer from low interest rates, but will be biggest losers when rates are high. * IRS continues its attack on lower and middle...
1 Okt 202154min
Inflation Talk Tanks Markets – Ep 735
* Fed has become an arm of the US Treasury. * Powell admits inflation problem is bigger and worse than he predicted. * Investors rush back into energy stocks. * Natural gas prices hit multi-year...
29 Sep 202156min
Taper Already Priced In. Now What? – Ep 734
* Less dovish is not hawkish. * Mother of all bear markets in bonds may have just begun. * Republicans only care about deficits and spending when Democrats are in charge. * Plans for minting $1 ...
25 Sep 20211h 7min
The Fed That Cried Taper – Ep 733
* Fed says the economy is great, but they will maintain the emergency policies they put in place when the economy was terrible. * Fed will always choose to fight unemployment over #inflation. * Fe...
23 Sep 202145min
Paying More, but Buying Less – Ep 732
* China won’t let Evergrande be the next Lehman Brothers. * Fed took us 1 step forward and 100 steps back. * Higher retail sales doesn’t mean consumers are buying more. * Americans are least lik...
18 Sep 202154min
