Fed Finally Launches the Taper, Now What? – Ep 747
* Markets blessed Fed’s decision to begin tapering. * Jerome Powell says economy is healthy, but requires monetary policy of an economy in crisis. * Full employment is subjective and rarely achiev...
4 Nov 202155min
Shiba Inu Highlights Bitcoin’s Lack of Scarcity – Ep 746
* Nasdaq and S&P finish the week strong. * Robinhood closes the week near its all time low. * Newmont leads gold mining stocks lower. * Gold mines don’t lose missed earnings, they postpone them....
30 Okt 202156min
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
