It’s Much Later Than the Fed Thinks – Ep 797
* You can't have normal interest rates unless you have normal inflation. * Politicians are pandering to crypto enthusiasts. * Peter Thiel delivers pie in the sky speech at Miami Bitcoin Conference...
8 Apr 20221h 5min
Fed Doves Pretending to Be Inflation Hawks Are Chickenhawks – Ep 796
* Bond market continues getting beaten up. * Lael Brainard spooks the markets with sudden hawk talk. * When you live in a glass White House, don’t throw stones. * Sanctions created a bottom and ...
6 Apr 202243min
Q1 Ends as Market and Economic Pain Begins – Ep 795
* Fools bought the dip in March. * Don’t wait to sell in May and go away. * Cathie Wood turns down debate invitation. * Meme stocks pumped, peaked, and dumped. * Dollar’s tailwind in Q1 will b...
2 Apr 202256min
German CPI Exposes ECB’s Low Inflation Lies – Ep 794
* Europe has a serious inflation problem. * The ECB says the cost of living isn’t rising fast enough. * Politicians and central bankers are using covid and Putin as scapegoats for inflation. * T...
31 Mars 202244min
The Fed Will Be Turning Japanese, I Really Think So – Ep 793
* Japanese will pay higher taxes, officially or through inflation. * All bonds, not just treasuries, will fall in price. * Biden calls for new wealth tax. Thanks https://avast.com! Thanks Ladd...
28 Mars 202255min
Stock Investors Bathing in Bond Blood Bath – Ep 792
* Bond market has worst quarter since 1980. * Recession will not take care of inflation. * Mortgage rates will double far sooner than income. * Gold stocks outperforming tech stocks is a sign of...
26 Mars 20221h 3min
Government Solutions Worsen Every Problem Government Creates – Ep 791
* Stocks are going up and down while gold is just going up. * Bond prices are a function of government intervention and nothing else. * Bitcoin, tech, and meme stocks caught up in bear market rall...
25 Mars 202239min
Inflation Far Bigger Threat Than Investors Expect – Ep 790
* Everything-is-awesome attitude won’t last long much longer. * Stagflation is here. * This round of QE won’t be like the last 4. * The economy has never been as addicted to cheap money as it is...
23 Mars 202258min
