Fed’s Credibility Is Transitory, Not Inflation – Ep 750
* CPI data heavily contradicts Fed’s transitory inflation narrative. * Reagan was more popular during a recession than Biden is during this “booming” economy. * The government has too much money o...
13 Nov 20211h 15min
Consumers on the Hook for Rising Producer Prices – Ep 749
* Supply shortages exacerbated by consumers reading the inflation writing on the wall. * Gas prices at the pump close to all time record highs in most of the country. * Dollar is being propped up ...
10 Nov 20211h 7min
Gold’s Surprise Rally Shows Sellers Are Exhausted – Ep 748
* Press knows Biden doesn’t have the aptitude to even answer softball questions. * Record high stock market eyes blue skies ahead. * As Peloton bikes become overpriced clothes racks, Peloton stock...
6 Nov 20211h 3min
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
