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January 2022

The Bigger the Bubble, the Smaller the Pin – Ep 773

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January could end up being the worst month ever in the stock market. Worst is yet to come for Robinhood. Fed’s hawkish talk pushing the dollar higher and gold lower. Value investments continue to outperform growth investments. Consumers are buying less, but spending more. https://media.blubrry.com/schiffradio/dts.podtrac.com/redirect.mp3/api.podcache.net/episodes/2318c915-d7ef-42d0-b23e-62b7bffa9ae5/stream.mp3Podcast: Download

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No Pivot: Powell Put Expires – Ep 772

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Jerome Powell surprises no one in FOMC meeting. Tesla is not Microsoft. Hedge fund sharks will smell blood on Cathie Wood. Bullish gold news ignored by traders. Powell confuses economic strength for an economic bubble. https://media.blubrry.com/schiffradio/dts.podtrac.com/redirect.mp3/api.podcache.net/episodes/01e2536c-7741-4e86-a12f-5bff90d4644d/stream.mp3Podcast: Download

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A Stock and Crypto Reversal, but Not a Bottom – Ep 771

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Stocks pump on potential Powell pivot. Fed trying to prevent its credibility and the market from imploding. More than two thirds of Bitcoin holders are underwater on their purchase. The gold standard didn’t fail. https://media.blubrry.com/schiffradio/dts.podtrac.com/redirect.mp3/api.podcache.net/episodes/b0e615ff-c597-4f29-936c-2ee66d4cc418/stream.mp3Podcast: Download

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Risk Assets Crash Tests Fed’s Resolve – Ep 770

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Fed’s talk pricked the mother of all bubbles. Netflix becomes a victim of its own success. Cathie Wood’s ARKK fund sees an entire bear market in one week. Investors are no longer taking refuge in the US dollar. Tether is an accident waiting to happen. Pumpers are now conceding that Bitcoin is correlated to risk

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The Most Obvious Crisis Almost No One Saw Coming – Ep 769

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Stock market is in bad shape, but bond market is worse. Silver rallies. Any negative yield in bonds is a positive for gold. Numbers on economy getting weaker as numbers on inflation get stronger. Fed can’t fix an inflation induced recession with more inflationary policies. The crash I wrote about in my 2007 book, Crashproof,

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2022 Kicks off the Great Rotation – Ep 768

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Oil prices headed for record highs. Massive rotation from growth stocks to value stocks in effect. Investors rushing to dump Cathie Wood’s ARKK fund. Grayscale Bitcoin Trust follows growth stocks decline. Gold will follow oil’s breakout. Lael Brainard should be fired, not promoted. The Fed is saving some jobs… the unproductive ones. Quantitative Easing has

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Fed Unveils Field of Dreams Monetary Policy – Ep 767

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Official CPI is at its worst in 39 years. Real CPI is at its worst in history. Investors beginning to realize that the Fed is too little too late. Elizabeth Warren wants the Fed to blame inflation on price gouging. Democrats are laying the foundation for price controls. Paul Tudor Jones believes Bitcoin will do

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Less Loose Will Lower Markets, Not Inflation – Ep 766

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Stock market off to a bad start for first week of trading in 2022. Fed minutes send bond markets tanking. Investors spooked out of speculative bets and into commodities. Inflation pressure building on producers and consumers. Workers fall further behind as prices increase faster than wages. Bitcoin chart looking ominous. El Salvador is underwater on

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The Year of Living Dangerously in Review – Ep 765

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Peak speculation in 2021 lead to meme stocks, silly named crypto, NFTs, and all time record highs for: Issuance of SPACS Mergers & acquisitions Corporate buy-backs IPOs from money losing companies IPOs from regular companies Home loans Trade deficit Government borrowing in a non-recession year Bitcoin price https://media.blubrry.com/schiffradio/dts.podtrac.com/redirect.mp3/api.podcache.net/episodes/43db61de-2fec-45f3-9bee-dd4ca10dc433/stream.mp3Podcast: Download

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