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Latest Episodes

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

Tapering the Taper Talk – Ep 727

Powell offers no clues on taper timetable. Powell vows to keep interest rates low until QE is finished. Powel blames price increases on exploding demand

Less Loose Is Not Tight – Ep 726

Fed will talk about tapering until it can use Delta as an excuse not to. Bitcoin is irrelevant to monetary policy. Accepting Bitcoin for mortgage

Fifty Years of Fiat Failure – Ep 724

Rising costs increasing producer pricing. US home prices rising at fastest pace in history while affordability hits record low. Trade deficit continues its path higher.

Larger Deficits Mean Higher Inflation – Ep 723

Gold reacts counterintuitively to inflation fears. Fed changes the definition of transitory inflation. Q2 Productivity numbers disappoint analysts. Biggest government expansion of the welfare state