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

All Roads Lead to Stagflation – Ep 654

Jobs data weak and revisions are worse. Bond yields weighing heavy on gold prices. Dollar gets clobbered by disappointing economic data. Oil prices rising and