Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
Do You Think the Market Will Continue the Melt Up?
01:39 • 2min
Oil Drawdown
03:40 • 3min
Is This a Legitimate Breakout?
07:06 • 2min
Bond Yield Predictions - Is There Room for Secular Inflation?
08:58 • 3min
Macro Voices - Eric Townsend
12:08 • 4min
Is the Consumer Price Index Really Just an Inflation Index?
16:31 • 5min
Is It Money Printing or Incurrency Evaluation?
21:11 • 2min
What's the Difference Between Inflation and Other Non Economic Factors?
23:10 • 5min
The Bond Market Has Done a Good Job of Sorting Out CPI Inflation
27:50 • 2min
The Bond Market Says It's Not Going to Happen
29:21 • 6min
The Bond Market Is Saying, This Is Not Me, This Is Not Real Inflation
34:52 • 5min
What Happens When There's More Dollars in the Global Dollar System?
39:35 • 4min
Inflation Expectations in the Tips Market
43:45 • 4min
We're Going to Print Up More Money
47:47 • 2min
The Bond Market Is Pricing It as a Zero % Chance of Happening
49:47 • 4min
Do You Agree With Janet Yellen?
53:59 • 6min
The Bond Market Predicts Significant Inflations - Is That True?
59:33 • 3min
Uro - Can the Urea Bulls Muster Up a Reaction?
01:02:26 • 4min
What Can the Biden Administration Do With Just a Us?
01:06:43 • 2min
Crud Oil Exports - Is That Really the Solution?
01:09:04 • 3min
Is It the Beginning of a New Bull Run on Silver?
01:12:01 • 3min
Is There More Upside on Tessla?
01:14:56 • 2min
The Emerging Markets Are Flat on the Year
01:17:22 • 3min
Macro Voices - Research Round Up
01:20:16 • 3min