The Intrinsic Value Podcast - The Investor’s Podcast Network MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider
May 16, 2023
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
Introduction
00:00 • 5min
The Inversion of the Three Month Term Yield Curve Spread
04:48 • 3min
The Market's Belief That We Might See Deflation
08:11 • 4min
The Supply and Demand Mismatch in the Economy
11:53 • 2min
The Effects of Deflation on the Economy
14:09 • 2min
How to Invest With Betterment
16:32 • 3min
The Effects of the Low Unemployment Rate on the Economy
19:43 • 2min
The Global Debt Problem
22:03 • 2min
The Risks of China's Reopening
23:44 • 2min
The Complexity of Decline Rates
26:10 • 3min
The Debt Ceiling and Treasury Bill Prices
29:17 • 2min
The Implications of a Period of Deflation on Asset Prices
31:12 • 3min
How to Apply for an Employee Retention Credit
33:56 • 2min
Silver Is Outperforming Gold, but Is It Just a Hedge?
36:08 • 2min
The Next Domino to Fall Here
37:49 • 4min
How to Position Your Portfolio During a Crisis
41:22 • 3min
The Stock Market Isn't a Real Market
44:38 • 2min
When the 210 Yield Curve Turns Positive Again
46:39 • 2min
How to Get Out of a Deflationary Szenario
48:37 • 2min
The Dollar Is Doomed
50:13 • 2min
The Euro Dollar University
52:06 • 2min