

Reports of Inflation’s Death Are Greatly Exaggerated - Ep 931
Nov 15, 2023
Discussion on recent rally on Wall Street, tech stock and small cap performance, bond yields, weakening US dollar, gold prices, and flat performance of oil. Analysis of oil prices and CPI numbers. Challenging misconception about inflation data and the stock market. Exploring the consequences of a weakening dollar on inflation, weak economy, and exploding budget deficits. Analyzing current debt costs, inflation, and government shutdowns. Clarifying attribution error and discussing Chris Christie's opinion on cutting social security.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Oil Prices and CPI Numbers
05:04 • 8min
Misconception about Inflation Data and the Stock Market
13:05 • 2min
The Fed, Inflation, and the Weakening Dollar
15:16 • 10min
Inflation, Weak Economy, and Exploding Budget Deficits
25:42 • 4min
Analysis of Current Debt Costs, Inflation, and Government Shutdowns
30:08 • 5min
Christie's Opinion on Social Security
35:04 • 30min