PodCasts Archives - McAlvany Weekly Commentary

McAlvany Weekly Commentary The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this interdependence and they can actually accentuate our misperceptions. They are very powerful, so they work both ways, […] The post Why We Fight: Interview with Christopher Blattman appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west? The post The Breakdown of a “Well Managed” World appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Rates on 30 year mortgages rising at fastest pace since 2003 Gold up 13% over 12 months Ex-FED President Dudley “The Fed will have to shock the markets”   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Makes You The Designated Loser April 11, 2022 “Eight-point-five is not comparable to what we […] The post Inflation Makes You The Designated Loser appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Is Russia/Ukraine an energy heist? Putin “will sell oil for Rubles” – Ruble rebounds Stimulus money still a coiled spring, only 30% has been spent https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2021-full-report.pdf https://www.iea.org/reports/ukraine-energy-profile/energy-security The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick For Lack of an Affordable Nail… April 5, 2022 “Words are signals, signals are useful for creating impressions […] The post For Lack of an Affordable Nail… appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary The $500 trillion Interest Rate house of cards Stocks rally & bonds crumble Consumer Pessimism highest since WWII The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil March 30, 2022 “Inflation’s going to run out of gas before we run […] The post China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary “Control oil & you control nations. Control food & you control people.” – Kissinger Russia & Ukraine generate 10% of all global calories Powell raises rates – How much more will he go before reversing again? Collectivists, Dictators, & Technocrats vs. Personal Liberty March 22, 2022 “It’s a perfect world of simple inputs, and there’s […] The post Collectivists, Dictators, & Technocrats vs Personal Liberty appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary London Metals Exchange cheats the rules & commits suicide for nickel Russia can only continue in Ukraine with China’s help German GDP to tumble if energy from Russia is halted https://www.econtribute.de/RePEc/ajk/ajkpbs/ECONtribute_PB_029_2022.pdf Consequence Of The Loss Of Confidence March 15, 2022 “This is exactly what we saw between 1968 and 1982, where inflation endured and it […] The post Consequence Of The Loss Of Confidence appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Europe’s GREEN Agenda creates dependence on Putin’s energy U.S. severs buying of Russian Oil Battle-tested, gold is worth its weight   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is This Commodity Price Spike Transitory? March 8, 2022 The key is to have the mindset of the institutions that will sit back and […] The post Is This Commodity Price Spike Transitory? appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Russia & China to seek alternatives to the Dollar Why We Fight: Five key reasons for war March 1st, A year of inflation in a day   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The SWIFT De-Dollarization Of The World March 1, 2022 “While it’s a powerful tool and it’s an appropriate […] The post The SWIFT De-Dollarization Of The World appeared first on McAlvany Weekly Commentary.

McAlvany Weekly Commentary Is your broker still managing as if there is no inflation? Can we really blame the Russians for $100 oil? James Grant: “Inflation is kryptonite to the financial markets”   The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Ukrainian Tug Of War: Oil Is The Rope February 22, 2022 “I think we […] The post The Ukrainian Tug Of War: Oil Is The Rope appeared first on McAlvany Weekly Commentary.