Alhambra Research

81.1 Introducing a NEW Measure of Shadow Money Pt. 1———Ep 81.1 Summary———A new measure of the monetary order will be unveiled at the end of this two-part episode. But first, a discussion of uncertainty, incomplete pictures, relativity, perspective and the limits of human knowledge. Also, bank reserves and repurchase agreements. ———See It———– Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr ———Ep 81.1 [...]

77.2 So, Not Money Printing———Ep 77.2 Summary——— QE has been uniformly aligned with the idea of money printing because it sounds like it and there is a central bank doing it. We have to take central bankers' word that there is a pot of bank reserves at the other end of the QE rainbow. While that part is true, bank [...]

77.1 Which Was Bigger, April CPI or Reaction To It?———Ep 77.1 Summary——— Finding ourselves in uncomfortable agreement with Jay Powell and many mainstream Economists who have been utterly wrong about inflation rising for too many years to count, this doesn't discount at least their more grounded view as to inflation not rising based on conditions right now. There's every reason [...]

75.2 Fed 'admits' Negligence, Monetary Malpractice ———Ep 75.2 Summary——— It's never what they say, it's what they do. For months before March 2020's collateral-centered blowup, GFC2, we regularly chastised Jay Powell's not-QE(5) program for doing the opposite of what would've been helpful. They bought T-bills and only T-bills. But then, right in the thick of the meltdown, the Fed stopped [...]

75a A Rise in Prices or a Rise in Dictators or Both ———Ep 75.1 Summary——— FDR claimed, correctly, he maintained a balanced budget throughout his years in office. With the exception of "emergency" items, that is. Influenced by several famed economists, Roosevelt entered the Presidency a fiscal hawk only to have his mind changed by the gravity of the situation. [...]

74.0: Allison Fedirka on Geopolitics and S. America———Ep 74.0 Summary———Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international equilibrium is in our future. ———See It———– Geopolitical Futures: https://bit.ly/3hv7Px0LinkedIn: https://bit.ly/3eN7qEiTwitter: https://twitter.com/AFedirka Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr ———Ep 74.0 Topics——— 01:00 Allison Fedirka, director of analysis for Geopolitical [...]