Commodities

164.1 TIC-ked Off About Not Enough Money to Recover Global Economy———Ep 164.1 Summary———America's September 2021 Treasury International Capital data corroborates dis/deflationary indications observed across various sources, the vast majority of which imply there's not enough money, and/or it's inadequately distributed, for the global economy to achieve permanent recovery. ———Ep 164.1 Topics——— 00:00 TIC: Consistent, Coherent, Corroborated, Inflation Never Had A [...]

160.0 Interviewing Russell Napier: What the Asian Financial Crisis Wrought———Ep 160.0 Summary———Author, reformed lawyer, economic historian and your man from Belfast, Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt (1999-2020) and the coming Era of Financial Repression (2021-??).———RUSSELL NAPIER BIOGRAPHY———Russell is chairman of the Mid Wynd International Investment Trust a closed [...]

157.3 Will the Next Fed Chair be a Theoretical Grammarist?———Ep 157.3 Summary———The last time the Federal Reserve tapered its QE program the central bank spent HOURS and HOURS and HOURS and HOURS on determining which adjective to us. Adverbs. Dangling participles, onomatopoeia, clauses, subject and object. What was NOT discussed? Money. Credit. Collateral. ———Sponsor——— Macropiece Theater with Emil Kalinowski (a/k/a [...]

157.2 The US Treasury Bond Market "Landmine" is Primed———Ep 157.2 Summary———The "landmine" has been part of each of the four global/regional dollar squeezes of the past 14 years (2007-09, 2011-12, 2014-16, 2018-20). The "landmine" is when US Treasury Bond yields decline precipitously and signal that economic potential has been seriously maimed. Where are we in 2021? ———Sponsor——— Macropiece Theater with [...]

157.1 Consumer Prices Surge Worldwide in October - Why? ———Ep 157.1 Summary———Around the world data shows consumer prices are accelerating like we haven't seen in years, even decades. Why? Is it because politicians are wantonly giving away money? Are gluttonous central bankers printing cash? Is it a supply/demand imbalance? Is this the 1970s Great Inflation? ———Sponsor——— Macropiece Theater with Emil Kalinowski [...]