60.2 Oil Market Issues Economic Warning———Part 2 Summary———The headline oil price has been falling since early-March, but insiders were alerted 10 days earlier of possible trouble by the futures curve. What is contango? What is backwardation? Do oil futures tell us the economy is struggling to gain additional liftoff? ———Episode 60 Intro——— Jeff Snider is in his element in Episode [...]
60.1 Quantitative Easing 20 Year Anniversary!———Part 1 Summary———On March 19, 2001 CNN described quantitative easing by the Bank of Japan as "inject[ing] a large amount of money into the Japanese economy." It wasn't large, it wasn't money, and it never got to the economy. In two decades nothing has changed; not in Japan - not anywhere. ———Episode 60 Intro——— Jeff [...]
It is said that there are two types of people in this world. Those who see the glass as half full and those who see it as half empty. On Wall Street, we call them bulls and bears. A bull can see an economic report and perceive it in a way that seems wholly illogical, misguided, and downright stupid to [...]
59.0 The Best Podcast Intros of Making Sense, Season 1———Episode 59 Intro———March 23, 2020 is a day that no financial market participant will forget. It was the day that America's S&P 500 put in its low and stock prices began their climb to "what looks like a permanently high plateau." More importantly, it was the day that Making Sense debuted. [...]
58.3 Izabella Kaminska on Green Bitcoin, Privacy & NFTs ———Part 3 Summary——— Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks: bitcoin free-market green energy, non-fungible tokens, cryptocurrency's role in the monetary order, intraday interbank liquidity, central bank command-economy green agendas and more! ———Episode 58 Intro——— Welcome to Making Sense. Jeff Snider and I are joined by a [...]
58.2 Izabella Kaminska on UBI, MMT, ESG and -isms———Part 2 Summary———Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks political-economy: work furlough as proto Universal Basic Income, a labor force under Modern Monetary Theory, naïve accedence of Environmental-Social Governance, socialism, communism, corporate-capitalism and more! ———Episode 58 Intro——— Welcome to Making Sense. Jeff Snider and I are joined by [...]
58.1 Izabella Kaminska on Media, Criticism and Trust———Part 1 Summary——— Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks: financial journalism, the necessity of skepticism, public distrust of media, press reticence to cover underclass concerns, reportage to clarify versus to convince, technology's impact on news, and more! ———Episode 58 Intro——— Welcome to Making Sense. Jeff Snider and I [...]
The SLR exemption is ending! The SLR exemption is ending! Doesn't exactly roll off the tongue, does it? There has been rampant speculation the last few weeks about the fate of the exemption the Fed provided banks a year ago with regard to the Supplemental Leverage Ratio that allowed them to ignore Treasuries and reserves. The banks themselves warned that [...]
57.0 Jeff Snider Reacts Live to Paul Krugman Column———Intro———Will Stagnation Follow the Biden Boom? So asks New York Times columnist (and Nobel Memorial Prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that though the relief bill is done, recovery may be harder. ———SEE IT——— AlhambraTube: https://bit.ly/2Xp3roy Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: 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 57.0 Topics——— 00:05 Paul Krugman, NYTimes [...]
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