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Reading the BIS: Bottlenecks & Macro Implications [Ep. 167, Macropiece Theater]
25 november 2021 · 26 min
The Bank for International Settlements observes that bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. These disruptions have been particularly severe in upstream industries and have led to large international spillovers through global value chains. On the one hand, the inflationary effect of bottlenecks will likely be limited after relative prices have adjusted. But sustained pressures could emerge if bottlenecks persist long enough to trigger an upward shift in wage growth and inflation expectations. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Daniel Rees and Phurichai Rungcharoenkitkul of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Bottlenecks - causes and macroeconomic implications: https://bit.ly/3DPMx5L
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3FKH54B----------WHERE----------
BIS Website: https://www.bis.org/
BIS Twitter: https://twitter.com/BIS_orgEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 166, Macropiece Theater]
24 november 2021 · 34 min
We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Too Big to Sail: How a Legal Revolution Clogged Our Ports: https://bit.ly/3CxOXoa----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstollerEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Singapore Bullion Market Assoc.: Silver to the Stratosphere [Ep. 165, Macropiece Theater]
23 november 2021 · 19 min
Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. Move over 'gold bugs', silver fever is coming. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
The Singapore Bullion Market Association, represents bullion banks, exchanges, refineries, merchants and logistics companies. The SBMA now plays a pivotal role in the development of Singapore as one of the most global centres of connectivity for precious metals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Silver to the Stratosphere: https://bit.ly/3cdWnlH----------WHERE----------
SBMA's Website: https://www.sbma.org.sg/
SBMA's Twitter: https://twitter.com/SBMA1993Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Applying Lipstick to the Hog [Eurodollar University, Ep. 164]
22 november 2021 · 1 uur 4 min
PART 01: 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. Lees meer
PART 02: Beijing reconfirmed what was made clear in 2017, during the 19th National Party Congress: the economic boom was over and it is time to prepare for it. If anyone in the West would care to listen, the Central Committee is referring not only to China but the entire global economy.
PART 03: M1 and M2 once informed central bank decisions. But the monetary aggregates were so narrowly defined that they were, in effect, mere keyholes that offered policymakers an unsatisfactory, and often-enough misleading, peek into the great monetary hall.
----EP. 164 REFERENCES---
TIC: Consistent, Coherent, Corroborated, Inflation Never Had A Chance: https://bit.ly/3cDfqpO
Chinese Ice Cream: https://bit.ly/3kPgTO4
We Can't Depend On the Ms, Which Only Produce Bad Vs: https://bit.ly/3wZexRA
Is M2 The Money Behind Inflation? If Not, What Is (Or Isn’t)?: https://bit.ly/3DAH5n1
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Sn… -
Reading Adam Tooze: Populist Money, Back Then and Right Now [Ep. 163, Macropiece Theater]
21 november 2021 · 34 min
In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Adam Tooze, economist, author and historian. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Chartbook #44: The Cross of Gold - populism, democratic iterations and the politics of money: https://bit.ly/3otXhQx----------WHERE----------
Adam's Substack: https://adamtooze.substack.com/
Adam's Website: https://adamtooze.com/
Adam's Twitter: https://twitter.com/adam_toozeEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: The Wage/Economy Illusion [Ep. 162, Macropiece Theater]
20 november 2021 · 13 min
China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume - the real stuff, the real goods - is falling. What does that signal? That the world has fallen for an "booming economy" illusion. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
The Wage/Economy Illusion: https://bit.ly/3ngQ7jz----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: Trade Price Boom hides Trade Volume Bust [Ep. 161, Macropiece Theater]
19 november 2021 · 15 min
Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price" and when we isolate "volume" of goods traded an entirely different, and ugly-ugly-ugly picture emerges. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Global Trade and Global Prices, China and Germany’s ‘Growth Scare’: https://bit.ly/3DaZ3fI----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Interviewing Russell Napier: What the Asian Financial Crisis Wrought [Ep. 160]
18 november 2021 · 51 min
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-??). Lees meer
----RUSSELL NAPIER BIOGRAPHY---
Russell is chairman of the Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital and Kennox Asset Management and Bay Capital. In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot- Watt University and The University of Stirling. His second book which covers the events of the Asian financial crisis and the lessons to be learned from it was published in July 2021.----RUSSELL NAPIER CONTACT-----
• The Asian Financial Crisis 1995-98: https://bit.ly/3oAkBMB
• Online Course: https://www.didaskoeducation.org/• Research (institutional): https://www.eri-c.com/
• Research (individual): https://russellnapier.co.uk/• Library of Mistakes (Website): https://www.libraryofmistakes.com/
• Library of Mistakes (Twitter): https://twitter.com/EdinburghLoM---RUSSELL NAPIER INTERVIEWS---
• @MacroVoices (Oct21): https://bit.ly/2Z57o5h
• @kofinas (Jul21) https://bit.ly/2WU23g4
• @RonStoeferle (Mar21): https://bit.ly/3972Spj
• @RealVision (Feb21): https://bit.ly/3tMYggF
• @MacroVoices (Jan21): https://bit.ly/36Kn5jx
• @MoneyWeek (Dec20): https://bit.ly/3p9YDhL
• @SantiagoAuFund (Nov20): https://bit.ly/39VMokv
• @ttmygh (Aug20): https://bit.ly/3txCmxV
• @TheMarket_CH (Jul20): https://bit.ly/3rsBXef
• @MoneyWeek (Feb20): https://bit.ly/3tN2ncB-----SEE ALL EPISODES-----
Al… -
Interviewing Prof. Williamson: Are Gas Prices High? [Eurodollar University, Ep. 159]
17 november 2021 · 41 min
An interview with Professor Samuel Williamson, economic historian and co-founder of MeasuringWorth.com, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours. Lees meer
--------REFERENCES--------
Measuring Worth: https://bit.ly/36TfZZD
Measuring Worth Twitter: https://bit.ly/3BuZotf
Measuring Worth Blog: https://bit.ly/3rqyz4R-----HEAR EPISODE 159----
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Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Rohan Grey: Money is an Ecosystem and Language [Ep. 158, Macropiece Theater]
16 november 2021 · 22 min
It is difficult to define what money is because the term money can refer to different things in different contexts. Money is not just a thing or unit of measurement but an ecosystem, a layer of social infrastructure, a language - and a source of power. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Rohan Grey, assistant professor at Willamette University College of Law, where he teaches contracts, business associations and securities regulation. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
What is Money?: https://bit.ly/30d7I2o----------WHERE----------
Rohan's Website: https://rohangrey.net/
Rohan's Twitter: https://twitter.com/rohangreyEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Next Fed Chair to be Theoretical Lexicographer [Eurodollar University, Ep. 157]
15 november 2021 · 1 uur 2 min
PART 01: 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? Lees meer
PART 02: 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?
PART 03: 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 Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.-----SEE EPISODE 157------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 157----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotif… -
Interviewing Bilal Hafeez: Three Red Lines, One Recession [Ep. 156, Eurodollar University]
13 november 2021 · 48 min
China has cross three red lines - what are they? Inflation is roaring red hot - why and will it last? Next year is shaping up as a prime candidate for Recession 2022 - who believes that? Lees meer
----------WHO----------
Bilal Hafeez is the Founder and CEO of Macro Hive – a leading independent research firm. Prior to Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. During his sell-side career, Bilal was rated #1 market strategist by Euromoney and Institutional Investor for most years between 2004 and 2013. He also pioneered FX investment and smart beta benchmarks. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School. He studied Economics at St Johns College, Cambridge. Bilal lives with wife, two children, seven cats, four chickens, a beehive and one dog.Also, Jeff Snider of head of global research for Alhambra Investments. And Emil Kalinowski, master of ceremonies.
----------WHERE----------
Bilal's Twitter: https://twitter.com/bilalhafeez123
Bilal's Website: https://macrohive.com/Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Jeff's Website: https://alhambrapartners.com/author/jsnider/Emil's Twitter: https://twitter.com/EmilKalinowski
Emil's Website: https://www.eurodollarenterprises.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://… -
Reading Jeff Snider: Cliffhanger - Unemployment Benefits [Ep. 155, Macropiece Theater]
12 november 2021 · 8 min
Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
The Wile E. Powell Inflation: Are We Really Just Going To Ignore The Cliff?: https://bit.ly/3H68ejJ----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading the FRBNY: International QE and No Inflation [Ep. 154, Macropiece Theater]
11 november 2021 · 23 min
Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A review of the experience in Britain, Europe and Japan. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Gianluca Benigno, assistant vice president and head of international research in the Federal Reserve Bank of New York’s Research and Statistics Group with Paolo Pesenti, senior vice president and policy lead on monetary policy in the Bank’s Research and Statistics Group. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
The International Experience of Central Bank Asset Purchases and Inflation: https://nyfed.org/306zCx0----------WHERE----------
Liberty Street Economics Blog: https://libertystreeteconomics.newyorkfed.org/
Liberty Street Economics Twitter: https://twitter.com/libertysteconEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/---------HEAR IT----------
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading Adam Smith: Money and Labor, the Nominal and Real Price of Everything [Ep. 153, Macropiece Theater]
10 november 2021 · 13 min
From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Adam Smith, the Scottish economist, philosopher, pioneer of political economy and a key figure of the Scottish Enlightenment. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
An Inquiry into the Nature and Causes of the Wealth of Nations: https://www.gutenberg.org/cache/epub/3300/pg3300-images.html----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Smith: https://plato.stanford.edu/entries/smith-moral-political/Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
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Spotify: https://spoti.fi/3arP8mY
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Podbean: https://bit.ly/2QpaDgh
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jean-Paul Sartre: The Nature of Money [Ep. 152, Macropiece Theater]
9 november 2021 · 9 min
From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jean-Paul Charles Aymard Sartre, the French philosopher, playwright, novelist, screenwriter, political activist, biographer and literary critic. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Being and Nothingness: An Essay on Phenomenological Ontology----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Sartre: https://plato.stanford.edu/entries/sartre/Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Reading Perry Mehrling: Where’s My Swap Line? [Ep. 151, Macropiece Theater]
8 november 2021 · 40 min
The past two decades have seen the construction of a tiered system of international liquidity provision, the first tier including those whose credit is sufficient for a swap line, the second tier including those who can offer acceptable collateral, and the third tier including everyone else. It is a global dollar system, with the Fed operating de facto as the global central bank providing international lender of last resort support to the system. It is a system created not so much by conscious design, but rather as a pragmatic response to crisis, bit by bit over time. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Perry Mehrling is a Professor of International Political Economy at the Pardee School of Global Studies, Boston University, where he teaches courses on the economics of money and banking, the history of money and finance and international money. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
A Money View of International Lender of Last Resort: https://bit.ly/3Ezqikv----------WHERE----------
Perry's Website: https://sites.bu.edu/perry/
Perry's Twitter: https://twitter.com/PMehrling
Perry's Coursera Course: https://bit.ly/31GRHiFEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict:… -
The Bonds, the Inflation and the CPI [Eurodollar University, Ep. 150]
7 november 2021 · 1 uur 13 min
PART 01: An early-1950s US consumer buying-binge sent the Consumer Price Index soaring. Inflation!? No. It was a transitory supply/demand imbalance brought on by (geo)political factors. The bond market knew it and didn't overreact. And what about the Federal Reserve? They overreacted. Lees meer
PART 02: We review the 1950s, 1960s, 1970s, 2000s and 2010s to study how bond yields reacted to persistent and pervasive monetary expansion, stagnation and contraction as well as how bond markets handled transitory consumer price shocks due to supply/demand imbalances.
PART 03: What kind of foreign assets do you own PBOC? Well, we are adding a lot of "other" right now. "Other"? Yes, "other". What is that? Don't worry about it. What do you mean, 'Don't worry about it.'? Just know that we're adding it, whatever it is - it's good.
---------SPONSOR----------
Macropiece Theater with Emil Kalinowski reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.-----SEE EPISODE 150------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 150----
Vurbl: https://bit.ly/3rq4dPn
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Sou… -
Reading Lyn Alden: A Resurgence in Value [Ep. 149, Macropiece Theater]
6 november 2021 · 26 min
Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
A Resurgence in Value: https://bit.ly/3Cy3QHC----------WHERE----------
Lyn's Website: https://www.lynalden.com/
Lyn's Twitter: https://twitter.com/LynAldenContactEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading George Friedman: Sketching a 2022 Forecast [Ep. 148, Macropiece Theater]
5 november 2021 · 11 min
George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022: Covid, China, Russia, Europe, the Middle East, the United States and even the Caribbean. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Forecasting Time: https://bit.ly/3pNMxPf----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_FriedmanGeopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfuturesEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Reading Jeff Snider: When Nobody's Looking, Past Economic Activity is Revised Downward [Ep. 147, Macropiece Theater]
4 november 2021 · 15 min
The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
The Enormously Important Reasons To Revisit The Revisions Already Several Times Revisited: https://bit.ly/3jSDbhq----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: US GDP Q3 2021 [Ep. 146, Macropiece Theater]
3 november 2021 · 9 min
The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
GDP Red Flag: https://bit.ly/2ZIBbBD----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
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Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: Bond Markets Betting on Dis- & De- not In-flation [Ep. 145, Macropiece Theater]
2 november 2021 · 10 min
How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? Easy, actually. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
Short Run TIPS, LT Flat, Basically Awful Real(ity): https://bit.ly/3bu4Y38----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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PodcastAddict: https://bit.ly/2V39Xjr -
Reading Velina Tchakarova: The Quad Summit amid the Bifurcation of the Global System [Ep. 144, Macropiece Theater]
1 november 2021 · 14 min
In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Velina Tchakarova is Director of the Austrian Institute for European and Security Policy in Vienna. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
The Quad Summit amid the Bifurcation of the Global System: https://bit.ly/3GuImOg----------WHERE----------
Velina's Medium Blog: https://medium.com/@vtchakarova
Velina's Website: https://www.velinatchakarova.com/
Velina's Twitter: https://twitter.com/vtchakarovaEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading JP Koning: MasterCard - Adult Content Gatekeeper? [Ep. 143, Macropiece Theater]
31 oktober 2021 · 14 min
Mastercard is compelling adult content providers to know their customer... and their content. If not, access will be withheld to payment processing. But Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
MasterCard as censor: https://bit.ly/3nxXphK----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koningEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Nicholas Humphrey: Bugs & Beasts Before the Law [Ep. 142, Macropiece Theater]
30 oktober 2021 · 20 min
Medieval Europeans put animals on trial for various misdemeanors and felonies: murderous pigs sent to the gallows, sparrows prosecuted for chattering in church, a gang of thieving rats let off on a wholly technical acquittal. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? Or do we too attempt to assign order to Chaos when we mislabel it as "conspiracy" or "(in)competence"? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Nicholas Humphrey a theoretical psychologist, based in Cambridge, who is known for his work on the evolution of human intelligence and consciousness. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Bugs and Beasts Before the Law: https://bit.ly/3mooZyq----------WHERE----------
Humphrey's Website: https://www.humphrey.org.uk/
Humphrey's Twitter: https://twitter.com/humphrenEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: A Goods Supply SURPLUS!? Not a Shortage [Ep. 141, Macropiece Theater]
29 oktober 2021 · 13 min
There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. In fact, we may be facing a surplus of goods that's about to wash over the economy. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------
What *Seems* Inflation Now Is Something Else Entirely: https://bit.ly/2Zu7CmH----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: Bonds Know What Inflation Is and Is Not [Ep. 140, Macropiece Theater]
28 oktober 2021 · 18 min
The US Treasury bond market has been correctly anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. Decades. Maybe we should listen to them? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Lepiten Falls" by Ooyy at Epidemic Sound.----------WHAT----------
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3vNEG5v
Whose Inflation Expectations Best Predict Inflation?: https://bit.ly/3mlCrTy----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater]
27 oktober 2021 · 21 min
Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Maverick" by Ooyy at Epidemic Sound.----------WHAT----------
The Asymmetry of Ineffective and Worthless QE: https://bit.ly/2XOLx1Q
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3CnvSpf----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: 1970s Inflation vs. 2020s Price Increases [Ep. 138, Macropiece Theater]
26 oktober 2021 · 21 min
Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
The Power of Money Lurks in the Shadows: https://bit.ly/30EPSFP----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Schopenhauer: Wealth, Poverty, the Nature of Money [Ep. 137, Macropiece Theater]
25 oktober 2021 · 13 min
Arthur Schopenhauer, in the essay "The Wisdom of Life", favors individual strength of will and independent, reasoned deliberation over the tendency to act on irrational impulses. In the third chapter he contemplates "property, or what a man has". A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Arthur Schopenhauer, the German philosopher. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
The Wisdom of Life: https://bit.ly/3FUiV8M----------WHERE----------
Schopehauer Twitter: https://twitter.com/artschopenhauerEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr -
The 2s/10s Treasury Spread 'Conundrum' [Ep. 136, Eurodollar University]
24 oktober 2021 · 1 uur 4 min
PART 01: The 'debate' in the US Congress about the debt 'ceiling' prevented the US Treasury Dept. from issuing UST Bills, the ultimate risk-free asset. This put serious stress on the Chinese currency. Now, with the 'debate' tabled till December, Beijing (and the world) are safe... for now. Lees meer
PART 02: The US Treasury yield curve IS NOT inverted and, therefore, is not signaling a recession warning. But IT IS warning that the Federal Reserve's reasoning to "taper" its quantitative easing program (i.e. economic recovery/health) is unfounded. We saw this in 2018. And 2014. And 2005.
PART 03: A review of transcripts and recordings from the 1970s reveals that monetary and political authorities were unable to identify the source of inflation (international liquidity creation). The authorities didn't understand money in the 1970s, and they still don't.
---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.-----SEE EPISODE 136------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 136----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https:… -
Reading JP Koning: Crypto Solution to MasterCard/Visa Embargo [Ep. 135, Macropiece Theater]
23 oktober 2021 · 15 min
Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. How do vendors work around this embargo? And should these two network oligopolies be allowed to decide which licit products they deal with? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Embargoed by MasterCard/Visa, kratom vendors turn to crypto and eChecks: https://bit.ly/3AZQylV----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koningEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Maroon Macro: The Bull Case for Decentralized Finance (DeFi) [Ep. 134]
22 oktober 2021 · 20 min
Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. DeFi is extraordinarily elegant in the way in which it reenables elasticity in the machinery of exchange. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Issue #23-The Bull Case for Decentralized Finance (DeFi): https://bit.ly/3n4WNzO----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macroEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Michael Pettis: "Common Prosperity" vs. "Dual Circulation" [Ep. 133, Macropiece Theater]
21 oktober 2021 · 18 min
Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. The latest "Common Prosperity" policy will only shift domestic demand at the margins; a full-fledged rebalancing will require a more radical transformation. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center, specializes in Chinese financial markets, economic history, global capital flows and the relationship between different sectors of national economies. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Will China’s Common Prosperity Upgrade Dual Circulation?: https://bit.ly/2Z6CoCr----------WHERE----------
Michael's Blog: https://carnegieendowment.org/chinafinancialmarkets
Michael's Twitter: https://twitter.com/michaelxpettisEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 132, Macropiece Theater]
20 oktober 2021 · 25 min
We tend to talk about infrastructure in terms of spending amounts. But infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Will Monopolies Steal the Infrastructure Money?: https://bit.ly/3mXEgFr----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstollerEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading AnalystDC: The Fed's Balance Sheet, Changes and Effects [Ep. 131, Macropiece Theater]
19 oktober 2021 · 27 min
AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet and considering where things could go from here for the Fed, large and small US banks as well as foreign bank offices. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Chartbook #13: https://dcchartbook.substack.com/p/chartbook-13----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDCEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Safest Bank Balance Sheets in Three Generations [Ep. 129, Eurodollar University]
18 oktober 2021 · 1 uur 4 min
Dear Ladies and Gentlemen, Lees meer
Typically the show notes are loaded with information about the show, reference material and acknowledgement of the people that helped make the show. Unfortunately Episode 129 was damned by the Universe and came to us straight from Hades, Ring Four, Pit 03 (on the left). Thankfully all the content is there. But everything else, everything else that it takes to make the show was cursed by Podcast Deus. Everything went wrong, not just for me but for everyone involved with the show. Therefore I am having none of it with this show--it has bad juju. I cast it back into Mount Doom where it can join the ring.
Sincerely,
Emil
-
Reading Robert Breedlove: Freedom, Truth, Love (plus Bitcoin) [Ep. 130, Macropiece Theater]
18 oktober 2021 · 14 min
Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. Is it any coincidence that voluntary exchange is essential to all three? A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Robert Breedlove, freedom maximalist. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------
Freedom, Truth, and Love: https://bit.ly/3janbXL----------WHERE----------
Robert's Substack: https://breedlove22.substack.com/
Robert's Podcast: https://whatismoneypodcast.com/
Robert's Twitter: https://twitter.com/Breedlove22Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr -
Reading Jeff Snider: US Bank Loans Shrinking in 2021 [Ep. 128, Macropiece Theater]
16 oktober 2021 · 24 min
Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money). We haven't seen this in three generations. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
The U.S. Economy Remains As Frozen As Ever: https://bit.ly/3aCFKiO----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading Roger Starr: A Kind Word About Money [Ep. 127, Macropiece Theater]
15 oktober 2021 · 15 min
Money, a necessary evil seems to be best compliment one can pay it. Starr argues that money, in a world of constraints and choices, helps identify price. And for all the kind words written about "value" let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Roger Starr (1918-2001), editorial writer for the New York Times, military intelligence officer, New York City housing administrator. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
A Kind Word About Money: https://bit.ly/3DuX4Cw----------WHERE----------
The Lives They Lived-Roger Starr, B. 1918; The Contrarian: https://nyti.ms/3mMayDs
Roger Starr, New York Planning Official, Author and Editorial Writer, Is Dead at 83: https://nyti.ms/3mQSSGuEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading Jeff Snider: Metals Down vs. Oil Up [Ep. 126, Macropiece Theater]
14 oktober 2021 · 14 min
Oil prices are intentionally offered as Inflation Exhibit A, even though at best it is a lagging indicator. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
Chip Shortages, Crude Boiling, Fed Explosion And… No Inflation: https://bit.ly/3iWtnCG----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
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Reading The Fed Guy: Debt Ceiling Procedures [Ep. 125, Macropiece Theater]
13 oktober 2021 · 12 min
The Fed and Treasury have seen enough debt ceilings to develop a playbook that can be pieced together from past FOMC transcripts and Congressional subpoenas. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
Debt Ceiling Procedures: https://bit.ly/3jfTCnZ----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading George Friedman: China’s Economic Crisis, Foreign Policy [Ep. 124, Macropiece Theater]
12 oktober 2021 · 11 min
George Friedman observes that China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength, in much the same manner as they presently overrate the nation. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
China’s Economic Crisis and Its Foreign Policy: https://bit.ly/2X5CFEO----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_FriedmanGeopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfuturesEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/---------HEAR IT----------
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Reading AnalystDC: The Fed's Standing Repo Facility [Ep. 123, Macropiece Theater]
11 oktober 2021 · 22 min
AnalystDC considers three developments in late-July 2021 that'll affect money markets for years to come: the Fed's Standing Repo Facility, the Group of Thirty recommendations and the Alternative Reference Rates Committte recommendations. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
Chartbook #12: https://dcchartbook.substack.com/p/chartbook-12----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDCEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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The Volcker Myth [Ep. 122, Eurodollar University]
11 oktober 2021 · 1 uur 22 min
PART 01: The US dollar is rising in value against a collection of currencies (except one). It's disconfirming evidence of sustainable economic recovery; it implies strained USD-funding. And there's still that one key, stable currency - unusually stable; suspiciously stable. Lees meer
PART 02: We review palladium, copper and iron ore - all metals and minerals that peaked in value in May (lumber too). Some commodities continue to rise in value, specifically energy. How do we reconcile the deflationary/disinflationary former to the inflationary latter? Also, US auto sales.
PART 03: "Despite some eerie echoes, the past is not the best guide to the present," writes The Economist. Jeff Snider agrees, but for entirely different reasons. Stagnation? Yes, definitely. But NOT inflation - despite the clear price increases! Wait, what?
---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.-----SEE EPISODE 122------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 122----
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SoundC… -
Reading Maroon Macro: A Trade Idea, Shorting CNH [Ep. 121]
9 oktober 2021 · 28 min
An increased risk-off sentiment, resulting from the Evergrande drama - among several other factors, has perhaps increased the likelihood, as well as accelerated the timeline, of a CNY devaluation. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
Issue #21: Trade Idea – Short CNH: https://bit.ly/3op5bMQ----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macroEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading The Fed Guy: Wealth (Side)Effects [Ep. 120]
8 oktober 2021 · 10 min
An unprecedent increase in household wealth from housing, stocks and cryptocurrencies may have structurally changed the US labor market. The Fed, assuming no structural change, may be running the economy much hotter than they realize. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
Wealth (Side)Effects: https://bit.ly/3ml5CVS----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading Michael Pettis: What Does an Evergrande Meltdown Mean for China? [Ep. 119]
7 oktober 2021 · 27 min
The impact of Evergrande has caused financial distress to spread faster than Beijing expected, putting pressure on regulators to move quickly to stop the contagion. But they cannot rescue Evergrande’s creditors without also undermining their fight against bad debt. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
What Does Evergrande Meltdown Mean for China?: https://bit.ly/2Ya9rVl----------WHERE----------
Michael's Blog: https://www.mpettis.com/
Michael's Twitter: https://twitter.com/michaelxpettisEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
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Reading Jeff Snider: FOMC 'Let's make it up as we go along!' [Ep. 118, Macropiece Theater]
6 oktober 2021 · 19 min
Jay Powell’s Fed portrays the economy in recovery mode and intends to taper monetary accommodation - yet the US dollar has been rising in value for months. Premature celebration? It reminds Jeff Snider of an episode in 2011 when the FOMC guffawed past the monetary graveyard. A reading, by Emil Kalinowski. Lees meer
----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------
'Easing' Monetary Policy Is Missing a Key Component: https://bit.ly/2YobrtC----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIPEmil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
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