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PodCasts Archives - McAlvany Weekly Commentary

McAlvany Weekly Commentary

Weekly monetary, economic, geo-political news and events

business investing

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45:48

Pound Collapse: “I just can’t wait to be King”

PodCasts Archives - McAlvany Weekly Commentary ·

2022/09/28

McAlvany Weekly Commentary Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the folks at Foreign Affairs describe as the age of uncertainty, what we exist in […] The post Pound Collapse: “I just can’t wait to be King” appeared first on McAlvany Weekly Commentary.

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43:15

Hoping For A Less Worse Tragedy

PodCasts Archives - McAlvany Weekly Commentary ·

2022/09/21

McAlvany Weekly Commentary German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40% Hoping For A Less Worse Tragedy September 21, 2022 “What is clear in my mind is that uncertainty is a factor not adequately priced into the market. Uncertainty is […] The post Hoping For A Less Worse Tragedy appeared first on McAlvany Weekly Commentary.

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51:46

Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

PodCasts Archives - McAlvany Weekly Commentary ·

2022/09/14

McAlvany Weekly Commentary Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model Andrew Smithers: Look Out! Bad Models Equal Bad Outcomes September 14, 2022 “But I must say I welcome any qualified economist who has the guts to say, “Smithers’ views are worth debating. I’m not going to say that […] The post Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes appeared first on McAlvany Weekly Commentary.

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34:36

From Russia With Love: Europe’s Energy Catastrophe

PodCasts Archives - McAlvany Weekly Commentary ·

2022/09/07

McAlvany Weekly Commentary UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian From Russia With Love: Europe’s Energy Catastrophe September 7, 2022 “European stress is increasing as financial stress increases. You’re really talking about social anxieties and political stress that gets played out. TPI [transmission protection instrument] acting as a […] The post From Russia With Love: Europe’s Energy Catastrophe appeared first

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49:30

The Dollar Is Temporarily The Best Horse (In The Glue...

PodCasts Archives - McAlvany Weekly Commentary ·

2022/08/31

McAlvany Weekly Commentary Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year The Dollar Is Temporarily the Best Horse (In the Glue Factory) August 31, 2022 “Europe, and Germany in particular, is experiencing nothing short of the U.S experience in the 1970s. The […] The post The Dollar Is Temporarily The Best Horse (In The Glue Factory) appeared first on McAlvany Weekly Commentary.

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44:29

China Gobbles Up 80 Tons Of Gold

PodCasts Archives - McAlvany Weekly Commentary ·

2022/08/24

McAlvany Weekly Commentary Germany shocked by 37.2% producer price explosion John Taylor “We have inflation all over the place” Iran stockpiles 3800 kgs of enriched weapons grade uranium China Gobbles Up 80 Tons Of Gold August 23, 2022 “The discussion has been around these enduring issues of Chinese economic growth, Chinese economic numbers being the first point of […] The post China Gobbles Up 80 Tons Of Gold appeared first on McAlvany Weekly Commentary.

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41:59

Everything Rally is Awesome…or maybe Not

PodCasts Archives - McAlvany Weekly Commentary ·

2022/08/17

McAlvany Weekly Commentary Market surge creates a Catch-22 for wannabe Bulls Wages rise, but not enough to keep up with inflation China shocks with interest rate cut, hoping to delay a larger disaster Everything Rally is Awesome—or Maybe Not August 17, 2022 “A true bear market has a lot further to run because nothing has been learned, and […] The post Everything Rally is Awesome…or maybe Not appeared first on McAlvany Weekly Commentary.

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50:15

The Need For Risk Control In A Schizophrenic Market

PodCasts Archives - McAlvany Weekly Commentary ·

2022/08/10

McAlvany Weekly Commentary Fed says it will stop telling the markets its next move Quick rally in stocks doesn’t change long term bear trend Biden “given” really good jobs “surprise” The Need For Risk Control In A Schizophrenic Market August 10, 2022 “We had a year and a half, two years ago, the transitory references. Early on, as […] The post The Need For Risk Control In A Schizophrenic Market appeared first on McAlvany Weekly Commentary.

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40:35

Whitehouse Declares “Not A Recession,”… Move Along...

PodCasts Archives - McAlvany Weekly Commentary ·

2022/08/03

McAlvany Weekly Commentary Talk is cheap, follow-through is what matters. Former Dallas Fed Chief says Pelosi took advantage of inside information. Gold tests $1675 then bounces $100 higher. Whitehouse Declares “Not A Recession,” … Move Along Citizen August 2, 2022 “As we exist in a stagflationary environment and contemplate stepping a first foot into recession, Congress’s way of […] The post Whitehouse Declares “Not A Recession,”… Move Along Citizen appeared first on

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31:36

Doug Noland: A Core Crises (from the Periphery)

PodCasts Archives - McAlvany Weekly Commentary ·

2022/07/27

McAlvany Weekly Commentary Can China survive when the debts cannot be paid? Interest rates spike worldwide while Japan fights against hope to keep rates down Dollar and gold rise as currencies fall Doug Noland: A Core Crisis (from the Periphery) July 27, 2022 “The world has never seen anything like what we’ve witnessed for the past 13 years. […] The post Doug Noland: A Core Crises (from the Periphery) appeared first on McAlvany Weekly Commentary.

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48:37

Peak To Peak To Peak Inflation, The New “Transitory”

PodCasts Archives - McAlvany Weekly Commentary ·

2022/07/20

McAlvany Weekly Commentary Gold provides certainty in uncertain times China feels the pressure of loaning good money to bad bets Central Banks losing credibility fast Peak To Peak To Peak Inflation, The New “Transitory” July 19, 2022 “They are losing the last vestiges of credibility, and somehow think that projecting an image is sufficient to carry the day. […] The post Peak To Peak To Peak Inflation, The New “Transitory” appeared first on McAlvany Weekly Commentary.

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47:50

Formerly Free Money Now Getting Very Expensive

PodCasts Archives - McAlvany Weekly Commentary ·

2022/07/13

McAlvany Weekly Commentary Companies weaned on easy credit now facing bankruptcy Milton Friedman warned you can’t fight inflation without loosing jobs China facing credit crises, high yield debt at 24.9% yield Formerly Free Money Now Getting Very Expensive July 12, 2022 “During the worst of the pandemic, if you go back to the spread between high yield and […] The post Formerly Free Money Now Getting Very Expensive appeared first on McAlvany Weekly Commentary.

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49:21

Markets Fall: The Difference Between Old VS Bold Pilots

PodCasts Archives - McAlvany Weekly Commentary ·

2022/07/06

McAlvany Weekly Commentary Secular Bear Markets are substantially longer & deeper than cyclical bears Dollar up over 11% – Gold only down 3.3% YTD NFTs (Digital Rocks) lose 90% YTD Markets Fall: The Difference Between Old vs. Bold Pilots July 5, 2022 “You have bear markets account for up to 40% of all timeframes in terms of […] The post Markets Fall: The Difference Between Old VS Bold Pilots appeared first on McAlvany Weekly Commentary.

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41:13

The FED’s New Social Justice Mandate

PodCasts Archives - McAlvany Weekly Commentary ·

2022/06/29

McAlvany Weekly Commentary Credit has long been a tool for politicians Former NY FED President Dudley predicts “Inevitable” recession H.R. 2543 – See Attached Document In Notes https://www.congress.gov/bill/117th-congress/house-bill/2543/text The Fed’s New Social Justice Mandate June 28, 2022 “We already have the zombie companies that even today can’t pay their interest expense from current cash flow. We may […] The post The FED’s New Social Justice Mandate

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52:29

Everything Bubbles & Endless Summers… End

PodCasts Archives - McAlvany Weekly Commentary ·

2022/06/22

McAlvany Weekly Commentary Powell’s .75% increase: ain’t Volcker, but it’s somethin’ Europe deploys “anti-fragmentation” grenade China & Empire… Rolls out third aircraft carrier Everything Bubbles & Endless Summers… End June 21, 2022 “We had speculative darlings that got crushed last week, tech and cryptos under the most pressure, 20, 30, 40%, but everything got sold, right? Now […] The post Everything Bubbles & Endless

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54:38

Market Horror: Three Witches and a slice of Fruitcake

PodCasts Archives - McAlvany Weekly Commentary ·

2022/06/15

McAlvany Weekly Commentary 3.2 Trillion in leveraged bets to unwind this week Gold in relative terms up 50% vs Bitcoin, up 20% in Yen Powell’s Rock and Hard Place question: Implode or Inflate? Market Horror: Three Witches and a Slice of Fruitcake June 14, 2022 “You do have this growing probability not only for a significant market […] The post Market Horror: Three Witches and a slice of Fruitcake appeared first on McAlvany Weekly Commentary.

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55:19

Bond Markets Revolt against Central Banks

PodCasts Archives - McAlvany Weekly Commentary ·

2022/06/08

McAlvany Weekly Commentary PHD Central Bankers slapped with “NO Confidence” vote by Bond Markets The FED is 700 basis points behind the curve Trade settlement in Rubles and Yuan up 1067% in 100 days Bond Markets Revolt against Central Banks June 7, 2022 “This notion of no confidence, this notion of fear, I think it has to do […] The post Bond Markets Revolt against Central Banks appeared first on McAlvany Weekly Commentary.

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55:53

Inflation Now 4 Times Higher Than Experts’ Estimates…

PodCasts Archives - McAlvany Weekly Commentary ·

2022/06/01

McAlvany Weekly Commentary Oversold stock market bounces… (dead cat)? Russia & China fly joint “nuclear-capable,” bombers near Japan & South Korea Only 5 months ago the predicted inflation rate was 2.2%… oops Inflation Now Four Times Higher Than Experts’ Estimates May 31, 2022 “Be careful how the herd gathers and runs. It’s not always rational, it’s not always safe, […] The post Inflation Now 4 Times Higher Than Experts’ Estimates… appeared first on

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47:34

When Is Enough Enough… Or Not Enough?

PodCasts Archives - McAlvany Weekly Commentary ·

2022/05/25

McAlvany Weekly Commentary Inflation is the next global pandemic China’s Debt to GDP 280% & that’s an understatement For every $1 of productivity, $50 goes to the rich When Is Enough Enough … Or Not Enough? May 24, 2022 “When you combine inflation with economic stagnation, you get stagflation, something Stephen Roach most recently has been talking about […] The post When Is Enough Enough… Or Not Enough? appeared first on McAlvany Weekly Commentary.

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50:52

Inflation Dragon Now Too Big To Hide

PodCasts Archives - McAlvany Weekly Commentary ·

2022/05/18

McAlvany Weekly Commentary “Perception management tool” is failing politicians Strawman? Biden pins inflation blame on wealthiest corporations Consumer Sentiment Plummets… Inflation Dragon Now Too Big To Hide May 17, 2022 “Here in the U.S., the most significant issue pressing on the polls and agitating voters is not abortion, it’s not the Supreme court, it’s not climate change, but […] The post Inflation Dragon Now Too Big To Hide appeared first on McAlvany Weekly

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