Yes, I’m banned again. Anyway…
I listened to much of Powell’s House testimony today. I feel sorry for him having to answer some incredibly stupid questions without laughing. Really tired of Mohamed El-Erian, other asset-gatherers, and CNBS hosts bashing the new Powell, after they’ve cheered on for a decade-plus the most insane global monetary policy the world has ever seen.
This guy on the right below was just on saying that we’re already at 2% inflation “on the 5-year TIPs”, or something. Even Tyler can see he’s full of it.
Grow your own food.
Here’s your QT:
I can’t buy the “no landing” argument…
Here’s where we are at this second…
Podcasts
Sometimes people ask for podcast suggestions. Below I’ll list some I have in my Podkicker app, in alphabetical order. I’m sure I’ve inadvertently left some good one’s off. Please do not be offended.
Some I listen to often, others maybe I only listened one time a year ago they had a guest I liked. Some I just skipped over because I got tired. I left out sports podcasts, and podcasts that have been dead for a while.
Most are finance-related, a few political, some are high-strangeness. If you hate the host, or they had guests on you can’t stand, or you think it’s an insane conspiracy show - please keep that to yourself. I don’t care.
I think I’m the only person on Earth who has not been on a podcast (by choice).
I almost never watch things on Youtube. I’m 99.9% audio (I’ll convert Youtube to mp3 when necessary). I’m open to suggestions, but the podcast queue is already ridiculously long. I can only walk so much. I’ll update this list as needed.
Arcadia Economics Shout out to the silver bugs.
Aubrey Marcus Podcast He had Ed Dowd and Fabio Vighi on…
Behind the Balance Sheet Hosted by friend of the show Stephen Clapham.
Betting on Zero They had on Anne Stevenson-Yang, a year ago.
Coffee and a Mike Discovered it via the Melody Wright interview.
Coin Stories with Natalie Brunell Great Whitney Webb interview, among others.
Crypto Critics Corner Bennett and Cas
Eurodollar University Sometimes I want to throw things at Jeff, but he’s cool.
Forward Guidance Good guests.
Futures Radio Show Crudele!
Gold Goats n Guns Mr. Luongo
Grant’s Current Yield Jim Grant’s the best.
Hidden Forces with Demetri Kofinas Best-prepared host out there. Variety of guests.
Know Your Risk Radio with Zach Abraham Good guy.
Library of Mistakes Russell Napier
Macrovoices Podcast Erik Townsend and Patrick Ceresna
Money, Markets and New Age Investing Greg Weldon
Moving Iron Agriculture stuff. Shawn Hackett’s a frequent guest.
No Bull George Noble’s spaces.
On the Tape Especially fun when Danny Moses, Vincent Daniel & Porter Collins are on.
Peak Prosperity Chris Martenson
Quoth the Raven Chris rants more than I do :)
Real Conversations Hedgeye. Good guests.
Real Vision Daily Briefing Shout out to Raoul.
Superinvestors and the Art of Worldly Wisdom Jesse Felder
TFTC: A Bitcoin Podcast Marty Bent. Great Whitney Webb chat.
The Acquirers Podcast Tobias Carlisle
The Grant Williams Podcast Cream of the crop.
The Market Huddle Kevin Muir
The Stansberry Investment Hour Dan Ferriss
Unlimited Hangout with Whitney Webb Best journalist out there.
Useful Idiots Matt Taibbi and Katie Halper
Wealthion Adam Taggart
One theory…
Thanks for the support, Joe Mama.
Rudy, I hate to say it, but I prefer you the long form responses in substack way better than the twitter posts. The irony is that I didn't start to follow you on twitter until you started on substack. Then I followed for a bit on twitter, but unfollowed because getting the complete formation of ideas is more of what I'm looking for or maybe it feels like I don't always have the knowledge or understanding of what you're saying on twitter. If you do a podcast or similar please try to make sure to do it on platform that allows playback at 1.5x to 2x speed as listening to most at those speeds is more similar to reading (or not getting distracted with as my mind wanders). Sorry if this comes across as a demand, it's really just a suggestion as you can do whatever is right for you. Regardless, thanks for sharing some of your knowledge on a regular basis.
This is absolute crap. I hate it when you're not on Twitter. It becomes an even darker space.