Sitemap - 2024 - A Havenstein Moment.

War Plan Red

The Fed, the Middle Class, Bitcoin and Society with Cedric Youngelman

Risky Business

You get no premium for illiquidity

The bond vigilantes are back.

All roads lead to inflation

Fiscal Red Bull

A Giant Sucking Sound

A.I. doesn't understand me.

Contrary to widespread belief...

Godspeed

A Strange Asymmetry

Uncapitalized Risk

Q&A with Gary Bohm

Leopards don't change their spots

Need for Speed

Rambling with Dave Collum and Mike Farris

The Fed's enormous, unforgivable miss on inflation

The Fed Wants Your Cost of Living to Go Up.

50 Basis Points!!!!

Before the Deluge, Part 2

WHAT REALLY HAPPENED ON 9/11?

All in, All the Time

My chat with Ben Kelleran of Kontrarian Korner

Madness and Mayhem

Two-Percent is the Floor: Audio

Powell declares victory...

Two-Percent is the Floor

At War with the Truth

A very strange way to think of things

My chat with Tony Nash, Albert Marko and Tracy Shuchart.

Bipartisan Shambles

More fun with Jim and Bob

"I have no interest in owning bonds whatsoever."

The dangers of passive

What was the motive for the abysmal security?

"We are not overbuilt, we are under demolished"

Salting the Lots

The Bezzle

It's not illegal if Congress is complicit

Real Estate Rambling - Spaces With Melody Wright

We did it all over again.

'Once you realize it's nonsense, it starts to make sense'

Red Lobster died for private equity.

We fought Stein's Law...

We are benefiting at the expense of our children.

This is all narrative.

Where's our Hoover Dam?

Trust is everything

A Collective Failure of Imagination

Before the Deluge, Part 1

White Spots

The Old Normal

Shooting the breeze with Rosanna Prestia of The Ro Show

Monetary Shoplifting!

Economists: always wrong, never in doubt.

A blown-up lab experiment.

"The interest rate will not foreclose on you, the maturity will"

Chancellor and Hunt

Fiat Money Inflation in the United States

Distorted Reality

The Great Taking

'We are living on narrative at the moment'

There’s a retail craze now.

What if Powell is Volcker and Yellen is Burns?

Talking with Kayfabe

Enforced Pretending

The problem is prices.

"R-star is econometric academia PhD mumbo jumbo."

Talking with Zach Abraham

Number Goes Up

"The Lazy Tax"

Stepping on the same rake.

A little perspective...

Futures Edge Podcast with Jim Iuorio and Bob Iaccino

Price to Innovation

Record Highs

They don't know anything.

Black and Barofsky

This was where the math all changed.

Good news for renters!

Jumpin' Jack Flash, It's A Gaslight, Gas!