logo
episode-header-image
Nov 2021
29m 47s

187 - The return of inflation

DAVID MCWILLIAMS & JOHN DAVIS
About this episode
It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out there and a central banks that gets spooked. Fascinating stuff. Its all about inflation, transitory or temporary? Today we’re joined by Rob Armstrong in New York to explore.

Join the gang! https://plus.acast.com/s/the-david-mcwilliams-podcast.


Hosted on Acast. See acast.com/privacy for more information.

Up next
Aug 21
Ukraine at the Crossroads: From Donetsk to the Garrison State
After nearly 11 years of war, Putin’s maximalist demands have shrunk to a sliver of land in Donetsk, a pyrrhic victory after countless lives lost and millions displaced. But while the Kremlin clings to a symbolic scrap of territory, we explore whether Ukraine’s true future lies n ... Show More
41m 14s
Aug 19
Ireland is a Hostage to Fortune
Have we caught a case of Dutch Disease? Ireland’s dependence on foreign multinationals looks less like a golden goose and more like Japanese knotweed, invasive, overwhelming, and slowly strangling everything around it. Yes, the jobs are plentiful and the tax coffers are bulging, ... Show More
38m 47s
Aug 14
America’s Dutch Disease: How Debt Became the World’s Hottest Export
We’ve always known Dutch Disease as what happens when a country strikes oil or gas and accidentally hollows out the rest of its economy. But what if the United States’ great “resource discovery” wasn’t energy, it was debt? This week we talk to Brendan Greeley about his brilliant ... Show More
40m 9s
Recommended Episodes
Sep 2024
Interest rates, inflation and the American consumer
The Federal Reserve is expected to cut interest rates this week for the first time in four years. It would be a major milestone in the central bank’s long fight to get inflation under control. The Fed changes interest rates to keep inflation in check. But inflation is a complex p ... Show More
28m 53s
Jul 21
How does inflation impact asset prices?
Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices. From CPI and PCE to core ... Show More
10m 15s
Aug 2024
Inflation Is Easing, So Why Doesn’t It Always Feel That Way? Your Questions Answered
Inflation may be coming down, but when will prices –from items in our grocery carts to insurance premiums– stop climbing so fast? And when will wages catch up to make the cost increases of recent years stop hurting so much? WSJ economics reporter Harriet Torry and WSJ chief econo ... Show More
14m 50s
Aug 12
All eyes on today’s US inflation report
The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality chec ... Show More
11m 32s
Aug 2024
Stocks rise further on tame inflation readings – now it’s all about the Fed
This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent of ... Show More
14m 2s
Apr 2024
Michael Pento -- Two Percent Inflation My Ass! #6039
Kerry Lutz and Michael Pento discussed various economic issues, including inflation, interest rates, and the stability of the US dollar. Pento expressed skepticism about the possibility of inflation going below 2% and argued that a recession or depression might be the only way to ... Show More
22m 54s
Sep 2024
Is everyone pretending to understand inflation (or just me)?
The single issue that might decide the upcoming presidential election also happens to be: very confusing. Political economist Mark Blythe helps us understand: how inflation starts, how inflation is stopped, and shares his theory about why the powers-that-be may be just as confuse ... Show More
56m 9s
Jun 2024
Are we getting inflation right? With Neel Kashkari
Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong about inflation, ... Show More
25m 57s