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.

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

Up next
Nov 20
Is $4,000 Gold the First Crack in the Fiat Era?
Broadcasting from under the Hollywood sign in the middle of a rare Californian downpour, we follow the water straight into the gold. Starting with LA as a city built on pure imagination, we jump back to the original gold rushes that reshaped the map: California in 1849, the Austr ... Show More
31m 54s
Nov 18
Hollywood, Soft Power & Ireland’s Anti-American Left?
Reporting from West Hollywood, in a rock ’n’ roll hotel with no parties and no drugs as house rules. We take a walk down Sunset Boulevard and into the strange engine of L.A.: a city built almost entirely on imagination, storytelling and constant reinvention. From Mulholland’s aqu ... Show More
47m 55s
Nov 13
Vibecession, AI Mania & The New Casino Economy with Kyla Scanlon
Live at Kilkenomics, we welcome Roscommon's own economics star Kyla Scanlon author of In This Economy for a fast, funny, and razor-sharp tour of where money and mood collide. We get into her “vibecession” idea on why feelings beat spreadsheets, the AI splash that’s propping up ma ... Show More
37m 57s
Recommended Episodes
Jul 2025
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 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
<p>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 ... Show More
14m 2s
Feb 2025
How the Fed Distributes Billions of Dollars in Cash
We all know that the Federal Reserve tries to stabilize the economy by raising or cutting interest rates to balance inflation and unemployment. But the central bank’s mandate actually goes beyond monetary policy. The Fed is also responsible for reviewing and distributing billions ... Show More
27m 9s
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Apr 2024
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir hav ... Show More
1h 34m