logo
episode-header-image
Feb 2022
56m 11s

Recession Will Make the Inflation Proble...

PETER SCHIFF
About this episode
tail spinning
Up next
Apr 25
Michael Saylor's 11% Yield Is a Ponzi Scheme — Here's the Proof
Newmont is earning $11/share at 10x PE with 132% growth — half the S&P's multiple. Wall Street is asleep at the wheel.This episode is sponsored by Outskill. Bonuses worth $5100+ if you join and attend. Grab your free seat to the 2-Day AI Mastermind: https://link.outskill.com/PETE ... Show More
59m 42s
Apr 22
Kevin Warsh Can't Answer a Single Question - Next Fed Chair?
Warsh won't say Trump lost in 2020, won't name one policy he disagrees with, and can't explain what 1% rates would do. This is our next Fed Chair.This episode is sponsored by InvestingPRO. Get 55% off + an EXTRA 15% off with my code PETERSCHIFF at checkout! Sign up: https://www.i ... Show More
1 h
Apr 18
Hank Paulson Warns of Debt Crisis He Helped Create
Hank Paulson warns of a "vicious" debt crisis — but his only plan is to brace for it, not prevent it. That tells you everything.This episode is sponsored by HIMS. Visit https://hims.com/gold to get a personalized, affordable plan that gets youThis episode is also sponsored by Net ... Show More
59m 3s
Recommended Episodes
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Dec 2021
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocat ... Show More
1h 21m
Jul 2022
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root c ... Show More
1h 23m
Feb 2022
2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years
Investors seem to be reacting to inflation and the likely impact of higher interest rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Housing, ... Show More
45m 21s
Jun 2022
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to drop 1: ... Show More
1h 41m
Jul 2022
How Do You Solve a Problem Like Stagflation?
Stocks are sliding and bonds are rallying, as investors react to accumulating evidence that inflation will persist even though the economy is slowing down. There’s a word for that kind of scenario: stagflation. “The Fed is facing one of the worst predicaments of its existence,” t ... Show More
38m 55s
May 2022
Europe and China: Already In Recession | Paul Hodges
Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk in Europe, China, and the U.S., as well as the fate of inflated hyper-growth stocks. -- Paul Hodges on Twitter https://twitter.com ... Show More
1h 23m
Apr 2022
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigrati ... Show More
1h 39m
Mar 2023
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1 ... Show More
1h 34m
Jul 2022
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, th ... Show More
1h 25m