I recap today’s markets, discuss the historic reverse repo and what it means, my moves today, and why I am 100% in the inflation boat now. Get ready boys and girls. Does the fed make policy changes? Time will tell. Thanks for listening!
Oct 2023
EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
28m 36s
Jul 2024
UBS On-Air: Paul Donovan Daily Audio 'Spending real money'
Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. I ... Show More
2m 33s
Jul 2024
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ... Show More
21m 58s
Sep 2024
Peter Schiff: Act NOW to Avoid Debt and Dollar Debacle
Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have ... Show More
21m 36s
Aug 2024
What Just Happened on Wall Street?
Every major U.S. stock market plunged on Monday, wiping out billions of dollars in value.Jeanna Smialek, who covers the U.S. economy for The Times, discusses what was behind the dizzying sell-off — and what it can tell us about whether America is headed for a recession.Guest: Jea ... Show More
23m 32s
Oct 2024
1100: Americans Are Being Crushed by Credit Card Debt - Episode 1100
There’s a huge problem impacting our economy and we need to talk about it – Americans are absolutely drowning in credit card debt. In the fourth quarter of 2023, Americans’ total credit card balances increased by $50 billion, reaching a total of $1.129 trillion, according to data ... Show More
9m 17s