Mailbag, incl: Real talk from an oil and...

– The next Star Wars? – What’s going on with Berkshire? – The role of bonds and how they’re priced – Where innovation makes things worseSee omnystudio.com/listener for privacy information. 

– Bezos on AI – Are share purchase plans red flags? – Does low liquidity make small caps less efficiently priced? – Are we getting manufacturing and services confused? – What about small-cap ETFs? – You called your dog… Diesel??? – What about using fuel excise in place of interes ... Show More

– Market back at pre-war highs – The risk and opportunity of ‘sentiment’ – Qantas and Virgin raising fares and cutting flightsSee omnystudio.com/listener for privacy information. 

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ... Show More

<p>As serious economic weakness begins to increasingly show itself, the Fed is going to pivot and thereby try to sell the public on lower rates as somehow being something positive. A small bit of economy insurance and nothing more. And they'll point to 1995 as for why. In reality ... Show More

Expectations for 2023’s economy were rather sour — and what delivered blew predictions out of the water. But what are economists anticipating for the year ahead? Plenty of high hopes, including predictions of a rising S&P 500 index, falling inflation, lower interest rates and an ... Show More

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

When economists and policymakers talk about getting inflation under control, there's an assumption they often make: bringing inflation down will probably result in some degree of layoffs and job loss. But that is not the way things have played out since inflation spiked last year ... Show More

<p>Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.</p><br>< ... Show More

<p>What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive.</p><p>Topics covered include:</p><ul><li>Why ITR Economics&nbsp;has been predicting a 2030s depression for over a decade.</li><li>What are the early warning signs we can monitor ... Show More