List of All Macro Watch Videos – By Topic

Creditism 101

• 4. Introducing Creditism 101
• 5. From Capitalism To Creditism
• 6. From Balanced Trade To Globalization
• 1. Money Creation Since 1914
• 2. Government Debt Since 1914
• 3. Credit Creation Drives The Economy Now
• 1. The Existential Threat of a Debt Deflation Depression
• 4. Learn How The Fed Creates Money from The Fed’s H.4.1 Report

The Money Revolution

• 4. My Speech Before Members Of Congress

The Dollar

• 1. Dollar Soars, Commodities Crash
• 5. The Indispensable Dollar Standard Will Not Be Displaced

Must Watch Speech

• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era

US Economy

• 5. Yield Crash
• 1. America Can Invest or Surrender To China
• 2. Ray Dalio vs. John Mauldin: The Great Debate
• 4. Ray Dalio vs. John Mauldin: The Great Debate Part 2
• 5. Dalio vs. Mauldin: The Great Debate Part 3
• 6. Expect More Rate Cuts
• 1. Corporate Sector Concerns
• 2. America’s National Emergency: Part One
• 3. America’s National Emergency: Part 2
• 4. America’s National Emergency Part 3
• 5. Thoughts On The Coronavirus
• 6. Recession or Depression?
• 7. Life During Wartime
• 8. Life During Wartime Part Two
• 2. US Banks On Life Support
• 3. When Creditism Met Covid-19
• 4. Gold Is Not A Sure Bet
• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
• 1. Will The Dollar Collapse?
• 2. Our Future Prosperity Depends On Government Debt

US Monetary Policy

• 6. The Fed Is A Hostage Of The S&P 500
• 2. Ray Dalio vs. John Mauldin: The Great Debate
• 4. Ray Dalio vs. John Mauldin: The Great Debate Part 2
• 5. Dalio vs. Mauldin: The Great Debate Part 3
• 6. Expect More Rate Cuts
• 1. QE 4 Has Begun
• 2. The Repo Crisis and The Fed
• 3. The Repo Crisis and The Fed: Part 2
• 4. The Repo Crisis and The Fed: Part 3
• 5. The Repo Crisis and The Fed: Part Four
• 6. Household Wealth and Fed Policy
• 6. Recession or Depression?
• 1. 28 Days (and $1.8 trillion) Later
• 5. Stocks: Boom or Bust?
• 6. Yield Curve Control
• 1. Will The Dollar Collapse?
• 3. Melt Up?
• 5. Trillions At Stake In Upcoming FOMC
• 6. The Velocity Of Money Is Irrelevant
• 2. Bank Reserves Are Irrelevant. QE Works!

US Fiscal Policy

• 1. America Can Invest or Surrender To China
• 2. Ray Dalio vs. John Mauldin: The Great Debate
• 5. Dalio vs. Mauldin: The Great Debate Part 3
• 6. Recession or Depression?
• 2. US Banks On Life Support
• 1. Dire Consequences Without New Stimulus
• 3. Stimulus and Your Wealth
• 7. Big Stimulus Rally Ahead For Stocks and Gold?
• 1. Credit: A Year Like No Other
• 2. Stimulus, Inflation, Stocks and Gold: What’s Ahead?
• 5. 2008 vs. 2020 Part Two: Fiscal Stimulus
• 6. 2008 vs. 2020 Part Three: Monetary Stimulus
• 3. Debt Ceiling Austerity: A Recipe for Stagnation and National Shame
• 3. Large Budget Deficits Won’t Push Up Interest Rates
• 4. How Can The US Government Finance $22 Trillion Of New Debt?
• 2. Government Debt Since 1914
• 3. What You Need To Know About The US Government’s Budget Deficits & Debt
• 5. Voodoo Economics? Voodoo Two Won’t Do
• 4. Monetary & Fiscal Austerity Explain The New Global Recession

US Credit Updates

• 1. Credit: A Year Like No Other
• 1. Debt, Credit and Wealth Soared In 2020
• 1. Credit, Economic Growth and Inflation To Slow
• 1. Stormy Weather Ahead
• 6. Risks Are High And Rising
• 6. Wealth and Debt in 2021
• 2. Credit Creation, Rate Hikes and Recession Risks
• 1. Creditism In Crisis?
• 1. Unchartered Territory
• 4. Lending Slowdown Suggests Rate Hike Pause
• 6. Higher For Longer Interest Rates May Rattle Markets
• 6. Recession In 2024?
• 2. Weak Credit Growth May Force The Fed To Cut Rates
• 3. Credit Creation Drives The Economy Now
• 2. Looser Monetary Policy Will Be Required
• 1. Who Funded The Debt in 2018?
• 6. Credit Growth, Asset Prices and The Fed
• 1. Credit Update: Government Debt Spikes
• 2. Who Will Buy The Debt?
• 1. Weak Credit Growth Leaves The Economy Vulnerable

Global Money + Global Credit

• 6. The Fed Is A Hostage Of The S&P 500
• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
• 2. Lessons From Comparing The Four Largest Central Banks
• 2. Global Liquidity Is Tightening: Expect Trouble
• 3. Investors Should Beware Money Destruction
• 6. All The Money In The World
• 6. Inflation Would Crush The Global Economy
• 4. The Four Great Threats
• 3. Who’s To Blame For The Global Economic Crisis?
• 3. Can Global Economic Growth Continue?
• 5. The Outlook For The Dollar
• 4. Quantitative Easing Is Now Cancelling Half A Trillion Dollars of Government Debt Per Quarter
• 2. The World Is $300 Trillion In Debt
• 6. Are The Central Banks Out Of Ammunition?
• 5. Negative Interest Rates: How Did This Happen?
• 2. The Dollar Standard: No Replacement In Sight
• 3. Global Recession
• 6. Negative Interest Rates
• 4. FX Reserves, The Dollar Crisis & The Outlook For Global Liquidity
• 4. What Drives Currencies?

China

• 3. How The US Can Win The Currency War
• 6. Why China’s Winning
• 3. Lessons From China’s Last Economic Crisis
• 4. Creditism In China
• 2. China Downgraded
• 5. China: Coming Off The Rails
• 6. Is China Turning Japanese?
• 1. Who Will Suffer Most When Chinese Growth Ends
• 5. Who Will Be Hurt By The US-China Trade War?
• 5. Chinese Monetary Policy Part 2: Crisis Management
• 4. Chinese Monetary Policy Part 1: Transforming The World
• 3. US-China Trade War: If China Fights Back
• 2. US-China Trade War: If China Capitulates
• 1. US-China Trade War: On The Brink
• 2. China’s Economy 2017
• 1. China’s Credit Tsunami May Capsize The World
• 1. Chimerica
• 7. China’s Economic Crisis, Part 4: One World Is Not Enough
• 6. China’s Economic Crisis: Part 3
• 5. China’s Economic Crisis: Part 2

Japan

• 5. What The US Must Learn From Japan
• 1. Bank Of Japan Doubles Bond Yield Cap
• 5. The BOJ Goes Ballistic
• 4. The BOJ’s Radical Experiment
• 3. Japan’s Extraordinary Experiment
• 5. Japan: Very Serious Challenges

Europe

• 4. The Euro vs. The Dollar
• 6. QE In Europe Is Ending
• 2. ECB Policy: Everything You Need To Know (Part Two)
• 1. ECB Policy: Everything You Need To Know (Part One)
• 3. ECB QE

Asset Prices

• 4. Gold Is Not A Sure Bet
• 5. Stocks: Boom or Bust?
• 3. Melt Up?
• 3. What’s Driving Tech Stocks?
• 5. Will Bond Yields Spike and Crush The Markets?
• 6. Liquidity Tsunami May Drive Asset Prices Much Higher
• 4. Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
• 5. Will Gold Crash Again?
• 8. Peak Growth = Peak Inflation?
• 3. Liquidity Tsunami Update
• 7. The Liquidity Tsunami Is About To End Abruptly
• 1. Stormy Weather Ahead
• 5. Very Bad Things May Happen Due To The Fed’s Hawkish Pivot
• 2. Aggressive Fed Tightening May Sink Markets
• 5. Fear The Fed
• 3. The End Of The Fed Put
• 4. Gold: If Not Now, When?
• 7. Watch Out: Something Is Going To Break!
• 4. More Wealth Destruction Ahead, Part One
• 5. More Wealth Destruction Ahead: Part Two

Liquidity Gauge

• 4. Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
• 1. Global Liquidity Shock
• 2. Liquidity Gauge Update: Crowding Out
• 3. Liquidity Gauge Update
• 2. Liquidity Gauge Update
• 2. The Outlook For Global Liquidity Points To Deflation Ahead
• 1. Treacherous Markets Ahead
• 4. The Fed & Liquidity
• 3. Liquidity Part One: Foreign Generated Liquidity
• 4. Liquidity Part Two: Quantitative Easing

Economic History

• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
• 3. Speech: How Capitalism Died and Where That Leaves Us
• 2. A Synopsis Of The Money Revolution
• 1. Money Creation Since 1914
• 2. A Concise History Of Creditism
• 6. Inflation Over The Last 100 Years
• 5. The Money Revolution
• 1. The History Of US Monetary Policy
• 6. Monetary Revolution Part 2
• 5. Monetary Revolution
• 3. Libertarian Murray Rothbard Was Dangerously Wrong

Derivatives

• 3. Derivatives Reform: Real or Razzmatazz, Part 2
• 2. Derivatives Reform: Real or Razzmatazz?

Capital

• 5. Alphabet’s Other Bets
• 4. The Tech Giants: Part Two
• 3. The Tech Giants: Part One
• 1. Finance Capital
• 7. How Capital Grows
• 6. Capital

Technology

• 4. Congress Passes Major R&D Investment Acts
• 2. A Synopsis Of The Money Revolution
• 3. The Chips and Science Act
• 4. My Speech Before Members Of Congress
• 4. Nvidia
• 4.a Bard Explains Nvidia’s Processors: Bonus Video
• 5. Alphabet
• 1. Meta: Bringing AI To The Masses
• 3. Amazon: King Of The Cloud
• 5. Apple: On-Device AI
• 1. Microsoft’s AI Empire
• 2. Tesla: Real World AI

Other Videos

• 2. How To Get The Most From Macro Watch
• 3. Speech: How Capitalism Died and Where That Leaves Us
• 7. Speech: Understanding Potential Threats To Trade and Economic Stability In Asia
• 6. Speech For The CFA Institute Brazil
• 5. Frequently Asked Questions
• 3. My Message To Some Of The World’s Largest Investment Managers
• 2. The Question I Asked Alan Greenspan Last Week
• 4. Death Spiral? Make That Plural
• 2. How My Career Shaped My Views On The Global Economy
• 6. Standard Chartered’s Results Point To Rapid Global Economic Deterioration
• 4. The Banks
• 3. Yellen’s (Triffin) Dilemma
• 3. Analyzing The Five Largest Central Banks
• 0. Speech: How Capitalism Died & Where That Leaves Us
• 1. Introduction
• 3. Austrian Economics: Right & Wrong
• 1. Introduction