The Investors Podcast Interview. Highly Recom…
I recently had a very interesting discussion with Preston Pysh and Stig Brodersen of The Investors Podcast. I highly recommend that you listen to this free podcast now. Topics discussed
The Return Of Crowding Out Threatens Your Wea…
It has long been understood that when the government borrows excessively, it pushes up interest rates and Crowds Out the private sector. Before the breakdown of the Bretton Woods International
The Credit Structure Of The United States And…
It is not possible to understand an economy without understanding how that economy is financed. In the latest Macro Watch video, we examine the credit structure of the United States
Creditism In Crisis
Our economic system changed in a fundamental way when we stopped backing Dollars with Gold. That change removed the most important constraint on how much credit could be created. Afterwards,
Beware A Stronger Dollar
When the Dollar appreciated by 22% between June 2014 and March 2015, commodity prices fell, emerging markets suffered, world trade contracted, US corporate profits fell and US stocks stalled. There
Trump’s Recipe For Disaster – Free Podcas…
Please note: I attached the wrong link to this podcast last night, so I am reposting this blog with the correct link. Sorry for any inconvenience caused. In February, I
Trump’s Recipe For Disaster – Free Podcas…
In February, I went on a roadshow to meet with institutional investors in New York, Boston, San Francisco and Los Angeles. I made presentations to roughly two dozen investment firms.
The Factors Driving And Constraining US Econo…
For any economy to grow, one or more of the following things must occur: 1) The Workforce must grow, 2) Wages must increase, 3) Credit must expand and/or 4) Wealth
My Warning To Some Of The World’s Largest I…
I’ve just returned from a couple of very interesting weeks in the United States. In mid-January, I had the opportunity to meet Alan Greenspan and to ask him a question
I Asked Alan Greenspan A Question Of Historic…
Thanks to Bill Bonner and my other friends at Agora Economics, I had the opportunity to meet former Fed Chairman Alan Greenspan on January 18th at the Agora Economics