Is China Turning Japanese?
Posted March 28, 2024
The world has become aware that China is experiencing its worst economic crisis in many decades. Many people have begun to wonder if China is
Category Archives: Economics in the Age of Fiat Money
Course: The Magnificent Seven and The AI Revolution
Posted March 19, 2024
The Artificial Intelligence Revolution has begun. It is expected to transform nearly every industry and create enormous economic value, just as electricity did over a century
The Investor’s Podcast Interview 2024: Highly Recommended
Posted March 16, 2024
I recently joined Clay Finck on the We Study Billionaires Podcast on The Investor’s Podcast Network. If you only listen to one of my interviews
How Can The US Government Finance $22 Trillion Of New Debt?
Posted February 28, 2024
US Government Debt will increase by $22 trillion or by 85% over the next 10 years to $48 trillion, according to a recent report from
Large Budget Deficits Won’t Push Up Interest Rates
Posted February 11, 2024
Many people are concerned that the government’s large budget deficits will drain Liquidity and drive up US interest rates. This video explains why they won’t.
Tesla: Real World AI
Posted January 30, 2024
“People think of Tesla as a car company when they should think of it as an AI-Robotics company”, Tesla’s CEO Elon Musk said recently. Musk
Microsoft’s AI Empire
Posted January 15, 2024
Microsoft overtook Apple to become the world’s most valuable company based on market capitalization on Friday, January 12th. Little wonder. Microsoft is the company most well
Recession in 2024?
Posted December 29, 2023
Will the United States fall into Recession in 2024? Trends in Credit Growth suggest it will. It is important to monitor and forecast trends in
Apple: On-Device AI
Posted December 14, 2023
This video explains that Apple will be an AI superpower because it will dominate the market in On-Device AI.
Bears Beware: Rate Cuts Ahead
Posted November 27, 2023
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed
Amazon: The King Of The Cloud
Posted November 15, 2023
Artificial Intelligence is being described as “the new electricity.” It is expected to transform nearly every industry and create enormous economic value, just as electricity
(Mis)Leading Economic Indicators Predicted A Recession That Didn’t Happen… Yet
Posted October 28, 2023
For more than a year, most economists, me included, have expected the United States economy to fall into a Recession. But that hasn’t happened. In fact,
Macro Watch: 10 Years Old Today
Posted October 20, 2023
Since October 20th, 2013, in more than 100 hours of videos, Macro Watch has explained the evolution of our economic system and the new forces
Credit Trends Suggest A Recession Ahead
Posted September 28, 2023
This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall
An Intense Interview with Richard Duncan by Michael Gayed
Posted September 22, 2023
Last week I did a live Twitter Spaces interview with Michael Gayed who provides great economic and financial markets commentary through his The Lead-Lag Report
Alphabet: The Magnificent Seven, Part Two
Posted September 14, 2023
Mustafa Suleyman, co-founder of the Alphabet subsidiary DeepMind, recently told the Financial Times: “The “exponential trajectory” of AI meant that two years from now, the
Nvidia: The Magnificent Seven, Part One
Posted September 1, 2023
The Artificial Intelligence Revolution has begun. Over the next decades, AI is likely to transform the economy just as railroads, electricity, automobiles and the internet
Investors Should Beware Money Destruction
Posted August 15, 2023
This week Macro Watch examines the liabilities of five large central banks to explain how central banks create Money to pay for the assets they
Great New Books Network Podcast Interview
Posted August 7, 2023
The New Books Network recently invited me to be a guest on their podcast to discuss my latest book, The Money Revolution. This turned into a
Global Liquidity Is Tightening: Expect Trouble
Posted August 1, 2023
Global Liquidity is tightening. The new Macro Watch video demonstrates this by examining the balance sheets of the Federal Reserve, The European Central Bank, The