List of All Macro Watch Videos – By Topic

Bubble Watch

• 4. Trump’s Tariffs May Still Pop History’s Greatest Credit Bubble - May 13, 2025
• 1. Dollar Devaluation Fears To Drive Stock Market Crash - April 7, 2025
• 5. “A Period of Transition” Into A Great Depression? - March 11, 2025
• 2. Is The Everything Bubble About To Pop? - January 23, 2025

Creditism 101

• 3. The Evolution of Money Transformed The World - February 7, 2025
• 4. Learn How The Fed Creates Money from The Fed’s H.4.1 Report - November 13, 2024
• 1. The Existential Threat of a Debt Deflation Depression - October 8, 2024
• 3. Credit Creation Drives The Economy Now - August 8, 2024
• 2. Government Debt Since 1914 - July 25, 2024
• 1. Money Creation Since 1914 - July 11, 2024
• 6. From Balanced Trade To Globalization - May 30, 2024
• 5. From Capitalism To Creditism - May 30, 2024
• 4. Introducing Creditism 101 - May 30, 2024

The Money Revolution

• 4. My Speech Before Members Of Congress - March 2, 2023

The Dollar

• 3. The Dollar Crisis 2025 - April 29, 2025
• 6. The Blueprint To Trump’s Tariff Strategy - March 26, 2025
• 5. The Indispensable Dollar Standard Will Not Be Displaced - June 14, 2023
• 1. Dollar Soars, Commodities Crash - July 15, 2022

Must Watch Speech

• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era - June 6, 2020

US Economy

• 2. Chinese Retaliation May Crush Stocks - April 10, 2025
• 1. Dollar Devaluation Fears To Drive Stock Market Crash - April 7, 2025
• 6. The Blueprint To Trump’s Tariff Strategy - March 26, 2025
• 5. “A Period of Transition” Into A Great Depression? - March 11, 2025
• 1. The Debt Ceiling Crisis: Bust or Boom Ahead? - January 2, 2025
• 6. America’s Wealth Miracle Is On Shaky Ground - December 26, 2024
• 3. Why Bond Yields Are Rising - October 30, 2024
• 2. Economic Imbalances: A Warning for Investors - October 24, 2024
• 1. The Existential Threat of a Debt Deflation Depression - October 8, 2024
• 4. Balancing on the Edge: Critical Factors Impacting Markets in 2024 - August 22, 2024
• 7. Wealth Bonanza: Risks and Opportunities - June 26, 2024
• 3. Slowing Income Suggests Economic Weakness Ahead - May 15, 2024
• 6. Recession In 2024? - December 29, 2023
• 4. Bears Beware: Rate Cuts Ahead - November 27, 2023
• 2. (Mis)Leading Economic Indicators - October 28, 2023
• 6. Credit Trends Suggest A Recession Ahead - September 28, 2023
• 6. Higher For Longer Interest Rates May Rattle Markets - June 29, 2023
• 3. Debt Ceiling Austerity: A Recipe for Stagnation and National Shame - May 9, 2023
• 7. Banking Crisis, Recession May Drive Stocks Higher - March 27, 2023
• 6. Systemic Banking Crisis: 2023 - March 15, 2023

US Monetary Policy

• 4. Audit The Fed? Here’s A Better Idea - February 27, 2025
• 3. The Evolution of Money Transformed The World - February 7, 2025
• 5. Will Trump End The Fed? - December 3, 2024
• 4. Learn How The Fed Creates Money from The Fed’s H.4.1 Report - November 13, 2024
• 6. Do You Know How The Fed Cuts Interest Rates? - September 24, 2024
• 5. Why The Fed Will Cut Interest Rates Next Week - September 12, 2024
• 1. Money Creation Since 1914 - July 11, 2024
• 3. Large Budget Deficits Won’t Push Up Interest Rates - February 11, 2024
• 4. Bears Beware: Rate Cuts Ahead - November 27, 2023
• 3. Investors Should Beware Money Destruction - August 15, 2023
• 1. Liquidity’s Tightening. Watch Out! - July 12, 2023
• 4. Lending Slowdown Suggests Rate Hike Pause - May 26, 2023
• 7. Banking Crisis, Recession May Drive Stocks Higher - March 27, 2023
• 6. Systemic Banking Crisis: 2023 - March 15, 2023
• 5. Higher Interest Rates Will Destroy Wealth - March 10, 2023
• 3. Inflation Is Down, But The Fed’s Not Finished - February 3, 2023
• 2. Do Fed, ECB and BOJ Assets Drive The S&P 500? - January 24, 2023
• 5. More Wealth Destruction Ahead: Part Two - December 19, 2022
• 4. More Wealth Destruction Ahead, Part One - December 2, 2022
• 3. The Fed May Lose $50 Billion in 2023 - November 15, 2022

US Fiscal Policy

• 5. Will The Senate Crash The Stock Market? - June 3, 2025
• 1. The Debt Ceiling Crisis: Bust or Boom Ahead? - January 2, 2025
• 2. Government Debt Since 1914 - July 25, 2024
• 4. How Can The US Government Finance $22 Trillion Of New Debt? - February 28, 2024
• 3. Large Budget Deficits Won’t Push Up Interest Rates - February 11, 2024
• 3. Debt Ceiling Austerity: A Recipe for Stagnation and National Shame - May 9, 2023
• 6. 2008 vs. 2020 Part Three: Monetary Stimulus - September 21, 2022
• 5. 2008 vs. 2020 Part Two: Fiscal Stimulus - September 7, 2022
• 2. Stimulus, Inflation, Stocks and Gold: What’s Ahead? - January 16, 2021
• 1. Credit: A Year Like No Other - January 2, 2021
• 7. Big Stimulus Rally Ahead For Stocks and Gold? - December 22, 2020
• 3. Stimulus and Your Wealth - October 30, 2020
• 1. Dire Consequences Without New Stimulus - October 3, 2020
• 2. US Banks On Life Support - April 29, 2020
• 6. Recession or Depression? - March 15, 2020
• 5. Dalio vs. Mauldin: The Great Debate Part 3 - September 6, 2019
• 2. Ray Dalio vs. John Mauldin: The Great Debate - August 3, 2019
• 1. America Can Invest or Surrender To China - July 11, 2019
• 3. What You Need To Know About The US Government’s Budget Deficits & Debt - May 17, 2018
• 5. Voodoo Economics? Voodoo Two Won’t Do - November 30, 2016

US Credit Updates

• 6. America’s Wealth Miracle Is On Shaky Ground - December 26, 2024
• 3. Credit Creation Drives The Economy Now - August 8, 2024
• 2. Weak Credit Growth May Force The Fed To Cut Rates - April 26, 2024
• 6. Recession In 2024? - December 29, 2023
• 6. Higher For Longer Interest Rates May Rattle Markets - June 29, 2023
• 4. Lending Slowdown Suggests Rate Hike Pause - May 26, 2023
• 1. Unchartered Territory - April 14, 2023
• 1. Creditism In Crisis? - October 16, 2022
• 2. Credit Creation, Rate Hikes and Recession Risks - July 31, 2022
• 6. Wealth and Debt in 2021 - March 31, 2022
• 6. Risks Are High And Rising - December 20, 2021
• 1. Stormy Weather Ahead - October 15, 2021
• 1. Credit, Economic Growth and Inflation To Slow - July 9, 2021
• 1. Debt, Credit and Wealth Soared In 2020 - April 10, 2021
• 1. Credit: A Year Like No Other - January 2, 2021
• 2. Looser Monetary Policy Will Be Required - April 25, 2019
• 1. Who Funded The Debt in 2018? - April 11, 2019
• 6. Credit Growth, Asset Prices and The Fed - March 28, 2019
• 1. Credit Update: Government Debt Spikes - October 4, 2018
• 2. Who Will Buy The Debt? - May 3, 2018

Global Money + Global Credit

• 4. Trump’s Tariffs May Still Pop History’s Greatest Credit Bubble - May 13, 2025
• 3. Investors Should Beware Money Destruction - August 15, 2023
• 2. Global Liquidity Is Tightening: Expect Trouble - August 1, 2023
• 2. Lessons From Comparing The Four Largest Central Banks - July 23, 2021
• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era - June 6, 2020
• 6. The Fed Is A Hostage Of The S&P 500 - June 24, 2019
• 6. All The Money In The World - September 20, 2018
• 6. Inflation Would Crush The Global Economy - December 13, 2017
• 4. The Four Great Threats - August 28, 2017
• 3. Who’s To Blame For The Global Economic Crisis? - August 10, 2017
• 3. Can Global Economic Growth Continue? - May 9, 2017
• 5. The Outlook For The Dollar - March 10, 2017
• 4. Quantitative Easing Is Now Cancelling Half A Trillion Dollars of Government Debt Per Quarter - August 22, 2016
• 2. The World Is $300 Trillion In Debt - July 17, 2016
• 6. Are The Central Banks Out Of Ammunition? - March 11, 2016
• 5. Negative Interest Rates: How Did This Happen? - February 26, 2016
• 2. The Dollar Standard: No Replacement In Sight - October 16, 2015
• 3. Global Recession - July 24, 2015
• 6. Negative Interest Rates - March 20, 2015
• 4. FX Reserves, The Dollar Crisis & The Outlook For Global Liquidity - November 10, 2014

China

• 2. Chinese Retaliation May Crush Stocks - April 10, 2025
• 1. Who Will Suffer Most When Chinese Growth Ends - April 15, 2024
• 6. Is China Turning Japanese? - March 28, 2024
• 5. China: Coming Off The Rails - March 15, 2024
• 2. China Downgraded - October 29, 2022
• 4. Creditism In China - November 29, 2021
• 3. Lessons From China’s Last Economic Crisis - November 15, 2021
• 6. Why China’s Winning - December 17, 2020
• 3. How The US Can Win The Currency War - August 13, 2019
• 5. Who Will Be Hurt By The US-China Trade War? - December 13, 2018
• 5. Chinese Monetary Policy Part 2: Crisis Management - August 30, 2018
• 4. Chinese Monetary Policy Part 1: Transforming The World - August 17, 2018
• 3. US-China Trade War: If China Fights Back - August 1, 2018
• 2. US-China Trade War: If China Capitulates - July 24, 2018
• 1. US-China Trade War: On The Brink - July 21, 2018
• 2. China’s Economy 2017 - October 19, 2017
• 1. China’s Credit Tsunami May Capsize The World - October 4, 2017
• 1. Chimerica - June 30, 2016
• 7. China’s Economic Crisis, Part 4: One World Is Not Enough - June 13, 2016
• 6. China’s Economic Crisis: Part 3 - May 31, 2016

Japan

• 1. Bank Of Japan Doubles Bond Yield Cap - January 6, 2023
• 5. What The US Must Learn From Japan - November 27, 2020
• 5. The BOJ Goes Ballistic - June 2, 2018
• 4. The BOJ’s Radical Experiment - June 2, 2018
• 3. Japan’s Extraordinary Experiment - November 2, 2017
• 5. Japan: Very Serious Challenges - November 24, 2014

Europe

• 4. The Euro vs. The Dollar - November 23, 2020
• 6. QE In Europe Is Ending - June 28, 2018
• 2. ECB Policy: Everything You Need To Know (Part Two) - April 1, 2016
• 1. ECB Policy: Everything You Need To Know (Part One) - April 1, 2016
• 3. ECB QE - February 4, 2015

Asset Prices

• 2. Is The Everything Bubble About To Pop? - January 23, 2025
• 7. Wealth Bonanza: Risks and Opportunities - June 26, 2024
• 1. Liquidity’s Tightening. Watch Out! - July 12, 2023
• 2. The Uncertain Outlook For Asset Prices - April 27, 2023
• 5. Higher Interest Rates Will Destroy Wealth - March 10, 2023
• 2. Do Fed, ECB and BOJ Assets Drive The S&P 500? - January 24, 2023
• 5. More Wealth Destruction Ahead: Part Two - December 19, 2022
• 4. More Wealth Destruction Ahead, Part One - December 2, 2022
• 7. Watch Out: Something Is Going To Break! - September 28, 2022
• 4. Gold: If Not Now, When? - June 1, 2022
• 3. The End Of The Fed Put - May 14, 2022
• 5. Fear The Fed - March 13, 2022
• 2. Aggressive Fed Tightening May Sink Markets - January 20, 2022
• 5. Very Bad Things May Happen Due To The Fed’s Hawkish Pivot - December 6, 2021
• 1. Stormy Weather Ahead - October 15, 2021
• 7. The Liquidity Tsunami Is About To End Abruptly - September 25, 2021
• 3. Liquidity Tsunami Update - August 5, 2021
• 8. Peak Growth = Peak Inflation? - June 24, 2021
• 5. Will Gold Crash Again? - May 15, 2021
• 4. Will The Liquidity Tsunami Continue To Drive Asset Prices Higher? - April 29, 2021

Liquidity Gauge

• 4. Will The Liquidity Tsunami Continue To Drive Asset Prices Higher? - April 29, 2021
• 1. Global Liquidity Shock - July 10, 2017
• 2. Liquidity Gauge Update: Crowding Out - April 18, 2017
• 3. Liquidity Gauge Update - February 3, 2016
• 2. Liquidity Gauge Update - April 25, 2015
• 2. The Outlook For Global Liquidity Points To Deflation Ahead - October 12, 2014
• 1. Treacherous Markets Ahead - March 28, 2014
• 4. The Fed & Liquidity - January 5, 2014
• 3. Liquidity Part One: Foreign Generated Liquidity - September 10, 2013
• 4. Liquidity Part Two: Quantitative Easing - September 10, 2013

Economic History

• 3. The Evolution of Money Transformed The World - February 7, 2025
• 1. Money Creation Since 1914 - July 11, 2024
• 2. A Synopsis Of The Money Revolution - April 30, 2022
• 3. Speech: How Capitalism Died and Where That Leaves Us - April 23, 2021
• 1. Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era - June 6, 2020
• 2. A Concise History Of Creditism - October 18, 2018
• 6. Inflation Over The Last 100 Years - March 28, 2018
• 5. The Money Revolution - March 14, 2018
• 1. The History Of US Monetary Policy - January 14, 2018
• 6. Monetary Revolution Part 2 - June 27, 2017
• 5. Monetary Revolution - June 13, 2017
• 3. Libertarian Murray Rothbard Was Dangerously Wrong - August 6, 2016

Derivatives

• 3. Derivatives Reform: Real or Razzmatazz, Part 2 - October 30, 2016
• 2. Derivatives Reform: Real or Razzmatazz? - October 28, 2016

Capital

• 5. Alphabet’s Other Bets - March 14, 2019
• 4. The Tech Giants: Part Two - February 28, 2019
• 3. The Tech Giants: Part One - February 19, 2019
• 1. Finance Capital - January 3, 2015
• 7. How Capital Grows - December 27, 2014
• 6. Capital - December 6, 2014

Technology

• 2. Tesla: Real World AI - January 30, 2024
• 1. Microsoft’s AI Empire - January 15, 2024
• 5. Apple: On-Device AI - December 14, 2023
• 3. Amazon: King Of The Cloud - November 15, 2023
• 1. Meta: Bringing AI To The Masses - October 14, 2023
• 5. Alphabet - September 14, 2023
• 4.a Bard Explains Nvidia’s Processors: Bonus Video - September 2, 2023
• 4. Nvidia - September 1, 2023
• 4. My Speech Before Members Of Congress - March 2, 2023
• 3. The Chips and Science Act - August 9, 2022
• 2. A Synopsis Of The Money Revolution - April 30, 2022
• 4. Congress Passes Major R&D Investment Acts - February 26, 2022

Other Videos

• 3. Speech: How Capitalism Died and Where That Leaves Us - April 23, 2021
• 2. How To Get The Most From Macro Watch - April 20, 2021
• 7. Speech: Understanding Potential Threats To Trade and Economic Stability In Asia - December 29, 2017
• 6. Speech For The CFA Institute Brazil - September 21, 2017
• 5. Frequently Asked Questions - September 12, 2017
• 3. My Message To Some Of The World’s Largest Investment Managers - February 12, 2017
• 2. The Question I Asked Alan Greenspan Last Week - January 26, 2017
• 4. Death Spiral? Make That Plural - February 13, 2016
• 2. How My Career Shaped My Views On The Global Economy - January 24, 2016
• 6. Standard Chartered’s Results Point To Rapid Global Economic Deterioration - September 4, 2015
• 4. The Banks - May 27, 2015
• 3. Yellen’s (Triffin) Dilemma - May 8, 2015
• 3. Analyzing The Five Largest Central Banks - October 28, 2014
• 0. Speech: How Capitalism Died & Where That Leaves Us - August 1, 2014
• 1. Introduction - March 28, 2014
• 3. Austrian Economics: Right & Wrong - March 28, 2014
• 1. Introduction - January 5, 2014