Bubble Watch
- Is The Everything Bubble About To Pop?
- “A Period of Transition” Into A Great Depression?
- Dollar Devaluation Fears To Drive Stock Market Crash
Creditism 101
- Introducing Creditism 101
- From Capitalism To Creditism
- From Balanced Trade To Globalization
- Money Creation Since 1914
- Government Debt Since 1914
- Credit Creation Drives The Economy Now
- The Existential Threat of a Debt Deflation Depression
- Learn How The Fed Creates Money from The Fed’s H.4.1 Report
- The Evolution of Money Transformed The World
The Money Revolution
The Dollar
- Dollar Soars, Commodities Crash
- The Indispensable Dollar Standard Will Not Be Displaced
- The Blueprint To Trump’s Tariff Strategy
Must Watch Speech
US Economy
- Yield Crash
- America Can Invest or Surrender To China
- Ray Dalio vs. John Mauldin: The Great Debate
- Ray Dalio vs. John Mauldin: The Great Debate Part 2
- Dalio vs. Mauldin: The Great Debate Part 3
- Expect More Rate Cuts
- Corporate Sector Concerns
- America’s National Emergency: Part One
- America’s National Emergency: Part 2
- America’s National Emergency Part 3
- Thoughts On The Coronavirus
- Recession or Depression?
- Life During Wartime
- Life During Wartime Part Two
- US Banks On Life Support
- When Creditism Met Covid-19
- Gold Is Not A Sure Bet
- Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
- Will The Dollar Collapse?
- Our Future Prosperity Depends On Government Debt
US Monetary Policy
- The Fed Is A Hostage Of The S&P 500
- Ray Dalio vs. John Mauldin: The Great Debate
- Ray Dalio vs. John Mauldin: The Great Debate Part 2
- Dalio vs. Mauldin: The Great Debate Part 3
- Expect More Rate Cuts
- QE 4 Has Begun
- The Repo Crisis and The Fed
- The Repo Crisis and The Fed: Part 2
- The Repo Crisis and The Fed: Part 3
- The Repo Crisis and The Fed: Part Four
- Household Wealth and Fed Policy
- Recession or Depression?
- 28 Days (and $1.8 trillion) Later
- Stocks: Boom or Bust?
- Yield Curve Control
- Will The Dollar Collapse?
- Melt Up?
- Trillions At Stake In Upcoming FOMC
- The Velocity Of Money Is Irrelevant
- Bank Reserves Are Irrelevant. QE Works!
US Fiscal Policy
- America Can Invest or Surrender To China
- Ray Dalio vs. John Mauldin: The Great Debate
- Dalio vs. Mauldin: The Great Debate Part 3
- Recession or Depression?
- US Banks On Life Support
- Dire Consequences Without New Stimulus
- Stimulus and Your Wealth
- Big Stimulus Rally Ahead For Stocks and Gold?
- Credit: A Year Like No Other
- Stimulus, Inflation, Stocks and Gold: What’s Ahead?
- 2008 vs. 2020 Part Two: Fiscal Stimulus
- 2008 vs. 2020 Part Three: Monetary Stimulus
- Debt Ceiling Austerity: A Recipe for Stagnation and National Shame
- Large Budget Deficits Won’t Push Up Interest Rates
- How Can The US Government Finance $22 Trillion Of New Debt?
- Government Debt Since 1914
- The Debt Ceiling Crisis: Bust or Boom Ahead?
- What You Need To Know About The US Government’s Budget Deficits & Debt
- Voodoo Economics? Voodoo Two Won’t Do
- Monetary & Fiscal Austerity Explain The New Global Recession
US Credit Updates
- Credit: A Year Like No Other
- Debt, Credit and Wealth Soared In 2020
- Credit, Economic Growth and Inflation To Slow
- Stormy Weather Ahead
- Risks Are High And Rising
- Wealth and Debt in 2021
- Credit Creation, Rate Hikes and Recession Risks
- Creditism In Crisis?
- Unchartered Territory
- Lending Slowdown Suggests Rate Hike Pause
- Higher For Longer Interest Rates May Rattle Markets
- Recession In 2024?
- Weak Credit Growth May Force The Fed To Cut Rates
- Credit Creation Drives The Economy Now
- America’s Wealth Miracle Is On Shaky Ground
- Looser Monetary Policy Will Be Required
- Who Funded The Debt in 2018?
- Credit Growth, Asset Prices and The Fed
- Credit Update: Government Debt Spikes
- Who Will Buy The Debt?
Global Money + Global Credit
- The Fed Is A Hostage Of The S&P 500
- Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
- Lessons From Comparing The Four Largest Central Banks
- Global Liquidity Is Tightening: Expect Trouble
- Investors Should Beware Money Destruction
- All The Money In The World
- Inflation Would Crush The Global Economy
- The Four Great Threats
- Who’s To Blame For The Global Economic Crisis?
- Can Global Economic Growth Continue?
- The Outlook For The Dollar
- Quantitative Easing Is Now Cancelling Half A Trillion Dollars of Government Debt Per Quarter
- The World Is $300 Trillion In Debt
- Are The Central Banks Out Of Ammunition?
- Negative Interest Rates: How Did This Happen?
- The Dollar Standard: No Replacement In Sight
- Global Recession
- Negative Interest Rates
- FX Reserves, The Dollar Crisis & The Outlook For Global Liquidity
- What Drives Currencies?
China
- How The US Can Win The Currency War
- Why China’s Winning
- Lessons From China’s Last Economic Crisis
- Creditism In China
- China Downgraded
- China: Coming Off The Rails
- Is China Turning Japanese?
- Who Will Suffer Most When Chinese Growth Ends
- Chinese Retaliation May Crush Stocks
- Who Will Be Hurt By The US-China Trade War?
- Chinese Monetary Policy Part 2: Crisis Management
- Chinese Monetary Policy Part 1: Transforming The World
- US-China Trade War: If China Fights Back
- US-China Trade War: If China Capitulates
- US-China Trade War: On The Brink
- China’s Economy 2017
- China’s Credit Tsunami May Capsize The World
- Chimerica
- China’s Economic Crisis, Part 4: One World Is Not Enough
- China’s Economic Crisis: Part 3
Japan
- What The US Must Learn From Japan
- Bank Of Japan Doubles Bond Yield Cap
- The BOJ Goes Ballistic
- The BOJ’s Radical Experiment
- Japan’s Extraordinary Experiment
- Japan: Very Serious Challenges
Europe
- The Euro vs. The Dollar
- QE In Europe Is Ending
- ECB Policy: Everything You Need To Know (Part Two)
- ECB Policy: Everything You Need To Know (Part One)
- ECB QE
Asset Prices
- Gold Is Not A Sure Bet
- Stocks: Boom or Bust?
- Melt Up?
- What’s Driving Tech Stocks?
- Will Bond Yields Spike and Crush The Markets?
- Liquidity Tsunami May Drive Asset Prices Much Higher
- Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
- Will Gold Crash Again?
- Peak Growth = Peak Inflation?
- Liquidity Tsunami Update
- The Liquidity Tsunami Is About To End Abruptly
- Stormy Weather Ahead
- Very Bad Things May Happen Due To The Fed’s Hawkish Pivot
- Aggressive Fed Tightening May Sink Markets
- Fear The Fed
- The End Of The Fed Put
- Gold: If Not Now, When?
- Watch Out: Something Is Going To Break!
- More Wealth Destruction Ahead, Part One
- More Wealth Destruction Ahead: Part Two
Liquidity Gauge
- Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
- Global Liquidity Shock
- Liquidity Gauge Update: Crowding Out
- Liquidity Gauge Update
- Liquidity Gauge Update
- The Outlook For Global Liquidity Points To Deflation Ahead
- Treacherous Markets Ahead
- The Fed & Liquidity
- Liquidity Part One: Foreign Generated Liquidity
- Liquidity Part Two: Quantitative Easing
Economic History
- Speech: How The Economy And The Financial Markets Work In The Post-Bretton Woods Era
- Speech: How Capitalism Died and Where That Leaves Us
- A Synopsis Of The Money Revolution
- Money Creation Since 1914
- The Evolution of Money Transformed The World
- A Concise History Of Creditism
- Inflation Over The Last 100 Years
- The Money Revolution
- The History Of US Monetary Policy
- Monetary Revolution Part 2
- Monetary Revolution
- Libertarian Murray Rothbard Was Dangerously Wrong
Derivatives
Capital
- Alphabet’s Other Bets
- The Tech Giants: Part Two
- The Tech Giants: Part One
- Finance Capital
- How Capital Grows
- Capital
Technology
- Congress Passes Major R&D Investment Acts
- A Synopsis Of The Money Revolution
- The Chips and Science Act
- My Speech Before Members Of Congress
- Nvidia
- Bard Explains Nvidia’s Processors: Bonus Video
- Alphabet
- Meta: Bringing AI To The Masses
- Amazon: King Of The Cloud
- Apple: On-Device AI
- Microsoft’s AI Empire
- Tesla: Real World AI
Other Videos
- How To Get The Most From Macro Watch
- Speech: How Capitalism Died and Where That Leaves Us
- Speech: Understanding Potential Threats To Trade and Economic Stability In Asia
- Speech For The CFA Institute Brazil
- Frequently Asked Questions
- My Message To Some Of The World’s Largest Investment Managers
- The Question I Asked Alan Greenspan Last Week
- Death Spiral? Make That Plural
- How My Career Shaped My Views On The Global Economy
- Standard Chartered’s Results Point To Rapid Global Economic Deterioration
- The Banks
- Yellen’s (Triffin) Dilemma
- Analyzing The Five Largest Central Banks
- Speech: How Capitalism Died & Where That Leaves Us
- Introduction
- Austrian Economics: Right & Wrong
- Introduction