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
- The Existential Threat of a Debt Deflation Depression
The Money Revolution
The Dollar
Must Watch Speech
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
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