Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
After some brief comments on how the Ukraine-Russia conflict fits into the narrative about rising inflation pressures going forward, the Inflation Guy turns to a phenomenon that will soon be one for the history books, probably never to be seen again: negative nominal interest rates. A theoretical absurdity, this lengthy episode demonstrates that sometimes truth is stranger than fiction - and in the kind of world where money tomorrow is worth more than money today, a lot of our notions about how things should work are turned on their heads. Let's reflect on this now, and appreciate just how bizarre the last five years have been.
Ep. 29: Waves and the Tide - What Housing Data is Really Saying
Ep. 28: This Month’s CPI Report - Peak Changes, not Peak Prices
Ep. 27: Reflections on this Century’s First 50bp Rate Hike
Ep. 26: I-Bonds - Smart Money with Small Money
Ep. 25:This Month’s CPI Report - Peak CPI? Yay?
Ep. 24: Home is Where the Hedge Is
Ep. 23: Grumpy Old Man Edition
Ep. 22: This Month’s CPI Report - Balls in the Air
Ep. 20: This Month’s CPI Report - The Ongoing Inflation Debate (?)
Ep. 19: Dual Duration - Why TIPS Are Exactly Half the Story
Ep. 18: Cash is an Option Whose Cost is Inflation
Ep. 17: This Month’s CPI Report - Are We Volked?
Ep. 16: The Fundamentals of Risk and Return in Commodities
Ep. 15: An Interview with Special Guest Milton Friedman
Ep. 14: This Month‘s CPI Report - 100% Policy Error
Ep. 13: Some General Thoughts About Inflation-Aware Investing
Ep. 12: How Many Swallows Make a Spring?
Ep. 11: This Month‘s CPI Report - What Did You THINK Would Happen?
Ep. 10: A High-Velocity Tour of Velocity
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