Bedste Sensibility Podcast-podcasts (2024)

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Ep.124: Market Thoughts After a Trump Victory 40:01

8h ago40:01

40:01

Contrary to a lot of expectations, we already seem to know the basic shape of American government going forward, with Donald Trump as President with a Republican Senate and (likely) a marginally Republican House. In this podcast episode, the Inflation Guy addresses the initial market moves, which he characterizes as the "Trump caricature" response,…

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Ep. 123: This Month's CPI Report - Inflation Peek-a-Boo 25:31

29d ago25:31

25:31

One of the perils of being an analyst (although the Inflation Guy happens to be an investor and trader, and only coincidentally an analyst) is that behavioral biases tend to make us exaggerate the importance of any small collection of data. This appears to be what happened in the summer, when a couple of low CPI prints persuaded the Federal Reserve…

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Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier 57:44

1M ago57:44

57:44

The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in th…

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Ep. 121: Real-Feel Inflation: Why Inflation FEELS Higher Than It Is 34:09

2M ago34:09

34:09

A rogue's gallery of inflation hucksters have made lots of money over the years by preying on the sense that the average consumer/investor has that "my inflation is higher than the CPI," with some spin usually on how the gov'mint is intentionally understating inflation for some nefarious reason. These hucksters take advantage of the fact that, for …

1
Ep. 120: This Month's CPI Report - Down to the Big Sticky 20:40

2M ago20:40

20:40

It's that time again, time for the CPI report, and the Inflation Guy tackles it with his usual enthusiasm. Now, some people think when they hear from a guy called "The Inflation Guy" that everything is going to be about how inflation is higher than you think, and you should buy gold gold gold gold or bitcoin bitcoin bitcoin. But you don't get to be…

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Ep. 119: August Cleanup 31:27

2M ago31:27

31:27

The August vacation time is over, and we now hurtle into the unknown last third of the year. The Inflation Guy starts this journey by clearing his desk of the small inflation stories that are interesting and worth discussing, but don't by themselves warrant a full episode. He discusses power, supply chains, price-linked currencies, Japan's experien…

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Ep. 118: This Month's CPI Report - A Reverse Pony? 19:54

3M ago19:54

19:54

It's time for another CPI Report analysis, and the Inflation Guy wades through the confusing report to conclude that...it's not quite as good as it looks. In Episode 106, he talked about a "Potential Pony Situation." Is this a reverse pony situation? What the heck does that even mean? Who writes this stuff? NOTES Podcast Callback: “Ep. 106: This Mo…

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Ep. 117: The Why Behind the Slide – and What it Means for Inflation 31:18

3M ago31:18

31:18

In this episode of Cents and Sensibility, the Inflation Guy begins by addressing the recent stock market sell-off and tells you what is really causing it. Hint: he told you in Episode 116 it was going to happen. And: if we are actually headed into a recession and possibly a bear market, what does that mean for inflation? Keep your eyes on the macro…

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Ep. 116: Political Volatility 32:27

4M ago32:27

32:27

Perhaps a little less coffee would be in order. The Inflation Guy in this episode wanders through several topics, including the Biden Administration's proposal for national rent control, the eviction moratorium, different measures of rent inflation, market volatility and where to hide for the next 110 days until the US election. Focus, man, focus. …

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Ep. 115: This Month's CPI Report - Closer to What We Want 23:23

4M ago23:23

23:23

It's that time again, and even though the punditry is now fixated more on the Unemployment Report than the inflation reports, the Inflation Guy doesn't have the trademark or the expertise to be The Unemployment Guy so this podcast is sticking to its knitting. This month's CPI report was the best we have seen in some time, and largely for the right …

1
Ep. 114: Why Interest Rates Don't Matter for Inflation 19:15

4M ago19:15

19:15

One of the absolute rock-solid articles of faith in the economics community is the proposition that increasing interest rates causes inflation to decline. If you want to slow inflation by a lot, you need to increase interest rates a lot. There is no question that increasing interest rates slows economic growth, and hurts people by doing so. The onl…

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Ep. 113: Real-World Crypto Escapades, Concerns, Threats, and Promises 58:08

5M ago58:08

58:08

On this episode of Cents and Sensibility, the Inflation Guy is blessed with not one but two outstanding guests, who help him unravel the significance of a recent client's problem: after selling his bitcoin on an exchange, the exchange made it difficult (so far, impossible) to transfer the proceeds back to his bank. As the Inflation Guy notes, "that…

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Ep. 112: This Month's CPI Report - A Very 'Goods' Thing 23:37

5M ago23:37

23:37

This month's CPI was a good number - happy news! But if the Inflation Guy was going to design a 'good number' from scratch, he wouldn't make it look like this. He would start at the other end. What does that mean? Take a listen, and find out why this is a good report and a 'goods' report, but maybe not a great report. NOTES Blog for this month’s CP…

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Ep. 111: Until the Job is Almost Done 23:05

5M ago23:05

23:05

At the 2023 Fed conference at Jackson Hole, Chairman Powell promised that the Fed would keep fighting inflation "until the job is done." Is the job done? The Inflation Guy thinks the signs suggest inflation is converging on a higher level than the Fed desires. Will the Fed really keep after it? Listen and find out what the Inflation Guy thinks. NOT…

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Ep. 110: This Month's CPI Report - 'As Expected' Doesn't Mean 'All Clear' 25:34

6M ago25:34

25:34

The economists were mostly on-target with today's CPI report, at least with the headline and core figures. But that doesn't mean that there was nothing going on underneath the surface. Below the big headlines, some things are getting better and some things...aren't. What does it all mean, and does the Fed have some cover to cut rates? Listen to thi…

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Ep. 109: Famous Last Words 19:37

6M ago19:37

19:37

"They couldn't hit an elephant at this distance!" - General John Sedgewick, Union, US Civil War, moments before he was struck by a bullet in the eye. The tradition of 'famous last words' is alive and well, especially at the Federal Reserve and Treasury. From Bernanke saying the subprime crisis would be contained, to Yellen and Powell describing inf…

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Ep. 108: Revisiting Velocity - Myths and Reality 36:06

7M ago36:06

36:06

There are several pernicious myths about the velocity of money that seem to never die. "Friedman said velocity is stable." "Velocity is just a plug number, so it is random." "Velocity is permanently impaired and only declines over time." These drive the Inflation Guy bananas, and from time to time he feels the need to talk about velocity. In this e…

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Ep. 107: Those Ten Dangerous Words 26:12

7M ago26:12

26:12

We don't know if the origin of the 'ten most dangerous words in the English language' was Ronald Reagan, or if the story predates him. But those words, "I'm from the government, and I'm here to help you," are the theme to today's podcast. The Inflation Guy interprets some recent news stories, but ties it all together with a crucial observation abou…

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Ep. 106: This Month's CPI Report - A Potential Pony Situation 23:49

7M ago23:49

23:49

On this month's CPI report, the Inflation Guy addresses yet another high-side surprise and discusses the details, along with how this fits into the continuing narrative. Curious about how this concerns ponies? You'll have to listen to the episode! NOTES Blog for this month’s CPI: Inflation Guy’s CPI Summary (March 2024) To Subscribe to Quarterly In…

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Ep. 105: Inflation as Foreign Exchange, or How People Screwed Up Housing Forecasts 32:13

7M ago32:13

32:13

Okay, buckle up because the Inflation Guy here is going to cover some big-time concepts. Wayyyy back in 2003, some guys named Jarrow and Yildirim explained how inflation acts just like foreign exchange, except not foreign and not on an exchange. No, no, stay with me here. Turns out they were right, and a lot of what is happening today - and the mis…

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Ep. 104: Inflation Snippets 29:20

8M ago29:20

29:20

Every once in a while, it is a good rigor to take all of those sticky notes that festoon your desk and put them into one, organized, document. At least, that's what the Inflation Guy tells himself. On the other hand, they say 'a clean desk means someone else is in charge.' Still, it was getting to be a fire hazard. In this episode, the Inflation Gu…

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Ep. 103: This Month's CPI Report - Sticky Too Soon 26:16

8M ago26:16

26:16

Another month, another above-consensus CPI print. The Inflation Guy tears into the data like a feral cat, ripping away the fatty bits to get at the meaty part. Okay, maybe that was too graphic. Anyway, this cat points to several signs in this month's inflation report that inflation is starting to get 'sticky' at a higher level than we'd like it to,…

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Ep. 102: Gold and Crypto - Are Either, or Both, Real? 32:30

8M ago32:30

32:30

Both gold and crypto are occasionally put forth by promoters as having inflation-hedging qualities. Which of these has a better claim? Or are they both 'real assets' that can help you defend your money? Now that mutual funds and ETFs are launching seemingly weekly to hold BTC and other forms of crypto, 'democratizing access' to this 'asset class,' …

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Ep. 101: Live Long and Prosper with Inflation-Linked Annuities 37:30

8M ago37:30

37:30

This somewhat longer episode has a little bit of potpourri at the beginning, as the Inflation Guy covers the OER-Primary Rents divergence, the decline of Reverse RP balances, and the effect of AI on inflation...but the meat of the podcast is a discussion about a product (which a listener sent to the Inflation Guy) that resembles an inflation-linked…

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Ep. 100: Looking Back and Looking Forward 23:30

9M ago23:30

23:30

When your grandpa turns 100, you're going to hear stories. It just goes with the territory. When a podcast has its 100th episode, same deal. Grandpa Inflation Guy actually manages to keep the stories to a minimum, while reporting on a recent conversation he has had about a development in the health care inflation space and giving some optimistic re…

Podcasts der er værd at lytte til

Sensibility Podcast

Podcasts der er værd at lytte til

1
The Ents and Sensibility Podcast

Ents and Sensibility Podcast

1
Cents and Sensibility: the Inflation Guy Podcast

Michael Ashton - the Inflation Guy

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Ep.124: Market Thoughts After a Trump Victory 40:01

1
Ep. 123: This Month's CPI Report - Inflation Peek-a-Boo 25:31

1
Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier 57:44

1
Ep. 121: Real-Feel Inflation: Why Inflation FEELS Higher Than It Is 34:09

1
Ep. 120: This Month's CPI Report - Down to the Big Sticky 20:40

1
Ep. 119: August Cleanup 31:27

1
Ep. 118: This Month's CPI Report - A Reverse Pony? 19:54

1
Ep. 117: The Why Behind the Slide – and What it Means for Inflation 31:18

1
Ep. 116: Political Volatility 32:27

1
Ep. 115: This Month's CPI Report - Closer to What We Want 23:23

1
Ep. 114: Why Interest Rates Don't Matter for Inflation 19:15

1
Ep. 113: Real-World Crypto Escapades, Concerns, Threats, and Promises 58:08

1
Ep. 112: This Month's CPI Report - A Very 'Goods' Thing 23:37

1
Ep. 111: Until the Job is Almost Done 23:05

1
Ep. 110: This Month's CPI Report - 'As Expected' Doesn't Mean 'All Clear' 25:34

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Ep. 109: Famous Last Words 19:37

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Ep. 108: Revisiting Velocity - Myths and Reality 36:06

1
Ep. 107: Those Ten Dangerous Words 26:12

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Ep. 106: This Month's CPI Report - A Potential Pony Situation 23:49

1
Ep. 105: Inflation as Foreign Exchange, or How People Screwed Up Housing Forecasts 32:13

1
Ep. 104: Inflation Snippets 29:20

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Ep. 103: This Month's CPI Report - Sticky Too Soon 26:16

1
Ep. 102: Gold and Crypto - Are Either, or Both, Real? 32:30

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Ep. 101: Live Long and Prosper with Inflation-Linked Annuities 37:30

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Ep. 100: Looking Back and Looking Forward 23:30

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