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You are here: Home / Archives for inflation

539: Resilient Wealth in an Era of Infinite Money

September 17, 2025 by Camden Stein · Updated September 30, 2025

What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include: How is the money supply measured, and why is it a subjective exercise What is an example of a negative money shock Why an optimal monetary policy would lead to deflation, and why that is a good … [Read more...]

Filed Under: Podcast Tagged With: asset inflation, deflation, gold standard, income inequality, inflation, money supply, wealth, wealth inequality

538 Plus: More on the Fed, Inflation and the Money Supply, and Analyzing Cryptocurrency Treasury Companies

September 13, 2025 by David Stein · Updated September 22, 2025

In Plus episode 538, we explore various inflation measures, what causes inflation, and the relationship between the money supply and inflation, as we consider whether the Federal Reserve Open Market Committee will cut the Fed's policy rate next week. We also analyze the investment case, or lack thereof, of Bitcoin and Ethereum Treasury companies, publicly traded firms that hoard cryptocurrency. … [Read more...]

Filed Under: Money Plus Tagged With: Bitcoin treasury, cryptocurrency, Ether, Ether treasury, Ethereum, Federal Reserve, inflation, money supply

537: Why Central Banking Is So Hard and Why Fed Independence Matters

August 27, 2025 by Camden Stein · Updated September 3, 2025

Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said at the Fed's annual Jackson Hole Symposium What is the Federal Reserve's mission statement Why is it normal for U.S. presidents to … [Read more...]

Filed Under: Podcast Tagged With: central banks, Federal Reserve, inflation, interest rates

484 Plus: ETF Family Size and a Review of QE’s Impact on Inflation and Asset Prices

June 29, 2024 by David Stein · Updated July 10, 2024

In Plus episode 484, we answer a member's question on whether it is better to invest in larger ETFs and with larger ETF families. We also review quantitative easing and quantitative tightening. We look at how the per capita increase in the money supply due to QE led to a big jump in inflation and asset prices, including for houses and stocks. We also look at the per capita increase in the national debt. … [Read more...]

Filed Under: Money Plus Tagged With: ETF analysis, ETF sponsors, inflation, money creation, money supply, quantitative easing, quantitative tightening

475: Inflation’s Illusion: Debunking the Normalcy of Currency Debasement

April 17, 2024 by Camden Stein · Updated October 21, 2024

It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices. Topics covered include: What's more normal, an inflationary or deflationary mindset? Why it is more normal for prices to fall due to productivity increases How central banks seek to overcome productivity-induced deflation by increasing the money supply How inflation and ongoing currency debasement encourage debt, the … [Read more...]

Filed Under: Podcast Tagged With: currencies, currency debasement, deflation, inflation, quantitative easing

472: Is the Economy as Bad as People Think?

March 27, 2024 by David Stein · Updated April 2, 2024

Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress. Topics covered include: How consumer sentiment surveys are designed and their current findings. Reasons behind consumer frustration with increasing prices amidst declining inflation rates. The magnitude of the inflation shock and its underlying causes. The concept of reference prices and their significant role in shaping consumer … [Read more...]

Filed Under: Podcast Tagged With: economic narratives, economic shocks, economy, inflation

456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM

November 18, 2023 by David Stein · Updated November 28, 2023

In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). … [Read more...]

Filed Under: Money Plus Tagged With: GIM, inflation, Latin America, spending rates in retirement, TFLO, TIPS, Treasury Inflation Protected Securities

429 Plus: Stocks and Inflation, Emerging Markets Bonds

April 22, 2023 by David Stein · Updated May 1, 2023

In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. … [Read more...]

Filed Under: Uncategorized Tagged With: Argentina, emerging markets bonds, inflation, inflation hedge, profits

429: Which Inflation Protection Strategies Worked and Which Didn’t? 

April 19, 2023 by David Stein · Updated November 7, 2024

With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: What were investors' and the Federal Reserve's inflation expectations two years ago What led to the big inflation increase Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation … [Read more...]

Filed Under: Podcast Tagged With: commodity futures, dividend investing, dividend stocks, INFL, inflation, inflation hedges, IVOL, Series I savings bonds, TIPS, Treasury Inflation Protected Securities

403: The Pandemic Might Be “Over,” but Not Its Repercussions

September 21, 2022 by David Stein · Updated October 6, 2022

How risk perceptions and actions have changed over several years of the pandemic. How the pandemic's impacts continue to affect politics, the economy, financial markets, how we invest, and our personal lives. Topics covered include: Is the pandemic really over? Based on what criteriaWhat percentage of people continue to isolate at homeHow behaviors such as eating out and visiting friends have changed throughout the pandemic.How work has changed with the pandemicHas pandemic stimulus … [Read more...]

Filed Under: Podcast Tagged With: COVID-19, inflation, national debt, pandemics, productivity, work

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