In Plus Episode 333 for the week of March 6, 2021, we analyze market returns, asset class valuations, and market internals. We consider why value stocks are outperforming growth stocks year-to-date. We also look at the potential impact of rising interest rates on the economy. We revisit the decision to increase the adaptive model portfolios' duration and yield back in August 2020. Finally, we look at what contributed to the large increase in the money supply in the past year and … [Read more...]
Is A Dollar Collapse Coming?
Will stagflation cause the dollar to crash and be a bottomless pit when the next recession hits? That is what Peter Schiff is predicting. We look at where he is right and where he seems to be off the mark when it comes to the U.S. economy and a dollar collapse. In this episode you’ll learn: Is an economic recession overdue? Why running ongoing trade deficits leads to higher private sector debt balances. Why interest rates and savings is not too low. Why the U.S. … [Read more...]
167: Is Bitcoin Better At Money Than The Dollar?
Why bitcoin is a compelling speculative diversifier and how it has been a better store of value than both the U.S. dollar and gold. Photo by Dennis Wegner In this episode you’ll learn: How U.S. Notes or greenbacks became the first fiat currency. How large is the U.S. money supply and how much has it increased relative to gold and bitcoin. What is bitcoin and what is the controversy regarding transaction limits. Show Notes United States Notes (greenbacks) – … [Read more...]
