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...]
205: Is The Federal Reserve Really Printing Money?
If the Federal Reserve has printed over $2 trillion dollar and given it to banks to lend, why is U.S. inflation still low? In this episode you’ll learn: How banks create money and how reserves factor into banks' lending decisions.How much has the money supply increased as a result of bank lending and Federal Reserve action.How Federal Reserve bond buying increased liquidity but not national wealth.Why we haven't seen higher inflation. Show Notes What Should the Future … [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. In this episode you’ll learn: Show Notes United States Notes (greenbacks) – Wikipedia Mastering Bitcoin by Andreas Antonopoulos The Internet of Money – Andreas Antonopoulos Bitcoin Cash: Price of new currency rises after bitcoin’s hard fork – U.K. Telegraph The Innovator’s Dilemma by Clayton Christensen Sponsors SmartMove use the … [Read more...]
94: How Money Is Created and Destroyed
How federal governments allow banks to create the vast majority of the world's money supply, and why that erodes the value of money over time. In this episode you'll learn: What is financial intermediation.What is fractional reserve banking.How banks create money through creative accounting.How banks decide how much money to create through their lending decisions.How central banks try to control the amount of lending.Why federal governments can create money in theory but don't do so … [Read more...]
