Oct 31, 2021
Derek is back to explain why homes may not be as unaffordable compared to 30 years ago. What the media may leave out when talking about home prices and inflation. Plus, quick update on container shipping prices and the week ahead for several central banks.
What the media gets wrong about home prices
After inflation,...
Oct 24, 2021
Derek is back to explain why inflation normalizing does not exactly mean lower prices. Jack Dorsey says hyperinflation is coming. What is hyperinflation and is he right? And who’s right the blue chip analysts or Atlanta FED’s GDP nowcast?
Jack Dorsey says hyperinflation coming.
Inflation compounds on...
Oct 17, 2021
Jay and Derek are back to together on the podcast to go back and forth on current event.
Jamie Dimon thoughts on crypto
COLO Adjustment
Jay guest starring on Fox Mornings And Marie (well atleast on a panel discussion)
Doing financial TV as a guest
CPI latest numbers
Container Shipping prices finally tick lower for the...
Oct 11, 2021
Derek Moore is back to discuss whether the Fed has any cover to not pull back on their monthly asset purchases. Plus, what is the employment situation? What about inflation and supply side supply chains? Are we nearing Stagflation? This and more on the program.
Fed Taper
Fed Asset Purchases
Inflation
Container...
Oct 3, 2021
Derek Moore is back to discuss political risk to markets and interest rates. What exactly is the budget reconciliation process? What is the debt ceiling and is there really a risk of default? What about the filibuster?
Debt Ceiling
Budget Reconciliation Process
Continuing Resolution
Inflation
Supply Chain...