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Episode | Date |
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Ep. 148: This Month's CPI - Get Used to High 3s
|
Aug 12, 2025 |
Ep. 147: Out of Sync
|
Aug 05, 2025 |
Ep. 146: This Month's CPI Report - Not Getting to 2%
|
Jul 15, 2025 |
Ep. 145: Beware the Coming Inflation Bounce
|
Jul 10, 2025 |
Ep. 144: Socialism and Inflation
|
Jun 26, 2025 |
Ep. 143: This Month’s CPI – Where Oh Where Have the Tariffs Gone?
|
Jun 11, 2025 |
Ep. 142: This Month's CPI Report - The Sky is NOT Falling (at Least, Not Yet)
|
May 13, 2025 |
Ep. 141: Policy Volatility and Systemic Adaptability
|
May 02, 2025 |
Ep. 140: White Whale Spotted - Inflation-Linked Cash - the USDi Coin
|
Apr 15, 2025 |
Ep. 139: This Month's CPI Report – Uncertainty Reigns
|
Apr 10, 2025 |
Ep. 138: Reciprocal Tariff Day and the Adaptability of Manufacturing
|
Apr 01, 2025 |
Ep. 137: Drug Prices and the Most-Favored-Nation Clause
|
Mar 20, 2025 |
Ep. 136: This Month's CPI Report – Settling in, Too High
|
Mar 12, 2025 |
Ep. 135: Is the DOGE Dividend Inflationary?
|
Mar 04, 2025 |
Ep. 134: What if Prices Really Were Stable?
|
Feb 21, 2025 |
Ep. 133: This Month's CPI Report – I Guess We Are Still Transitory-ing?
|
Feb 12, 2025 |
Ep. 132: Crazy is Anti-Inflationary
|
Feb 05, 2025 |
Ep. 131: How Tariffs Affect You - Three Things You Maybe Didn't Know
|
Jan 30, 2025 |
Ep. 130: The Long-Term Effects of 4% Inflation vs 2%
|
Jan 24, 2025 |
Ep. 129: This Month's CPI Report – This One Isn’t the Story
|
Jan 15, 2025 |
Ep. 128: Will Wildfires Change the Inflation Trajectory?
|
Jan 09, 2025 |
Ep. 127: The Point of Inflation Inflection
|
Dec 03, 2024 |
Ep. 126: Firing Federal Workers is a Positive Supply Shock
|
Nov 21, 2024 |
Ep. 125: This Month's CPI Report - Premature Accommodation
|
Nov 13, 2024 |
Ep.124: Market Thoughts After a Trump Victory
|
Nov 07, 2024 |
Ep. 123: This Month's CPI Report - Inflation Peek-a-Boo
|
Oct 10, 2024 |
Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
|
Sep 24, 2024 |
Ep. 121: Real-Feel Inflation: Why Inflation FEELS Higher Than It Is
|
Sep 18, 2024 |
Ep. 120: This Month's CPI Report - Down to the Big Sticky
|
Sep 11, 2024 |
Ep. 119: August Cleanup
|
Sep 05, 2024 |
Ep. 118: This Month's CPI Report - A Reverse Pony?
|
Aug 14, 2024 |
Ep. 117: The Why Behind the Slide – and What it Means for Inflation
|
Aug 05, 2024 |
Ep. 116: Political Volatility
|
Jul 19, 2024 |
Ep. 115: This Month's CPI Report - Closer to What We Want
|
Jul 11, 2024 |
Ep. 114: Why Interest Rates Don't Matter for Inflation
|
Jun 27, 2024 |
Ep. 113: Real-World Crypto Escapades, Concerns, Threats, and Promises
|
Jun 21, 2024 |
Ep. 112: This Month's CPI Report - A Very 'Goods' Thing
|
Jun 12, 2024 |
Ep. 111: Until the Job is Almost Done
|
Jun 05, 2024 |
Ep. 110: This Month's CPI Report - 'As Expected' Doesn't Mean 'All Clear'
|
May 15, 2024 |
Ep. 109: Famous Last Words
|
May 06, 2024 |
Ep. 108: Revisiting Velocity - Myths and Reality
|
Apr 26, 2024 |
Ep. 107: Those Ten Dangerous Words
|
Apr 18, 2024 |
Ep. 106: This Month's CPI Report - A Potential Pony Situation
|
Apr 10, 2024 |
Ep. 105: Inflation as Foreign Exchange, or How People Screwed Up Housing Forecasts
|
Apr 03, 2024 |
Ep. 104: Inflation Snippets
|
Mar 22, 2024 |
Ep. 103: This Month's CPI Report - Sticky Too Soon
|
Mar 12, 2024 |
Ep. 102: Gold and Crypto - Are Either, or Both, Real?
|
Mar 07, 2024 |
Ep. 101: Live Long and Prosper with Inflation-Linked Annuities
|
Mar 01, 2024 |
Ep. 100: Looking Back and Looking Forward
|
Feb 23, 2024 |
Ep. 99: This Month’s CPI Report - UGH!
|
Feb 13, 2024 |
Ep. 98: Will You Be Able to Trade Medical Care Inflation Soon?
|
Feb 08, 2024 |
Ep. 97: Inflation and Reinsurance - a Better Way
|
Feb 01, 2024 |
Ep. 96: Money Illusion - What it is and Why it Matters
|
Jan 25, 2024 |
Ep. 95: 2024 Call to Action
|
Jan 18, 2024 |
Ep. 94: This Month’s CPI Report - New Year, New Ewww
|
Jan 11, 2024 |
Ep. 93: This Month’s CPI Report - Sorry I Could Not Travel Both
|
Dec 12, 2023 |
Ep. 92: Safe Withdrawal Rates - Accounting for Inflation
|
Dec 06, 2023 |
Ep. 91: Quality Adjustment (?) in College Tuition Inflation
|
Nov 29, 2023 |
Ep. 90: This Month’s CPI Report - Miles to Go Before We Sleep
|
Nov 14, 2023 |
Ep. 89: Hedge ’Em All - the Price of Risk
|
Nov 09, 2023 |
Ep. 88: Does Slower Jobs Growth Portend Lower Inflation?
|
Nov 03, 2023 |
Ep. 87: Confusing Price Effects and Quantity Effects
|
Oct 27, 2023 |
Ep. 86: If Gold is Like TIPS, Should I Buy it?
|
Oct 18, 2023 |
Ep. 85: This Month’s CPI Report - The Hard Part Has Begun
|
Oct 12, 2023 |
Ep. 84: Is it Time to Buy TIPS?
|
Oct 05, 2023 |
Ep. 83: Inflation Bookshelf
|
Sep 28, 2023 |
Ep. 82: Why Endowment CIOs Should Operate in Real Space
|
Sep 21, 2023 |
Ep. 81: CPI Report Summary - The Easy Part is Over
|
Sep 13, 2023 |
Ep. 80: Hedonic Adjustment and Why You Shouldn’t Hate It
|
Sep 07, 2023 |
Ep. 79: Seasonal Adjustment and Inflation
|
Aug 31, 2023 |
Ep. 78: Why China’s Economic Weakness Isn’t Deflationary
|
Aug 22, 2023 |
Ep. 77: This Month’s CPI Report - Don’t Get Used to It!
|
Aug 10, 2023 |
Ep. 76: Why Does Inflation Matter?
|
Aug 03, 2023 |
Ep. 75: Where Are We in the Inflation Tale?
|
Jul 27, 2023 |
Ep.74: Inflation Folk Remedies
|
Jul 21, 2023 |
Ep. 73: This Month’s CPI Report - the Longest Journey
|
Jul 12, 2023 |
Ep. 72: Chapwood Index vs CPI – Which is the Better Inflation Index?
|
Jul 05, 2023 |
Ep. 71: 5 Simple Ways an Endowment Can Improve its Inflation-Protection Allocation
|
Jun 29, 2023 |
Ep. 70: ’Greedflation’ - I See the ’Flation But is There Greed?
|
Jun 22, 2023 |
Ep. 69: This Month’s CPI Report - Rents and Wages Aren’t Falling!
|
Jun 13, 2023 |
Ep.68: Great Traders, and How the Inflation Guy Could Be Wrong
|
Jun 08, 2023 |
Ep. 67: Three-point Goal? Or go for Two? (Percent)
|
Jun 01, 2023 |
Ep. 66: De-dollarization - Should We Worry? with Andy Fately
|
May 17, 2023 |
Ep. 65: This Month’s CPI Report - Sing a New Song Unto the ’Board
|
May 10, 2023 |
Ep. 64: Will the Money Supply Decline Save Our Inflationary Bacon?
|
May 03, 2023 |
Ep. 63: A Bitter Pill
|
Apr 26, 2023 |
Ep. 62: There’s Nothing Wrong With the Phillips Curve!
|
Apr 20, 2023 |
Ep. 61: This Month’s CPI Report - Good, Not Great
|
Apr 12, 2023 |
Ep. 60: Inflation and Insurance Companies, with Bill Poutsiaka
|
Apr 06, 2023 |
Ep. 59: Delta - Not So Arcane
|
Mar 29, 2023 |
Ep. 58: ”You Fell Victim to One of the Classic Blunders!”
|
Mar 21, 2023 |
Ep. 57: This Month’s CPI - Not What the Fed Needed!
|
Mar 14, 2023 |
Ep. 56: A New Way to Trade Inflation
|
Mar 09, 2023 |
Ep. 55: Models Gone Bad
|
Mar 02, 2023 |
Ep. 54: Will Artificial Intelligence Kill Inflation?
|
Feb 23, 2023 |
Ep. 53: This Month’s CPI Report - Sticky Categories Are Still Sticky
|
Feb 14, 2023 |
Ep. 52: State of Inflation Address
|
Feb 09, 2023 |
Ep. 51: Should You Care About the CPI Re-weighting?
|
Feb 02, 2023 |
Ep. 50: What the Money Velocity Comeback Means for Inflation, and Investors
|
Jan 26, 2023 |
Ep. 49: Do Inflation Expectations Affect Inflation?
|
Jan 20, 2023 |