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Episode | Date |
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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 |
Ep. 48: This Month’s CPI Report - It’s Not Easy Being ’Mean’
|
Jan 12, 2023 |
Ep. 47: New Year’s Resolutions
|
Jan 07, 2023 |
Ep. 46: This Month’s CPI Report - Why Does Christmas Come But Once a Year?
|
Dec 13, 2022 |
Ep. 45: Is Crypto a Hedge Against Inflation?
|
Nov 29, 2022 |
Ep. 44: Mailbag!
|
Nov 18, 2022 |
Ep. 43: This Month’s CPI Report: Health Care Gives Me A Headache
|
Nov 10, 2022 |
Ep. 42: Potpourri
|
Oct 27, 2022 |
Ep. 41: This Month’s CPI Report - Evidently, We Are NOT There Yet
|
Oct 13, 2022 |
Ep. 40: Return to the Teeter-Totter - Comments on the Price System
|
Sep 27, 2022 |
Ep. 39: This Month’s CPI Report - Are We There Yet?
|
Sep 13, 2022 |
Ep. 38: Is Tuition Forgiveness Inflationary?
|
Sep 06, 2022 |
Ep. 37: Bad Idea of the Year - Wage and Price Controls
|
Aug 22, 2022 |
Ep. 36: This Month’s CPI Report - A Sticky Situation
|
Aug 10, 2022 |
Ep. 35: Will the Inflation Reduction Act Reduce Inflation?
|
Aug 08, 2022 |
Ep. 34: Velocity Turns Higher...Whoops!
|
Jul 28, 2022 |
Ep. 33: This Month’s CPI Report - Not Good
|
Jul 14, 2022 |
Ep. 32: The Remarkable Story of Inflation Futures
|
Jul 01, 2022 |
Ep. 31: Why Gold is Like TIPS (or Vice-Versa)
|
Jun 21, 2022 |
Ep. 30: This Month’s CPI Report: General Alarm
|
Jun 10, 2022 |
Ep. 29: Waves and the Tide - What Housing Data is Really Saying
|
May 24, 2022 |
Ep. 28: This Month’s CPI Report - Peak Changes, not Peak Prices
|
May 11, 2022 |
Ep. 27: Reflections on this Century’s First 50bp Rate Hike
|
May 04, 2022 |
Ep. 26: I-Bonds - Smart Money with Small Money
|
Apr 26, 2022 |
Ep. 25:This Month’s CPI Report - Peak CPI? Yay?
|
Apr 12, 2022 |
Ep. 24: Home is Where the Hedge Is
|
Apr 06, 2022 |
Ep. 23: Grumpy Old Man Edition
|
Mar 25, 2022 |
Ep. 22: This Month’s CPI Report - Balls in the Air
|
Mar 10, 2022 |
Ep. 21: Recording for Posterity the Absurdity of Negative Interest Rates
|
Feb 27, 2022 |
Ep. 20: This Month’s CPI Report - The Ongoing Inflation Debate (?)
|
Feb 10, 2022 |
Ep. 19: Dual Duration - Why TIPS Are Exactly Half the Story
|
Feb 04, 2022 |
Ep. 18: Cash is an Option Whose Cost is Inflation
|
Jan 25, 2022 |
Ep. 17: This Month’s CPI Report - Are We Volked?
|
Jan 12, 2022 |
Ep. 16: The Fundamentals of Risk and Return in Commodities
|
Jan 04, 2022 |
Ep. 15: An Interview with Special Guest Milton Friedman
|
Dec 18, 2021 |
Ep. 14: This Month‘s CPI Report - 100% Policy Error
|
Dec 10, 2021 |
Ep. 13: Some General Thoughts About Inflation-Aware Investing
|
Dec 02, 2021 |
Ep. 12: How Many Swallows Make a Spring?
|
Nov 19, 2021 |
Ep. 11: This Month‘s CPI Report - What Did You THINK Would Happen?
|
Nov 10, 2021 |