I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

I joined Oliver Renick on TD Ameritrade Network last Friday to discuss the housing market and some of my recent comments from the newest Three Minute Macro video. In short: [ … ]

I joined The Investor’s Podcast for the 9th time! I am officially the Alec Baldwin of the show, but far less handsome. We continued our talk about inflation and how [ … ]

Here’s a new 3 Minute Macro on housing. In this video I cover: The dynamics of the boom Why housing is so important to the broader economy The risk that [ … ]

1) ESG – Still a Convoluted Mess. My long standing position on ESG (Environmental, Social & Governance) investing is that secondary markets are a not a great place to try [ … ]

Interest rates are one of the most important prices in the economy, but how are they determined and what is the mechanism by which they change? In this video we [ … ]

I often talk about the importance of understanding banking and the relationship between inside money and outside money. And a common theme in this topic is that the money multiplier [ … ]

I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ]

A surprisingly controversial debate broke out in recent days when Joe Biden said there was no inflation. He was referring to the month over month reading which showed a slight [ … ]