Sensibility 公開
[search 0]
もっと
Download the App!
show episodes
 
Artwork

1
Cents and Sensibility: the Inflation Guy Podcast

Michael Ashton - the Inflation Guy

Unsubscribe
Unsubscribe
月ごとの+
 
His audiences know him as THE ”Inflation Guy.” In the inflation markets he is known as a pioneer. He is considered as the Expert to the experts in the world of inflation markets where true expertise is hard to find. In this podcast the Inflation Guy talks about the hidden tax, the insidious assault on your wealth, and how to defend your money. Have a question? Email InflationGuy@enduringinvestments.com
  continue reading
 
Artwork

1
sensibility

Faruk Waja

Unsubscribe
Unsubscribe
月ごとの
 
Sensibility examines and unpacks day-to-day challenges we all face, from protecting our privacy, to conducting a job interview, online etiquette, managing relationships and generally understanding the hidden meaning in things.
  continue reading
 
Black Coffee & Sensibility host Bri, gets uncomfortably candid about life, depression, anxiety, success, failure, homelessness, deportation and more. As the host reaches 25 and still learning how to navigate adulthood while reaching a "Quarter Life Crisis," thoughts of fear and being vulnerable are the key drivers of her decision-making. Will she continue to operate in fear or remove her biggest self inflicting obstacle and change? Tune in and follow her journey. Support this podcast: https: ...
  continue reading
 
Artwork

1
Pain Science and Sensibility

Sandy Hilton & Cory Blickenstaff

Unsubscribe
Unsubscribe
月ごとの
 
Join co-hosts Sandy Hilton and Cory Blickenstaff, physical therapists who are "in the trenches" practicing in unique settings on opposite sides of United States, as they discuss current research and topics of pain science. Listen in on occasional interviews of the prominent figures of pain science. Focus will be on making the information meaningful to practice in the clinic.
  continue reading
 
Artwork

1
The Sense and The Sensibility

sylvianism@outlook.com

Unsubscribe
Unsubscribe
月ごとの
 
The Sense and the Sensibility Podcast is an attempt to demystify various topics by bringing in the Eastern and Western sensibilities to a topic. The Podcast will derive from academic work around the issues to give a fresh perspective. Every two weeks, a current topic will be discussed in congruence with the theories
  continue reading
 
Artwork

1
Sips & Sensibility

Sips And Podcast

Unsubscribe
Unsubscribe
月ごとの
 
Sips & Sensibility is a Jane Austen adaptation podcast hosted by longtime best friends Beth, Julia, and Lori. Join us every other week for a new adaptation breakdown and review filled with insightful thoughts, wacky antics, and, of course, Jane Austen. If you love to chat with friends over a good beverage, you’ll love this podcast. Strap in, grab a drink, and join us as we dive in each episode. Who knows maybe you will find a new favorite adaptation along the way. Oh and Mr. Darcy? Call me! ...
  continue reading
 
Two sisters, one practical and full of commonsense, the other a passionate and emotional creature, an uncaring brother and his avaricious wife, a handsome rake and a faithful gentleman – these are some of the unforgettable characters who make Jane Austen's first published novel, Sense and Sensibility such a delightful, witty and timeless classic. The novel was published under the pseudonym “A Lady” by its shy and retiring nineteen-year-old author, Jane Austen, in 1811. She was the daughter o ...
  continue reading
 
Loading …
show series
 
The economists were mostly on-target with today's CPI report, at least with the headline and core figures. But that doesn't mean that there was nothing going on underneath the surface. Below the big headlines, some things are getting better and some things...aren't. What does it all mean, and does the Fed have some cover to cut rates? Listen to thi…
  continue reading
 
"They couldn't hit an elephant at this distance!" - General John Sedgewick, Union, US Civil War, moments before he was struck by a bullet in the eye. The tradition of 'famous last words' is alive and well, especially at the Federal Reserve and Treasury. From Bernanke saying the subprime crisis would be contained, to Yellen and Powell describing inf…
  continue reading
 
There are several pernicious myths about the velocity of money that seem to never die. "Friedman said velocity is stable." "Velocity is just a plug number, so it is random." "Velocity is permanently impaired and only declines over time." These drive the Inflation Guy bananas, and from time to time he feels the need to talk about velocity. In this e…
  continue reading
 
We don't know if the origin of the 'ten most dangerous words in the English language' was Ronald Reagan, or if the story predates him. But those words, "I'm from the government, and I'm here to help you," are the theme to today's podcast. The Inflation Guy interprets some recent news stories, but ties it all together with a crucial observation abou…
  continue reading
 
On this month's CPI report, the Inflation Guy addresses yet another high-side surprise and discusses the details, along with how this fits into the continuing narrative. Curious about how this concerns ponies? You'll have to listen to the episode! NOTES Blog for this month’s CPI: Inflation Guy’s CPI Summary (March 2024) To Subscribe to Quarterly In…
  continue reading
 
Okay, buckle up because the Inflation Guy here is going to cover some big-time concepts. Wayyyy back in 2003, some guys named Jarrow and Yildirim explained how inflation acts just like foreign exchange, except not foreign and not on an exchange. No, no, stay with me here. Turns out they were right, and a lot of what is happening today - and the mis…
  continue reading
 
Every once in a while, it is a good rigor to take all of those sticky notes that festoon your desk and put them into one, organized, document. At least, that's what the Inflation Guy tells himself. On the other hand, they say 'a clean desk means someone else is in charge.' Still, it was getting to be a fire hazard. In this episode, the Inflation Gu…
  continue reading
 
Another month, another above-consensus CPI print. The Inflation Guy tears into the data like a feral cat, ripping away the fatty bits to get at the meaty part. Okay, maybe that was too graphic. Anyway, this cat points to several signs in this month's inflation report that inflation is starting to get 'sticky' at a higher level than we'd like it to,…
  continue reading
 
Both gold and crypto are occasionally put forth by promoters as having inflation-hedging qualities. Which of these has a better claim? Or are they both 'real assets' that can help you defend your money? Now that mutual funds and ETFs are launching seemingly weekly to hold BTC and other forms of crypto, 'democratizing access' to this 'asset class,' …
  continue reading
 
This somewhat longer episode has a little bit of potpourri at the beginning, as the Inflation Guy covers the OER-Primary Rents divergence, the decline of Reverse RP balances, and the effect of AI on inflation...but the meat of the podcast is a discussion about a product (which a listener sent to the Inflation Guy) that resembles an inflation-linked…
  continue reading
 
When your grandpa turns 100, you're going to hear stories. It just goes with the territory. When a podcast has its 100th episode, same deal. Grandpa Inflation Guy actually manages to keep the stories to a minimum, while reporting on a recent conversation he has had about a development in the health care inflation space and giving some optimistic re…
  continue reading
 
Welllll...so much for the idea that, since the 3-month average of CPI was down at 1.90%, the Fed could ease in March! This month's inflation print was, to use a technical term, broadly icky. The Inflation Guy tells you why. NOTES Podcast callback: Ep. 98: Will You Be Able to Trade Medical Care Inflation Soon? Blog Post: Inflation Guy’s CPI Summary …
  continue reading
 
The Inflation Guy for a long time has had a "bee in his bonnet" (seriously, who uses this phrase? Or owns a bonnet?) about the need for more tools to trade inflation and, especially, subcomponents of inflation like medical care. In this episode, after giving a quick preview of next week's CPI report he turns to a discussion of IMX, a new futures ex…
  continue reading
 
The Inflation Guy sometimes gets distracted by shiny things. Today, he was distracted by an article sent from a listener, detailing comments from the CFO of Travelers Insurance about the increased reinsurance the company is employing as a hedge against inflation risks to its property and casualty (P&C) businesses. This is an illuminating comment, s…
  continue reading
 
"Money Illusion" sounds like the sort of thing your economics teacher droned on and on about, causing you to yearn for a nice nap during class. But is it a real thing? And if it is...why does it matter? In this episode, the Inflation Guy explains money illusion, presenting some of the evidence that it is (at least some of the time) a real phenomeno…
  continue reading
 
In this (longer than normal) episode, the Inflation Guy talks about the outlook for inflation - which, admittedly, he did last week with the CPI Summary episode but in this case he delves into more of the drivers of his 2024 and 2025 expectations - and for several asset markets. He frames the question as a balance of the risks and makes concrete su…
  continue reading
 
Loading …

クイックリファレンスガイド