One topic, three takes: Common sense, logic, and a whole lot of feelings.
…
continue reading
KBOO Radio is a community-powered station in Portland Oregon
…
continue reading
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 [email protected]
…
continue reading
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
Podcast by Ean Floyd
…
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
This is a podcast for Jane Austen fans who love bold witty women, awkward handsome men, and dragons.
…
continue reading
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
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
A deep-dive in to human behavior.Sense, Sensibility & Chaos による
…
continue reading
KBOO Community Radio による
…
continue reading
Today the Inflation Guy answers a listener's question, which is 'if the US were ever to have sustained 0% inflation, what would the effects be?' It is a simple question but it leads to some profound thoughts about what price stability is, and what it means...if anything. Of course, you have to listen to the Inflation Guy's weekly gripe first, but y…
…
continue reading
What's "it all" mean, anyway?Sense, Sensibility & Chaos による
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 133: This Month's CPI Report – I Guess We Are Still Transitory-ing?
34:19
34:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
34:19It's the monthly inflation report for January's CPI, and this one was surprising. It would have been alarming, except that we have been through five years of inflation unlike anything we had seen since the 1980s. So, we're jaded. The Inflation Guy walks through today's report and considers wildfires, tariffs, and most-favored-nation status. A tour …
…
continue reading

1
2: Things We Wish We'd Known Before Being Forced to Adult
41:30
41:30
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
41:30Welcome to Sense, Sensibility, and Chaos, a podcast where three friends with strong opinions and very different personalities take on the world in one slightly unhinged conversation at a time.Sense, Sensibility & Chaos による
…
continue reading
The Nation of Islam was an important part of Black culture in the 1960's. It brought about social, educational, and economic change for the community. Yugen took time at the end of The Motif enjoyed an hour a recovering and re-examining an too-oft-neglected part of Port...KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
Today's episode is somewhat shorter than the norm, since last week's episode was a little longer than the norm. Today, the Inflation Guy notes that M2 money velocity declined very slightly in Q4, and points out a weird - but possibly important - effect that could have the perverse effect of dampening inflation slightly. (To be sure, the Inflation G…
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 131: How Tariffs Affect You - Three Things You Maybe Didn't Know
40:15
40:15
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:15It seems every day these days we hear about another tariff being applied to a trading partner of the U.S. (or, more usually, being threatened). The usual media reaction to these threats are something along the lines of saying "Oh my sainted aunt. This sort of talk gives me the vapors" because it is so, so, so bad. Tariffs are archaic shibboleths th…
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 130: The Long-Term Effects of 4% Inflation vs 2%
34:45
34:45
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
34:45Today the Inflation Guy answers a reader question. What are the long-term effects of having 4% inflation compared with 2% inflation? Does that small increase in the inflation rate have any important ramifications? Hooo yeah you betcha it does. The Inflation Guy goes through a number of them, and feels like he probably left some out in the process. …
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 129: This Month's CPI Report – This One Isn’t the Story
28:43
28:43
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
28:43Let's face it: there is nothing more exciting than the monthly consumer inflation report. Don't we all agree on that? Is there any day that we collectively brace the day with such enthusiasm as the day the CPI report comes out? Surely not. However, this month...the December CPI...just isn't the story. The Inflation Guy today dutifully addresses the…
…
continue reading
Welcome to Sense, Sensibility & Chaos! This isn’t your typical podcast episode—it’s our virtual calling card, a cheeky introduction to the beautiful chaos we’re bringing your way. Life’s been a whirlwind: work, weddings, travel, and an unrelenting desire for a nap (seriously, naps are everything). Oh, and let’s not forget the impending TikTok ban t…
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 128: Will Wildfires Change the Inflation Trajectory?
29:27
29:27
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
29:27It's 2025, and the Inflation Guy - like inflation itself, actually - is not yet dead. After a one-month hiatus, he kicks off the new year with a quick review of the current state of affairs and then addresses the question of whether the catastrophic California wildfires will help push inflation higher. It isn't as if that is the most-important thin…
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
For more than a year now, the story about inflation and why inflation was almost certainly going to stay high (in the 'high 3s, low 4s' on median inflation, as the Inflation Guy has long held) was a story about the guaranteed rebound in money velocity. That has been an easy story and forecasting medium-term inflation has been consequently pretty ea…
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 126: Firing Federal Workers is a Positive Supply Shock
25:58
25:58
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
25:58This is one of the rare podcast episodes that you might consider listening to at 75% speed instead of 125%. Because the Inflation Guy is feeling feisty, and when he feels feisty he talks fast. And he's feisty because today (why today, of all days? No one knows) he is especially triggered by the bad economics going around that suggests that mass lay…
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 125: This Month's CPI Report - Premature Accommodation
27:06
27:06
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
27:06Well, it was always a risk for the Fed to start their rate-cutting path with a highly-unusual 50bps cut, while inflation was still high. But after today's CPI report, that unusual (some would say suspiciously political-looking) move puts the Fed in a difficult bind. In this episode, the Inflation Guy talks about the CPI report and explains how the …
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep.124: Market Thoughts After a Trump Victory
40:01
40:01
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:01Contrary to a lot of expectations, we already seem to know the basic shape of American government going forward, with Donald Trump as President with a Republican Senate and (likely) a marginally Republican House. In this podcast episode, the Inflation Guy addresses the initial market moves, which he characterizes as the "Trump caricature" response,…
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading
KBOO Community Radio による
…
continue reading

1
Ep. 123: This Month's CPI Report - Inflation Peek-a-Boo
25:31
25:31
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
25:31One of the perils of being an analyst (although the Inflation Guy happens to be an investor and trader, and only coincidentally an analyst) is that behavioral biases tend to make us exaggerate the importance of any small collection of data. This appears to be what happened in the summer, when a couple of low CPI prints persuaded the Federal Reserve…
…
continue reading

1
Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
57:44
57:44
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
57:44The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in th…
…
continue reading