Logo

    PodCasts Archives - McAlvany Weekly Commentary

    Weekly monetary, economic, geo-political news and events
    en99 Episodes

    People also ask

    What is the main theme of the podcast?
    Who are some of the popular guests the podcast?
    Were there any controversial topics discussed in the podcast?
    Were any current trending topics addressed in the podcast?
    What popular books were mentioned in the podcast?

    Episodes (99)

    Your Questions Answered Part 1

    Your Questions Answered Part 1

    McAlvany Weekly Commentary

    When will the Central Bank Digital Currency be introduced? Where can we place our economic faith right now? Does government debt matter when interest rates are still low? Your Questions Answered Part 1 December 14, 2022 “While rates are historically low, the debt is significantly greater today, which magnifies each incremental move higher in interest […]

    The post Your Questions Answered Part 1 appeared first on McAlvany Weekly Commentary.

    Fed Pays Banks 3.9% To Not Loan Money!

    Fed Pays Banks 3.9% To Not Loan Money!

    McAlvany Weekly Commentary

    Blackstone has to halt redemptions – Price drops 12% GDP boosted by strategic petroleum reserve sales & weapons to Ukraine Send questions for Q&A to info@mcalvany.com Fed Pays Banks 3.9% To Not Loan Money! December 7, 2022 “And that’s been the story of this year. Uniformity was the surprise for the 60/40 portfolio because you […]

    The post Fed Pays Banks 3.9% To Not Loan Money! appeared first on McAlvany Weekly Commentary.

    Will Sesame Credits Be Xi’s Tiananmen Tank?

    Will Sesame Credits Be Xi’s Tiananmen Tank?

    McAlvany Weekly Commentary

    Cap Russian Oil at $30.00? Hello Black Market Mark Mobius Predicts Bitcoin Falls To $10k… Q&A Programs Are Coming. Submit Questions to info@mcalvany.com Will Sesame Credits Be Xi’s Tiananmen Tank? November 30, 2022 “There is no going back to what we just had in terms of an up trend. Now, we get to process through the […]

    The post Will Sesame Credits Be Xi’s Tiananmen Tank? appeared first on McAlvany Weekly Commentary.

    FTX, “Effective Altruism” Proves All-False

    FTX, “Effective Altruism” Proves All-False

    McAlvany Weekly Commentary

    Crypto “Genius” will be missed by the liberal Davos Elite Rogoff will be proven right, innovation will now be regulated & appropriated Real estate prices will be the debacle of 2023 FTX, “Effective Altruism” Proves All-False November 23, 2022 “This is that inflation theme playing out and this is the middle class being under greater […]

    The post FTX, “Effective Altruism” Proves All-False appeared first on McAlvany Weekly Commentary.

    Carry Trade Heaven now Hari-Kari Hades

    Carry Trade Heaven now Hari-Kari Hades

    McAlvany Weekly Commentary

    Crypto carnage as FTX declares bankruptcy Recession looms while stock market celebrates 7.7% inflation Learning the art of living backwards Carry Trade Heaven Now Hari-Kari Hades November 16, 2022 “So the markets are a daily engagement. Last week’s activity was so radical in nature as to the off-the-bell-curve-centerline and more out on the edges of […]

    The post Carry Trade Heaven now Hari-Kari Hades appeared first on McAlvany Weekly Commentary.

    Central Banks Purchase Record 400 Tons of Gold

    Central Banks Purchase Record 400 Tons of Gold

    McAlvany Weekly Commentary

    Powell pops the pivot presumption Midterms & CPI numbers this week Will the dollar fall & gold rise? Technicals are hinting yes Central Banks Purchase Record 400 Tons of Gold November 9, 2022 “When you think about gold being at $5,000, that’s 2.9, almost three times higher than current prices. Some people say that’s not […]

    The post Central Banks Purchase Record 400 Tons of Gold appeared first on McAlvany Weekly Commentary.

    Xi Whiz – China’s Getting Scary

    Xi Whiz – China’s Getting Scary

    McAlvany Weekly Commentary

    Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets and realize the fragility that we have on […]

    The post Xi Whiz – China’s Getting Scary appeared first on McAlvany Weekly Commentary.

    Buy The Dip? Not So Fast

    Buy The Dip? Not So Fast

    McAlvany Weekly Commentary

    The bear in 3 acts, we’re in act 1 Average bear market loses 38% in 318 days Would you “buy the dip” in Russia in 1917? Buy The Dip? Not So Fast October 26, 2022 “For the patient investor, we are talking about a values realignment and this notion that we’re only in the first […]

    The post Buy The Dip? Not So Fast appeared first on McAlvany Weekly Commentary.

    China’s “New Era” Is Old Totalitarianism

    China’s “New Era” Is Old Totalitarianism

    McAlvany Weekly Commentary

    China arrests 1.4 million since June Japanese Central Bank is losing control Is Putin the new Prince Vlad? Hardly China’s “New Era” Is Old Totalitarianism October 19, 2022 “Who is not subject to these same pressures? More money, more debt, more pleasure, more time, more credit in the system. Our central bank, it doesn’t matter […]

    The post China’s “New Era” Is Old Totalitarianism appeared first on McAlvany Weekly Commentary.

    QE or NOT QT? That is the Question

    QE or NOT QT? That is the Question

    McAlvany Weekly Commentary

    Brits reversal: 100 billion in “NOT QE” Biden scolded by Macron for his flippancy on nuclear threat No Bid Markets: What if there were really NO buyers? QE or NOT QT? That is the Question October 12, 2022 “We know that quantitative tightening is a temporary policy statement. It basically says, “We’re not buyers today. […]

    The post QE or NOT QT? That is the Question appeared first on McAlvany Weekly Commentary.

    GILTy? Bank of England’s Big Pivot

    GILTy? Bank of England’s Big Pivot

    McAlvany Weekly Commentary

    Bank of England shifts from QT to QE Sweden & Finland measured 2 explosions on Nord Stream Pipeline – Sabotage? Would China actually, purposefully devalue? GILTy? Bank of England’s Big Pivot October 5, 2022 “We’re in a new stage of instability. You can see it in the frantic behavior of the markets. When I see […]

    The post GILTy? Bank of England’s Big Pivot appeared first on McAlvany Weekly Commentary.

    Pound Collapse: “I just can’t wait to be King”

    Pound Collapse: “I just can’t wait to be King”

    McAlvany Weekly Commentary

    Desperate Putin keeps talking about Nukes Safe Money? 10-year Treasury down 15% YoY Dollar, at 20 year high, is choking the world Pound Collapse: “I Just Can’t Wait to Be King” September 28, 2022 “This week is unbelievable. Uncertainty. What the folks at Foreign Affairs describe as the age of uncertainty, what we exist in […]

    The post Pound Collapse: “I just can’t wait to be King” appeared first on McAlvany Weekly Commentary.

    Hoping For A Less Worse Tragedy

    Hoping For A Less Worse Tragedy

    McAlvany Weekly Commentary

    German Producer Price Inflation up 45% World Bank warns of devastating recession if rates go too high 30 Year Treasury purchased in 2020 now down 40% Hoping For A Less Worse Tragedy September  21, 2022 “What is clear in my mind is that uncertainty is a factor not adequately priced into the market. Uncertainty is […]

    The post Hoping For A Less Worse Tragedy appeared first on McAlvany Weekly Commentary.

    Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

    Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

    McAlvany Weekly Commentary

    Efficient Market Hypothesis is just wrong A crash worse than 2008? A new, better, testable, economic model Andrew Smithers: Look Out! Bad Models Equal Bad Outcomes September 14, 2022 “But I must say I welcome any qualified economist who has the guts to say, “Smithers’ views are worth debating. I’m not going to say that […]

    The post Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes appeared first on McAlvany Weekly Commentary.

    From Russia With Love: Europe’s Energy Catastrophe

    From Russia With Love: Europe’s Energy Catastrophe

    McAlvany Weekly Commentary

    UK faces 18% inflation You can’t fix inflation harm with deflation Choose your executioner, Greek or Italian From Russia With Love: Europe’s Energy Catastrophe September 7, 2022 “European stress is increasing as financial stress increases. You’re really talking about social anxieties and political stress that gets played out. TPI [transmission protection instrument] acting as a […]

    The post From Russia With Love: Europe’s Energy Catastrophe appeared first on McAlvany Weekly Commentary.

    The Dollar Is Temporarily The Best Horse (In The Glue Factory)

    The Dollar Is Temporarily The Best Horse (In The Glue Factory)

    McAlvany Weekly Commentary

    Jay Powell punches the market in the face European energy costs could rise 10-fold this winter Gold up 20% in Yen for the year The Dollar Is Temporarily the Best Horse (In the Glue Factory) August 31, 2022 “Europe, and Germany in particular, is experiencing nothing short of the U.S experience in the 1970s. The […]

    The post The Dollar Is Temporarily The Best Horse (In The Glue Factory) appeared first on McAlvany Weekly Commentary.