Best Monetary Order Podcasts (2024)

1
The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means) 18:05

17m ago18:05

18:05

In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two months ago and is now crashing. At the same time, gold is reaching new heights. The copper to gold ratio therefore just dropped to its lowest since...November 2020. Taking a deeper look at what all this m…

1
Understanding Greed - Ft. Andrew and Bear Goes Long 1:14:20

1h ago1:14:20

1:14:20

This week Bear Goes Long and Andrew join in to explore the theme of greed in trading and how it can influence decision-making. They start off sharing some recent experiences with dealing with greed before expanding the discussion to emotional responses in general. Andrew emphasizes the value of self-reflection, documenting experiences, and finding …

1
The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big) 18:56

20m ago18:56

18:56

Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are even more critical than the yield curve. But what does it all mean, and how can you decipher what appear its confusing signals? A few minutes on some manageable basics and you're ready to read the market…

1
Greg Weldon: Silver Looks Good Here 54:28

1h ago54:28

54:28

McAlvany Weekly Commentary Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall The post Greg Weldon: Silver Looks Good Here appeared first on McAlvany Weekly Commentary.By McAlvany Weekly Commentary

1
We Need to Discuss the Yield Curve Immediately 17:36

1h ago17:36

17:36

Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming da…

1
It's Over: China’s ENTIRE Economy Just Collapsed 20:09

1h ago20:09

20:09

It started Friday when China's central bank reported more than just new record low credit stats, the deterioration over the past few months has been astounding. That obviously spread to the Chinese economy which the government confirmed today with ugly data across-the-board, big miss in GDP and grim numbers on retail sales. Yet, everyone wants more…

1
The Japanese Government Is Getting Desperate As The Yen Collapses 19:07

1d ago19:07

19:07

Why does the Japanese government keep intervening trying to prop up the yen, and why does it keep failing? This isn't just about the yen or Japan, nor is it completely a matter of what's unfolding right now. There is a deeper truth that needs to be made more widely which applies universally to monetary systems around the world. And the yen's crash …

1
How the Global South Is Disrupting the International Order 30:15

35m ago30:15

30:15

The countries of the Global South comprise 88% of the world’s population but only 40% of GDP. How is this bloc’s growing economic and geopolitical influence manifesting, and what role does Russia play in all of this? Join Steve Odland and guest Dr. Lori Esposito Murray, former president and CEO of the Committee for Economic Development (CED), the p…

1
Episode 36d - Plato's The Republic - Part Two 7:25:35

20h ago7:25:35

7:25:35

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHBy Monetary Revolution

1
Friends Don’t Let Friends Fade Trends - Roundtable 1:14:12

2d ago1:14:12

1:14:12

This week Fleri finally gets to share his experience at the World Series of Poker and some of the similarities he noticed between high-stakes poker and trading. They also talk about the importance of not fading trend days and protecting capital to ensure they are able to capitalize on the abundant opportunities these day’s present. Fleri and Baba Y…

1
Inflation Report Reveals the Truth About the Economy 18:18

13m ago18:18

18:18

There was an unnoticed yet absolutely critical detail in the June CPI report that pointed to a lot more than just benign disinflation, a development that has only rarely been observed in decades of history. More disturbing still, the context behind this one is consistent with those few past instances including a few new pieces of subsequent informa…

1
Bombshell CPI Report Shocks The Market (Here's What You Need To Know) 18:23

1d ago18:23

18:23

The June consumer price estimates at first seemed like good news. Two months in a row at low and now negative changes. But these past two months have shown a little more weakness than most had bargained for, instead so many of the details consistent with recession indications spilling out from all over the economy. No wonder bond yields dropped sha…

1
"Real Economic Growth, Inflation, and Monetary Policy Drive The Majority of Price Action" - Mike Singleton, Invictus Research 49:29

2d ago49:29

49:29

Mike Singleton, Founder and Senior Analyst at Invictus-Research.com discusses his journey in the financial markets and the importance of understanding macroeconomic conditions. He emphasizes the role of business cycles in driving the majority of price action in the markets and explains how focusing on trends and macro factors can provide an edge in…

1
You Won't Believe What's Happening in China 19:44

2d ago19:44

19:44

Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down, as does the economy. Banks in China aren't lending while dozens are now 'disappearing.' Safety/liquidity of government bonds makes perfect sense. Not to the PBOC which is going to be shortin…

1
An Interview With Charles Goodhart 53:04

3d ago53:04

53:04

McAlvany Weekly Commentary Inflation & Interest Rates Higher For Much Longer Aging Population Is A Paradigm Shift Your Best Investment Is In Skills For Your Children The post An Interview With Charles Goodhart appeared first on McAlvany Weekly Commentary.By McAlvany Weekly Commentary

1
LEAKED: Interest Rate Cuts Are Coming?! 17:08

3d ago17:08

17:08

From 'strong and resilient' to 'uh oh' in a heartbeat. The unemployment rate has intruded itself on the soft landing narrative, forcing a near-total rethink of the situation all across the mainstream. Some major bank strategists are now calling for aggressive rate cuts from the Fed at the same time the yield curve is beginning to flash bull. Eurodo…

1
Europe is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?) 17:45

4d ago17:45

17:45

Political turmoil in Europe is very easy to understand. The European economy is supposed to be recovering from its unofficial recession, and yet the most recent data shows instead alarming (re)acceleration to the downside in a number of places. Realizing this means the path to clawing back some of the supply shock's price increases is disappearing,…

1
Oh Sh*t, The Job Market Just Broke 18:49

5d ago18:49

18:49

Unemployment in the US is now steadily moving higher. The June 2024 employment report contained more substantial downward revisions, evidence more employers are cutting hours, and most concerning is another increase to the unemployment rate. And, contrary to many claims, it's not the "good" kind of rising unemployment. Eurodollar University's conve…

1
How Can the Global Labor Shortage be Addressed? 32:42

5d ago32:42

32:42

Many large economies across the globe are experiencing or will experience labor shortages over the next decade. How can countries address these gaps, and to what extent can artificial intelligence (AI) and immigration solve the workforce crisis? Join Steve Odland and guest Dana Peterson, Chief Economist and Leader, Economy, Strategy & Finance Cente…

1
The Humanity of… Me? - Humanity w/ Kyle 56:08

6d ago56:08

56:08

This week Cleo sets her sights on her Humanity Co-Host Kyle as she explores topics like the balance between discretion and stats, the influence of other traders like Baba Yaga and Mr. Banks and the importance of finding balance between rational and emotional states. Kyle shares his short-term goals and reflects on his growth over the past 3+years b…

1
Phase 2 of the Commercial Real Estate Collapse Has Begun 18:26

6d ago18:26

18:26

According to multiple recent reports, banks are very quietly selling out of CRE positions. Those reports are backed up by banking data which clearly shows an inflection in systemic loans in the space. Combined, we have strong evidence showing the second stage of the CRE bust has now started. Eurodollar University's Money & Macro Analysis Reuters Bi…

1
What Comes After the Dollar dies 57:42

7d ago57:42

57:42

Modern economies have been moving in the direction of ledger money not for years or decades, for centuries. The world's current reserve currency, the eurodollar, merely represented the second stage in the evolutionary process. Now that it has surpassed its useful life, the door is wide open for the third stage which seems tailor-made for something …

1
This Could Force the Fed to Cut Rates in July 19:18

9d ago19:18

19:18

Fed officials have repeatedly stated they are going to be patient before pivoting to rate cuts. But that would only be the case if the economy is actually strong and resilient. Should the labor market show signs of falling off dramatically, they'd cut their rates in a hurry. Today's macro data were filled with exactly those kinds of warning signs. …

1
The Economic “Sweet Spot” Reversal 36:17

11d ago36:17

36:17

McAlvany Weekly Commentary Labor Costs To Spike Worldwide Inflation Higher For Decades Long-Term Interest Rates Higher For Much Longer The post The Economic “Sweet Spot” Reversal appeared first on McAlvany Weekly Commentary.By McAlvany Weekly Commentary

1
Recession Warning Signs You Need To Be Watching (w/ @EPBResearch ) 23:09

10d ago23:09

23:09

If you want to watch the full interview check it out at https://www.eurodollar.university Everyone wants to know the answer to the recession question. So, by very popular demand, Eric Basmajian of EPB Macro Research checks in with Jeff on the unusual state and status of the US business cycle. The whole monumental matter just might come down to hous…

1
China's Treasury Market Just Hit a Record Low 16:09

11d ago16:09

16:09

Government bond yields in China just plunged to more record lows as market agents are growing even more pessimistic. The unquenchable demand for safe and liquid assets has the PBOC getting ready to sell bonds into a marketplace that is increasingly concerned about a lot more than Chinese issues. More strong evidence for globally synchronized. Eurod…

1
Why Hybrid Work Is Helping Employers Keep Talent 29:45

12d ago29:45

29:45

Hybrid work works, according to The Conference Board Reimagined Workplace 2024 report, with 84% of human capital leaders reporting higher job satisfaction and 79% citing better worker attraction and retention. But can HR leaders continue to demonstrate the ROI of flexibility and employee well-being, or are we headed for a Great Resignation 2.0? Joi…

1
Oh Sh*t, GLOBAL Unemployment Is Rising (What does this lead to) 19:14

14d ago19:14

19:14

Soft landings and resilient economy supported by strength in labor markets. At least that's the narrative, the truth is completely different. Much of the developed world is being swept up in a wave of rising unemployment. Yes, including the US.;/ Eurodollar University's conversation w/Steve Van Metre Bank of Canada https://www.bankofcanada.ca/2024/…

1
“Can You Dynamically Size in The Moment?” - Roundtable 1:09:35

13d ago1:09:35

1:09:35

This week Fleri joins Baba Yaga and Bear Goes Long to discuss trade sizing and the factors that go into determining the appropriate size for a trade. The panel discuss different approaches, including analytical methods, gut feelings, and setup-based decisions. They also explore the concept of asymmetrical risk and how it can impact position sizing.…

1
The Japanese Yen Is CRASHING (what this means for the world) 18:41

15d ago18:41

18:41

Another new low for JPY as the Japanese government is shuffling up its top Finance Ministry people. Everyone continues to blame the Fed for the yen's crash but the evidence conclusively shows that's not it. This only raises the question, what is it? The yen's own track record holds the answer and it is one that applies to you. Eurodollar University…

1
Walgreens Warns: People Have Suddenly Stopped Coming 18:06

17d ago18:06

18:06

Retail and Pharmacy giant Walgreens now says there won't be a second half rebound after all, not according to its view of the consumer economy. It was seconded by Levi's and then European behemoth H&M. All of that ties together with a record low in US pending home sales and a summer driving season that's already an enormous bust as recession forces…

1
Growing The Money Tree for Kids - Ft. Alpesh Parmar 41:36

16d ago41:36

41:36

Alpesh Parmar, author of Growing the Money Tree for Kids and host of Wealth Matters drops by to talk about his book… and how his two daughters helped create it! The book was intended to teach his daughters about money and investing, and they played a significant role in writing it. Alpesh explains that the book covers various investment topics, inc…

1
You Won't Believe What China's Central Bank Is Doing 20:25

17d ago20:25

20:25

China's top central banker confirmed last week the intention to radically change the operations of the Peoples' Bank of China. Some have speculated this equates to an imminent QE, but that has nothing to do with the reform. We've seen this before. The issue is bank, not central bank. Eurodollar University's Money & Macro Analysis BNP Implications o…

1
The Monetary Revolution and the Philosopher's Stone 8:19

17d ago8:19

8:19

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VH Substack: https://monetaryrevolution.substack.com/…

1
Gold Will Play A Role In The New Monetary Regime 51:22

18d ago51:22

51:22

McAlvany Weekly Commentary Steph Pomboy: “The U.S. Fantasy Is That The World Needs The Dollar” Government’s Big Mistake Is Financing Our Debt On The Short End Of The Curve “My Hunch Is That What’s Coming Will Make 2008 Look Like Child’s Play” The post Gold Will Play A Role In The New Monetary Regime appeared first on McAlvany Weekly Commentary.…

1
Primary Dealer Banks Showing Signs Of Global Collateral Tightening 18:38

19d ago18:38

18:38

There have been a whole bunch of ripples through the monetary system coming in from all angles pointing toward a sizable collateral disruption. The primary culprit(s) appears to be from Europe, starting in bond spreads surging off election uncertainty though we can't discount the ECB's rate cut as a factor. The eurodollar aftershocks are pronounced…

1
The State of the Economy for June 2024 24:14

24d ago24:14

24:14

Consumer confidence has pulled back in June, according to The Conference Board Consumer Confidence Index®. The index dipped to 100.4, down from 101.3 in May, with consumers expressing mixed feelings on the labor market and short-term business outlook. Join Markus Schomer, Senior Economist with The Conference Board, and Dana Peterson, Chief Economis…

1
Japan is buying MASSIVE Amounts of Junk Credit 20:01

20d ago20:01

20:01

Japanese banks have been bulking up on US junk corporate credit for the last year, driven entirely by an increasingly difficult reach for yield. That means overlooking dangers and risks which in other less distorted times would have been taken more seriously. The end result is a large and growing distortion in a key part of the credit markets. Euro…

1
Copper's Latest Move Has The Market Freaking Out 18:53

20d ago18:53

18:53

Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn't too careful, those might even lead to resurgent inflation. What's happening in those and other commodities has shocked market observers. As has the most recent global macro data. Eurodollar University's conversation w/Steve Van Metre http…

1
Why CEOs in China Are Cautiously Optimistic 29:25

25d ago29:25

29:25

The Measure of CEO Confidence™ for China suggests CEOs are cautiously optimistic about current and future conditions, even as hiring slows and demand remains below pre-COVID levels. How should CEOs respond to the new competitive reality of economic, regulatory, and geopolitical risk factors? Join Steve Odland and guest Alfredo Montufar-Helu, Head o…

1
Episode 36d - Plato's The Republic - Part One 7:32:14

20d ago7:32:14

7:32:14

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VH Substack: https://monetaryrevolution.substack.com/…

1
Oh Sh*t, AAA Debt Is Starting to Fail Again... 19:47

22d ago19:47

19:47

Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US homebuilder activity has plunged to new lows as the crosscurrents in the…

1
You Won’t Believe What the Swiss Central Bank Just Did 18:20

24d ago18:20

18:20

The Swiss National Bank surprised Economists by cutting rates for the second time in a row. Citing a number of potential worries starting with more recession, the rate cuts are aligned with growing dollar troubles roiling the rest of the world. Major currencies are sinking fast, hitting new lows and pointing toward the same reasoning just acted on …

1
“It’s a Humbling Journey” - Ft. Zen (@TyzenTrades) 52:14

25d ago52:14

52:14

This week, Kyle interviews Zen, a trader who shares his journey and experiences in the stock market. Zen talks about how he got started in trading, his successes and failures, and the importance of risk management and discipline. He also discusses his time in the Atlas trading community and the lessons he learned from it, emphasizing the need for t…

1
MAJOR Bank Makes Announcement to Sell Billions in Treasuries 20:09

25d ago20:09

20:09

A Japanese bank giant announced it was going to begin selling tens of BILLIONS in USTs and other European government bonds knowing full well the institution is going to take huge losses on the sales. Is this the start of another bank run? Will this kill the Treasury market? Eurodollar University's Money & Macro Analysis About Norinchukin Bank https…

1
New Data is Screaming a Full Blown Recession is Confirmed 15:57

26d ago15:57

15:57

The data continues to pour in showing US consumers have indeed hit the wall. Spending is down according to a variety of sources, including the latest update on retail sales for May. There is also a growing body of evidence indicating there is more weakness to come starting with summer vacations. All this indicates the chances of full-blown recessio…

1
Apple Mentions A.I. & Gets Free Pass On Falling Earnings 38:41

25d ago38:41

38:41

McAlvany Weekly Commentary Buffett Selling His Apple, Holding His Energy Stocks Developed Nations Central Banks Increase Gold Reserves MAG 7 Stocks Cap $15 Trillion The post Apple Mentions A.I. & Gets Free Pass On Falling Earnings appeared first on McAlvany Weekly Commentary.By McAlvany Weekly Commentary

1
Americans Confidence in the Economy is Declining RAPIDLY 19:33

28d ago19:33

19:33

Consumer confidence has dropped sharply over the past few months as Americans are now more concerned about jobs and incomes than prices. The shift has been so pronounced that even members of the mainstream media are questioning FOMC officials. Hardly strong and resilient, there's rising unemployment and declining confidence mixed with a bevy corpor…

1
China's Housing Market is Starting to Crack Rapidly (What You Need To Know) 19:06

28d ago19:06

19:06

Housing prices in China plunged in May, accelerating sharply after April's big drop indicating the situation in the real estate market is getting closer to becoming disorderly. There will be fallout across the world should that happen, as there already is across China's economy as the latest data also showed. Eurodollar University's Money & Macro A…

1
Six Key Drivers of Productivity 29:26

1M ago29:26

29:26

In the post-pandemic new world of work, how can leaders keep their employees engaged, motivated and, most of all, productive? Learn how skills development, management capabilities and organizational agility can influence strategies to drive productivity and success. Join Steve Odland and Marion Devine, Principal Researcher, Human Capital, Europe, t…

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