37 min listen
Inflation is not a Price Increase [Ep. 100]
Inflation is not a Price Increase [Ep. 100]
ratings:
Length:
68 minutes
Released:
Sep 19, 2021
Format:
Podcast episode
Description
PART 01: Producer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Producer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.PART 02: Consumer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Consumer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.PART 03: Import and export prices are elevated in the US, but decelerating. They're high because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Import/export prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.-----SEE EPISODE 100------Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL-----HEAR EPISODE 100----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr----EP. 100a REFERENCES---The Non-Charitable economics of (Not) Inflation: https://bit.ly/3EpQA9rCPI Comes ‘Home’ To The Other Side of Inverted TIPS: https://bit.ly/3tPG3j5First Transitory In Producers, Then More For Consumers, Now A Negative For Import Prices: https://bit.ly/2YZ0uP1Alhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-----------WHO-------------Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the complex pencil himself, David Parkins. Podcast intro/outro is "The Kill" by Particle House feat. Le June from Epidemic Sound.
Released:
Sep 19, 2021
Format:
Podcast episode
Titles in the series (100)
Greatest Liquidity Event Since Noah?: Jeff Snider (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics: repurchase agreement stresses, low interest rates signalling disorder and why LIBOR doesn't think the Fed's new program is the greatest liquidity event since Noah. by Eurodollar University