DRUNKENOMICS
Aaron & James
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Delinquent
DRUNKENOMICS
11/09/23 • 48 min
Happy week after Fed week everyone! Hope you were all able to recover swiftly from your hangovers this last weekend because this US Government balance sheet is nothing but sobering. Upon viewing the Fed day interview with Jeff Gundlach on CNBC last week, it looks like the US consumer along with the US Government has a serious debt problem that a "higher for longer" attitude will only add fuel to the implosion. Not trying to call wolf...just saying...
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11/09/23 • 48 min
Terminal Junkie
DRUNKENOMICS
11/02/23 • 53 min
Well, the Fed decision is out now; looks like the tone and stance of the Fed is still pretty hawkish pending some sort of major economic catastrophe. But the main question now becomes: when does the Fed their terminal rate? Also, when will the Fed officially begin lowering their effective rate? Seems like money managers all over the world are trying to get a pulse on this. That and the UAW strike.
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11/02/23 • 53 min
Equities vs. Fixed Income
DRUNKENOMICS
10/26/23 • 43 min
Well...at the time this episode was being recorded, there was still a 'speakerless House.' Of course, in an uncharacteristic fashion, they managed to elect a speaker in Mike Johnson within a day of this being recorded; but congrats on getting something done finally. Most of our drams this week, however, was consumed to the discussion of which broad asset class might outperform in the next 12 months (not financial advice) given the headwinds and tailwinds we're seeing along with what the talking heads on Wall Street are talking about. I'll put a reminder in here to check if our thesis actually came to fruition.
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10/26/23 • 43 min
DC Clown Show
DRUNKENOMICS
10/19/23 • 47 min
I guess...having a 'speaker-less' house is pretty fun. It's at least funny to observe the kind of clown show we have at our nation's capitol. In case you missed it, Kevin McCarthy was ousted a couple weeks ago from his speakership position and Jim Jordan was the front-runner to fill the void. But somehow, even his political weight can't get him voted in. Then of course, we had a pretty solid inflation print that was spearheaded by rising energy prices. Let's see if the Fed will try to take mattes into their own hands on that end.
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10/19/23 • 47 min
This One's For Israel
DRUNKENOMICS
10/13/23 • 60 min
CPI data, Fed forecasts, Job Numbers, those are all important figures to pay attention to in terms of global macroeconomics, but it pales in comparison in total importance at times. In case you missed it, there was a very tragic war that broke out in Israel this weekend. Although there are some economic implications, it pales in comparison to the human cost taking place and the human right violations being executed by the terrorist organization that is Hamas. So pardon us for being a day late and being so sobering on our drinking podcast, but this one's rough. Thoughts and prayers for Israel 🇮🇱
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10/13/23 • 60 min
Gin for the Win
DRUNKENOMICS
10/05/23 • 53 min
Welp...we've officially made it to the last quarter of the year; and what a year it's been. Because we're all awake now that September has ended, we can expect to see CPI data come in similar to the way energy stocks performed last month. If you were asleep for the month like Billie Joe of Green Day, I'll fill you in and let you know that energy, particularly oil, had quite a run; which means, I'm not feeling optimistic about inflation data. Also, happy trails Kevin McCarthy.
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10/05/23 • 53 min
Absolutely Nothing
DRUNKENOMICS
09/20/23 • 45 min
As the Fed President has mentioned in his presser today, the economy still has yet to see the affects of the tightening monetary policy from last year. Pair that with employment and inflation data that just came in, it shows that the Fed potentially still has room to enact further tightening. Granted, equities and especially fixed income markets are begging for some relief; which means this tug of war will probably result in absolutely nothing happening in Washington this week.
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09/20/23 • 45 min
Why the 2% Obsession?
DRUNKENOMICS
09/14/23 • 51 min
I'm beating myself up for not coming up with the question earlier...but why is the Fed so obsessed the the 2% inflation rate? Historically, inflation has seen an average rate of about 4%. Granted, that does include some difficult cycles of price increases; but that accounted for, is that 2% target rate worth achieving even if it does crater the economy and wage growth? Also, what's this I hear about capital requirements going up?
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09/14/23 • 51 min
Just the TIPS
DRUNKENOMICS
09/07/23 • 50 min
It seems like the weeks spend digesting the Jackson Hole Symposium turned out to be a real bummer. The Street pretty much decided to focus on the Fed's commitment to that 2% target inflation rate and could see plenty of hurdles we need to navigate to get there. Additionally, we also wanted to talk a little about Treasury Inflation-Protection Securities aka TIPS. It's kind of a foreign subject to some people in terms of how it works, so wanted to discuss how it fits in the world of floating rate bonds.
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#Finance #Economics #Economy #FederalReserve #Bonds #stocks
09/07/23 • 50 min
The Millennial Dilemma
DRUNKENOMICS
11/16/23 • 48 min
There you have it; CPI came in slightly lower than expected, but Fed posturing still implores the economy to put up with a "higher for longer" environment. With that, a shower thought I had recently made me think about the millennial plight; being that we are by far the most indebted generation with not only our own debt to service, but also the debt of the extremely fiscally irresponsible federal government. And the interest expense on that will be other worldly.
Find us on Twitter (X), Instagram, & Facebook @DRUNKENOMICAL
Merch: drunkenomics.myspreadshop.com
Patreon: patreon.com/drunkenomics
Stay Drunkenomical y’all!
11/16/23 • 48 min
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FAQ
How many episodes does DRUNKENOMICS have?
DRUNKENOMICS currently has 186 episodes available.
What topics does DRUNKENOMICS cover?
The podcast is about Podcasts and Business.
What is the most popular episode on DRUNKENOMICS?
The episode title 'Delinquent' is the most popular.
What is the average episode length on DRUNKENOMICS?
The average episode length on DRUNKENOMICS is 48 minutes.
How often are episodes of DRUNKENOMICS released?
Episodes of DRUNKENOMICS are typically released every 7 days.
When was the first episode of DRUNKENOMICS?
The first episode of DRUNKENOMICS was released on Feb 10, 2020.
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