PodCasts Archives - McAlvany Weekly Commentary

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Why We Fight: Interview with Christopher Blattman Apr 27, 2022

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McAlvany Weekly Commentary

The five causes of prolonged warfare The pathways to avoiding prolonged warfare Realizing the economics of the War decision can lead to peaceful compromise Why We Fight: Interview with Christopher Blattman April 26, 2022 “Narratives can unravel this interdependence and they can actually accentuate our misperceptions. They are very powerful, so they work both ways, […]

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The Breakdown of a “Well Managed” World Apr 20, 2022

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McAlvany Weekly Commentary

From loose, looser, loosest policy to tight, tighter, tightest? Ukraine agricultural harvests will be cut in half this year Is China signaling preparation for war with the west?

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Inflation Makes You The Designated Loser Apr 13, 2022

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McAlvany Weekly Commentary

Rates on 30 year mortgages rising at fastest pace since 2003 Gold up 13% over 12 months Ex-FED President Dudley “The Fed will have to shock the markets” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Inflation Makes You The Designated Loser April 11, 2022 “Eight-point-five is not comparable to what we […]

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For Lack of an Affordable Nail… Apr 06, 2022

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McAlvany Weekly Commentary

Is Russia/Ukraine an energy heist? Putin “will sell oil for Rubles” – Ruble rebounds Stimulus money still a coiled spring, only 30% has been spent https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2021-full-report.pdf https://www.iea.org/reports/ukraine-energy-profile/energy-security The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick For Lack of an Affordable Nail… April 5, 2022 “Words are signals, signals are useful for creating impressions […]

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China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil Mar 30, 2022

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McAlvany Weekly Commentary

The $500 trillion Interest Rate house of cards Stocks rally & bonds crumble Consumer Pessimism highest since WWII The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil March 30, 2022 “Inflation’s going to run out of gas before we run […]

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Collectivists, Dictators, & Technocrats vs Personal Liberty Mar 23, 2022

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McAlvany Weekly Commentary

“Control oil & you control nations. Control food & you control people.” – Kissinger Russia & Ukraine generate 10% of all global calories Powell raises rates – How much more will he go before reversing again? Collectivists, Dictators, & Technocrats vs. Personal Liberty March 22, 2022 “It’s a perfect world of simple inputs, and there’s […]

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Consequence Of The Loss Of Confidence Mar 16, 2022

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McAlvany Weekly Commentary

London Metals Exchange cheats the rules & commits suicide for nickel Russia can only continue in Ukraine with China’s help German GDP to tumble if energy from Russia is halted https://www.econtribute.de/RePEc/ajk/ajkpbs/ECONtribute_PB_029_2022.pdf Consequence Of The Loss Of Confidence March 15, 2022 “This is exactly what we saw between 1968 and 1982, where inflation endured and it […]

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Is This Commodity Price Spike Transitory? Mar 09, 2022

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Europe’s GREEN Agenda creates dependence on Putin’s energy U.S. severs buying of Russian Oil Battle-tested, gold is worth its weight The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is This Commodity Price Spike Transitory? March 8, 2022 The key is to have the mindset of the institutions that will sit back and […]

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The SWIFT De-Dollarization Of The World Mar 02, 2022

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McAlvany Weekly Commentary

Russia & China to seek alternatives to the Dollar Why We Fight: Five key reasons for war March 1st, A year of inflation in a day The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The SWIFT De-Dollarization Of The World March 1, 2022 “While it’s a powerful tool and it’s an appropriate […]

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The Ukrainian Tug Of War: Oil Is The Rope Feb 23, 2022

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McAlvany Weekly Commentary

Is your broker still managing as if there is no inflation? Can we really blame the Russians for $100 oil? James Grant: “Inflation is kryptonite to the financial markets” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick The Ukrainian Tug Of War: Oil Is The Rope February 22, 2022 “I think we […]

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