Paul Kiker

Trump’s bold actions could well lead to a recession simply due to cutting off flows of fraudulent, unnecessary, and/or wasteful spending. At the same time inflation is still kicking around, so the Fed is less likely to re-spike the punchbowl. The result? Stagflation possibly, which is the worst outcome for the average person.

Chris and Paul discuss potential impacts of $2 trillion federal spending cuts, deflationary pressures, gold market movements, and economic implications for households and investments.

Janet Yellen left Trump a poison pill in the form of a maxed-out debt ceiling and only a couple of months of cash in the kitty. Deep Seek swarmed over NVDA and OpenAI’s moat as if it were a muddy puddle. Trump coyishly hinted at eliminating individual income taxes. Wow! A turbulent table has been set.

Chris and Paul get together in person to discuss the impact of Trump’s inauguration on policies and markets, focusing on executive orders, economic implications, housing market changes, energy independence, and potential investment opportunities in commodities.

Chris and Paul discuss inflation as a government policy issue, and its impact on purchasing power and retirement.

Executive Summary The episode dives into the current financial landscape, focusing on the Federal Reserve’s recent rate cuts, the potential for U.S. Treasury yields to reach 6%, and the economic signals coming from China. Paul Kiker joins me to discuss these developments, highlighting the market’s reaction and the broader implications for investors. We explore the…

Executive Summary In this episode, Paul Kiker and I dive into the perplexing state of global markets, particularly the mysterious advances in the S&P and the German DAX despite troubling economic data. We explore the role of liquidity and speculation, the impact of algorithms on market behavior, and the potential for a “Minsky moment” in…

Executive Summary Chris and Paul discuss the economic challenges facing Europe, particularly the rising cost of gas and its implications for industry, especially in Germany. They also touch on the U.S. stock market’s bullishness despite economic indicators suggesting caution. The conversation includes a critique of past and current economic policies, particularly those related to energy…