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Beyond Tariffs: A Story Within a Story

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Manage episode 476044600 series 73377
Content provided by Money Metals Exchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Metals Exchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tariffs and rumors of tariffs are driving the markets right now. But is there something bigger going on? Are tariffs just one plotline within a bigger story?

In this episode of the Money Metals' Midweek Memo, host Mike Maharrey puts the current market chaos into context, zooming in to focus on what he believes is a much bigger narrative.

He argues that the stock market is a big fat bubble just waiting for a pin. Tariffs might be that pin. But even if they're not, there's a pin out there. Mike explains how we got to this place, focusing on Federal Reserve monetary policy and the broader boom-bust business cycle using the Dow-to-Gold ratio as a map to the broader narrative.

  continue reading

579 episodes

Artwork
iconShare
 
Manage episode 476044600 series 73377
Content provided by Money Metals Exchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Metals Exchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tariffs and rumors of tariffs are driving the markets right now. But is there something bigger going on? Are tariffs just one plotline within a bigger story?

In this episode of the Money Metals' Midweek Memo, host Mike Maharrey puts the current market chaos into context, zooming in to focus on what he believes is a much bigger narrative.

He argues that the stock market is a big fat bubble just waiting for a pin. Tariffs might be that pin. But even if they're not, there's a pin out there. Mike explains how we got to this place, focusing on Federal Reserve monetary policy and the broader boom-bust business cycle using the Dow-to-Gold ratio as a map to the broader narrative.

  continue reading

579 episodes

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