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Beyond Tariffs: A Story Within a Story
Manage episode 476044600 series 73377
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.
579 episodes
Manage episode 476044600 series 73377
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.
579 episodes
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