A snapshot of what’s going on in the world’s economy. Click the title above to listen.
Update Hello everyone, I hope you had a nice weekend. I’m off to the U.K. later today. Visiting […]
I did a podcast with Noah on Lethal Venom. We talked about how central bank policy has pushed […]
A snapshot of what’s going on in the world’s economy. Click the title above to listen.
Update Hello everyone. I hope you had a nice weekend. We are back in South Palm Beach for […]
I sat down with Walter Latham to talk about how tariffs, interest rates and housing costs keep pushing […]
Had a good chat with Piggo on his Trading Desk about why inflation “cooling” doesn’t mean prices are […]
A snapshot of what’s going on in the world’s economy. Click the title above to listen.
People grow older in Japan. Especially the women. Netflix experiences its slowest sales growth in almost three years. And its share price goes south. This is what happens when the focus switches from focusing on improving the customer value proposition to trying to monetize them. Financial Ructions: As government grows the economy slows. And incompetence is rewarded. A look at a post on X which discusses good deflation. Government prevents us all from fully benefiting from savings, investment and freedom of competition. Book Review: Man vs. The Welfare State by Henry Hazlitt. We see how economies slow as governments grow. And government hypocrisy concerning monopolies.
I sat down with Danielle on her Authority On Demand Podcast to talk about Capital Offence. I explain […]
A snapshot of what’s going on in the world’s economy. Click the title above to listen.
Pepsi maintains price increases that are less than inflation. And they see their first volume increase in four years. Who would have thought (note sarcasm). Meanwhile, Kimberly-Clark’s sales dip into negative territory. A third of American workers have seen their wages grow slower than inflation. Rents in Canada continue to fall and should continue to do so as more purpose-built rentals enter the market. Macy’s continues their turnaround plan.
Turning around to higher income consumers. Financial Ructions: Longer-term interest rates continue to rise. This puts upward pressure on mortgage rates. But they’re still only back to where they were in 1998. Yet houses in the U.S. are far more expensive than 28 years ago…
A snapshot of what’s going on in the world’s economy. Click the title above to listen.
The sales of Lululemon plummeted despite management saying that 2026 was off to a good start. Its share price has lost three quarters of its value over the last five years.
Growth at Hilton Hotels went negative in 2025 but has since rebounded. Benefiting from the World Cup and infrastructure spending. And occupancy is down for their higher end hotels. The Dick’s Sporting Goods share price had been soaring until they bought Foot Locker. They are slowly turning Foot Locker around. Financial Ructions: We look at an opinion piece that complains about a tax break for Canadians. You can’t make this stuff up.
I sat down with Collins Victory Odabi to talk about how the financial system isn’t broken. It’s working […]
A snapshot of what’s going on in the world’s economy. Click the title above to listen.
Update Hello everyone. I hope you had a nice weekend. Hard to believe another summer is over, and […]
A snapshot of what’s going on in the world’s economy. Click the title above to listen.