Summers-End-Turning-Point-2022-Bob Davis Podcast 1068

Summers End Turning Point 2022

Firstly summers end is always a turning point. You might remember this one for a long time. Details in Summers-End-Turning-Point-2022-Bob Davis Podcast 1068.

Not Political

Secondly these are not political podcasts.

Economy

Certainly they have to do with the US and world economies.

However one of the chief mistakes of many analysts is their penchant for attaching economic problems to current political leaders.

Inflation Years In The Making

Most importantly the inflation nomads and people back home are dealing with was years in the making.

Major Slow Down Ahead?

In addition one of the biggest takeaways from this podcast is the increasing possibility for a major slow down and a shift from inflation to deflation.

Recession

For example Germany, China and technically the United States are already in recession.

Feeling The Pinch

And smaller economies and developing economies are also feeling the pinch.

The Cause? Not What You Think

While much has been made of the war in Ukraine or supply issues these are not the root cause of the inflation in the United States.

Gas and Food For Nomads

Above all we nomads feel the pain when it comes to gas and food prices.

Everything For everyone Else

And for the people in the and of bricks and sticks it’s just about everything else.

In Summers-End-Turning-Point-2022-Bob Davis Podcast 1068 I argue that the inflation we’re dealing with has been caused by years of near zero interest rates and something called quantitative easing.

Don’t Bet On A Pivot

In the same vein analysts keep saying the US Federal Reserve will ‘pivot’ soon.

95 Billion Every Month Bought For Years

To clarify Quantitative Easing has taken the form of the central bank buying 95 billion dollars worth of bonds EVERY MONTH.

Now Selling 95 Billion Every Month

More importantly Quantitative Tightening is the central bank selling off 95 billion dollars worth of bonds EVERY MONTH.

Moreover those bonds are ramping up to a full 95 billion EVERY MONTH in September.

That’s a lot of liquidity sucked out of the banking system.

Therefore listeners can see why I say Summers End is a Turning Point.

Meanwhile I emphasize EVERY MONTH here because I did not in Summers-End-Turning-Point-2022-Bob Davis Podcast 1068.

Summers-End-Turning-Point-2022-Bob Davis Podcast 1068

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Winds-Of-Change-Bob Davis Podcast 1043

Winds Of Change

Firstly Winds Of Change are blowing. And suddenly media has exploded with prophecy and prediction. I won’t do that. Learn why in Winds-Of-Change-Bob Davis Podcast 1043.

Cycles

Secondly many cycles are ending all at once.

Tough Three Years

Certainly we have run the gamut in the last three years.

But more is to come.

Storm Of Change

Most importantly rather than tell subscribers and listeners what to think and what to do in Winds-Of-Change-Bob Davis Podcast 1043 I’ll talk about the fact that we’re in the middle of a storm of change.

No Predictions

Above all I won’t make predictions.

I won’t tell you what I think this leader should do.

Even more whether I think another leader is off his or her rocker.

Listen Dream Think

However if you’re back in the world this podcast is an opportunity to listen, dream and think.

Fear and Uncertainty Back Home

Further it’s an opportunity to avoid the swirl of fear and uncertainty that characterizes the world of bricks and sticks.

Nomads and Crisis

Therefore let’s spend some time talking about how we nomads deal with these kinds of crisis.

Time Lines

For example our time lines are different.

Thinking It Through

That is to say we have more time to process these things.

To think it through.

Called To Be Here

In the same vein I have talked to many nomads who feel they were called to be out here at this time.

Certainly they don’t always know why.

Just that they are here.

Uncertainty

Whether it is the Ukraine, The Pandemic, Inflation or economic uncertainty it impacts nomads differently.

Wonder and Worry

In short when I look up into the stars late at night by the fire I too wonder and worry about the future.

No Homework

On the other hand with so many cycles bisecting the present time I am not sure what can be ‘done’ about it.

And I refrain from doing homework for people.

No Telling You What To Think

Or telling them what to think.

Winds Of Change Blowing Hard

In conclusion the winds of change have been blowing pretty hard for the last three years or more.

Impacts

In addition even nomads may see impacts in terms of rigs and fuel.

Let’s Start Building The Future

Finally future developments depend on a number of technology breakthroughs underway as we speak.

To sum up, let’s get on with it.

Sponsored by The Independent Refueling Station at 36th and Lyndale Avenue South 36LYN

Winds-Of-Change-Bob Davis Podcast 1043

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Buddy-Holly-West-Texas-History-Bob Davis Podcast 994

West Texas Buddy Holly History

Firstly there’s a lot of history in West Texas including Lubbock’s Buddy Holly Center. Nomad friend Don Anger joins me to talk about it all in Buddy-Holly-West-Texas-History-Bob Davis Podcast 994.

Still Heading West

I am certainly continuing my nomad travels, heading west.

West Texas

And there is no more West than West Texas.

Firstly as I move west the roadside markers slowly change from historic periods.

Secondly the wind.

Boom and Bust

In addition the boom and bust nature of Texas. Especially West Texas.

Therefore you come across whole towns that have been abandoned over the years.

Those Highways

Even more highways that seem to go on forever.

Music and History Collide

On the other hand Don is a music guy.

As a result Buddy-Holly-West-Texas-History-Bob Davis Podcast 994 is a nice balance between the two.

Unique Nature Of Texas

Most importantly I think we both realize the unique nature of an amazing place called Texas.

Influence Of Lubbock

In conclusion how interesting it is that someone who had so much influence hails from Lubbock Texas.

Twentieth Century Experience

To clarify this town in West Texas exemplifies the twentieth century experience in the west.

Ranching Oil Business

That is to say ranching, oil, rail roads, cowboys and grassroots business people.

Buddy Holly

Finally from road side markers and ghost towns to Buddy Holly.

A lot worth talking about.

There’s a Feeling You Get

Most importantly there’s a feeling you get out here. For example the sky. Wind. Heat.

In short something about this place calms me down.

All About Distance

Could be the distance from one destination to another. Might be the seemingly lonely places you pass through.