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.

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

Real-Talk-2020-Election-Issues-Bob Davis Podcast 871

Political Chatter

These days there’s a lot of political chatter. We’ll talk about it in Real-Talk-2020-Election-Issues-Bob Davis Podcast 871.

Who the candidates are.

Who’s going to be nominated.

Which ones will win. It seems to change every week.

Not Much Real Talk About Issues

In contrast there hasn’t been a lot of talk about the issues. We’ll do that it in Real-Talk-2020-Election-Issues-Bob Davis Podcast 871.

Our Dream State Of Politics

This podcast opens with a quote about the dreamlike nature of our politics. Then there are the pundits who seem to want to break it down with percentages and numbers. To advocate. The desire is to make a call and tell you who’s going to win.

I won’t do that.

Art Not Science

Politics is more of an art than a science.

Personalities and Partisanship

In 2020 it may come down to personalities and partisanship, not polling and elections data from yesteryear.

Emotions Make Bad Decisions

Moreover I don’t think people driven by emotion, and armed with conspiracy theory, make decisions based on the so called ‘issues’.

Fluid Issues

Issues are also fluid. Killing a famous terrorist changes the fortunes of a president.

In addition so can a series of bad economic numbers or an economic crisis.

One day’s high is the next day’s low.

Long Lists Of Issues

I researched issues. Got long lists of ‘issues’. Certainly many of those ‘issues‘ are included in this podcast. Do they mean anything?

What The Media Is Selling You Already

Will these issues drive the election? That’s what most of the media is selling you.

Not me.

In contrast I’ve picked four key themes I think may have a big impact on what happens in 2020. Let’s not forget we don’t directly elect presidents in the US. We do directly elect congress and our statewide representatives and governors. Those elections are important too.

Themes

In conclusion it’s necessary say again I am not supporting or fighting against any candidate. I am not trying to convince listeners and subscribers we need to move a certain way in this country. You listen. Make your own calls.

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Real-Talk-2020-Election-Issues-Bob Davis Podcast 871