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.

Sponsored by BeYou Enterprises

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

Monsoon-Musings-Bob Davis Podcast 1066

Monsoon Musings

Late summer means the Monsoon season out west and that means it’s time for some Monsoon Musings. In my case that means midnight between downpours. Up in the mountains in Monsoon-Musings-Bob Davis Podcast 1066.

Monsoons Are Not Created Equal

Firstly every year out here is different when it comes to the Monsoon.

Bad Monsoon

Secondly this is a bad Monsoon.

Above all it seems like every afternoon the thunderheads come up and the downpours start.

Spectacular Storms

Certainly the storms are more spectacular in the deserts down toward Phoenix.

Utah Monsoon

However I am in Utah.

And Utah has its share of summer storms.

Flooding

For example it doesn’t take much rain to produce flooding and a lot of mud.

Campsite Flooded

In fact my campsite was flooded when I recorded Monsoon-Musings-Bob Davis Podcast 1066.

Stay On The Black Top

On the other hand that is why nomads avoid sandy and dirt roads this time of year and park on the black top.

Reflections

But it’s a great time for reflections.

Musings

Monsoon Musings.

In the same vein I have been up in Salt Lake for a lot longer than I would have liked.

Consequently I have a few stories from my truck stop and Walmart parking lot stays.

In addition I had a chance to scout the whole area for great campgrounds.

Bryce Canyon

Finally I headed up to the Bryce Canyon area and camping at King’s Creek in the Dixie National Forest.

[Editor’s Note: Of course I called it King’s Crossing in the podcast!)

Dixie National Forest

To clarify this campground is about nine thousand feet up. When it rains there it’s cold.

Fog!

And foggy.

Red Rock Road

Therefore I was happy to get back down to the desert near Red Rock.

Two Takeaways

To clarify there’s two takeaways from this podcast.

Desperation In The Truck Stops and Parking Lots

Firstly I don’t think I have seen this many homeless and desperate people in the truck stops and parking lots in my travels.

And Utah has services and plenty of room for broken down car dwellers.

Nomads Have A Dream

Secondly it’s been my experience that nomads have a dream.

That is to say many nomads dream of a piece of land somewhere in the mountains.

Or beaches.

Forests too.

In short we talk a lot about what one would need for the perfect off grid ‘cabin in the woods’.

My Heart Is On The Road

But on the other hand my heart is not in those discussions although I don’t mind having them over a fireside steak and a piping hot cup of coffee.

My Cabin In The Woods

In conclusion Mobile Podcast Command is my cabin in the woods, mountain or beach.

Gratitude

And I am very grateful to stay on the move.

Sponsored by the Independently Owned And Operated Refueling Station in South Minneapolis 36/Lyn

Monsoon-Musings-Bob Davis Podcast 1066

 

Always-Something-Bob Davis Podcast 1057

Always Something

Due to the realities of Nomad Life It’s always something. A phrase we often use but don’t like very much. Learn more in Always-Something-Bob Davis Podcast 1057.

On The Move

Firstly I am on the move again.

Hidden Problems

Secondly being on the move often means problems develop that have hidden themselves when you’re just hanging out.

Control Emotions

Above all I’ve learned to get control of my emotions when I do have a problem.

Opportunity

That is to say stop, look up and ask yourself what the opportunity is rather than give way to your worst fears.

And so it was this week.

Off Course

First of all I was off course.

Use Maps Not Google

To clarify there is no substitute for a good actual map.

Certainly Google or Apple Maps have their uses.

Global View

But having a real map gives you a global view of where you’re headed.

Oops

Therefore that’s how I ended up in near Lake Havasu when I was headed to Scottsdale.

More Fun

However the fun does not stop there.

I Love The Smell of Diesel In The Morning

In short that’s when I noticed the smell of fuel.

Check out Always-Something-Bob Davis Podcast 1057 to find out more.

Experience

Therefore driving down a mountain nearly 25 miles with some kind of fluid pouring out of Mobile Podcast Command was quite an experience.

Pray

After praying to get to Parker Arizona and find a good mechanic I ended up at MNR Racing.

Oddly enough a church was right down the block.

The Saga Is Not Over

Finally the sags is not over at the recording of this podcast.

These guys are closed til the 10th of June.

However they have decided to check out the truck and find out what the problem is.

Remain Calm and Carry On

Finally I remained calm.

Did not allow a relatively minor problem ruin my day, or life.

Where’s That Bowl Of Cherries?

To sum up these days life on the road can be a challenge.

In addition life back in the world isn’t exactly a bowl of cherries either.

Surprises

In short life is full of surprises.

It’s always something!

(I may have referred to MNR Racing as MSM racing in this podcast. I don’t know why I do that! In any case the proper links to MNR’s FB site are linked and I can’t say enough good things about them. Thanks Again!)

Sponsored by Ryan Plumbing and Heating of Saint Paul

Always-Something-Bob Davis Podcast 1057