Preview Mode Links will not work in preview mode

Resolve's Gestalt University

Aug 5, 2022

Today’s guest is Claudia Sahm, who is the founder of Stay-At-Home Macro Consulting. She also writes a Substack of the same name, stayathomemacro.substack.com. She is a former Federal Reserve analyst, and also a former White House economic adviser.

Claudia and I discussed the interaction between fiscal and monetary...


Jul 29, 2022

 Logan is one of the foremost experts on the state and health of the U.S. housing market. In his capacity as Lead Analyst for HousingWire, he invokes a comprehensive data-driven framework for understanding the fundamental drivers of housing supply and demand.

Logan demonstrated his expertise on the subject, bringing...


Jul 22, 2022

The conversation was motivated by Demetri’s tweets about MMT and fiscal policy, which stirred up quite a conflagration, and involved several primary exponents of MMT including Warren Mosler and Rohan Gray.

 

Adam and Demetri spent the first 35 or 40 minutes on MMT, mostly overcoming the frustration around the...


Jun 28, 2022

This week we welcomed back our good friend Jason Buck (founder and CIO of Mutiny Fund) for the final episode before the summer break. Our conversation included:

  • Recent price action in the commodity space
  • The incredible confidence of the ‘buy the dip’ equity investors
  • An end to the “bad news is good news”...


Jun 21, 2022

This week we had the pleasure of welcoming Jeff Snider (Head of Global Investment Research at Alhambra Investments) and Emil Kalinowski (enterprising investor, author and host of both a talk radio show and a podcast). Together, they co-host Eurodollar University podcast and shed light on the complexities of the...