Podcast – Notes From Underground: Recent Episodes
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I know it has been many, many, many, many months since I’ve published thoughts here. But I have been active in the podcast space, discussing macro finance/economics with the usual list of high caliber financial minds on Financial Repression Authority with Moderator Richard Bonugli. And last Thursday I sat with Victor Jones at The Price […]
To my readers — My apologies for the long hiatus, but in addition to my sojourn to the East Coast, my eyesight has been suboptimal. That said, my mind has been ruminating on what has been a very active first half of the year between Russia’s invasion of Ukraine, the Fed’s aggressive path — in […]
Dr. Marc Faber and I had a 65-minute discussion with Richard Bonugli and the Financial Repression Authority. It was about eight months ago since we last discussed the global macro world and while it does not have the pizzaz of CNBC, those who listen to the discourse in 2020 would’ve been rewarded as many of […]
Wishing all my readers a Happy Thanksgiving. I’m thankful for all my blessings in my life and for the engagement with my readers in these tumultuous times. Enjoy the podcast I recorded with Anthony Cruedele as we consider investment themes going forward. Thankfully, Yra Click here to listen to the podcast.
As we get back up to speed, here is another FRA podcast, with Barry Ritholz, David Rosenberg and myself. Enjoy the discussion as we prepare for the the coming volatility of the election season. Pandemics, recessions, elections, oh my. Click the link to listen to the podcast. On a somewhat related note, other electronic presentations […]
We are back. This is the first blog post after a 10-week break. It has been a nice hiatus from writing as we took some time to reflect and respect the sanctity of motherhood. I’m linking to an FRA PODCAST hosted by Richard Bonugli taped on Thursday featuring Barry Ritholtz, David Rosenberg and myself. This […]
This Memorial Day weekend I’m going to take some time to reflect on those who gave their lives to provide the opportunity for all of us. This epidemic has made a shambles of everything we thought was a certainty just three months ago. In that spirit I present a 50-minute discussion with the highly respected […]
I recorded this podcast on Sunday, April 5, 2020 with Anthony Crudele and it’s chock-full of analysis. Enjoy! Click here to listen to the podcast.
Before we embark on more pertinent market viewpoints it is my pleasure to offer up two podcasts I recorded last week with the Financial Repression Authority’s Richard Bonugli. The first is with Lacy Hunt of the Hoisington Letter. The second is what I refer to as the four horsemen of the apocalypse: Jim Bianco, Peter […]
This is the 10th anniversary of NOTES FROM UNDERGROUND. I published the first post on December 17, 2009. WordPress has an archive where readers can go back and find many things that are still relevant today. I want to thank those who edit my work, send stories and references for me to research, as well […]
Here’s another podcast from the Financial repression Authority I recorded with Richard Bonugli and Peter Boockvar. The ability for readers to listen to a free exchange of ideas is well worth the price paid to read Notes From Underground. Before you listen, I want to call your attention to an article from the Tuesday edition of […]
On July 11, I discussed many of the current issues confronting the financial markets with FRA’s Richard Bonugli and Peter Boockvar of the Bleakley Group. These podcasts are an important way for me to communicate with some of the brightest minds in the global financial world. It allows me to express ideas and have true […]