Tag Archives: Off The Cuff

In this week’s Off The Cuff podcast, Chris and John Rubino discuss:

• Why Negative Rates Won’t Work
• Why We Won’t Bounce Out Of The Next Recession
• The Rich & Poor Alike Will Suffer In The Next Downturn
• The Only Official ‘Plan’ B Is Panic At This Point

Recorded two weeks ago, we’ve only just now had the space to run this podcast. In it, John Rubino does a masterful job breaking down why negative rates are unnatural for a reason — they simply don’t do anything positive for the economy.

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In this week’s Off The Cuff podcast, Chris and Wolf Richter discuss:

• How Negative Interest Rates Work
• Their (Many) Nefarious Unintended Consequences
• Too Much Capital Is Getting Pushed Into Higher Risk
• The High Cost Of Our Relentless Pursuit Of “Growth”

It’s been a surprisingly busy summer developments-wise in the world. We’ve had so much fresh content covering it all that’s it’s been a challenge to publish everything in a timely manner. Some releases get delayed in order to rush breaking news out to you.

Here’s a podcast we recorded with Wolf Richter a few weeks back that tackles the important topic of negative interest rates. They are exploding around the world — over $19 trillion in debt is now trading at a negative rate (!).

The US is one of the only sovereign bond markets left trading in positive territory. And the Fed has resumed an easing cycle, so that, too, may not last for much longer.

What are the implications of a bizarro world below the 0%-bound? They are unnatural and fraught with toxic unintended consequences, as Wolf explains here.

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In this week’s Off The Cuff podcast, Chris and James Howard Kunstler discuss:

• The Shale Oil Booby-Trap
  • Fake prosperity that will tank the markets when it ends
• Could The US Government Nationalize The Oil Industry?
  • It very well could
• The Destruction Of Coherent Ideas
  • To fail to plan is to plan to fail
• What Are We Willing To Give Up?
  • A better future depends on abandoning some of our self-destructive luxuries

In this week’s podcast, Chris and Jim tackle a wide range of issues — from shale oil, to Jeffrey Epstein, wokesterdom, the financial bubble, social malaise, and the future of society. One deficit particularly concerning to Jim is our culture’s inability to have coherent discourse.

If we can’t engage in understanding and intelligently debating with one another, how will we ever devise effective solutions to the many challenges we face?

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In this week’s Off The Cuff podcast, Chris and Art Berman discuss:

• Shale Oil’s Chronic Profit Drought
  • Nearly all companies are cash-flow negative
• Why Drilling US Oil Isn’t Profitable
  • Oil service costs eat your lunch
• Why Drillers Can’t Stop Drilling
  • They need cash to service their debts
• Shale Oil Is A Business Model With No Future
  • When credit tightens, the whole industry will implode

Right now, the US is still producing a record amount of oil, due mostly to shale fields developed within the past decade. But that bonanza won’t last — it can’t last — explains petroleum geologist Art Berman. Nearly every shale driller has been and will remain to be unprofitable. The nature of shale wells and the nature of oil service costs will ensure that.

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In this week’s Off The Cuff podcast, Chris and Wolf Richter discuss:

• Tesla’s Woes
  • A harbinger of what’s coming for many other overvalued companies
• How Bad Could A Trade War With China Get?
  • There will be lots of unintended consequences
• Why The Smart Bet Is On Currency Devaluation
  • Governments will print forever to prevent catastrophic losses from happening
• Recession Ahead!
  • The global macro data continues to look worse and worse

In this excellent discussion, Chris mentions “It feels like we’re so far down the state intervention pathway that I’m not sure that there is a way back to free and fair markets at this point in time. And it would take something fairly cataclysmic I think to upend that, something like an out of control currency accident for China, taking it out of their hands, for instance. ”

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In this week’s Off The Cuff podcast, Chris and Mish Shedlock discuss:

• Next Up: A Currency War With China?
• Recession Warning
• A War With Iran, Too?
• More Cracks In Europe

The self-delusional “Everything is awesome and getting better!” narrative that has pushed markets ever higher for the past years is suddenly unravelling. The current China tariffs will undo any remaining salubrious impact of the Trump tax cuts, a global recession appears underway, and — seriously — are we about to go to war with Iran??

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In this week’s Off The Cuff podcast, Chris and Charles Hugh Smith discuss:

• What’s driving the latest breakdown in trade talks
• The 2 Chinas: and why it can no longer have it both ways
• The dollar shortage in China
• The great global slowdown

The big news driving the markets this week is obviously the breakdown in trade talks between the US and China. In this week’s podcast, Chris and Charles deconstruct the key variables of the situation and explain why they don’t think a deal can get done anytime soon:

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What’s better than an Off The Cuff with John Rubino? Or Wolf Richter? Or Axel Merk?

How about one with ALL of them?

That’s what attendees of last weekend’s Peak Prosperity annual seminar were able to enjoy, live on stage.

This meeting of the minds was the first time Axel, Wolf and John had ever met one another in person. And the idea-exchange that ensued was pure magic.

For this week’s Off The Cuff, we’re giving you a huge treat. A chance to watch these great thinkers in action.

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In this week's Off The Cuff podcast, Chris and John Rubino discuss:

• Moral Hypocracy
  • One set of rules for the elites, another for the rest of us
• Inflation Is Coming
  • The Fed should be careful what it wishes for
• Uncharted Territory
  • All countries are pursuing extreme policies right now
• How The Game Ends
  • Hard assets will be the last man standing

In this week's discussion, John Rubino gives a useful revisitation of why owning hard assets is so important. While the exact path we take is still unpredictable, the endgame is increasingly clear: the world's current fiat currencies are losing their purchasing power at an accelerating rate.

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In this week's Off The Cuff podcast, Chris and Charles Hugh Smith discuss:

• Our Current System Is A Servitude Trap
  • You need to escape it to prosper
• The Rich Own The Assets & The Rest Own The Debt
  • Which is why its so hard to move up socio-economically these days
• Asset Bubbles Pevert Opportunity
  • Big lifedesicsions become much more speculative
• The Scary Side of Facebook/Google Media Monoply
  • Private industry & the government sharing our data

This was the podcast orginally planned to run last week, but we bumped it to rush to you the time-sensitve reveations from Art Berman regarding the Ghawar oil field depletion data.

In *this* podcast, Chris and Charles Hugh Smith pull back the veil covering the architecture underlying today's society, exposing how the system is designed to trap us all in servitude to the parties running it. From how we're eductated, to the options available to us with our jobs and our money, to how our own personal data is increasingly being used to manipulate us — increasingly the only way to prosper in terms of wealth and well-being is to break from convention and operate outside of the system as much as possible.

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