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Podcast links: fake podcast invites

Abnormal Returns

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. fasterplease.substack.com) Derek Thompson talks with Ravi Agrawal, the editor-in-chief of Foreign Policy magazine, about India under Modi.

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Sunday links: when irrationality takes over

Abnormal Returns

ft.com) Strategy Why you can ignore all the magazine cover commentary. bloomberg.com) Economy Consumer balance sheets are in good shape. bonddad.blogspot.com) The economic schedule for the coming week. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. ft.com) Industrial production is fading.

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10 Thursday AM Reads

The Big Picture

The weird contradictions rendering the US economy inexplicable : Thanks to the pandemic and how advanced economies responded to it, we’re in a very strange place indeed. The typical relationships between one signal from the economy and another have diverged in surprising ways. The Review of Economic Studies ). •

Economy 269
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10 Friday AM Reads

The Big Picture

. • Blame History for Making Recession Calls So Hard : The National Bureau of Economic Research has been putting dates on downturns since 1929 — well before there was such a thing as gross domestic product ( Bloomberg ) see also Does This Look Like a Recession To You? Quanta Magazine ). Things are very weird right now. citizens.

License 281
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10 Monday AM Reads

The Big Picture

Corporate Stagflation Means Rising Sales With Flat Volumes It’s growth, but not healthy growth, and it doesn’t really help the economy. Corporate Stagflation Means Rising Sales With Flat Volumes It’s growth, but not healthy growth, and it doesn’t really help the economy. But people with patience and long horizons came out fine. (

Economics 296
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10 Monday AM Reads

The Big Picture

Liberty Street Economics ) see also Pizza? Geopolitics, the economy and unforeseen events will determine whether the relief will last. ( A society with murky goals whose selling point is superiority is not a healthy place to find it.” ( New York Magazine ). • New York Magazine ). Falling Oil Prices Defy Predictions.

Food 297
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Thursday links: crypto irrelevance

Abnormal Returns

cnn.com) The magazine cover indicator: the U.S. Bradfird DeLong's "Slouching Towards Utopia: An Economic History of the Twentieth Century." davidepstein.substack.com) Economy The Fed needs a new path forward. ritholtz.com) Initial jobless claims are showing a cooling economy. Markets The U.S. dollar edition.