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DRUNKENOMICS

DRUNKENOMICS

by James Goldwater

Latest episode
I am the House

About this podcast

The drinking podcast with an economics problem.

Episodes

The newest 20 of 240 episodes

  • I am the House · 1 h 3 minWhat a wild sequence of events leaving us no shortage of subject matters to drink to. I'd say we should start by addressing the elephant in the room, but looking around the room…
  • Yield Curve Control · 59 minIt's very rare for us to see yields spike on the long end of the Treasury curve without some sort of headline event or shock. However, the bear steepener has been creeping higher…
  • Too Damn Hot · 1 h 8 minNot only have the heat waves this summer ramped up the temperature, but the hot inflation prints and equity valuations have also brought the heat. Fundamentally, things seem to…
  • Space Whiskey · 1 h 0 minThe months keep getting more eventful and flying by faster. For starters, we are now in the Kevin Warsh era as the chair of the Fed; and as this gets published we are entering…
  • 60 Days in and I can't Swim · 1 h 3 minThe Strait of Hormuz has been closed for over 60 days now and end-of-war agreements only seem to stall. However, in the Month of April, markets have soared to new all time highs…
  • Dire Strait of Hormuz · 58 minWhat a whirldwind of events that has taken place in the last few weeks. Geopolitical tensions surfacing in Iran is certainly causing a shock to global supply chains and energy…
  • A lot's Happened · 1 h 21 minSorry for getting this out so late! Had a lot of life events taking place. I promise the next one will be released within 2 days of being recorded! But a lot has happened since…
  • Taco Tuesdays (or Wednesdays) are Back · 1 h 3 minI guess it really didn't take long for the volatility spike to hit the markets. On the same (or opposite side of) token, it also didn't take long for the volatility to go away…
  • Venezuela Reactions · 1 h 3 minGreetings everyone, just wanted to hop on to do some semi-immediate reactions to what happened in Venezuela last weekend. Episode was recorded on 1/6/26. Find us on Twitter…
  • 2026 Outlook? · 60 minHappy New Year everyone! Hope you're all ready for our 2026 economic outlook. I should warn you, we were drinking during the recording of this (obviously) so we hardly even…
  • Gravy Back or Volatility · 1 h 11 minWhat a time to experience some seasonal volatility. As we worry about the froth in our gravy back shots, investors have seemingly been worrying about the froth in megacap…
  • What's the Beef? · 1 h 9 minHope everyone is having a nice October so far. For a minute there, it was a bit frightening to see some tariff volatility enter the chat; but glad that was short lived. Hopefully…
  • Was it Worth It? · 1 h 20 minProbably the more fitting question is: will it be worth it? A lot of pieces on the economic chess board are moving fast. With A.I. driving efficiency but taking over entry level…
  • How Back Are We? · 1 h 3 minA lot of huge economic data hit the tape last week, with GDP, labor numbers, a Fed meeting, earnings week, etc. All the while, markets seemingly love finding new reasons to push…
  • Announcement · 1 h 11 minANNOUNCEMENT! Due to some career changes, the structure of Drunkenomics has to shift...but don't worry! The podcast is still in good hands of the eternally more gracious host…
  • Cheers to a Legend · 1 h 9 minProbably not what you all were asking for, but we needed to pay some homage to the brilliant career of Warren Buffett. His insights, banter, and philosphy will be sorely missed…
  • Seriously, Not Literally · 1 h 23 minWhat a time to be alive...it seems like we're 5 tweets away from either a falling knife or new all time highs every other day. Now there's a 90-day pause, a joust between the Fed…
  • USA-xit · 1 h 5 minTake me seriously, not literally. Literally. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL
  • Per Request - Semi Emergency Broadcast · 19 minOnly did this because Tim in our discord requested an emergency, post-liberation day broadcast. FYI, I was out of whiskey, had very little time to record and edit, so sorry if…
  • Domestic Product is Gross? · 1 h 0 minIt seems like lately, the odds of a recession are climbing, but it also seems like there's so much more to the 'recession' label than GDP. However, it seems like the private…

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