A 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 through a new all time high. A lot of frenzies are returning such as crypto, meme stocks, IPOs, etc; how convincing is this market euphoria? Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Aug 14, 2025•1 hr 6 min
ANNOUNCEMENT! 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. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!
Jun 06, 2025•1 hr 11 min
Probably 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 in the investing world next year...and yes, we will all do what we can to carry the torch. Additionally, a ton of economic data came in since the last time we had a dram together. More to come on that. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/dr...
May 09, 2025•1 hr 10 min
What 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 Chair and the President, and an honest retreat from the U.S. Dollar. I'm sure I'm missing a couple things, but go easy on me. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Apr 24, 2025•1 hr 23 min
Take me seriously, not literally. Literally. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL
Apr 10, 2025•1 hr 5 min
Only 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 it's sloppy. Cheers,
Apr 04, 2025•19 min
It 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 sector has been catching on with new trends on how to produce more 'product' to buoy GDP; particularly with private credit & more BNPL ideas. Now what could possibly go wrong with that. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay...
Mar 28, 2025•1 hr
Apologies for the awkwardness this week, had to do a solo episode due to some scheduling conflicts, but I promise we'll be back in full form next week! Wanted to give a quick recap on the markets now that we're in correction territory and show some historical data. I also may have confused the term "recession" with "bear-market" a few times, so please forgive me. I blame the whiskey. But to clarify, a recession is a widespread decline in economic activity lasting several months, while a bear mar...
Mar 20, 2025•24 min
The Trump Administration is obviously moving very fast and the economy / markets are taking it on the chin. With all the uncertainty around, investors are cleary being cautious as they find footing on how trade negotiations will impact businesses & economic growth. Additionally, GDP revisions are start to scatter as economists try to get a handle on tariffs and how that inpacts output. Hope this helps lol. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspr...
Mar 07, 2025•1 hr 8 min
Is it just me, or is the idea of creating a Sovereign Wealth Fund a crazy idea? Don't get me wrong, I totally see the appeal in launching one; but the idea of the Government picking favorites just doesn't sit well at all with me. Additionally, we had some other news on inflation, debt delinquincies, and retail sentiment we had to pour one out to. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical ...
Feb 20, 2025•1 hr 16 min
Volatility Mondays are back!! Yes the excitement is sarcastic, but the first two weeks of the Trump administration has been far more eventful than the last four years. Starting with the Deepseek shock that sent a panic across the markets, followed by dozens of Executive Orders, a Fed Meeting, some very unfortunate accidents, and tumultuous tariff talks that ended in delays thanks to some 'wonderful conversations.' Did I even scratch the surface there? Find us on Twitter, Instagram, & Faceboo...
Feb 06, 2025•1 hr 11 min
First off, my heatfelt thoughts and prayers to all affected by the devastating wildfires. The saddest part is how most major insurance companies left the LA market months before the fires started. However, they're not the 'bad guys" here; join us for a beer as we explain. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Jan 25, 2025•1 hr 2 min
First episode of what will be year five of Drunkenomics! Thank you all so much for the support the last half decade! We hope the hangovers weren't too rough. As we kick off the year, we figured it'd be fitting to do a quick summary of the market outlooks from the major asset managers. That is of course after we catch up on the news about Nippon Steel and the DOD list. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomi...
Jan 09, 2025•1 hr 12 min
This time of year is always so reflective; but it's also a good time to forecast and prepare for the new year. It seems like the topic of conversation has mostly been around inflation and what kind of landing the Fed will navigate for the economy. With limited tools, the Fed can really only do so much to tackle inflation. So to really address the issue, what needs to happen in the new year? Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon:...
Dec 20, 2024•56 min
Due to the wonderful discussion that's been going on in the discord, we decided to finally talk about the Tariffs and the announced plan for the next administration. It's always a funny balance of globalism, protectionism, free trade, trade imbalance, price/supply chain efficiencies...what else am I missing here? Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Dec 05, 2024•1 hr 8 min
Well, if you were looking for less yield volatility, 25 bps in cuts along with more clarity post-election didn't do you any favors. Also, we got inspired by our friends in our discord channel & decided to have some drinks to whether or not our Federal government officials should be allowed to trade or not. A lot to unpack there believe it or not. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomi...
Nov 22, 2024•1 hr 2 min
Apologies for the late publish, but we had to wait for election results before pouring that stiff one this week. Anyways, the red sweep after the election sent stocks soaring coupled with the Fed easing cycle continuing. Certainly a lot to unplack this week, so I'll just let you get to drinking. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Nov 11, 2024•1 hr 3 min
In two weeks time, we'll be through election week followed by the first post-election rate decision by the Federal Reserve. So what all has happened in the last four years and what are some things to expect for the most pivotal week of the year? Grab a drink & find out. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Oct 26, 2024•59 min
What an eventful past couple weeks we experienced, huh? Starting with that amazing jobs report that caused the 10-yr yield to soar, suggesting that the Fed might've either been too Hawkish or too premature. Additionally, the Chinese hail mary of a stimulus package created some volatility overseas, but will it prove itself to be sustainable? Lastly, thoughts & prayers to the hurricane victims. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Pa...
Oct 10, 2024•41 min
The Fed rate decision last week was something that certainly caught us all pretty off gaurd. If you remember, we were pretty much in the camp that a 25 basis point cut was going to take place last week. However, a 50bps cut really got us wondering if the economy is as strong or resilient as it seems. Because seriously, does the economy have any serious tailwinds aside from government spending & AI Optimism? Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.mysp...
Sep 27, 2024•40 min
It's that time of the year again where people are starting to call it the September slump. However, the subject this week primarily revolves around the housing market, more elaborative discussions on some policies, and of course, the fun subject of labor hoarding. We promise to talk more about the September slump when we gather next for a dram of whiskey. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunk...
Sep 12, 2024•1 hr 3 min
The Harris/Walz Campaign released their economic policy (among other things); but as a drinking podcast, we tried to focus on just how, if enacted, their economic plan will impact us. Starting with their tax on capital gains to, price caps, and housing subsidies, we're drinking some Vieux Carrè's to this plan. Cheers, Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
Aug 30, 2024•1 hr
Don't you also love seeing another tumultuous week in the markets? Looks like the interest arbitrage opportunity with low Japanese interest rates backfired for only a single day last week. However, cracks in the economy are starting to widen with weaker consumer sentiment, cooling inflation, and a ton of leverage. Also, big event on the political front. Had to warn you about that real quick... Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patre...
Aug 15, 2024•1 hr 2 min
First off, sorry for putting this one out so late...we had busy work schedules along with some tech issues; which can be severe given that this is a two-man shop. Nonetheless, a lot has happened on the political front that we can't ignore. Hate to talk politics, but the overlap from econ and politics is too apparent to ignore. Beyond that, we had an incredibly volatile market since the last Fed meeting. Has anyone noticed? Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunk...
Aug 05, 2024•50 min
Hard to not discuss politics with the eventful weekend & week we've had. But, it is an election year so it's hard to talk around the elephant in the room. With that, we poured one out to the tragic event that took place over the weekend along with the announcement of Trumps running mate. Granted, the markets seem to care very little about that as Jerome Powell made some tumultuous remarks. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patre...
Jul 18, 2024•40 min
We try really hard to leave politics out of our cocktails, but with everything going on, we really couldn't help it. Starting with the U.K., a snap election took place shifting the power spectrum on 10 Downing St. towards the left. Additionally, a young, left-leaning party in France also took over much of the voting strength in Parlement français. Then of course, there was the Presidential debate here in the States...what a circus that was. Find us on Twitter, Instagram, & Facebook @DRUNKENO...
Jul 11, 2024•55 min
Remember when the Fed said inflation was transitory 3 years ago? Funny how that thesis played out. From there, remember when last fall & winter when the Fed talked about how much progress they made on inflation? Also funny how that thesis played out when revisions came around. Now, the Fed is boasting about the strength of the economy. This time, I must admit...they're really making me nervous. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com ...
Jun 27, 2024•41 min
Welp. I finally did it; I had enough drinks and tried to solve all the world's problems while the mics were hot. Sorry if the ideas suck, but at least we were able to talk about the recent inflation print, elections among some of the BRICS countries, and the Fed meeting from earlier today. But seriously, it'd be nice to have a world where we didn't all depend on the Fed to solve the problems they indirectly create. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics....
Jun 13, 2024•37 min
As another wave of graduates enter the work force, we try our best after a few drams and brews to provide our encouragement to our econoholics as they go about their job search. But first, we talked about some geopolitical suspicions along with some factors that potentially keeping investors awake at night...at least according to a Goldman Sachs survey. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunken...
May 30, 2024•56 min
Another drink leading to another conversation about the Federal Reserve; especially since this is the first time we drank together since the May Fed meeting. But it's funny how volatile markets are whenever anyone from the Fed speaks in a public setting. It seems like all markets care about anymore is their progress on taming inflation. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay Drunkenomical y’all!...
May 16, 2024•47 min
