PODCAST · business
DRUNKENOMICS
by James Goldwater
The drinking podcast with an economics problem.
Episodes
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Yield Curve Control
It'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 all summer, and with outstanding U.S. debt surpassing $40 trillion, apparently that was the benchmark the bond market...
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Too Damn Hot
Not 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 still hold their figure, but the question remains, have investors become too over-zealous? Find us on Twitter…
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Space Whiskey
The 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 into the IPO summer frenzy. Yield volatility continues to persist and this time, it's not because due to private credit....
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60 Days in and I can't Swim
The 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 and have even seen high market cap sectors go on historic win streaks. Is this a really forward thinking reaction, or...
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Dire Strait of Hormuz
What 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 prices, putting the Federal Reserve (as well as other central banks) ini handcuffs. However, yield volatility in the…
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A lot's Happened
Sorry 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 our last drink together, namely a GDP print, inflation print, and a rather significant supreme court ruling. Find us on...
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Taco Tuesdays (or Wednesdays) are Back
I 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. With the current administration moving as fast as they do, it's tough to keep up with all things happening, from Davos…
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Venezuela Reactions
Greetings 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, Instagram, & Facebook @DRUNKENOMICAL Merch: drunkenomics.myspreadshop.com Patreon: patreon.com/drunkenomics Stay...
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2026 Outlook?
Happy 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 remember what was said. Regardless, feel free to hold us to our word and point out what we got wrong in a few weeks/months....
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Gravy Back or Volatility
What 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 valuations thanks to a few signals from earnings and OpenAI's CEO. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL...
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What's the Beef?
Hope 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 cooler heads will prevail moving forward and we can sail off into the year end. In other news, the government shutdown...
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Was it Worth It?
Probably 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 jobs, to the lackluster labor reports driven by fewer government jobs, then of course, new developments on the tariff...
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How Back Are We?
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...
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Announcement
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:...
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Cheers to a Legend
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…
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Seriously, Not Literally
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...
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USA-xit
Take me seriously, not literally. Literally. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL
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Per Request - Semi Emergency Broadcast
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,
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Domestic Product is Gross?
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…
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Correction*
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…
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Free Trade Detox
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...
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Sovereign Wealth Frenzie
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...
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Thank God for the "Wonderful Conversations"
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…
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15 minutes didn't save you anything
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,...
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What are we still doing?
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...
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Borrow not Own
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...
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Tariff the Bandaid
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…
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Outsider Trading
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…
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The Election Happened
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....
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Four Years Gone
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,...
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Too Early or Too Much?
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…
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We Scrong Den?
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...
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When September Begins
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…
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To Subsidize or not to Subsidize
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...
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The Yen Can't Carry
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…
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The Ticket to Ride
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...
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Still not a Politics Podcast
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,...
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It's Getting Geopolitcal
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…
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You Got it All Wrong
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...
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June Fed Day Bash
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...
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Congraduations
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…
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Lender of Last Resort
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…
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What's the Point?
Happy Fed week everybody! Or is it unhappy? Either way, we can all agree that the Fed's fight against inflation is starting to look like the The Battle of the Morannon in Lord of the Rings, except without the help of the ring being destroyed. Other facilities are being used in efforts to tame...
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What is it, that you do here?
So...if you've been paying any attention to the markets lately, you might've noticed that there has been some major volatility lately. Most of this can probably be explained by the recent hawkish Fed posturing that took place back in the first week of the month. Though this outlook didn't come as…
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Other People's Money
It's pretty easy to have a robust economy and inflated housing market when the government deficit is still running rampant and has no real signs of slowing down. Additionally, core inflation has been revised upward, likely indicating that the Fed is slightly further away from their goal of taming...
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Clawback Provisions Would Be Nice
And not the corporate kind, but the kind as tax payers to the government. Anyways, more & more data is suggesting that the broader economy is resilient, giving the Fed no reason to lower rates (as we've seen today). However, as the debt maturity wall approaches, the Fed or Federal Government may…
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Fomo for Finance Bros
AI Optimism has certainly led to some unusual price action in the stock markets. As a result, it seems as though the volatility skew has flipped on its head & shifted over to the call side of the options chain, driven by FOMO. But while we're still talking about AI, is this something that's even...
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Revocable Antitrust
The Fab Four/Mag Seven, as we all know, has really spearheaded the recent strength and momentum in the major markets. But could there potentially be some risks or external factors that could potentially arrest their momentum? Well, of course there are; but on the other hand, they could also not...
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Is this a good thing?
So...we've been on our good news bears train for a bit now; but with recent economic data released along with us all surviving the first Fed week of 2024, we may find ourselves back in a situation where good news is bad news. With numbers coming in strong, this leaves the Fed more room to be...
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Im-Maturity Wall
As we approach a unique business cycle where the economy is seemingly strong despite inflation pressures, the walls may seemingly be closing in as this giant debt maturity wall approaches. Economists believe this may compel the Fed to step in, but who says that's even within their job…
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ABOUT THIS SHOW
The drinking podcast with an economics problem.
HOSTED BY
James Goldwater
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Frequently Asked Questions
How many episodes does DRUNKENOMICS have?
DRUNKENOMICS currently has 239 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is DRUNKENOMICS about?
The drinking podcast with an economics problem.
How often does DRUNKENOMICS release new episodes?
DRUNKENOMICS publishes regularly with 239 episodes available. Check the episode list for the typical release schedule.
Where can I listen to DRUNKENOMICS?
You can listen to DRUNKENOMICS on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts DRUNKENOMICS?
DRUNKENOMICS is created and hosted by James Goldwater.
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