Skip to content
PodParley
Tian Talks podcast artwork

PODCAST · business

Tian Talks

by Tian Li

Mostly finance, economics, politics, and whatever YOU should be hearing.

Publisher-supplied feed metadata · PodParley refreshed May 11, 2022 · Source feed

Subscribe · 0 Bookmark

Episodes

  1. Commercial Bank can CREATE money?

    Central banks and commercial banks can both create "money". Although, they are different types of money, and have different impacts on the economy...

  2. Tian Talks X Limestone Capital X Howard Marks - Fireside Chat

    A wonderful conversation with one of the greatest investors of all time - Howard Marks.

  3. Examining the Risks of Long-Term Inflation

    The consensus believes that inflation is transitory. To be above average, the investor must bet against the consensus, correctly. This video outlines some possible reasons why the consensus bet could be wrong.

  4. Expensive Homes and Shrinking Savings

    Will the high prices of homes, and other commodities become more permanent? If they do not, expect a market crash. If prices maintain, it is unlikely that incomes will keep up, though, rent will likely rise.

  5. Investing in a Wartime Economy

    War is intrinsically bad for an economy. But large-scale wars seem more and more likely. So how do you position yourself during war?

  6. Below Zero: The Fed's only choices

    Interest rates are low. So low that they cannot go much lower. This episode outlines where monetary policy and fiscal policy could be headed in the next recession.

  7. Will Technology replace human Investing?

    Undoubtedly, Technology has boosted productivity in many fields. Much unskilled labor is being replaced by technology. But will active investing also be replaced by robots computers? https://www.oaktreecapital.com/docs/default-source/memos/investing-without-people.pdf

  8. Today's Inflation is Meaningless

    Many today, now including the Fed, fear that inflation may not be so transitory. But today's inflation is not what should be feared. Tomorrow's monetary inflation is the real scare. I also go deeper into problems within the repo market.

  9. The Rising Danger of Zombie Companies.

    The presence of zombie companies is bad enough, zombies becoming bankrupt are worse, but avoiding their demise is the ultimate mistake - which we will probably make.

  10. Social Security and Pensions - probably safe. Your retirement, maybe NOT?

    401Ks, IRAs, and Social Security have many fundamental issues, but retirees have bigger worries ahead than these funds running out of money.

  11. Treasury department’s struggle (+ reverse repo)

    Janet Yellen calls for more government spending, says the federal budget hasn't increased (inflation-adjusted terms). But ironically the budget deficit is at all-time highs... And some insight on the reverse repo action.

  12. Current Keynesian Policies: Inflationary or Deflationary?

    Interest rates can only be lowered so low. But can rates be low enough to sustain the ever-increasing debt? And how low can they really go to be effective?

  13. Bad day for Bitcoin - our exit from speculative assets

    Speculative assets have been stagnant since February. But they have far more space to drop.

  14. Rick Rule Interview - The Most Rational Resources to own Today - Gold | Uranium | Silver | Mining Stocks

    Rick Rule, is the Former CEO of Sprott US Holdings Inc. His Latest Interview this week on the Future of Gold, Silver, Uranium, Copper, and many more Commodities. He is also a frequent guest on Kitco and his rankings website can be found: https://sprottusa.com/rankings

  15. Jim Rogers Interview - How to Survive the Biggest BUBBLE - China | Gold | Silver | Agriculture

    Jim Roger's latest interview this week. Learn how to prepare for the biggest bubble in Jim Roger's lifetime today, in 2021. We talk about gold, silver, agriculture, China, and other global investments I agree with many of Jim's opinions but I also attempt to challenge many of his ideas - even…

    more

  16. Covid's cure is going to be the market's doom

    In 2020, COVID-19 has lead to policies creating unseen growth in the market. When these policies are finished, and covid-19 is gone, true market fundamentals will reveal themselves.

  17. THIS is where INFLATION starts. NOT WHAT YOU THINK.

    The mainstream believes inflation will start from consumer spending. This episode outlines a very distinct and underlooked theory where inflation's root comes grows from producers, not consumers. Listen until the end for my incredibly valuable insight on where inflation could begin.

  18. Fed is too bullish, and Crypto HODLers turned bearish

    Jerome Powell seems bullish on the US economy's recovery while the whole crypto class has a big selloff (excluding Dogecoin). Some valuable insights here.

  19. Don't mistake SPECULATION with INNOVATION

    High P/E can still be considered value investments. However, many of the "innovative" investments are speculative. This episode talks about different innovations during different times. Ps. Sorry for the weird audio in the beginning.

  20. Are US-China relations to trigger the next catalyst?

    Catalysts are important to predict nearby bulls and bears. This episode talks about a big potential catalyst.

  21. Canadian Real Estate and Crypto: which bubble is bigger?

    Home prices across the globe have soared. China's housing bubble is obvious, but Canada's bubble could be in danger sooner. But even homes in both countries have more value than Crypto.

  22. Job Creation and IMF Donation

    New jobs were added, but are they sustainable. Also: the IMF seeks to send out $650 Billion, and Yellen wants to give America's share away.

  23. Biden to fix old mistakes by making new ones

    2 Trillion must be better than 1.9 Trillion. Infrastructure spending may be better than free money, but none of the two are affordable.

  24. When Margin debt goes up, defaults follow.

    Margin debt is at an all-time high. Risk in the markets are at very high levels. Big hedge fund is forced into liquidating stocks. Doesn't look too good for lenders.

  25. When the Fed lets rates rise, what falls?

    The Fed cannot and will not keep rates low forever. This episode gives a great outline for some possible outcomes.

  26. Individual stocks or Index?

    Simple breakdown of individual investments vs the S&P 500 index

  27. Debt: go in or get out?

    Should companies, individuals, and governments use debt or run from it?

  28. Risk and Return

    Managing risk and Maximizing return is no easy task.

  29. Simplicity's importance for success

    I talk about the importance of simple but in-depth understanding. Also, I go off-topic and talk about random stuff.

  30. Socialism spreads faster than Covid-19

    Covid-19 has harmed the health of those who have been infected. However, Covids's destructive economic impact is far less than of socialism.

  31. Top down or Bottom up investing?

    Should focus be placed on individual stocks or sectors? Or both?

  32. Will QE cause inflation?

    This episode will help you understand the effects of Quantitative Easing and how to benifit from them. P.s. I forgot to mention the new reserve requirement for banks is now 0%.

  33. Interest rates and your investments

    How interest rates influence your investments

  34. Bitcoin and interest rates: both rising.

    Many believe Bitcoin is a store of value and an inflation hedge, it's not either.

  35. Minimum wage price? Why no Minimum bread price?

    Learn the basic effects of regulating the minimum wage. p.s. Government is the biggest winner.

  36. Hedge funds want volatility for Valentine's Day

    Wall street controls the financial media? Then what "hurts" hedge funds actually helps them.

  37. Dangerous deficit funded tax cuts.

    No. We cannot get free tax cuts. Especially since government spending is expensive.

  38. What creates wealth? Wrong.

    Many people misunderstand the simple way wealth is created. Here's how it's really created.

View all 40 episodes →

Type above to search every episode's transcript for a word or phrase. Matches are scoped to this podcast.

Searching…

We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.

No matches for "" in this podcast's transcripts.

Showing of matches

No topics indexed yet for this podcast.

Loading reviews...

ABOUT THIS SHOW

Mostly finance, economics, politics, and whatever YOU should be hearing.

HOSTED BY

Tian Li

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Tian Talks have?

Tian Talks currently has 40 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Tian Talks about?

Mostly finance, economics, politics, and whatever YOU should be hearing.

How often does Tian Talks release new episodes?

Tian Talks has 40 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Tian Talks?

You can listen to Tian Talks 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 Tian Talks?

Tian Talks is created and hosted by Tian Li.
URL copied to clipboard!