What podcasts say about Marvin Barth
Every statement, with the speaker, the exact quote and the moment it was said.
What Marvin Barth has said on podcasts
18 statements · 3 positive · 10 negative · 1 mixed · 4 neutral
Donald Trump generates unusually high political and market volatility.
“President Trump, whatever you think of him one way or the other, is a human volatility machine.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 2:44
The New Keynesian synthesis provides insights but has substantial flaws.
“The new Keynesian synthesis offered an amazing number of really powerful insights into economics. It has a lot of flaws.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 13:06
The New Keynesian synthesis is a model rather than reality itself.
“It is a model. It is not reality.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 13:16
Central-bank hubris and groupthink create a serious problem.
“The hubris plus the groupthink is a real problem.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 15:23
Treasury buybacks will not determine interest rates or shape the yield curve.
“even with the doubling of size of this program, it's $48 billion a year in a $30 trillion treasury market. Anybody who thinks that's going to determine interest rates or shape the yield curve literally has no idea how markets work.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 16:50
Treasury buybacks increase liquidity in off-the-run securities and are working.
“The program, its entire design is to increase liquidity and off the run. issues. And that's what it's doing. And oh, by the way, it's working.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 17:15
Market expectations matter more for prices than transaction flows.
“it's expectations that matter, not flows”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 20:32
The Federal Reserve will have to reduce its balance sheet.
“We're going to a world where they're going to have to slim that down.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 22:50
Inflation is the top issue for right-wing populist voters.
“The populist right hates inflation. This is their number one issue.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 43:11
MAGA voters rank federal spending as a major concern benefiting corporations.
“Number two, federal spending. They see federal spending as basically a giveaway to the corporations that doesn't benefit them.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 43:16
Inflation expectations are the critical driver of inflation.
“the critical driver of inflation is expectations, nothing else”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 59:19
Inflation expectations will not decline until the Federal Reserve acts.
“we're not going to get inflation expectations back down until the Fed does something about that.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 59:42
El Niño will worsen inflation and economic outcomes in emerging markets.
“It is almost certain to be a problem for a lot of emerging markets. And so you're going to have more inflation in those markets and worse economic outcomes, I think.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:05:16
El Niño presents a larger currency-and-debt opportunity than commodity opportunity.
“the bigger trade around this is a macro currency and debt trade, not so much a commodity trade.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:05:28
The global order supporting freedom of navigation has weakened or disappeared.
“We have lost the global order.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:08:22
Global freedom of navigation has declined and will deteriorate further.
“we don't have that anymore, and it's going to get worse.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:08:43
U.S. policy must preserve cheap gasoline for Americans to fulfill America First.
“America first doesn't mean anything if it doesn't mean Americans get cheap gasoline.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:09:20
The Fed will issue definitive recommendations and clarify policy direction within months.
“we will come to a point where there will be a definitive set of recommendations. And then I think he's going to speak a little bit more clearly. And then I think the direction of policy is going to be a bit clearer.”
Open the episode · GM106: What Happens When the Debt Finally Matters ft. Marvin BarthListen at 1:13:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.