Kontrarian Korner #95 - Rudy Havenstein & Robert (Infranomics)

About this episode

The episode discusses recent Middle East events, the political landscape, and the challenges facing the Federal Reserve.

On Friday afternoon I had Rudy Havenstein and Robert from Infranomics on the podcast. We talked about recent events in the Middle East and the disruptions that are coming, the political situation and midterms, and why the Fed is stuck between a rock and a hard place. I thought the most interesting part of the conversation was the back and forth on the political system. I wasn’t able to convince Rudy that the US should have a monarchy, but we all agreed that the system is very broken today. You can find Rudy’s Substack below, and he’s a must follow on Twitter . You can find Robert’s work on Twitter as well as his YouTube channel . Podcast Summary * How the recent events will feed into supply chains, inflation, and the complacency in financial markets. * The political interference with financial markets, and the pattern of jawboning the markets. * Why the Fed is stuck between a rock and a hard place, and why all roads lead to the big print. * Why they aren’t surprised by the effectiveness of the Iranian resistance and why Rudy thinks this could be a rerun of the Iraq war. * The problem with the mainstream media environment and the propaganda environment on social media. * How the…

People in this episode

Host: Ben Kelleran

Guests: Rudy Havenstein, Robert

Topics covered

• Middle East events
• political situation
• Federal Reserve
• financial markets
• midterm elections
• media environment
• reindustrialization

Keywords

• supply chains
• inflation
• financial markets
• political interference
• midterm elections
• media propaganda
• reindustrialization

Mentioned in this episode

Organizations: Infranomics

Places: Middle East, US, Iran, Iraq

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