Fiscal deficits driving US money supply growth
The speakers argued that accelerating US money supply (M2) growth is being driven by massive fiscal deficits and government spending, not monetary policy.
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The story so far
CONTESTED · 55 MENTIONS · 35 EPISODES · 16 SHOWS
21 JUL 2026 — 7 AUG 2026 · YESTERDAY
41 SUPPORT · 13 CHALLENGE · 1 REPEAT
- COMMODITY CULTURE
28 EPISODES BETWEEN · 45 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- THOUGHTFUL MONEY
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- THOUGHTFUL MONEY
- MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
- THE POMP PODCAST
- BLOOMBERG SURVEILLANCE
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- WHAT BITCOIN DID
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- PLANET MICROCAP PODCAST
- THE JULIA LA ROCHE SHOW
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 3 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- COMMODITY CULTURE · 3 MENTIONS
- WHAT BITCOIN DID · 2 MENTIONS
- Fiscal deficits driving US money supply growth · THIS IDEA
- Political imperative to sustain asset prices
- BARRON'S STREETWISE
- UNCHAINED
- AFFORD ANYTHING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD