Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard 5d ago
Paul Kedrosky’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.
Appearances
Let's say I can get the bump up in price by floating only a small amount of the stock.
you'll never be able to sell uh hundreds of millions of shares into that bump up because there simply won't be the liquidity given the small size of the float.
So you'll be able to on paper say you made some money, but in practice there you're you're stuck.
Right.
And it's and this is it, because you can take it that next step and say, if it's this large of a P, if it's distorting inflation and it's distorting the tenure, and it's distorting world trade, take that the next step.
That's causing and I use this term loosely, you know, intelligent policymakers, because I'm not sure those exist anymore, but it's causing policy to be distorted because if you don't if you think, oh, you know what?
Uh tariffs didn't have any effect.
On world trade, or yo, you know what?
Despite the US consumer being very weak, there's high inflation, so we must be something strong in here.
You pursue all kinds of bad and self-destructive policies because you don't actually understand the mechanics of what's happening.
And so as a result, the crack up becomes uh sharper.
There's a sharper dil delineation between uh you know the now time and the aftertime because of this colossal misunderstanding of the nature
Of what's actually going on in the economy, and this this wild unwillingness of people to connect all the pieces, even at the Fed.
I mean, the Fed's recent commentary on economic uh outcomes is so narrowly siloed and so backwards looking, and trying to reinterpret what's happening in the economy in terms that might have made sense 40 years ago, but that don't make sense in the context of what we're seeing.
So
People really don't have a good handle in terms of understanding these drivers and that makes this inevitable uh break m uh you know, much more consequential.
absolutely, right.
Yeah.
And and and of course we'll have this crazy moment where even if you feel that way, the constant people are always so nervous about well, what happens if on a Saturday I lean over the fence and my neighbor says he bought stock in this pre IPO and it did so well?
People are just congenitally unable to walk away from that and not feel like I missed out on something, this FOMO problem.
Showing 501–520 of 1,259 · page 26 of 63
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