Today's podcast is a very important one. Coming 298 days after episode 113 (this may be a future trivia answer, but probably not), in this episode the Inflation Guy announces the launch of a project of great importance and significance to those who worry about inflation and are concerned about defending their money.

Please read the important disclaimer below.

NOTES

USDi Partners website: https://usdicoin.com/

Press Release Noting Launch of USDi Coin: https://drive.google.com/drive/u/0/folders/1EJFkc0juTxU2mBEpB4qa6aKIuOUhF_GE

Michael C. Lovell and Robert C. Vogel, “A CPI-Futures Market” (1973) https://www.journals.uchicago.edu/doi/abs/10.1086/260096?journalCode=jpe

Milton Friedman, “Financial Futures Markets and Tabular Standards” (1984) https://www.jstor.org/stable/1830554

William W. Jennings, “Disaggregated TIPS: the case for disaggregating inflation-linked bonds into bonds linked to narrower CPI components Slicing and Dicing TIPS” (2006) https://doi.org/10.1017/S1474747206002551

Ep. 18: Cash is an Option Whose Cost is Inflation https://inflationguy.podbean.com/e/ep-18-cash-is-an-option-whose-cost-is-inflation/

Ep. 32: The Remarkable Story of Inflation Futures https://inflationguy.podbean.com/e/ep-32-the-remarkable-story-of-inflation-futures/

Ep. 56: A New Way to Trade Inflation https://inflationguy.podbean.com/e/ep-56-a-new-way-to-trade-inflation/

Ep. 98: Will You Be Able to Trade Medical Care Inflation Soon? https://inflationguy.podbean.com/e/ep-98-will-you-be-able-to-trade-medical-care-inflation-soon/

Ep. 102: Gold and Crypto - Are Either, or Both, Real? https://inflationguy.podbean.com/e/ep-102-gold-and-crypto-are-either-or-both-real/

Ep. 113: Real-World Crypto Escapades, Concerns, Threats, and Promises https://inflationguy.podbean.com/e/ep-113-real-world-crypto-escapades-concerns-threats-and-promises/

Blog callback: “A Price-Linked USD” https://inflationguy.blog/2024/08/28/a-price-linked-usd/

Blog callback: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/

Important Disclaimer: The USDi Coin is offered only to accredited investors. Due to various risks and uncertainties, actual events or results or the actual performance of the instrument described herein may differ materially from those discussed here. This information is as of the date indicated, is not complete nor has it been audited, and does not contain certain material information about the products to be offered, including important disclosures and risk factors associated with an investment. Neither Enduring Investments, USDi Partners, nor their principals, employees, agents or authorized representatives, makes any warranty or representation, whether express or implied, or assumes any legal liability for the accuracy, completeness or usefulness of any information disclosed. Past performance is no guarantee of future results.

Blog for last month’s CPI: “Inflation Guy’s CPI Summary (March 2025)” (https://inflationguy.podbean.com/e/ep-139-this-months-cpi-report-%e2%80%93-uncertainty-reigns/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/

Welcome to CPI Day - this one, in the midst of a head-spinning market turmoil. This moves the CPI report back a little bit in terms of its importance, but the underlying inflation pressures and the effect on prices of tariffs, going forward, are a big part of the reason for the market turmoil.

Uncertainty implies lower prices for risky assets, and we are seeing that. It also has implications for inflation itself, through velocity, and for the hurdle to make policy moves as a central banker. Join the Inflation Guy as he untangles today's CPI report, and a lot of the surrounding noise.

NOTES

Episode callback: “Ep. 137: Drug Prices and the Most-Favored-Nation Clause” https://inflationguy.podbean.com/e/ep-137-drug-prices-and-the-most-favored-nation-clause/

Blog for last month’s CPI: “Inflation Guy’s CPI Summary (February 2025)” (https://inflationguy.blog/2025/03/12/inflation-guys-cpi-summary-february-2025/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/

Tomorrow, April 2nd, is 'Reciprocal Tariff Day,' when the US will impose tariffs designed to equalize (how well, no one knows) the tariffs faced by foreign imports to the US with the tariffs faced by US exports to other countries. From everything you read, this is going to be a calamity. But the Inflation Guy has a different take, and it comes from an understanding of how manufacturing actually works - with job 1 always being Make Sure the Worst Outcome Doesn't Happen.

Listen to this (unscripted!) episode to hear what he means by this.

NOTES

Very important blog post: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (February 2025)” (https://inflationguy.blog/2025/03/12/inflation-guys-cpi-summary-february-2025/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/