Felix Prehn's Economics Podcast
Felix Prehn is an economist and former investment banker. Felix — alongside his golden retriever Winston — interprets the economy and markets.
Felix Prehn's Economics Podcast
Latest Episodes
Rate Hikes Into An Oil Shock
We lay out why a Fed rate hike during an oil shock can squeeze the economy without fixing the real cause of inflation. We connect the dots between supply-side inflation, government debt refinancing, and why central banks are quietly buying gold...
The Fertilizer Shockwave
A sulfuric acid export ban sounds boring until we trace how it can choke fertilizer supply, reduce food output and collide with $100 plus oil to drive a sharp inflation shock. We connect that real-world squeeze to dollar weaponization, hedge fu...
Why AI Billions Are Not Lifting Real Growth
We connect a worrying divergence between falling productivity and falling consumer confidence to the biggest AI spending boom on record, and we explain why that threatens the stock market’s most crowded trades. We also lay out why central banks...
