Trump, Powell, and the Dollar Shortage Artwork

KP Talks Dollars and Sense

KP Talks Dollars and Sense helps you learn financial literacy and provides real-time updates on all things housing, finance, and real estate with your host Kevin Peranio. As an owner and C-level executive for 20 plus years in finance, KP is here to serve you with all of his knowledge and experience. Tune in each week for more episodes. Kevin Peranio does not render or offer to render personalized investment or tax advice through KP Talks Dollars and Sense. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

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KP Talks Dollars and Sense

Trump, Powell, and the Dollar Shortage

April 28, 2025 • Kevin Peranio • Season 3 • Episode 38

💵 Cash is King! In the latest episode of KP Talks Dollars and Cents, we dive deep into the critical shortage of dollars 🌎, the impact of a restrictive Fed 🏦, and how the global economy reacts to political moves from Trump 🇺🇸 and Powell 📈.

💬 Market volatility is growing, with asset sell-offs, shrinking money supply 💸, and heated public exchanges 🔥 shaping the economic outlook. Meanwhile, political pressure for lower rates mounts, but the bond market remains the ultimate boss 👑.

📊 Job markets are holding strong despite capital expenditure slowdowns, and real estate activity 🏡 shows signs of health with rising home listings 📈 — even amid tariff fears and global uncertainty.

Here’s a detailed breakdown of the episode:

00:00 - Dollar Shortage Crisis: Why cash is king and what’s driving the shortage.
00:18 - Introduction: Welcome and setting the stage.
00:40 - Earth Day & Personal Reflections: A quick Earth Day and family shoutout.
01:07 - Anniversary Shoutout: Personal notes from KP's 13th wedding anniversary.
02:00 - Trump vs. Powell: Political tensions and market reactions.
03:43 - Trump Put Explained: What it means for stocks and money flow.
05:00 - Inflation Trends: What tariffs might do and inflation fears.
06:20 - Economic Uncertainty: The waiting game for GDP and jobs data.
07:00 - Shrinking Money Supply: Why less M2 matters to businesses and consumers.
08:00 - Tesla, Musk, and Economic Signals: What Musk’s pivot might mean.
09:00 - Housing Market Insights: Listings up and buyers active.
10:00 - KP’s Food Poisoning Story: A personal and funny side story.
11:00 - Bond Market Power: How treasuries, not tweets, are steering rates.
12:00 - Market Resilience: Signs of flexibility and adaptation in DC and Wall Street.
13:00 - “We are broke!”: Reality checks on government finances.
15:00 - Housing Trends: New and existing home sales outlook.
17:00 - Fed Watch: Potential for rate cuts ahead and inflation management.
18:00 - Final Thoughts: Staying sharp amid economic uncertainty.

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People on this episode

Kevin Peranio

Host