Claim OwnershipKeeping it Real Podcast with Dr. Kuehl
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A weekly podcast, “Keeping it Real with Dr. Kuehl,” debut in July 2020. In these podcasts, ASA Chief Economist, Dr. Chris Kuehl, provides a brief 5-10 minute economic update on areas of keen interest to ASA members, including industrial PVF commodities.
142 Episodes
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Episode 1: Deep Diving in the Oil PatchWhen will the price of oil rise above $50 per barrel?What is causing demand issues in the oil sector?What percentage of the world’s cargo is stuck right now?Are we looking at a slow or fast recovery?Consolidation in the oil patch?
Episode 2: The Weird Housing MarketWhy is there growth in the housing sector right now?How high of an uptick is there in pending home sales?What is driving people to move?How do home offices and senior living factor into the current landscape?Where does the stock market fit into everything?
Episode 3: Housing Market Issues That Might AriseHow will continued surging housing demand be met?Home purchases spurring other sectors of economy?Remodeling: Creating home entertainment?How can there be a labor shortage in COVID-19 crisis?Will supply chain be able to meet housing demand?
Episode 4: The Importance of the Credit Managers’ IndexWhy this index is a highly valuable economic measurement tool?Did this index really predict the Great Recession?How bad was the index earlier this year?What the current index is telling us?Using this measurement, what does Q4 look like?
Episode 5: Dr. Kuehl Answers ASA Listener Questions! How long is the current housing expansion likely to go on?Change in how millennials look at housing?What do current housing permits indicate and what happens after Jan. 1?Retail expectations for remainder of the year? The influence of the male holiday shopper?Airline and hospitality impacts?
Episode 6: Dr. Kuehl Takes a Deep Dive Into Industrial Production Numbers ● Why industrial production numbers are so important● What’s going on in the oil and gas sector right now?● What caused industrial production growth to plummet?● What can we expect for the rest of 2020 and into 2021?● Why utilities play such a large role in this equation● 3 things to look at when assessing the short-term and long-term outlooks
Episode 7: Dr. Kuehl takes us to school on unemployment statisticsExplanation of different DOL statistics provided and what to watch forIs the unemployment rate 8.4% or 14.7%?Where is consumer confidence right now and how does that relate to labor statistics?The city in the U.S. where you don’t want to be a job hunter right nowWhere do ASA member companies fall in this equation?What does the term “targeted recession” mean?Ask Dr. Kuehl a questionHave a question you want Dr. Kuehl to answer on a future podcast? Email Ayesha Salman at asalman@asa.net.
Episode 8: Economic Indicators Everybody Should Be Following Purchasing Managers’ IndexCredit Managers’ IndexIndustrial production numbersWhy there is concern heading into 2021 as it relates to manufacturingAnd why there is optimism with these other key indicatorsWhy mining numbers are important to the PHCP-PVF industryThe correlation between the PMI and a bag of Cheez-It
Episode 9: The Consequences of Another COVID-19 LockdownASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 10 (8:10 in length), Dr. Kuehl, who recorded this episode at a forging industry convention live in Cleveland, takes a look at the what’s going on with the pandemic and what potential future responses could be:Will there be another full COVID-19-related lockdown in the United States?How other countries are currently respondingThree factors that can turn the tables on the economic front right nowWhen will see significant economic recovery in the U.S.?The importance of the American consumer in all of thisWhat happens if there is another lockdown?
Episode 10: Oil and Gas Update; More COVID-19 Lockdown TalkIn Episode 10, Dr. Kuehl answers an ASA member question related to talk of another COVID-19-related lockdown, plus he takes a look at the short-term outlook for the PHCP-PVF industry, including thoughts on the oil and gas patch.How Europe factors into the current COVID-19 landscape?What part of the economy would be hit the worst if another stoppage happens?An update on the oil and gas sector; What will the price of oil look like at year’s end?Short-term outlook for the PHCP-PVF industry?Percentage likelihood of another lockdown?How to prepare for the upcoming year
Episode 11: The Election AftermathIn Episode 11, Dr. Kuehl takes a look at short-term ramifications coming out of the election, including:Why the business community likes political dysfunction.What will happen to taxes?Will another lockdown occur?What does Switzerland have to do with all this?Dr. Kuehl provides 3 short-term economic outlook scenarios.
Episode 12: Oil and Gas Updates; The Motel 6 IndexASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 12 (9:51 in length), Dr. Kuehl takes a look at all the latest happenings in the oil and gas sector, including: ● Reasons why oil prices are where they are at today ● How does the pandemic factor in? ● Where would the fracking community like to see oil prices at? ● What is the Motel 6 Index? ● Outlook for oil and gas patch in the short- and long-term, plus what should ASA industrial PVF players expect? ● Update on liquid natural gas
Episode 13: Deep dive into tariffs: Lexus vs. Mercedes?ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 13, Dr. Kuehl takes a look at the subject of tariffs and trade policy in general, including: The misnomer regarding tariffs and their usage Who are the biggest producers of steel in the world? Not who you think. Circumventing tariffs; How it’s done. Dr. Kuehl’s thoughts on Biden administration and tariff usage How a Lexus and Mercedes worked their way into the tariff discussion
Episode 14: Copper pricing outlook; Home-building update; Chris sings Christmas carols?ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 14, Dr. Kuehl talks copper prices and the home-building market, including: Latest and greatest on the copper market. When is the last time we’ve seen copper at this level? Where will copper prices head in 2021? Why the housing market continues to be strong? How millennials are playing a key role in the current housing market situation. Outlook for housing market in 2021 and beyond?
Episode 15: Fossil Fuel Update; Blue Wave? Poor Dinner Guest Etiquette. ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 15, Dr. Kuehl talks fossil fuels, more election aftermath and early 2021 happenings, including: What does a blue wave mean for ASA members? Thoughts on possible infrastructure upgrades. Construction market outlook. Where are fossil fuels headed? Short-term implications here? The lowdown on U.S. exports. Quick 2021 short-term outlook tied into dinner table etiquette.
Episode 16: Inflation talk, commodities prices and memes! ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 16 (7:32 in length), Dr. Kuehl takes a comprehensive look at inflations and three key factors that could drive it upward this year.Is the U.S. heading for a major inflation outbreak?How commodities prices play a roleWhat is wage inflation and where does that fit in?The money supplyHow much of an average American’s disposable income is spent on services?Chris shares a recent 2021 meme he came across.
Episode 17: Credit Managers’ Index and its importance to our economic future, manufacturing talk, Chris wants to send you charts and graphs!ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 17, Dr. Kuehl takes a comprehensive look at the importance of the Credit Managers’ Index as a predictive economic tool. Chris also explains the relevance of the numbers 21 and 73. What exactly is the Credit Managers’ Index?How does the CMI differ from PMI?Why should the PHCP-PVF industry care about the CMI?What does the CMI tell us about 2021?How does the CMI relate to manufacturing?Why the numbers 21 and 73 are important.
Dr. Kuehl takes you inside the Armada Strategic Intelligence System; Oil and gas, and metals pricing talk.ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 18, Dr. Kuehl takes a comprehensive look at how his company’s exclusive Armada Strategic Intelligence System (ASIS) works. Plus, Chris talks oil and gas and metals pricing. What is ASIS and how does it work? What is ASIS telling us about 2020 business conditions and beyond? How does “battlefield planning” work in the business community? Raw materials inflation forthcoming? Oil and gas outlook. Metals pricing talk. Get a copy of the most recent ASIS sent to you Dr. Kuehl is offering to send a copy of the most recent ASIS report (36 pages, no less) right to your email inbox. Shoot him an email at chris.kuehl@armadaci.com.
Dr. Kuehl talks manufacturing economic indicators and what that means for the short-term outlook.ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 19, Dr. Kuehl shares insights into why the economic outlook right now may be trending in a positive direction.How many of the 12 key indices are pointing in a positive direction?When is the last time this type of outlook has occurred?How high above 50 has the Purchasing Managers’ Index gone and what does that mean?The three things driving expansion and growth?When is inflation going to enter the picture? Will it be a full-on crisis?
Dr. Kuehl talks all things inflation and if there should be cause for concern in the marketplace.ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 20, Dr. Kuehl shares his thoughts and concerns about possible inflation on the horizon.Are we really headed for an inflation situation with the economy?When is the last time this has happened?Three factors that determine an inflationary environment and how many are trending toward that?What is the magic number to keep an eye on when it comes to inflationWhere do commodities such as metals and oil factor into this?Should you panic?Should you start buying more inventory?
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