Dropping Money from Helicopters: Economist John Cochrane on Inflation

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  • Опубліковано 7 лис 2024

КОМЕНТАРІ • 210

  • @bobbinsthethird
    @bobbinsthethird Рік тому +44

    We need more crossover episodes of Uncommon Knowledge.
    John Cochrane and Stephen Kotkin on the Soviet economy, and the Chinese Economy

  • @Stuart.McGregor
    @Stuart.McGregor Рік тому +8

    The best part is at 1:16. If you’re using the Maxwell equations as a foundation, you have the tools to understand the problem. Once you figure out that in a fiat world, currency = debt, the model fits like a glove.
    Economists should understand physics before they’re let loose on finance.

  • @joannamoore4477
    @joannamoore4477 Рік тому +42

    Great to see John getting his own interview ❤

  • @AbelTravel
    @AbelTravel Рік тому +4

    Excellent interview. Prof, Cochranes' intelligence plus his personality and vitality, plus Robinsons interview style create an informed and intelligent interview. Thank you Hoover Institute.

  • @frederickiithegreat4903
    @frederickiithegreat4903 Рік тому +16

    UA-cam is the greatest information platform EVER

    • @fanfeck2844
      @fanfeck2844 Рік тому +3

      Absolutely! It’s full of a lot of crap too 😂😂

  • @dianedean4170
    @dianedean4170 Рік тому +32

    Thank you very much, Peter, for your great interviews. You are intelligent, considerate and a great listener. Thanks to John for all his contributions to educating us about economic practices and policies.
    I look forward to listening to the Hoover institution podcasts. Stay well and enjoy your day 🙂

  • @jimschroeder9815
    @jimschroeder9815 Рік тому +4

    This is about as good as it gets when discussing the paradoxes that exist in the world of economics and finance. Great discussion, John is a gifted speaker of the complex.

  • @magellan500
    @magellan500 Рік тому +9

    Given all the new information and theory I picked up, this is the best hour and 15 minute lecture on economics I’ve ever heard.

  • @soniasoares7768
    @soniasoares7768 Рік тому +26

    Excellent video as always. I love this channel. Thanks a million for all the uncommon knowledge you Mr. Robinson for bringing to us. Thanks to all the brilliant professors and scholars guests.

  • @tau3457
    @tau3457 Рік тому +2

    John is my pick of the goodfellows. He bridges gaps, calls out nonsense, and champions basic values. It has been an absolute pleasure to follow along.

  • @ccreasman
    @ccreasman Рік тому +71

    I’m listening closely…and I still don’t understand. 😂 I’m actually not a dumb person, but my goodness, this is either so revolutionary or so brilliant that I can’t really keep up. Going to listen a second time at some point just in hopes to get it. I have long believed that Hayek was right, Keynes was wrong, and we made poor choices in 2008 (worse ones in 2020) in giving money away. But what the heck do I know? Clearly nothing. Thanks for at least letting a dummy like me listen in.

    • @jj4cpw
      @jj4cpw Рік тому

      Agree, I don't understand. Among other confusions caused by his argument, Cochrane makes one wonder why the Federal Government would bother selling Treasuries to anyone other than the Fed since, no matter how much U.S. debt the Fed holds, it's all good. But then he goes on to say that inflation is caused by the fear that the Government will be unable to repay what it owes. But why would the Fed care since, after all, they could just continue to refinance that debt. Moreover, I guess the fact that the dollar is the world's reserve currency is irrelevant to how far above our means we can live by borrowing, borrowing, borrowing.

    • @thewealthofnations4827
      @thewealthofnations4827 Рік тому +2

      Milton Friedman breaks it down in his television series Free to Choose. I highly recommend.

    • @rupertneverton3887
      @rupertneverton3887 Рік тому +3

      Yeah this stuff got a little esoteric at times but basically, as I understand it, John is arguing that the "full faith and credit" of the US government is sufficient to prevent inflation because it results in people wanting to keep assets based in US dollars, like bonds. This ties inflationary forces (money) up in financial products which might otherwise ravage consumer products if people were to dump bonds/stocks/savings in favor of real goods.
      Personally, I think John is wrong, if only partially. The US economy and variety of financial products is quite massive and thus flexible, but there is no free lunch. At the end of the day, more money supply means more inflation. The US economy can absorb more than most, but that's because we're the biggest. Even if everyone had 100% faith in the US government, inflation WILL catch up if you print enough money.

    • @TheMRmakeSHIThappen
      @TheMRmakeSHIThappen Рік тому

      I listen to Peters interviews multiple times. The people he has on know their information on a whole different level than most. I'm trying to learn and understand what they're talking about, not just hear it to be able to repeat it

    • @NathansHVAC
      @NathansHVAC Рік тому

      It is mind blowing. Basically it is this. The rich lower prices with free money because they build more factories, export jobs to the third world. And can't possibly spend that much money at Walmart. The working class spend all that free money at Walmart and raise prices. Therefore, free money is only allowed to flow to the rich. This is done with housing and equities fine art any any other thing only the rich can afford.

  • @lockelamora8099
    @lockelamora8099 Рік тому +12

    Get this man on the Council of Economic Advisers.

  • @devuanshugupta1172
    @devuanshugupta1172 Рік тому +4

    thx... hoover for uploading same.....
    thx.. john for all your work....

  • @dasglasperlenspiel10
    @dasglasperlenspiel10 Рік тому +8

    Another GREAT interview! I have learned more from this interview than I thought I would ever understand about economics. Uncommon Knowledge, and Good Fellows, are the best programs on the internet, at least that I have ever found. thank you very much!!!

  • @Roger_MooreFan
    @Roger_MooreFan Рік тому +6

    Finally...Finally! Finally...There is a 2nd Uncommon Knowledge Interview with John H Cochrane about one of the most interesting topics of macroeconomics there is...inflation.

  • @ayethegreat4997
    @ayethegreat4997 Рік тому +5

    Woooooowwwwwwwwwwwwww!! Excellent item Peter. Thanks !!! This is what we have been waiting for!!! ❤❤❤❤❤❤❤❤❤
    Love John. He is so smart and acerbic - it’s a joy to hear him

  • @christianleblanc2842
    @christianleblanc2842 Рік тому +3

    Never a dull moment with John.

  • @rueben335
    @rueben335 Рік тому +5

    Brilliantly presented arguments by John.

  • @magellan500
    @magellan500 Рік тому

    It’s great seeing John get his own interview. I just finished watching it for the third time, as some of his ideas were unfamiliar to me. But I think I understand now and I’d like to say this is the best presentation on a new economic idea I’ve ever heard.

  • @lostat400
    @lostat400 Рік тому +8

    Great analysis and insights. Debt is like stock in the Government.

  • @misiekkania
    @misiekkania Рік тому +2

    Great interview. What I've learned is that I need to buy this book and need to trust Jonh's Cochrane :)

    • @HerrschmannNachmann
      @HerrschmannNachmann Рік тому

      do it - but make yourself some thought about: "who are these guys whose expectations are relevant? Is it really the little man sitting at the kitchen table reading the newspaper?" ...
      ... and who knows: maybe, these guys are just happy with the state of the system and are not interested in doing things that would lead to a change - so they let it (or: "have to let it"...).

  • @kilgortrout3432
    @kilgortrout3432 Рік тому +2

    Over the many years at the Hoover Institute, Peter Robinson has proved to be one of the most intelligent men on the planet.

  • @JieSuCabc
    @JieSuCabc Рік тому +4

    Thanks both of you👍

  • @orangetuono38
    @orangetuono38 Рік тому

    What a gift. Cochrane breaks down the impact of monetary transaction rate on our economy.

  • @janesmith506
    @janesmith506 Рік тому

    I learned a great deal from this interview. I also have to love an economist who appreciates Reagan! Finally, Mr Cochran articulated that he shares my kind of intelligence, which is not the kind that carries everything one has learned "ready when needed," but instead constantly synthesizes new data to adjust one's theories. Thank you!

  • @ajbjr123
    @ajbjr123 Рік тому +7

    i'd like to hear mr cochrane explain why japan doesn't have inflation.

    • @yoso585
      @yoso585 Рік тому +1

      Probably that trust in the governments ability to pay its debt still remains par with its history. If that trust diminishes, therefore inflation. Pretty much his premise on the whole issue.

    • @jcgoogle1808
      @jcgoogle1808 Рік тому

      I suspect the answer would be much like his answer for why we didn't have any significant inflation under a decade of QE and ZIRP in the US.
      I don't think Japan has helicoptered a significant amount of money on the demand side.

  • @PatrickFerryCoach
    @PatrickFerryCoach Рік тому +2

    You two rock still don't understand but will go through again for a second shot at it!

  • @SuperOldpaint
    @SuperOldpaint Рік тому

    Great conversation. Time for an episode with H.R. McMaster talking Ukraine, U.S.Geostrategy, and current problems facing our military.

  • @jwadaow
    @jwadaow Рік тому +3

    Look forward to reading it.

  • @richardparker7836
    @richardparker7836 Рік тому +1

    Questions Unanswered:
    1) Why is the inflation post 2021? He explained the pre 2021 era. But never circled back.
    2) What is the debt ceiling limit? Why not print forever? Question was asked but not answered.
    3) I forget my 3rd..

  • @andrewlm5677
    @andrewlm5677 Рік тому +4

    Great show

  • @abubakarahmadu4476
    @abubakarahmadu4476 Рік тому

    Long term growth and fundamental values are key points to take away from an excellent intellectual discourse such as this. Brilliant; very informative and insightful. Great video.

  • @manvmachable
    @manvmachable Рік тому

    I do not understand economics but this man makes its sounds so wonderful.

  • @chrisdragon3384
    @chrisdragon3384 Рік тому +19

    Peter get Thomas Sowell on the phone, lets see what he has to say about this.

    • @grainsalt9662
      @grainsalt9662 Рік тому +1

      Dr. Sowell would say what he has in the past when looking at minimum wage and sugarcane in the field before and after the hurricane 🌀. He believed theory IS testable and that is what led to his colleagues to 'say' this kid has stumbled into something that will ruin us all!

  • @davidlittle6621
    @davidlittle6621 Рік тому +2

    This is a great show. Thanks for getting such interesting guests!

  • @youdodat2
    @youdodat2 Рік тому +1

    Finally, at 58 minutes in, he mentions supply.

  • @CE-yi6yr
    @CE-yi6yr Рік тому

    John Cochran is a national treasure 👍🏻

  • @mudbath25
    @mudbath25 Рік тому +1

    This is so good!

  • @rianmonnahan
    @rianmonnahan Рік тому

    And so... I see John Cochrane from yet another angle. I have pondered over his learned articles on soaring for many years, sometimes trying (successfully or not) to reproduce his calculations and findings. I am not going to do the same with the maths in his latest ouvrage. But I may read it in hopes that it as entertaining and Nassim Taleb's works. Many thanks to the two of your a very interesting hour and almost 20 minutes. And so... the world is awash with cash and has been for some time, yet no inflation. The world is also awash with debt and has been for some time, yet no inflation until now. Why? Well, the inflation rate (if I may be so bold as to resume Dr. Cochrane) is a function of the credence the public has in the government's willingness and ability to make good on its debt and, perhaps, on the servicing of said debt. And here we are with members Congress who are using the debt ceiling as a political wedge to extract concessions.

  • @pq2667
    @pq2667 Рік тому +1

    As always, Superb! Thank you gentlemen.

  • @ProWhitaker
    @ProWhitaker Рік тому +3

    Thanks for the video, very interesting, and enjoyed the longer episode

  • @Lizardo451
    @Lizardo451 Рік тому +4

    The problem is not enough production.

  • @manuvns
    @manuvns Рік тому +1

    After watching this video i got a dream last night that inflation went so high that restaurants changed menu prices display to stock ticker style display , and price of a slice of cheesecake will swing from $24-$99 during lunch and people will buy and sell/invest in slice of cheesecake instead of eating it .

  • @benjamindover4337
    @benjamindover4337 Рік тому +2

    Good discussion gentlemen

  • @edreeves121
    @edreeves121 Рік тому

    Had time to listen to it . Excellent discussion.

  • @Gorbyrev
    @Gorbyrev Рік тому +2

    Fascinating, many thanks as ever.

  • @gerardkiff2026
    @gerardkiff2026 Рік тому +1

    Great interview. Thanks Peter !

  • @themoonman-4
    @themoonman-4 Рік тому +3

    Bravo Gentlemen!

  • @MementoMoriMillenial
    @MementoMoriMillenial Рік тому +2

    At 16:40 my brain hurt a little less and I started following along.

  • @TheOreotube
    @TheOreotube Рік тому

    Exactly. Sounds like the antithesis, or ultimate critique, of MMT.
    Question: how do you operationalize this in terms of current inflation or long-term borrowing capacity? How much debt is too much get?

  • @trimetrodon
    @trimetrodon Рік тому +1

    When the government creates money out of nothing, and when it LOANS that money into the economy, WHO is ultimately securing those loans? If the answer is the taxpayer, isn’t an “independent Fed” a COSMIC example of TAXATION without representation?

  • @m.o.6402
    @m.o.6402 Рік тому

    Thank you for this interview

  • @hollywoodlibertarian
    @hollywoodlibertarian Рік тому +3

    Our money is being created everywhere!!!

  • @pgetti6
    @pgetti6 Рік тому

    Great interview.

  • @xxxxxx4439
    @xxxxxx4439 Рік тому

    Listened to GS podcast - inflation is an global phenomenon today, keen to understand how we should I think about inflation drivers in other economies given the absence of government support in a form of onetime payment. Thanks

  • @brucevilla
    @brucevilla Рік тому +1

    Thanks for Uploading.

  • @steverose6991
    @steverose6991 Рік тому +3

    Brilliant video, thank you.

  • @dracorpgroup
    @dracorpgroup Рік тому

    >The real question is why would a two (2%) increase in the CPI be considered a target, an acceptable target. This is because it is an acceptable devaluation of the dollar and this is because of the link between taxation and the deficits. The government and treasury cannot correct "inflation" by using its only tool, interest rates. We cannot spend our way out of the current financial situation.
    >Inflation is caused by the constant* deficits since the nationally televised speech by the then President Richard M. Nixon in August of 1971 where he noted that the dollar link to gold would be terminated. This was done to deal with the debt hangover from the Viet Nam war and the Apollo moon program.. Since then these deficits have caused the dollar to be devalued to the point where a little house that cost $10,000.00 in 1971 today would cost $300,000.00, roughly.
    >What we call inflation, that is the increases in prices, is the reaction to deficits in that today it takes roughly thirty times the number of dollars to buy that house or anything else, or in other words, thirty times using these devalued dollars.
    >Raising interest rates will not correct that reality. It is the deficits and these deficits are caused because the government chooses to borrow money instead of having taxes support its spending. Further, it will never curtail its spending enough. Taxation versus deficits is the issue. Interest rates are a distraction from the real issue.
    *NOTE: the only surpluses occurred during the time of President Bill Clinton but this was because he raided the social security funding. These funds are now "unfunded liabilities".
    This means that these funds are supported by current taxes only, nothing else.

  • @davidkershaw9776
    @davidkershaw9776 Рік тому

    John said that when the Federal Reserve buys treasuries or mortgage-backed securities from a bank, that just increases the banks reserves at the Fed so it's not inflationary. However, if the bank's reserves at the fed exceed the bank's reserve requirement they are free to take that money out of their reserve account and lend it to people or businesses. To the extent they do this, increasing the fed's balance sheet is inflationary. The Fed can counter this by paying a high enough interest rate on reserve accounts that the bank won't want to lend it out to businesses or people because they won't earn as much on their money. Thus, the interest rate on reserve accounts is another lever The Fed uses to control inflation.
    A question for John: How has this played out since 2008 when the Fed started paying interest on reserve accounts and does it help explain why inflation stayed low until recently and then jumped up.

  • @alexbuckley4378
    @alexbuckley4378 Рік тому +5

    The government is issuing bonds that are not backed and they don't know the quantity of bonds in circulation?

  • @dm-rj2zg
    @dm-rj2zg Рік тому

    I dunno about this, haven't got my hands on the book yet but it seems like he's leaning real heavy into the "M2 is whatever people want it to be" which I think is an overestimation of the extent to which that is true. Peter also even said "your argument about expectations is circular" and he was just like "yeah, well what can you do"

  • @nickvoutsas5144
    @nickvoutsas5144 Рік тому

    John has outlined how important future productivity determines net present value of an economy. As long as the future value discounted back to the net present value exceeds results in a positive rate of return then the economy will grow.

  • @janetpoludniak1938
    @janetpoludniak1938 Рік тому

    Excellent.

  • @philopapos
    @philopapos Рік тому

    Excellent!

  • @leafhappy
    @leafhappy Рік тому +2

    bringing it back to supply and demand is what's up

  • @sonyjoseph5426
    @sonyjoseph5426 Рік тому

    Deficits don't matter as long as you are the world reserve currency ... tell that to Zimbabwe" that deficits don't matter"😊

  • @houstongalloway6380
    @houstongalloway6380 Рік тому

    What is a Bond? I've never really understood what they are.

  • @lawrenceralph7481
    @lawrenceralph7481 Рік тому

    This is well known by everyone. When it became apparent that the COVID pause to the economy was much less than planned, the excess money with no increase in output chased prices higher.
    The risks of stimulus were well understood and knowingly taken by both the Fed and Congress.
    This has been well understood since Keynes.

  • @beaujo
    @beaujo Рік тому

    I would like to hear more about how this theory relates to bitcoin vs printing money

  • @carlahartley4459
    @carlahartley4459 Рік тому +1

    What is the impact on inflation/deflation when fiat currency leaves the “closed loop” of the classic banking system by diverting into the cryptocurrency system?

  • @originalintent6916
    @originalintent6916 Рік тому +3

    First. And I love this channel!

  • @lanceroy6324
    @lanceroy6324 Рік тому

    Never bought a book based off a youtube video. Today that changed. If there was a $10 abridged version I would be willing to buy a bunch of these and drop them off at a slam poetry meet up.

  • @bobgreen3362
    @bobgreen3362 Рік тому +1

    So higher retirement ages and more bitcoin millionaires. I'll pass

  • @tadeuszczernia5422
    @tadeuszczernia5422 Рік тому +4

    Chicago style economics? Sounds terryfing.

  • @futurefarms3440
    @futurefarms3440 Рік тому +1

    The Problem is Some Want Penthouses and yatchs Rolex watches and Rolls Royces So they move to Game the System...Few Elites and the Herds...why are we Suprised when stuff don't work as planned???? Am just a street Economic theorist...let's cut the Complexity..it will never work because we are humans.

  • @williamhoffer9277
    @williamhoffer9277 Рік тому

    You made a reality good point about the lack of meaningful education!

  • @ChairmanWang
    @ChairmanWang Рік тому

    Wonderful

  • @Guti3737
    @Guti3737 Рік тому +5

    Not sure about this theory. Seems like Milton Friedmans theory repackaged.

    • @tedwalford7615
      @tedwalford7615 Рік тому

      Expanded; with a broader definition of--recognition of--what is money.

  • @dakperera4444
    @dakperera4444 Рік тому +1

    this was lovely =)

  • @notlimey
    @notlimey Рік тому +1

    I understood some of this

  • @MikeyD8632
    @MikeyD8632 Рік тому

    Milton Freeman kept it simple because it is. Supply and demand

  • @johnmarshall9575
    @johnmarshall9575 Рік тому +1

    An interesting proposal, I wonder if it holds for nations that don't have the currency of reserve (i.e the UK)
    I guess I'll have to read the book to find out.

  • @michaelnichol8115
    @michaelnichol8115 Рік тому

    Simply the best: Mick the Hick

  • @willliam1420
    @willliam1420 Рік тому

    Money is Govt debt ONLY Because Money has become a fiat currency.
    When money is BACKED by Gold, it is not actually debt.
    Trust is necessary in both scenarios.

  • @jjomalley8986
    @jjomalley8986 Рік тому

    Today's lesson was great, but the pioods of time werenot expansive enough. Pre Civil WWar was a time of plenty, and the monopolies dictated the development of this country in ways we will never know! Great works with great wealth and technology we never knew. The great cities were more like Europe and Quantum design was pevalent in the grids. This was amazing with supposedly horse power and then seemed to disappear or just mostly hidden by building on top of older cities and just now being explored once again.

  • @escapefelicity2913
    @escapefelicity2913 Рік тому

    Guys like him are about to be sadder & wiser.

  • @exchequerguy4037
    @exchequerguy4037 Рік тому +1

    The only way government can solve inflation is to first tie its hands via the gold standard. That is because government is institutionally incapable of balancing trade-offs. And if it actively tries to stop price spirals, it might succeed, but at the price of losing something more valuable.

    • @jcgoogle1808
      @jcgoogle1808 Рік тому

      The way to stop inlfation is to take the democrat boot off the fossil fuel supply chain and stop the insane fiscally irresponsible deficit spending (exponentiall expansion of M1) directly to consumers to buy votes.

  • @rambleon2011
    @rambleon2011 Рік тому

    Bidinflation. FJB and the entire Biden Criminal Syndicate, his entire family and fellow Dems

  • @crack6236
    @crack6236 Рік тому

    Splendid

  • @garythomas4936
    @garythomas4936 Рік тому +1

    The joke is: "You ask nine economists a question, you get ten answers..."

  • @cristiannichiforexplains
    @cristiannichiforexplains Рік тому

    This guy convolutes realities packaging them in complex mathematical models :))))

  • @branchingoutnurseries4403
    @branchingoutnurseries4403 Рік тому

    I think his premise is wrong. my IOU does not create new money, it's a debtor's note saying You are OWED by me, but that note itself is not money.

  • @supermash1
    @supermash1 Рік тому

    I don't understand what this guy is trying to explain.
    What I want to know is this: Why could my father and virtually anyone from his generation afford a new house while I cannot possibly afford any house? Why could he support a wife and 5 kids, own a house, and retire in his early 60's on a defined benefit pension plan when I cannot do / do not have any of those things?
    Until economists can answer those kinds of questions, they will continue to be irrelevant theorists.
    Why are these guys never asked these fundamental questions!
    According to economists, there has been "economic growth" for decades, but the standard of living for the middle class has collapsed / is nowhere near what it was. I don't want cheap electronics from Asia, I'd like a house and to be able to raise a family through my work, and perhaps retire some day with some kind of security. Economics, or perhaps it is just economists themselves, do not seem to want to explain this, or maybe are simply not able to.

  • @chdinh
    @chdinh Рік тому

    Peter, you never allowed him to finish his answer like you promised

  • @benruby5269
    @benruby5269 Рік тому

    Funny how big jumps in inflation coincide with huge increases in the money supply. Seems to me that the biggest part of inflation comes from a reduction in the purchasing power of our money which mainly comes from an increase in the money supply.

  • @Adad-ki5dh
    @Adad-ki5dh Рік тому

    From what I have been told there is no authoritative theory on inflation yet these neo classical economists go on as if the quantity theory i.e inflation is too much money chasing too few goods because of lax monetary policy. Money is neutral in the long run it only affects prices any rise in employment or output is just temporary the price will catch up
    Not to mention Friedman's recasting of the quantity theory.
    There are post Keynesian who hold equally salient views that money is non neutral, inflation is largely due to increase in commodity prices leading to mark ups and rise in wages because there are no buffer stocks of grain, petroleum, the need to finance investment is what drives demand for money and govt to keep the system intact always make reserves available to banks, govt cannot therefore control the velocity of money as Friedman insisted except by direct constraints on lending.
    There are other diverse versions modern monetary theory, Austrians, yet all we are fed is the neo classical in news, talk shows, what have you.
    We must have tolerance for different ideas economics is not "science" it affects us all when govt pursue deflationary policy to reduce inflation on the assumption wages are flexible. We are still affected by the massive inequality in most parts of the world from the misguided regan-thatcher path. It's all ideology masquerading as science which implies "truth".

  • @kenpumford754
    @kenpumford754 Рік тому +1

    Oh boy, my head hurts.

    • @sonyjoseph5426
      @sonyjoseph5426 Рік тому

      what they are really talking about is the govt is a ponzy .. not hard to comprehend when translates in corn bread language for us the average .. inflation a silent tax that robs the common man of its value and put our children on the hook for perpetuity

  • @joshuadietrich4085
    @joshuadietrich4085 Рік тому

    It's quite bold to claim that we don't need to limit the creation, formal recognition, and trade of poorly capitalized debt instruments in the midst of the worst stagflation since the 1970s and growing systemic weakness across the global banking system.

  • @iancormie9916
    @iancormie9916 Рік тому

    For once, I can say that I di not understand or agree.
    Keynes said that governments should save funds for a rainy day which economists of the last 20 plus years have conveniently forgotten. Milton Freedman also said that when government spending exceeds a certain percentage of the economy societies die.

  • @bitgirl
    @bitgirl Рік тому

    That's not money, that's just currency.