Craig Hemke on the domestic economy and the gold-price

Goldseek, Released on 8/23/23

1:19 – Will Michael Burry’s 1.6 billion bet 10x Scion Capital or a powder keg with a short-fuse?
2:20 – Analyzing the extraordinary subtle nuances and risks associated with buying options.
5:12 – The benefits of prudent options investing.
5:40 – Why the brilliant author / investor, Professor Nassim Taleb would undoubtedly dismiss the notion of wagering 90% of funds on any single, risky options-bet.
6:04 – How Burry’s bet is the precise antithesis of Taleb’s successful “barbell” strategy.
7:15 – Will disappointing employment figures shift the narrative to an FOMC rate-cut cycle.
9:05 – Will the FOMC begin a rate-cut cycle at the Dec. meeting and what might it mean for the markets?
10:15 – Will the rate-cut cycle ignite a gold-breakout to record highs?
11:20 – Silver reaching a bottom support level?
12:30 – Mining shares outlook.
14:01 – Uranium and copper shares.
16:32 – The current S&P P/E ratio (22) may be overvalued given the traditional (15), especially relative to gold and related hard-asset classes.

Known primarily by his nickname “Turd Ferguson,” Craig Hemke is the founder and editor of the popular TF Metals Report blog and podcast, covering precious metals, the financial markets, and greater economic trends.

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