WTFinance, Released on 7/26/24 (Recorded on 7/24/24)

On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”.

0:00 – Introduction
1:07 – Economic and market outlook?
6:10 – Stagflation?
7:42 – GDP growth
10:02 – What has the FED had on the economy?
13:22 – QE & QT
15:42 – How can financial system be resolved?
18:48 – Where could inflation go?
21:13 – What could encourage asset appreciation?
25:38 – What is Bill watching to gauge markets?
26:42 – Long AI, Short Small cap
31:53 – What is driving dollar movements?
33:23 – Can Japan increase interest rates with debt level?
34:28 – How long does monetization of debt last?
36:40 – One message to takeaway from our conversation?

Bill Fleckenstein is the President of Fleckenstein Capital and writes a popular column ‘Contrarian Chronicles’ for MSN Money as well as the daily Market Rap column for his website: Fleckenstein Capital. Bill has appeared at one time or another in virtually all financial media including Bloomberg, CNBC, The New York Times, MSN, Marketwatch, Barron’s and more. Bill is a highly sought after speaker, successful author of Greenspan’s Bubbles: The Age of Ignorance at the Federal Reserve and has been in the financial sector for over 25 years.

  economy, inflation, investing, markets, stagflation, stocks