Achieving Alpha Podcast – Steven Budgen, Released on 9/26/24

During the discussion the Host, Steven Budgen & John Rubino discuss his background in investing, overview of the macro situation, the Fiat Experiment, savings/debt & delinquencies, Fed rate Cuts, What a recession could look like, government debt, Real Estate, What to Invest in this type of environment, Gold, Silver and Gold Miners.

00:00 – Teaser of Episode
00:01:04 – Introduction to John Rubino
00:03:40 – Snapshot of Macro Economy
00:09:43 – Consumer Spending & Debt
00:16:55 – Recession Scenario’s
00:21:55 – Fed Interest Rate Cuts
00:27:30 – Concentration of Gains in Large Cap Stocks
00:36:44 – US Debt
00:43:15 – What to Invest into in This Environment
00:50:15 – Gold
00:53:27 – Silver
00:57:13 – Gold Miners
01:03:28 – How to Find out More About John Rubino

John Rubino is the founder of the popular financial website DollarCollapse.com which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.

  economy, gold, gold miners, recession, silver