Jim Welsh: We’re Heading for a Bear Market Unlike Any Seen Before

Palisades Gold Radio, Released on 7/21/22

0:00 – Introduction
0:48 – Technicals + Macro
2:20 – Time & Monetary Policy
6:30 – Q.E. & Investment Risk
9:20 – Fed Losing Control
16:55 – Recession & The Charts
21:38 – Consumer Strength & Credit
26:15 – Labor Market Tightness
36:28 – Job Growth Slowing
40:33 – Recession Indicators
43:49 – Fed Success Rate
48:43 – The Neutral Zone
54:20 – Fed’s Breaking Point?
56:52 – Inflation History
59:32 – Recession Odds
1:06:00 – Inflation Relief
1:07:59 – Treasury ETF TLT
1:10:27 – S&P Chart Thoughts
1:13:35 – Gold Outlook
1:17:35 – The Dollar & Europe
1:20:10 – Wrap Up

Jim Welsh is a student of the financial markets and a seasoned veteran of investing with forty years of portfolio management experience, including: security research & analysis, model building, portfolio construction, asset allocation, and is a specialist in technical analysis and macro-economics. His website is macrotides.com.

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