Gordon Long: Collateral Contagion Is The Big Risk Everyone Should Worry About

Wealthion, Released on 9/19/23

There are only 3 months left in 2023. How is the year likely to end up for the economy and the markets? And what kind of year should we expect 2024 to be? To find out, we welcome market analyst Gordon Long back to the program.

0:00 Global economy and financial markets with Gordon Long.
4:12 ETFs, market capitalization, and potential corrections.
7:20 Economic trends and market valuations.
18:41 Derivatives market size and risk.
23:49 Financial system fragility and stealth liquidity.
30:11 Central bank actions and economic stimulus.
35:18 Economic sugar rushes, stealth liquidity, and currency hedging.
41:19 US Treasury yields and potential pivot by the Fed.
45:16 Inflation, energy, and monetary policy in the 1970s and 1980s.
51:06 Economic volatility and inflation.
55:49 Inflation, labor, and economic growth.
1:00:12 Economic reshoring, market outlook, and investment strategies.
1:06:22 Economic transition and investment strategies.

Mr. Long is a former senior group executive with two Fortune 500 international corporations, a principal in a high tech public start-up and founder of a private venture capital fund. He is presently involved in private equity placements internationally along with proprietary trading involving the development & application of Chaos Theory and Mandelbrot Generator algorithms. Gordon’s work can be found here.

Adam Taggart is the Founder of Wealthion. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

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