Stansberry Research, Released on 10/12/23

There’s a lot of fear and negativity in the air these days. Between geopolitical unrest, inflation, and a volatile market, it feels like things will only get worse from here. That’s why on this episode of Making Money With Matt McCall, Matt welcomes Grant Williams to the show to shed some light on the big-picture view of the world and the stock market. Matt and Grant jump right into a discussion of the bond market. The yield on the 10-year Treasury recently hit a decade high. Folks are fearful that inflation will remain elevated for longer than previously anticipated and that the Federal Reserve will raise rates at least one more time before the end of the year. But Grant explains that interest rates have broken a four-decade long downtrend. And that could be a major shift in how the economy and stock market perform in the next decade

00:00 Grant Williams Introduction
2:48 What Should Investors Be Thinking About?
4:29 10 Year Treasury Rates Breaking Out
6:30 Long Term Sustainability of Yields?
10:04 Interest Rate Environment Has Permanently Changed
15:11 Opportunities in Fixed Income?
18:56 Bonds in the Greatest Bear Market of All Time
22:00 Geopolitics Effecting Investor Outlook
27:44 Death of the U.S Dollar?
34:24 Grant’s Investment to Own for the Next 10-Years

Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams Podcast. Grant has decades of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse.

  energy, gold, Grant Williams, inflation, investing, stock market