WTFinance, Released on 3/3/23
0:00 – Introduction
1:29 – Why have the markets/economy been so resilient during high interest rates?
4:07 – What does inverted yield curve mean for money markets?
6:47 – How does the inverted curve end?
8:32 – What data points implying a recession?
13:17 – China’s reopening?
17:02 – Shipping costs?
19:12 – What does a recession mean for the financial system?
22:57 – Not enough US Treasuries?
24:02 – Risk in the shadow banking system?
29:30 – FED buying up all collateral?
33:07 – Any other ways to create dollars?
36:27 – The longer we wait for recession, worse it could get
38:32 – Outlook for 2023?
41:27 – What does that mean for the markets?
43:32 – One message to take away from our conversation?
Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance. Jeff holds a FINRA Series 65 Investment Advisor License.