The David Lin Report, Released on 5/24/23

Jesse Felder, Founder of Felder Investment Research, discusses the prospect of a widening deficit, which alongside the end of globalization, would spark a return to higher, persistent inflation.

0:00 – Intro
1:10 – Debt ceiling
2:57 – Deficit widening
11:20 – Inflation’s causes
14:40 – End of globalization
19:30 – Long-term inflation outlook
23:28 – Market correction, recession
29:30 – Fed’s 2% inflation target
31:55 – Rate cuts?
34:40 – Investment implications
35:49 – Return of gold standard?
38:25 – Jesse Felder

Jesse Felder is a former hedge fund manager and founder of The Felder Report.

  economy, financial crisis, inflation, Jesse Felder, Market Meltdown, recession