Wealthion, Released on 10/19/23

We’re in a strange time when there are many countercurrents pulling the economic and market action in differing directions. Central banks like the Federal Reserve are jamming on the economy’s brakes, while on the fiscal side, Congress and the Administration are hitting the gas pedal using massive deficit spending. How will this all resolve? For perspective, we’re fortunate to have macro and monetary analyst John Rubino return to the program.

0:00 Global economy and financial markets in 2024.
5:46 Economic risks and potential triggers for a crisis.
11:25 Pension fund mismanagement and potential losses.
14:17 Junk bond yields and potential defaults.
18:09 Financial crises, junk bonds, and monetary reckoning.
23:07 Global economic instability and China’s real estate market.
26:48 Japan’s economic challenges and potential global impact.
31:02 Economic impact of aging population and government spending.
36:41 Economic reckoning and phantom wealth.
42:21 Inflation, debt, and the limits of monetary policy.
48:43 Economic inequality and potential for monetary reset.
54:17 Money, politics, and the future of currency.
1:03:08 Investing in commodities during economic uncertainty.
1:08:56 Investing in sustainable farmland and protecting wealth in an uncertain future.

John Rubino founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.

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.

  economy