Korelin Economics Report, Released on 9/5/23
John Rubino, publisher of his newsletter over at Substack, joins us for wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium. We look at the similarities today with higher stickier inflation, rising energy prices, cracks in the labor markets, and the coming potential of an economic slowdown, and John sees it as very reminiscent of the 1970s stagflation period. He goes out to outline how this backdrop should bode well for energy commodities and the precious metals.
John Rubino is the founder of the popular financial website DollarCollapse.com which he sold 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.