Marc Faber On Interest Rates, Inflation, And ‘QE Infinity’

The Julia La Roche Show, Released on 2/6/24

Dr. Marc Faber, editor of The Gloom, Boom and Doom Report (, provides a macro view of the global economy and financial markets. He discusses the diverging trends in different countries and the impact on standards of living. Dr. Faber expresses concerns about inflation, interest rates, and the high levels of debt in the US. He recommends investing in gold as a safe asset and highlights the undervalued opportunities in Latin America. Dr. Faber emphasizes the importance of being a contrarian investor and encourages individuals to focus on personal freedom and not rely on government interventions. In uncertain times, Faber advises diversification as a strategy, allocating assets to stocks, precious metals, real estate, and cash and bonds. He emphasizes the importance of maintaining a consistent asset allocation regardless of market conditions.

00:00 Introduction and welcome Dr. Marc Faber
01:13 Macro view
04:00 Cost of living in advanced economies is higher
06:00 EM valuations attractive, US expensive
08:46 Long-term cycles of inflation and interest rates
10:00 Inflation is not under control
11:28 The rich have never had it this good in their lives
12:27 A silent depression for ordinary people
14:45 Long-term cycles of inflation, interest rates in context of growing debt
20:00 Printing money
23:20 Re-acceleration of inflation
26:00 The Economics of Inflation
28:01 ‘If you trust the central banks, you’re stupid’
35:08 Gold and precious metals
48:17 Recession outlook
50:39 Investment opportunities, asset allocation
54:50 Parting thoughts

Dr. Marc Faber was born in Zurich, Switzerland and obtained a PhD in Economics at the University of Zurich. Between 1970 and 1978, Dr. Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In 1990, he set up his own business, Marc Faber Limited which acts as an investment advisor and fund manager. Dr. Faber publishes a widely read monthly investment newsletter, “The Gloom Boom & Doom Report,” which highlights unusual investment opportunities, and is the author of several books including Tomorrow’s Gold: Asia’s age of discovery which was a best seller on Amazon. Dr. Faber is known for his “contrarian” investment approach and charismatic personality. He became infamous after calling the 1987 crash in US equities.

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