The David Lin Report, Released on 11/10/24 (Recorded on 11/8/24) Peter Boockvar, CIO of Bleakley Financial Group, discusses the outlook for stocks, bonds, and economic growth under a Trump Presidency. 0:00 – The Fed’s economic outlook 4:08 – Industrial activity 5:30 – Impact of tariffs 6:20 – Risks under Trump 8:34 – Bond market outlook […]
CNBC, Released on 11/7/24 On Thursday, November 7, 2024, DoubleLine CEO Jeffrey Gundlach shares his insights on Fed Chair Powell’s remarks following the FOMC’s decision to cut the target federal funds rate by 25 basis points. Gundlach notes that Powell has aligned the fed funds rate with the bond market, anticipating another rate cut in […]
Liberty and Finance, Released on 11/4/24 Alasdair Macleod discusses the current vulnerabilities of equity markets due to rising bond yields, the implications for ordinary investors and the financial system, and the geopolitical dynamics surrounding currencies. He emphasizes the importance of gold and silver as real money and critiques the actions of central banks and financial […]
Adam Taggart | Thoughtful Money, Released on 10/29/24 We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we’ll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the […]
The Julia La Roche Show, Released on 10/25/24 Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 205 to discuss the macro view, why the market is signaling the Fed’s rate cut was a mistake, the dynamics of the labor market, and the presidential election. 00:00 Intro and welcome […]
Maggie Lake Talking Markets, Released on 10/22/24 David Rosenberg, founder and president of Rosenberg Research and one of the most famous bond bulls in finance, is getting nervous. In this special interview with Maggie Lake, he discusses the scenario where he will “very quickly pull the plug on my bond call,” why the next recession […]
Soar Financially, Released on 10/8/24 In this interview, David Hunter, Chief Market Strategist at Contrarian Macro Advisors, shares his insights on the current state of the markets, economic outlook, and potential risks ahead. He discusses the ongoing 42-year bull market, the possibility of a market collapse due to high leverage in the system, and his […]
Adam Taggart | Thoughtful Money, Released on 10/8/24 2024 has been a good year for the bulls. And with the world’s largest economies now back into easing mode, both monetarily and fiscally, does that mean 2025 will be another winning year for the longs? To help us find out, as investors have a lot riding […]
