Palisades Gold Radio, Released on 8/17/23 0:00 – Introduction 0:33 – Inflation & the Fed 7:43 – Fitch Credit Rating 16:37 – The Confidence Map 20:00 – Michael Burry Puts 23:30 – Bad News is Good 26:40 – The Equity Bull Case 28:00 – Chinese Credit Crunch 34:07 – Collapsing Narratives 49:37 – Analysis & […]
The Meb Faber Show, Released on 8/9/23 In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit market. Then she shares her take on the dollar, gold, and where she sees opportunity given her bearish views. In reading some of Stephanie’s recent research to prepare […]
Blockworks Macro, Released on 4/18/23 Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in commercial real estate, the collapse in money supply (M2) growth, and her updated views on the auto and housing markets. 00:00 Intro 04:33 “Deathly Silence” In Private […]
