Adam Taggart | Thoughtful Money, Released on 10/10/24 2023 was the year of the recession that wasn’t. 2024 is looking to be the year of the hard landing that wasn’t. How is 2025 shaping up to look like? For guidance we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg […]
Financial Repression Authority, Released on 9/24/24 (Recorded on 9/19/24) Charles Hugh Smith writes the Of Two Minds blog which covers an eclectic range of timely topics: finance, housing, Asia, energy, long-term trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month. Charles […]
Peak Prosperity, Released on 8/22/24 Christopher Martenson is a former American biochemical scientist. Currently he is a writer and trend forecaster interested in macro trends regarding the economy, energy composition and environment. He is the founder of PeakProsperity.com. As one of the early econobloggers who forecasted the housing market collapse and stock market correction years […]
Adam Taggart | Thoughtful Money, Released on 8/18/24 Here’s a fun question: What’s better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I’m happy & honored that today we get to sit down with Stephanie Pomboy AND her frequent partner in crime Grant Williams to hear their […]
Wall St. For Main St., Released on 6/17/24 During this 40+ minute interview, Jason asks Luke about a permanent paradigm shift by non G7 central banks away from accumulating US Treasuries as a reserve asset and an emerging supply and demand issue developing in the US Treasury market. Luke talks about how China and many […]
The David Lin Report, Released on 6/1/24 David Rosenberg, Founder and President of Rosenberg Research, discusses the “intensifying” deflationary pressures mounting in the economy, and their impacts on Fed monetary policy, the treasuries market, and equities markets. 0:00 – Intro 1:05 – Rate cuts towards 0% 6:48 – Inflation vs. Deflation 14:00 – Monetary policy […]
Liberty and Finance, Released on 5/13/24 Disinflation is coming, says portfolio manager Michael Pento, and even a short period of deflation is likely. Amid the economy coming to a halt, the Fed will have no other option than to inflate the currency supply. At that point, stagflation will become the new normal, he says. And […]
Adam Taggart | Thoughtful Money, Released on 5/12/24 It feels like a tale of two economies right now. If you ask an economist, chances are you’ll hear that the US is doing great, growing faster than its G7 peers, with low unemployment and a stock market back near all-time highs. But if you ask the […]
