The KE Report, Released on 4/1/24 John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have started to play catch up to the upside. With the fed projecting 3 rate cuts this year, even with inflation remaining above the 2% target, […]
The KE Report, Released on 3/26/24 Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability of the US markets. A lot of the focus is on the “historic loosening of financial conditions” in the US. We discuss how this loosening […]
DoubleLine Capital, Released on 3/21/24 (Recorded on 3/20/24) DoubleLine CEO-CIO Jeffrey Gundlach, following Fed Chair Jerome H. Powell’s press conference, shared his post-Federal Open Market Committee (FOMC) meeting reaction with P&I Editor-in-Chief Jennifer Ablan. On Wednesday, March 20, the FOMC left interest rates unchanged but suggested the possibility of three rate cuts this year. The […]
Fox Business, Released on 3/20/24 James “Jim” Grant is an American writer and publisher and the founder of Grant’s Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant’s television appearances include “60 Minutes,” “The Charlie Rose […]
CNBC, Released on 3/21/24 Mohamed El-Erian, Allianz chief economic advisor and president of Queens’ College, Cambridge, joins ‘Squawk Box’ to discuss key takeaways from the Fed’s interest rate decision, what to make of Fed Chair Powell’s commentary, state of the economy, and more. Mohamed El-Erian is the President of Queens College, Cambridge and the Chief […]
Peter Schiff – YouTube, Released on 3/20/24 Peter Schiff is an internationally recognized economist specializing in the foreign equity, currency and gold markets. Mr. Schiff made his name as President and Chief Global Strategist of Euro Pacific Capital. He frequently delivers lectures at major economic and investment conferences, and is quoted often in the print […]
The David Lin Report, Released on 3/19/24 (Recorded on 3/18/24) Axel Merk, CIO and President of Merk Investments, discusses the major investments themes for 2024 and his outlook for markets and the economy. 0:00 – Intro 1:55 – Drivers of Rally 3:45 – Gold vs. stocks 5:30 – Investing sentiment 7:40 – Gold price outlook […]
CNBC, Released on 3/18/24 Jim Bianco, Bianco Research president, joins ‘Fast Money’ to discuss what’s ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more. Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique […]
