Walker & Dunlop, Released on 7/25/24 On this Walker Webcast, we featured a discussion with one of the world’s most respected economists, Mohamed El-Erian, which took place at Walker & Dunlop’s 2024 Summer Conference. Mohamed touched on Fed policy pivots, inflation, whether or not we can bet on a soft landing, pivotal moments in his […]
Financial Repression Authority, Released on 7/21/23 Yra Harris is a trader with over 32 years of experience in all areas of commodity trading, with broad expertise in cash currency markets. He has a proven track record of successful trading through combination of technical work and fundamental analysis of global trends; historically based analysis on global […]
CNBC, Released on 7/18/24 Stephen Roach, senior fellow at Yale University, discusses the potential impact of Trump’s proposal to increase tariffs on China. Stephen S. Roach, former Chairman of Morgan Stanley Asia and the firm’s chief economist, is a senior fellow at Yale University’s Jackson Institute of Global Affairs and a senior lecturer at Yale’s […]
Metals and Miners, Released on 7/16/24 Part 1 (part 2 below) This interview dives deep with JESSE FELDER, founder of the Felder report – to explore the impact of the recent attempt on President Trump’s life on the markets and economy. The conversation delves into potential shifts in investor focus, from crowded to neglected stocks. […]
Trends Journal, Released on 7/9/24 Gerald Celente is a pioneer trend strategist and founder of The Trends Research Institute. He is the author of the national bestseller Trends 2000: How to Prepare for and Profit from the Changes of the 21st Century and publisher of the internationally circulated Trends Journal newsletter. Gerald Celente is a […]
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 […]
Tavi Costa – X, Released on 5/26/24 Source: https://x.com/TaviCosta/status/1794831176491839865 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in […]
Retirement Lifestyle Advocates, Released on 5/19/24 This week, RLA Radio features an interview with investor and author Jim Rogers, where he talks with your host, Dennis Tubbergen, about his views on the global economy, suggesting that the current economic boom, fueled by massive borrowing and government spending worldwide, will not last forever. He expressed concern […]
